An introduction about “field” in Zoho CRM

When you are managing your CRM, then you would have some queries like what is field and what does it mean? How to edit and manage fields according to business requirements? Here is a detailed guide by Target Integration on “Field” in Zoho CRM.

 

What is field in CRM?

Fields are organized into records, which contain all the information within the section relevant to a specific entity.

For example, in a section called customer contact information, the telephone number would likely be a field that would also contain other fields such as street address and city. The records make up the sections.

EDITING/CREATING A NEW FIELD IN Zoho CRM:

In order to edit/create a new field you have to follow few simple steps which are as follows:

  1. Go to Setup on the upper right corner.
  2. Under Customization select Modules and Fields.

By clicking on Modules and Fields you will be headed to next window which is shown as below:

Now, you can select the module in which you want to create or edit any fields.

You can even Rename some fields change the layout various options are displayed which help in modifying the fields according to your requirements.

 

You can even create and organize the modules from the tabs naming as +Create New Module and Organize Modules.

 

HOW TO CREATE WORKFLOW RULES:

What are workflow rules?

Workflow rules can help to automate the following types of actions based on your organization’s processes:

Tasks: Assign a new task to a user, role, or record owner.

Email Alerts: Send an email to one or more recipients you specify.

Field Updates: Update the value of a field on a record.

Hence, to set a workflow rule in Zoho CRM you need to follow few simple steps which are as follows:

  1. Go to Setup on the upper right corner.
  2. Under Automation select on Workflow Rules.

You will be headed to another window shown as follows:

From here you can create new workflow rule by clicking on +Create Rule tab from there you need to select Module Name.

Give the Rule Name. Add on any description if you want it is shown as follows:

In this way, you can create a new rule and you will be headed to another screen where you need to specify the workflows according to your requirements.

From here you can make the various set of rules accordingly. Please drop us your query to info@targetintegration.com in case you are looking for help of Zoho expert in implementing CRM.



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