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Table of Contents
Introduction ................................................................................................................................................................................. 4
Company Details .......................................................................................................................................................................... 5
Company Logo ......................................................................................................................................................................... 6
Currency Settings ..................................................................................................................................................................... 7
Fiscal Year Settings .................................................................................................................................................................. 8
Primary Contact ....................................................................................................................................................................... 9
Tab Settings ............................................................................................................................................................................... 10
Organize Tabs ........................................................................................................................................................................ 10
Rename Tabs ......................................................................................................................................................................... 11
Page-level Customization ...................................................................................................................................................... 13
Customize Page Layout .......................................................................................................................................................... 14
Organize Page Details ............................................................................................................................................................ 16
Customize Related Lists ......................................................................................................................................................... 17
Customize Search Layout ....................................................................................................................................................... 18
Customize View Settings ........................................................................................................................................................ 19
Field-level Customization .......................................................................................................................................................... 20
Custom Fields - Overview ...................................................................................................................................................... 21
Customize Currency Type Fields ............................................................................................................................................ 25
Add Pick list Values ................................................................................................................................................................ 28
Add Multi-Select Pick list Values ............................................................................................................................................ 29
Create Lookup Field ............................................................................................................................................................... 30
Create Auto Number Field ..................................................................................................................................................... 33
Special Fields.............................................................................................................................................................................. 34
Customize Terms & Conditions.............................................................................................................................................. 35
Add Tax Rates ........................................................................................................................................................................ 36
Configure Sales Stage ............................................................................................................................................................ 37
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Map Stage-Probability values ................................................................................................................................................ 38
Customize Contact Roles ....................................................................................................................................................... 40
Standard Fields .......................................................................................................................................................................... 42
Leads ...................................................................................................................................................................................... 42
Accounts ................................................................................................................................................................................ 45
Contacts ................................................................................................................................................................................. 48
Potentials ............................................................................................................................................................................... 51
Campaigns ............................................................................................................................................................................. 53
Forecasts ................................................................................................................................................................................ 55
Cases ...................................................................................................................................................................................... 56
Solutions ................................................................................................................................................................................ 58
Products ................................................................................................................................................................................. 59
Price Books ............................................................................................................................................................................ 61
Quotes ................................................................................................................................................................................... 62
Sales Orders ........................................................................................................................................................................... 65
Invoices .................................................................................................................................................................................. 68
Vendors .................................................................................................................................................................................. 71
Purchase Order ...................................................................................................................................................................... 73
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INTRODUCTION
Customizing Zoho CRM is the most powerful way of achieving a successful organization- specific Customer Relationship
Management system. One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do
so, thus enabling a realistic and a holistic approach to CRM.
Based on the organization's requirement, user(s) with Administrator privilege can implement Zoho CRM customization. The
specific operational procedures for customization are explained below.
Company Details
Personalize Logo | Currency Settings | Fiscal Year | Primary Contact
Tab Settings
Organize Tabs | Rename Tabs
Page-level Customization
Customize Page Layout | Organize Page details | Related Lists | Search Layout | Custom View
Field-level Customization
Standard Fields | Custom Fields | Special Fields
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COMPANY DETAILS
These are certain organization specific details, which help differentiate one organization from the other. Zoho CRM
recommends Users with Administrator privilege to customize these company specific details so that all users (across the
organization) under an organization-specific account will have these common features. The general customizations
pertaining to company details are:
Company Logo
Currency Settings
Fiscal Year Settings
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COMPANY LOGO
In order to give a personalized look to CRM account, Zoho CRM allows organizations to change the default Zoho
CRM logo by personal company logo. The customized company logo appears for all users within the account.
However, there are certain norms to be observed while customizing company logo.
Adding company logo necessarily requires a defined company name and converting from single user edition to
corporate edition.
The logo file size should not exceed 20 KB.
For best viewing the logo dimension should be 188 (width) by 88 (height) pixels.
The logo file format should be .jpg / .png / .gif.
To Customize Logo
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup Admin Settings Company Details.
3. In the Company Details page, click on Edit Browse for your company logo.
4. Click Save.
Before Customization
AFTER CUSTOMIZATION
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CURRENCY SETTINGS
Currency settings are an organization specific feature, which is set as per organization’s fiscal currency settings.
By default the currency is set to US dollar ($). However, user(s) with Administrator privilege can change the
currency field depending on the organization’s requirement. Based on the country locale you choose the
currency value gets updated for Quotes, Invoices, Campaigns and other billing related fields.
To Customize Currency Settings
1. Log in to Zoho CRM with Administrator privilege.
2. Click on the Setup Admin Settings Company Details.
3. In the Company Details page, click on Edit Currency Locale drop-down list.
4. Click Save.
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FISCAL YEAR SETTINGS
The fiscal year settings helps organization’s to configure their fiscal cycle. Based on the selected fiscal start
month, organizations can configure their fiscal cycle. Once the fiscal start month is selected, fiscal quarters are
automatically rolled up. By default, the Zoho CRM fiscal start month is set to January.
To set up Fiscal Year
1. Log in to Zoho CRM with Administrator privilege.
2. Click on the Setup Admin Settings Fiscal Year.
3. In the Fiscal Year page, select the Fiscal Start Month from the drop-down list.
4. Click on Submit OK to confirm the change.
Note:
Changing the Fiscal Start Month will affect change in the new as well as the existing Forecast records.
Changing the Fiscal Start Month will affect the settings configured for Financial Year and Financial Quarter in
Reports and Dashboards.
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PRIMARY CONTACT
The Primary contact is the single point of all communication within any organization. This contact relates to all transaction,
bills, and communication from Zoho CRM. The organization’s administrator has the privilege to change the primary contact
(from the active Users), as per the company’s requirements.
To Customize Primary Contact
1. Log in to Zoho CRM with Administrator privilege.
2. Click on the Setup Admin Settings Company Details.
3. In the Company Details page, click on Edit Primary Contact drop-down list.
4. Click Save.
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TAB SETTINGS
Tabs represent the different modules that are offered in the Zoho CRM. By default there are 18 modules, each representing
a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales,
marketing, support, and inventory management) process. These tab settings are organization specific and so only Users
with Administrator privilege can do the customization. The customization includes:
Organize Tabs
Rename Tabs
ORGANIZE TABS
The option to organize tabs allows organizations to display only the relevant number of modules and hide the
unwanted ones. For instance, an educational organization using Zoho CRM might not require the Quotes or
Invoices – this can be rather hidden. You can also change the order of the modules by moving them up or down
the list.
