Formulas are a great way to automate field data, create Validation Rules, and define workflow criteria. Read more
Keeping Salesforce data accurate is one of the most important goals you will have. If information is entered incorrectly, it will affect how it is pulled out in reports, dashboards, workflows, etc. Even one letter missing or misspelled can make a filter show false instead of true. For example if an Account is added with a Type of ‘Client’, it will not be included in a report showing all Accounts with the type of ‘Client’.
Validation rules help keep information consistent with your processes. They check the value entered and if it does not meet the validation, it cannot be saved. Read more
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout. They provide quick access to information for the related object as well as the ability to add/edit/delete records. Read more
When writing Custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow. The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow. With the new API 2.0, this can be a tad more cumbersome to first set up the “Client” get the refresh token and then copy and paste all the long strings into every custom function where you use the API. Enter Connections! It is soooo easy to set up a “Connection” for the CRM API, and then refer to that connection when invoking the URL – here’s how… Read more
Couple of recent changes, if you’re a big lead person is that you can now turn OFF the opportunity area when converting a lead. There are two settings actually that may be of use for you. Read more
To find the age of items such as the age of person, age of an account, age of the client relationship, etc., a custom formula field can be created to calculate the time difference between two dates. Read more
There are times when you will need to join Salesforce objects to retrieve and present report data that meet your company’s needs. This may occur when you have custom objects or need information that is not included in the standard Report Types. Read more
It’s now easier than ever to change the radius on the “Contacts Near Me” feature in the Zoho CRM mobile app. Just click the distance icon towards the upper right corner to open the slide bar. Move the slide bar to the desired radius and set the distance unit to either miles of kilometers, then click the up arrow towards the bottom right corner to save your changes. Where is the Contacts near me view you ask? Click Contacts, then click the map icon in the upper right area.
Sometimes in our CRM, we add another field where we can enter a phone extension for our contacts and Leads. Did you know that if you enter the phone number with its extension in the phone field, zoho crm will dial the extension too? The trick is to separate the phone number and extension by a “,” – so it should look like 800-555-1212,112. Phone systems interpret the “,” as a pause. You may need to enter two commas for it to work correctly. Try it!!