Customization
[Zoho CRM] A Comprehensive Guide for Zoho CRM Wizards
Unleashing the Power of Zoho CRM Wizards: A Comprehensive Guide What is CRM Wizards? Zoho CRM Wizards are a powerful tool designed to simplify and enhance the data entry process in Zoho CRM. They enable users to break down lengthy forms into a series ...
[Zoho CRM] How to Mail Merge and save as individual files
How to Mail Merge and save as individual files in Zoho CRM There are times when you need to save your mail merge file first before sending it out. Let me show you how it can be done. 1. Go to the required module 2. Select the record 3. Click the 3 ...
[Zoho CRM] Get Birthday Months Formula
Create a custom formula field and make sure the return type is String. Then, write this formula: If(Month(${Contacts.Date of Birth})==1,'01',If(Month(${Contacts.Date of Birth})==2,'02',If(Month(${Contacts.Date of ...
[Zoho CRM] Adding business days and excluding weekends from formula field
In Zoho CRM, or in any other Zoho apps that have a formula field, it is possible to configure it to return a date value and exclude weekends. For example, if the Opening Date of a Deal is today, I want to make the deadline for addressing it 2 days ...
[Zoho CRM] Importing Records
Sometimes you need to import a lot of records at once into Zoho CRM. This is a very common phenomenon. You wouldn't want to create your records one by one, moreover if they're in the thousands! Worry not, as it is really easy to do so in Zoho CRM. ...