To Organize Tabs
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup Tab Settings Organize Tabs.
3. In the Organize Tabs page, use the horizontal arrows to select/deselect the tabs and use the vertical arrows to
organize the tabs order.
4. Click Save.
Note:
Home tab cannot be hidden.
Irrespective of profiles, hidden modules are not displayed to any users.
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RENAME TABS
The Zoho CRM system provides an option to rename the standard tab names according to industry-specific
terminologies. For instance, the “Leads” tab might be renamed to “Candidates” in an educational institute.
Users with Administrator privileges can change the tab names.
These changes are reflected in the all the standard pages of the user interface except for custom reports and dashboards.
The below image displays the industry specific tab names against the standard Zoho CRM tabs:
To Rename Tabs
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup Tab Settings Rename Tabs.
3. In the Rename Tabs page, click on Edit for the tab name to be changed.
4. In the Change Tab Name page, specify the name in New Tab Name field.
5. Click Save.
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Note:
New tab names will not be reflected on Page Layout, Reports, and Dashboards modules. Always standard names
are displayed
All the fields’ names will also change according to the new name. For example, if you change "Account" tab to
"Client", the "Account Name" field will be changed to "Client Name".
If you change a tab name to plural form with suffix "-ies" (last three characters - right to left), the singular form will
be suffixed with "y". For example, if you change "Potentials" to "Opportunities", in all the places the singular form
of "Potential" is changed to "Opportunity".
While changing the tab name you can add singular and plural names for the tab. Ex: Leads vs. Lead.
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PAGE-LEVEL CUSTOMIZATION
Page-level customization is one of the important functions that allow CRM administrators to define the
organization-specific requirements within each module. Ideally, this should be completed before rolling out the
CRM system for the organization. The page-level customization includes:
Customize Page Layout
Organize Page Details
Customize Related Lists
Customize Search Layout
Customize View Settings
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CUSTOMIZE PAGE LAYOUT
Customizing the page layout allows to arrange, show/hide and order fields within the module page. The drag and drop
option enables easy customization of the following operations in the page layout:
SHOW/HIDE FIELDS
By default all the standard fields (Refer Field-level Customization) are displayed in each module page layout. You can hide
some of the standard fields, add new custom fields to the pages and move fields from one section to other section.
To show fields
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Edit Page Layout.
3. In the Page Layout page, drag and drop the Field label from the Available Field List.
4. Click Save.
To hide fields
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Edit Page Layout.
3. In the Page Layout page, click on the Hide "X" button next to the Field label.
4. Click Save.
ADD/MODIFY SECTIONS
Sections help in combining certain type of fields within a particular topic. By default there are some sections available in
each module. You can add, modify or delete these sections based on an organization’s requirements.
To add section
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Edit Page Layout.
3. In the Page Layout page, click on Create Section.
4. In the section pop up box, Add Name for the new section, select the Tab Order, and click on OK.
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5. Click Save.
To modify section
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Edit Page Layout.
3. In the Page Layout page, click on Edit (on the section label).
4. Modify Name and /or Tab Order, click on OK.
5. Click on Save.
Note:
Selecting "Left Right" in the Tab Order creates fields in two columns.
Selecting "Top “Bottom" in the Tab Order creates fields across the full length of the row.
MODIFY FIELD PROPERTIES
The field property allows changing the fields to mandatory or optional (read-only). But you cannot change the property of
the standard mandatory fields (For example, Company name in Leads module is a mandatory field. You cannot change the
Company field to read-only).
To modify field property
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Edit Page Layout.
3. In the Page Layout page, click on Edit (on the field label).
4. In the field pop-up box, click on the Check box to make it mandatory / not a mandatory field.
5. Click OK Save.
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ORGANIZE PAGE DETAILS
The option to Organize Page details, available in each module, helps to change the order of the related list views and
show/hide some of the related lists as per organization’s requirement.
To organize page details
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup [Module] Settings Organize [Module] Details.
3. In the Organize [Module] Details page, choose the options from the Unselected List.
4. Move the selected options to the Selected List.
5. Change the order of the Related List as per requirement.
6. Click Save.
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CUSTOMIZE RELATED LISTS
The Related Lists provide a 360-degree of each module and the related records. Customizing the related list view
allow to re-order or add the properties in the related list view of the module. This helps putting in place all the
required fields and related information, thus enabling an all round view of the module.
To Customize Related Lists
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup Tab Settings Related List Columns.
3. In the Related List Columns page, select the module from the Modules List.
4. Choose the options from the Available Columns that you want to be displayed in the Related List.
5. Move the selected options to the Selected Columns list.
6. Click Save.
Note:
Company defined mandatory fields cannot be removed from the Related List columns.
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CUSTOMIZE SEARCH LAYOUT
Every module in Zoho CRM has a search option with some standard fields. These are used to search data within the
particular module. However, based on an organization’s requirement, the search criteria can be customized by
enabling additional fields in the search layout or selecting from the list of available fields within the module.
To Customize Search Layout
1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup Tab Settings Search Layout.
3. In the Search Layout page, select the module from the Modules List.
4. In the Fields List section, edit the list and select the fields (check-box) to be considered for search.
5. Click on Save.
Note:
You can choose maximum of 6 search criteria fields for global search option within a module.
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CUSTOMIZE VIEW SETTINGS
This option enables customizing the default view for the modules depending on individual user’s choice. Once the
default view is customized, the new chosen view becomes the default view displayed whenever the module is
accessed. For instance, the default view for Leads module could be “All Open Leads”.
To Customize View Settings
1. Click on the Setup.
2. In the Setup Home page, click [Module] Settings Custom View Settings.
3. In the Custom View Settings page, click on the New View drop-down list.
4. Click on Save.
Note:
The custom view in every module displays the last selected view settings.
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FIELD-LEVEL CUSTOMIZATION
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides
some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and
are displayed within each module settings. However, depending on the business requirement of the organization, each
module can have custom fields. The fields are thus classified as:
Standard Fields
Custom Fields
Special Fields
Standard Fields
By default, Zoho CRM provides some standard fields in each module. These fields can be displayed or hidden (Refer Page-
level Customization) as per the module’s requirement. The mandatory fields cannot be edited or deleted. To learn the
number of Standard fields available in each module, see Standard Fields Chapter
Custom Fields
Besides the standard fields available in each module, Zoho CRM allows adding more industry-specific custom fields
according to the business process. Except for the Tasks and Events modules, all modules can have custom fields. To learn
more about the available custom fields, see Custom Fields - Overview
The special fields are not common to all modules but are available to specific modules only. They are available and
applicable only to particular modules depending on the purpose of their function. To learn more about the available special
fields, see Special Fields Chapter
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CUSTOM FIELDS - OVERVIEW
Each module in Zoho CRM can have 120 custom fields added to it. The table below displays the maximum number for each
custom field type:
FIELD TYPE AVAILABLE LIMIT
Text, Pick list, Multi-select Pick list, Auto-number, Email, Phone, Text area, and URL fields 50
Integer 15
Decimal, Percent and Currency 15
Date Field 10
Date & Time 10
Check - box 10
Look Up 10
ADD CUSTOM FIELDS
Adding custom fields allows capturing important data into each module and necessarily requires specifying the field-related
information. These custom fields allow companies to capture information specific to their business requirements. The
image below displays different types of custom fields available in each module of Zoho CRM.
To add custom fields
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the [Module] Fields page click on New Custom Field.
4. In the New Custom Field page, do the following:
a. In the Select Field Type section, select the field type.
b. In Provide Field Details section, enter the field name, field size, and decimal places in the Label, Length,
and Decimal Places fields respectively.
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5. Click Save.
Note:
The custom field is added to the respective module. To check the field, select the corresponding module and add/edit the
record.
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CUSTOM FIELDS DESCRIPTION
The following table provides descriptions of the available custom fields:
Field Type Description Fields
Text To add Text type fields. Label: Specify the field name
Length: Specify the field size (number of character - Integer)
Integer To add Integer type number fields. Label: Specify the field name
Length: Specify the field size (Integer)
Decimal To add decimal type number fields. Label: Specify the field name
Length: Specify the field size (including decimal places)
Decimal Places: Specify the number of decimal places
Percent To add percentage type fields. Label: Specify the field name
Currency To add currency type fields. Label: Specify the field name
Length: Specify the field size (Integer)
Rounding Option: Specify the rounding option
Decimal Places: Specify the number of decimal places
Precision: Specify the rounding precision
Date To add date type fields. Label: Specify the field name
Format: YYYY/MM/DD
Note: Date format will be changed according user time zone
settings.
Date & Time To add date & time combination fields. Label: Specify the field name
Format: YYYY/MM/DD HH:MM
Note: Date format will be changed according user time zone
settings.
E-mail To add E-mail addresses type fields. Label: Specify the field name
Length: Specify the field size (Integer)
Phone To add phone numbers type fields. Label: Specify the field name
Length: Specify the field size (Integer)
Pick list To add pick lists type fields. Label: Specify the field name
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Field Type Description Fields
Pick List Values: Specify the pick list values
Multi-select Pick
list
To add pick lists with multiple
selection of values
Label: Specify the field name
Pick List Values: Specify the pick list values
URL To add Web site addresses. Label: Specify the field name
Text Area To add long text - 3000 characters Label: Specify the field name
Check-box To select a true (checked) or false
(unchecked) type value.
Label: Specify the field name
Auto Increment To add auto-increment type fields Label: Specify the field name
Prefix: Specify the prefix of the auto-number sequence
Starting Number: Specify the starting number of the sequence
Suffix: Specify the suffix of the auto-number sequence
Existing Records: Select the check-box to apply auto-number
to existing records.
Lookup To establish Parent-child and One-to-
One relationship between single
module and different modules
respectively.
Label: Specify the field name
Lookup Type: Select the module for which you like to
establish relationship
Related List Label: Specify the related list view name
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CUSTOMIZE CURRENCY TYPE FIELDS
The Currency Type custom field allows you to define the decimal and the precision settings based on your selected currency
locale. The chart below displays the working of the different Rounding Options available in Zoho CRM:
NORMAL ROUNDING
Selecting this option does not provide any rounding of values after the decimal point.
To Set Normal Rounding to currency type custom field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the Field List page, click on New Custom Field.
4. In Custom Field Settings, select Currency from the Field Type list.
5. In the Field Details, type a name in the Label field.
6. In the Length field, type the desired length of the total number of digits.
7. In the Rounding option, select Normal from the drop-down list.
8. In the Decimal Places, type the number of decimal places you require.
9. Click Save.
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ROUND-OFF
This option allows rounding off after the decimal points. If the second/third digits after the decimal point are < 5, there is no
rounding off. If the second/third digits after the decimal point are > 5, it rounds off to the next number.
To set Round-off to currency type custom field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the Field List page, click on New Custom Field.
4. In Custom Field Settings, select Currency from the Field Type list.
5. In the Field Details, type a name in the Label field.
6. In the Length field, type the desired length of the total number of digits.
7. In the Rounding option, select Round Off from the drop-down list.
8. In the Decimal Places, type the number of decimal places you require.
9. In the Precision field, type the decimal’s rounding precision.
10. Click Save.
ROUND-DOWN
This option allows rounding down in the amount after the decimal point. The second/third digits after the decimal point
rounds down (diminishes) to the previous number.
To set Round-down currency type custom field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the Field List page, click on New Custom Field.
4. In Custom Field Settings, select Currency from the Field Type list.
5. In the Field Details, type a name in the Label field.
6. In the Length field, type the desired length of the total number of digits.
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7. In the Rounding option, select Round Down from the drop-down list.
8. In the Decimal Places, type the number of decimal places you require.
9. In the Precision field, type the decimal’s rounding precision.
10. Click Save.
ROUND-UP
This option allows rounding up in the amount after the decimal point. The second / third digit after the decimal point
rounds up (increases) to the previous number.
To set Round-up currency type custom field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the Field List page, click on New Custom Field.
4. In Custom Field Settings, select Currency from the Field Type list.
5. In the Field Details, type a name in the Label field.
6. In the Length field, type the desired length of the total number of digits.
7. In the Rounding option, select Round Up from the drop-down list.
8. In the Decimal Places, type the number of decimal places you require.
9. In the Precision field, type the decimal’s rounding precision.
10. Click Save.
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ADD PICK LIST VALUES
By default, some of the industry standard pick list values are available in each module. You can modify the pick list values as
per your organization's business process and replace the existing value with new value so that records get associated to
new values.
To add/modify pick list values
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Field List.
3. In the [Module] List page, edit the field with data type Pick List (For example, Lead Source field in the Lead List
page).
4. In the Edit Pick List page, add/modify values in the Values list box. Once you have updated the pick list values you
can sort the values alphabetically and use the first values as the default pick list value.
5. Click Save.
Note:
If you delete/modify any of the pick list values, records associated with the values are changed to "None" and the
deleted values are no longer used.
It is recommended to first change the values in records to another value and then delete/modify the pick lists.
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ADD MULTI-SELECT PICK LIST VALUES
This option enables selecting multiple values while creating or editing record. For instance, your organization may be
offering different services and some of your customers may be interested in multiple services. In this case you can use the
multi-select pick list value instead of single pick list value while creating a potential.
Periodically, you can modify the pick list values as per your organization's business process and replace the existing value
with new values so that records will get associated to new values.
To add/modify Multi-select pick list values
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Field List.
3. In the [Module] Fields page, click on New Custom Field Multi-select Pick List.
4. Add / Modify the Pick List Values. Once you have updated the pick list values you can sort the values alphabetically
and use the first values as the default pick list value.
5. Click Save.
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CREATE LOOKUP FIELD
The Lookup field helps to establish relationship between different modules (linking two different modules: Accounts with
Contacts) or establishing parent-child relationship with a module. Examples of Parent-Child Relationship:
Parent Account - Member Accounts (Doing business with Head Quarter Company and multiple divisions within
company)
Contact - Member Contacts
Case - Sub Case
Potential - Part Payment
Product - Part Products
Solution - Related Solutions
To Create Lookup Field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Field List.
3. In the Field List page, click on New Custom Field.
4. In the [Module] Custom Field List page, do the following:
1. Select the field type as Lookup.
2. Under the Provide Field Details section, specify name of the Lookup field, select the linking module and
add the related list view name.
5. Click Save.
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6. Now select Setup [Module] Settings Organize [Module] Details.
7. In the Organize [Module] Details page, change the order of the custom related list (Example: Member Contact
created for Reports to lookup).
8. Click Save.
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To Use Lookup Field
1. Click on [Module] Tab (Example: Contacts tab).
2. In the [Module] Home page, select the record to be linked to the other record.
3. In the Record Edit page, select the lookup field. For example, 'Reports' field for establishing parent-child
relationship between two contacts.
In this scenario one contact reports to the other contact in customer organization.
4. Click Save.
5. In detail view of the record, you can see the new record under the custom related list section. For example, under
Member Contacts section you can view all the contacts reporting to the primary contact as given below:
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CREATE AUTO NUMBER FIELD
The auto number type custom field helps classifying the records by unique numbers. Once the auto number field is added
to CRM module, the number gets added sequentially to the new records. This can be used to update the existing records
also; for instance, Invoice Number, Quote Number or Sales Order.
To create auto number field
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the [Module] Fields page, click on New Custom Field.
4. In the New Custom Field page, do the following:
In the Select Field Type section, select Auto-number.
In the Provide Field Details section, enter the field name, prefix, starting number and suffix.
5. Click Save.
The auto-number field is added to the respective module. To check the field, select the corresponding module and
add a record. The auto-number field is displayed once you save the record.
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SPECIAL FIELDS
There are certain fields in Zoho CRM, which are not common to all modules. They are available and applicable only to
particular modules depending on the purpose of their function. These special fields are:
Terms & Conditions Fields
Tax Rates Fields
Conversion Mapping
Stage Probability
Contact Roles
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CUSTOMIZE TERMS & CONDITIONS
This field allows having a boilerplate text for terms and conditions while creating Invoices, Quotes and Orders.
To customize Terms & Conditions
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup [Module] Settings Fields List.
3. In the [Module] Fields List page, edit the Terms & Conditions field.
4. In the Terms & Conditions page, specify the terms.
5. Click Save.
Depending on the module for which the Terms & Conditions are created, the text gets automatically displayed in
the page (Invoice / Quote / Order).
Note:
The Terms & Conditions field is available only for the Invoice, Quote and Order modules.
This field is displayed only for the new records and does not roll up for the existing records page.
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ADD TAX RATES
The Tax Rates field allows defining different types of tax rates for the products you sell to your customers. Once the tax
rates are added, you can select the tax type and rate while creating a quote, order, or invoice for the customers. For
instance, Sales Tax = 10.5 %; VAT = 1%; etc.
To add Tax Rates
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Product Settings Customize Tax Rates.
3. In the Customize Tax Rates page, click on Add Tax and specify the type of tax and tax rate in Tax Label and Tax
Value fields respectively.
4. Click Save.
To use Tax Rates
1. Click on the Invoice New Invoice.
2. In the Create Invoice page, specify the customer and product details.
3. In the Product Details section, click on Tax (after sub totaling the line items).
4. In the Group Tax box, select the default tax rates or specify the new rates.
5. Click Save.
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CONFIGURE SALES STAGE
Sales Stage is very important criteria to identify the performance of organization-wide Sales pipeline. The default stage can
be modified for new and converted leads.
To configure Sales Stage Pick list
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Potential Settings Fields List.
3. In the Fields List page, edit the Sales Stage field.
4. In the Edit Pick List page, add/modify values in the Values list box.
Once you have updated the pick list values you can sort the values alphabetically and use the first values as the default
pick list value.
5. Click Save.
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MAP STAGE-PROBABILITY VALUES
The Stage-Probability mapping page provides the following operations:
Create different types of Sales stages according to your organization-wide Sales process
Associate Probability values to the Sales stages
Associate Forecast types (Open, Closed-won, or Closed-lost) to Sales stages
Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, or Committed)
To map stage and probability values
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Potential Settings Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
Add the Sales Stage and the corresponding Probability of closing the sales deal
Delete Sales Stage and assign the existing Probability to another Sales Stage value
To modify the existing Sales Stages, use the Replace option.
4. Click Save.
To map sales stage and forecast type
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Potential Settings Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
Add the Sales Stage and the corresponding Forecast Type
Delete Sales Stage and assign the existing Forecast Type to another Sales Stage value.
4. Click Save.
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To map sales stage and forecast category
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Potential Settings Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
Add the Sales Stage and the corresponding Forecast Category
Delete Stage and assign the existing Forecast Category to another Sales Stage value.
4. Click Save.
Note:
For a better sales pipeline analysis assign different probabilities to sales stage values.
For each stage assign probability in the range of 0 to 100.
You may consider using probability value as '100' when the deal is closed-won and '0' when the deal is closed-lost.
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CUSTOMIZE CONTACT ROLES
While prospecting, there is a need to contact different persons (contacts) to close the sales deal. Contact Roles helps in
knowing the role of the contact in the prospecting organization and thus have the right discussion with the right person. For
instance, explaining details about the product price and discounts is always better with the financial manager where as
product features should be discussed with the product manager.
By default, some of the contact roles viz., Decision Maker, Product Management, Purchasing and other roles are available.
However, the contact roles can be customized according to specific business processes.
To add/modify contact roles
1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup Potential Settings Contact Roles.
3. In the Edit Contact Roles page, do the following:
a. Click on Add Role to add a new role.
b. Click on Delete Role after selecting the role(s) to delete role(s).
c. Modify the existing roles from the Contact Role text box.
4. Click Save.
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To add contact roles to contacts
1. Click the Potentials tab.
2. In the Potentials: Home page under Potential List section, select the required potential.
3. In the Potential Details page under Contact Roles section, list of contacts associated with potential are displayed. Click
the Add Role button.
4. In the Contact Roles Mapping page, for each contact select the role from the Contact Role drop-down list.
5. Click Save after associating roles to all the contacts.
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STANDARD FIELDS
The following tables give the available list of fields in the Zoho CRM Modules along with their description.
LEADS
Field Name Description Data type Maximum Limit
Lead Owner Select the Zoho CRM user to whom the Lead to be
assigned.
Lookup -
Salutation Select the salutation from the drop-down list. Pick list -
First Name Specify the first name of the lead. Text box Alphanumeric(40)
Title Specify the job position of the lead. Text box Alphanumeric(50)
Last Name* Specify the last name of the lead. This field is a
mandatory.
Text box Alphanumeric(80)
Company* Specify the name of the company where the lead is
working. This field is a mandatory.
Text box Alphanumeric(100)
Lead Source Select the source of the lead, that is, from where the lead
is generated.
Pick list -
Industry Select the industry to which the lead belongs. Pick list -
Annual
Revenue
Specify the annual revenue of the company where the
lead is working.
Text box Decimal (19)
Phone Specify the phone number of the lead. Text box Alphanumeric(50)
Mobile Specify the mobile number of the lead. Text box Alphanumeric(50)
Fax Specify the fax number of the lead. Text box Alphanumeric(50)
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Field Name Description Data type Maximum Limit
E-mail Specify the E-mail address of the lead. Email Alphanumeric and Special
characters(100)
Skype ID Specify the Skype ID of the lead. Currently Skype ID can
be in the range of 6 to 32 characters.
Text box Alphanumeric(50)
Web site Specify the Web site of the lead. URL Alphanumeric and Special
characters(50)
Lead Status Select the status of the lead from the drop-down list. Pick list -
Rating Select the rating of the lead from the drop-down list. Pick list -
No of
Employees
Specify the number of employees in lead’s company. Text box Integer (50)
Email Opt-out Select the check-box to remove leads from your mailing
list so that they will not receive any emails from your
Zoho CRM account.
Check box -
Campaign
Source
Select the campaign related to the Lead. Lookup -
Created By Displays name of the user created the Lead first time. Name,
Date/Time
-
Modified By Displays name of the user modified the Lead. Name,
Date/Time
-
Street Specify the street address of the lead. Text box Alphanumeric(250)
City Specify the name of the city where the lead lives. Text box Alphanumeric(30)
State Specify the name of the state where the lead lives. Text box Alphanumeric(30)
ZIP Code Specify the postal code of the lead’s address. Numeric Integer(30)
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Field Name Description Data type Maximum Limit
Country Specify the name of the lead’s country. Text box Alphanumeric(30)
Description Specify any other details about the lead. Text area
(long text)
320000 characters
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ACCOUNTS
Field Name Description Data type Maximum Limit
Account
Name*
Specify the company name. This field is mandatory. Text box Alphanumeric(100)
Account
Owner
Select the Zoho CRM user to whom the account to be
assigned. By default the record is assigned to the user
who creates it.
Look up -
Website Specify the URL of the company’s Web site. URL Alphanumeric(30)
Ticker
Symbol
Specify the ticker symbol of the Company. Text box Alphanumeric(30)
Parent
Account
Select the parent company name from the Change pop-
up dialog.
Lookup -
Employees Specify the number of employees in account’s company. Text box Integers(10)
Ownership Specify the type of ownership of the company. Text box Alphanumeric(50)
Industry Select the type of industry from the drop-down list. Pick list -
Account Type Select the type of account from the drop-down list. Pick list -
Account
Number
Specify the reference number for account. Up to 40
characters are allowed in this field.
Text box Number
Account Site Specify the name of the account’s location, for example,
Headquarters or London. Up to 80 characters are
allowed in this field.
Text box Alphanumeric(30)
Phone Specify phone number of the account. Text box Alphanumeric(30)
Fax Specify fax number of the account. Text box Alphanumeric(30)
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Field Name Description Data type Maximum Limit
E-mail Specify the official E-mail address of the account. E-mail Alphanumeric and Special
characters(100)
Rating Specify the rating of the account. Pick list -
SIC Code Specify the Standard Industrial Classification code of the
account.
Text box Integers(10)
Created By Displays name of the user created the Account first time. Name,
Date/Time
-
Modified By Displays name of the user modified the Account. Name,
Date/Time
-
Annual
Revenue
Specify the annual revenue of the account. Numeric Integers(10)
Billing
Address
Street
City
State
Code
Country
Specify the billing address of the account to send the
quotes, invoices, and other agreements.
Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text
box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Shipping
Address
Street
City
State
Code
Country
Specify the shipping address of the account to deliver
the shipment.
Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text
box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
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Field Name Description Data type Maximum Limit
Description Specify any other details about the account. Text area (long
text)
32000 characters
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CONTACTS
Field Name Description Data type Maximum Limit
Contact
Owner
Select the Zoho CRM user to whom the account to be
assigned.
Lookup -
Salutation Select the Salutation of the contact, such as Mr., Ms, Mrs.,
or others.
Pick list -
First Name Specify the first name of the contact. Text box Alphanumeric(40)
Last Name* Specify the last name of the contact. This field is
mandatory.
Text box Alphanumeric(40)
Account
Name
Select the account related to the contact. Lookup -
Vendor Name Select the vendor related to the contact. Lookup -
Campaign
Source
Select the Campaign related to the contact. Lookup -
Lead Source Select the source from which the contact is created. Pick list -
Title Specify the job position of the contact. Text box Alphanumeric(50)
Department Specify the department of the contact. Text box Alphanumeric(30)
Date of Birth Specify the birthday of the contact to send greetings for a
better relationship.
Date -
Reports To Select the person to whom the contact reports. Text area 255 characters
Created By Displays name of the user created the contact first time. Name,
Date/Time
-
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Field Name Description Data type Maximum Limit
Modified By Displays name of the user modified the contact. Name,
Date/Time
-
Email Opt Out Select the check-box to remove contacts from your
mailing list so that they will not receive any emails from
your Zoho CRM account
Check box -
Skype ID Specify the Skype ID of the contact. Currently Skype ID
can be in the range of 6 to 32 characters.
Text box Alphanumeric(50)
Assigned To Select the name of the user to whom the contact has to
be assigned.
Lookup -
Phone Specify the office phone number of the contact. Text box Alphanumeric(50)
Mobile Specify the mobile number of the contact. Text box Alphanumeric(50)
Home Phone Specify the home phone number of the contact. Text box Alphanumeric(50)
Other Phone Specify the other phone number of the contact (if any). Text box Alphanumeric(50)
Fax Specify the Fax number of the contact. Text box Alphanumeric(50)
E-mail Specify the primary E-mail address of the contact. Text box Alphanumeric(100)
Assistant Specify the name of the contact’s assistant. Text box Alphanumeric(100)
Asst Phone Specify the phone number of the contact’s assistant. Text box Alphanumeric(100)
Mailing
Address
Street
City
State
Specify the primary address of the contact. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
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Field Name Description Data type Maximum Limit
Zip
Country
box
Other
Address
Street
City
State
Zip
Country
Specify the other address of the contact (if any). Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text
box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Description Specify any other details about contact. Text area (long
text)
32000 characters
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POTENTIALS
Field Name Description Data type Maximum Limit
Potential
Owner
Select the Zoho CRM user to whom the Potential to be
assigned.
Lookup -
Potential
Name*
Specify name of the potential. This field is mandatory. Text box Alphanumeric(120)
Account
Name*
Select name of the account to which potential has to
be created. This field is mandatory.
Lookup -
Type Select the type of potential (New Business or Existing
Business) from the drop-down list.
Pick list -
Lead Source Select the lead source from the drop-down list Pick list -
Campaign
Source
Select the campaign related to the contact. Lookup -
Contact Name Select the contact related to the contact. Lookup -
Amount Specify the amount that can be expected after closing
the potential.
Text box Decimal (10)
Closing Date* Specify or select the expected close date. This field is
mandatory.
Date -
Next Step Specify the next step of the sales process. Text box Alphanumeric(100)
Stage* Select the sales stage from the drop-down list. This
filed is mandatory.
Pick list -
Probability Specify the probability of closing a potential. Text box Decimal (2,2)
Expected Specify the revenue expected after launching the Currency -
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Field Name Description Data type Maximum Limit
Revenue campaign.
Created By Displays name of the user created the potential first
time.
Name, Date/Time -
Modified By Displays name of the user modified the potential. Name, Date/Time -
Description Specify any other details about potential. Text area (long
text)
32000 characters
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CAMPAIGNS
Field Name Description Data type Maximum Limit
Campaign
Owner
Select the Zoho CRM user’s name to whom the
campaign to be assigned.
Lookup -
Campaign
Name*
Specify the name of the campaign. Text box Alphanumeric(40)
Type Select the type of the campaign. Check box -
Status Select the status of the campaign. Pick List -
Start Date Specify the date on which the campaign starts. Date -
End Date Specify the date on which the campaign ends. Date -
Expected
Revenue
Specify the revenue expected after launching the
campaign.
Currency -
Actual Cost Specify the actual amount spent on the campaign. Currency -
Budgeted Cost Specify the planned amount to be spent on the
campaign.
Currency -
Expected
Response
Specify the campaign turnout percentage. Percent -
Num sent Specify the number of leads/contacts to whom the
campaign details has been sent.
Text box Integers
Created By Displays name of the user created the campaign first
time.
Name, Date/Time -
Modified By Displays name of the user modified the campaign. Name, Date/Time -
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Field Name Description Data type Maximum Limit
Description Specify additional details about the campaign. Text area 32000 characters
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FORECASTS
Field Name Description Data type Maximum Limit
Year* Select the fiscal year from the drop-down list. Pick list -
Quarter* Select the quarter of the fiscal year. Pick list -
Month Display the month of the selected quarter. Month -
Quota Specify the quota for the month. Currency -
Closed Display the amount from the closed won potentials. Currency -
Committed
Amount
Specify the total amount a sales person confident of
closing during forecast period.
Currency -
Best Case
Amount
Specify the amount a sales person might be closing. This
amount can be either more or less than Commit Amount.
Currency -
Pipeline Displays the amount in the sales pipeline. Currency -
Owned By Displays the owner of the forecast. Lookup -
Created By Displays the person created the forecast first time. Name, Date/Time -
Last Modified
By
Displays the person modified the forecast. Name, Date/Time -
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CASES
Field Name Description Data type Maximum Limit
Case Number Display the case ID after creating a case. Number 16 digit
Product
Name
Select the product name related to the case. Lookup -
Case Owner Select the name of the Zoho CRM user to whom the Case to
be assigned.
Lookup -
Subject* Specify the title of the Case. This field is mandatory. Text box Alphanumeric(255)
Priority Select the priority of the Case from the drop-down list. Pick list -
Status* Select the status of the Case from the drop-down list. Pick list -
Reported By Displays the name of the contact. - -
Related To Select the name of the contact who submitted the Case. Lookup -
Type Select the type of problem. It can be a general question,
feature request, or real issue in your product/service.
Pick list -
Case Origin* Select the source from which the case has been generated.
You can select Email, Phone, or Website. If you select Email,
you must specify the Email ID of the customer.
Pick list -
Email Specify the Email ID of the contact. Email Alphanumeric and
Special characters
Account
Name
Select the account related to the case. Lookup -
Potential
Name
Select the Potential related to the case. Lookup -
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Field Name Description Data type Maximum Limit
Phone Specify the phone number of the customer. Text box Alphanumeric(50)
Case Reason Specify the reason for the case. Pick list -
Description Specify complete details about the case. Text Area 32000 characters
Internal
Comments
Specify follow-up notes about case. Text Area 32000 characters
Solution Specify the solution provided. Text Area 32000 characters
Add
Comment
specify the follow-up notes about the solution. Text Area 32000 characters
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SOLUTIONS
Field Name Description Data type Maximum Limit
Solution
Number
Display the case ID after creating a solution. Number 16 digit
Solution
Title*
Specify the subject of the solution. This field is
mandatory.
Text box Alphanumeric(255)
Solution
Owner
Select the Zoho CRM user’s name to whom the
solution to be assigned.
Pick list -
Product
Name
Select the name of the product to which the solution
has to be associated.
Lookup -
Question* Select the priority of the solution from the drop-down
list. This field is mandatory.
Text box,
Alphanumeric
Alphanumeric(255)
Answer* Specify solution details. This field is mandatory. Text Area -
Status Specify the status of the solution. Pick list -
Created By Displays the person created the solution first time. Date/Time format -
Last Modified
By
Displays the person modified the solution. Date/Time format -
Description Specify any other details about solution. Text box 32000
Comments Specify additional comments about the solution. Text box 32000
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PRODUCTS
Field Name Description Data type Maximum Limit
Product Name* Specify the name of the product. This field is
mandatory.
Text box Alphanumeric(50)
Product Owner Select the Zoho CRM user’s name to whom the
solution to be assigned.
Lookup -
Product Code Specify the product identification. Text box Alphanumeric(40)
Product Active Specify the status of the product. Check box -
Vendor Name Specify the name of the vendor. Lookup -
Product
Category
Select the category of the product. Pick list -
Sales Start Date Specify the date on which the product sales starts. Date -
Sales End Date Specify the date on which the product sales ends. Date -
Created By Displays the person created the product first time. Name, Date/Time -
Modified By Displays the person modified the product. Name, Date/Time -
Commission
Rate
Specify the commission rate for selling the product. Numeric Decimal
Manufacturer Select the name of the product manufacturer. Pick list -
Unit Price Specify the unit price of the product. Currency -
Taxable Specify whether the product is a taxable product. Check-box -
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Field Name Description Data type Maximum Limit
Product
Category
Select the category of the product. Pick list -
Support Start
Date
Select the date on which the product support starts. Date -
Support Expiry
Date
Select the date on which the product support ends. Date -
Usage Unit Displays the unit price of the product. Text box Alphanumeric
Qty Ordered Specify the number of units. Text box Integers
Qty in Stock Displays the stock quantity. Text box Integers
Reorder Level Specify the Reorder value. Text box Integers
Handler Select the Zoho CRM user who is handling the product. Text Box -
Qty in Demand Displays the demand quantity. Text box Integers
Description Specify any other details about product. Text area (long
text)
32000characters
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PRICE BOOKS
Field Name Description Data type Maximum Limit
Price book
Owner
Select the Price Book owner from the available users
list.
Lookup -
Price book
Name*
Specify the name of the Price Book. This field is
mandatory.
Text box Alphanumeric(50)
Active Select the Active check box to set the status of the
Price Book as active.
Check box -
Pricing Model Select the model of the price book. Pick list -
Created By Displays the person created the Price book first time. Name, Date/Time -
Modified By Displays the person modified the Price book. Name, Date/Time -
Description Specify any other details about Price Book. Text area (long text) 32000characters
Pricing details
From Range
To Range
Discount
Specify the Pricing details. From Range - Text
box
To Range - Text box
Discount - Percent
Decimal (20)
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QUOTES
Field Name Description Data type Maximum Limit
Quote Owner Select the name of the user to whom the quote to be
assigned.
Lookup -
Subject* Specify the name of the quote. This field is mandatory. Text box Alphanumeric(50)
Potential
Name
Specify the potential name for which the quote has to be
created.
Text box Alphanumeric(40)
Quote Stage Specify the status of the quote. Check box -
Valid Till Specify the date till the quote is valid after sending to the
prospective customer.
Date -
Contact Name Specify the contact to which the quote has to be created. Lookup -
Account Name Specify the account to which the quote has to be created. Lookup -
Carrier Select the name of the carrier manufacturer. Pick list -
Shipping Select the category of the quote. Text box Alphanumeric(50)
Inventory
Manager
Specify the person responsible for shipping the shipment
to the account or contact.
Text box Alphanumeric(50)
Account
Name*
Specify the account name to which the quote has to be
created. This field is mandatory.
Lookup -
Created By Displays the person created the Price book first time. Name,
Date/Time
-
Modified By Displays the person modified the Price book. Name,
Date/Time
-
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Field Name Description Data type Maximum Limit
Billing Address
Street
City
State
Zip
Country
Specify the primary address of the contact. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text
box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Shipping
Address
Street
City
State
Zip
Country
Specify the shipping address of the contact (if any). Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text
box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Product Name
*
Select the product name. This field is mandatory. Lookup -
Quantity in
Stock
Displays the stock quantity. Numeric Integers
Quantity* Specify the quantity for which the sales order has to be
generated. This field is mandatory.
Numeric Integers
Unit Price* Displays the unit price of the product. Currency -
List Price* Select the product list price from Price Book or specify the
product price. This field is mandatory.
Lookup and
Numeric
Integers
Total Displays the amount of the selected products. Text box Alphanumeric
Terms & Specify the terms and conditions that are associated with. Text area -
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Field Name Description Data type Maximum Limit
Conditions Quote
Description Specify any other details about quote. Text area 32000 characters
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SALES ORDERS
Field Name Description Data type Maximum Limit
Sales Order
Owner
Select the name of the user to whom the sales order
to be assigned.
Lookup -
SO Number Display the Sales order ID after creating a case. Number 16 digit
Subject* Specify the name of the sales order. This field is
mandatory.
Text box Alphanumeric(50)
Potential Name Select the potential for which the sales order has to
be generated.
Lookup -
Customer No Specify the customer identification number (if any). Text box Alphanumeric(50)
Purchase Order Select the reference purchase order. Text box -
Quote Name Select the reference quote. Lookup -
Contact Name Select the contact for which the sales order has to be
generated.
Lookup -
Due Date Select the date. Date -
Carrier Select the carrier’s name that ships the products
from your warehouse to customer site.
Pick list -
Pending Specify whether the sales order is pending or not. Text box Alphanumeric(50)
Status Specify the status of the sales order. Pick list -
Sales Commission Specify the commission to the sales person upon
closing the deal.
Numeric Float
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Field Name Description Data type Maximum Limit
Excise Duty Specify the excise duty for the shipment. Text Box Numeric
Account Name* Specify the account name to which the sales order
has to be created. This field is mandatory
Lookup -
Assigned To Select the Zoho CRM user name to whom the sales
order handling duty is assigned.
Select option -
Created By Displays name of the user created the Sales order
first time.
Name, Date/Time -
Modified By Displays name of the user modified the Sales order Name, Date/Time -
Billing Address
Street
City
State
Zip
Country
Specify the primary address of the contact. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Shipping Address
Street
City
State
Zip
Country
Specify the shipping address of the contact (if any). Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Product Name * Select the product name. This field is mandatory. Lookup -
Quantity in Stock Displays the stock quantity. Numeric Integers
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Field Name Description Data type Maximum Limit
Quantity* Specify the quantity for which the sales order has to
be generated. This field is mandatory.
Numeric Integers
Unit Price* Displays the unit price of the product. Currency -
List Price* Select the product list price from Price Book or
specify the product price. This field is mandatory.
Lookup and
Numeric
Integers
Tax Specify the tax component of the products Currency -
Adjustments Specify if there are any adjustments, such as
discounts, or extra charges etc.
Currency -
Total Displays the amount of the selected line item. Currency -
Terms &
Conditions
Specify the terms and conditions that are associated
with sales order.
Text area (long text) -
Description Specify any other details about sales order. Text area (long text) 32000 characters
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INVOICES
Field Name Description Data type Maximum Limit
Invoice Owner Select the name of the user to whom the invoice to
be assigned.
Lookup -
Invoice Number Display the case ID after creating a solution. Numeric 16 digit
Subject* Specify the name of the invoice. This field is
mandatory.
Text box Alphanumeric(50)
Sales Order Select the reference Sales order (if any). Lookup -
Purchase Order Select the reference Purchase order. Text Box -
Customer No Specify the customer identification number (if any). Text box Alphanumeric(50)
Excise Duty Specify the excise duty for the shipment. Text box Numeric
Invoice Date Specify the date on which the invoice is created. Date -
Due Date Specify the invoice due date as per your payment
terms.
Date -
Sales
Commission
Specify the commission to the sales person upon
closing the deal.
Currency Float
Account Name * Specify the account name to which the invoice has to
be created. This field is mandatory.
Lookup -
Contact Name Specify the contacts name to which the invoice has to
be created.
Lookup -
Status Specify the status of the invoice. Check box -
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Field Name Description Data type Maximum Limit
Assigned To Select the Zoho CRM user name to whom the invoice
handling duty is assigned. This field is mandatory.
Lookup -
Created By Displays the person created the Price book first time. Date/Time format -
Modified By Displays the person modified the Price book. Date/Time format -
Billing Address
Street
City
State
Zip
Country
Specify the primary address of the contact. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Shipping
Address
Street
City
State
Zip
Country
Specify the shipping address of the contact (if any). Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Product Name * Select the product name. This field is mandatory. Lookup -
Quantity in
Stock
Displays the stock quantity. Numeric Integers
Quantity* Specify the quantity for which the sales order has to
be generated. This field is mandatory.
Numeric Integers
Unit Price* Displays the unit price of the product. Currency -
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Field Name Description Data type Maximum Limit
List Price* Select the product list price from Price Book or specify
the product price. This field is mandatory
Lookup and
Numeric
Integers
Total Displays the amount of the selected products. Currency -
Terms &
Conditions
Specify the terms and conditions that are associated
with invoice.
Text area -
Description Specify any other details about invoice. Text area 32000 characters
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VENDORS
Field Name Description Data type Maximum Limit
Vendor Owner Select the name of the user to whom the Vendor
details to be assigned.
Lookup -
Vendor Name* Specify the name of the vendor. This field is
mandatory.
Text box Alphanumeric(50)
Phone Specify the phone number of the vendor. Text box Alphanumeric(40)
E-mail Specify the E-mail ID of the vendor. Email Alphanumeric and Special
characters(100)
Website Specify the Web site URL of the vendor. URL Alphanumeric and Special
characters(50)
GL Account Select the general ledger account. Pick List -
Category Specify the category of the vendor. Text box Alphanumeric(40)
Created By Displays the person created the Price book first
time.
Date/Time format -
Modified By Displays the person modified the Price book. Date/Time format -
Vendor
Address
Street
City
State
Postal Code
Country
Specify the address of the vendor. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
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Field Name Description Data type Maximum Limit
Description Specify any other details about vendor. Text area (long
text)
32000 characters
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PURCHASE ORDER
Field Name Description Data type Maximum Limit
Purchase Order
Owner
Select the name of the user to whom the sales order to
be assigned.
Lookup -
PO Number Display the Sales order ID after creating a case. Number 16 digit
Subject* Specify the name of the purchase order. This field is
mandatory.
Text box Alphanumeric(50)
Vendor Name* Specify the name of the vendor. Lookup -
Requisition No Specify the number in which the purchase order is
requested.
Text box Alphanumeric(20)
Tracking
Number
Specify the number to track the purchase order. Text box -
Contact Name Specify the contacts name to which the invoice has to
be created.
Lookup -
Carrier Select the carrier’s name that ships the products from
your warehouse to customer site.
Pick list -
Purchase Order
Date
Specify the date on which purchase order is created. Date -
Due Date Select the due date. Date -
Excise Duty Specify the excise duty for the shipment. Text box
Sales
Commission
Specify the commission to the sales person upon
closing the deal.
Currency Float
Status Specify the status of the purchase order. Check box -
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Field Name Description Data type Maximum Limit
Assigned To Select the Zoho CRM user name to whom the purchase
order handling duty is assigned. This field is mandatory
Select option -
Created By Displays the person created the Price book first time. Name, Date/Time -
Modified By Displays the person modified the Price book. Name, Date/Time -
Billing Address
Street
City
State
Zip
Country
Specify the primary address of the contact. Street - Text box
City - Text box
State - Text box
Code - Text box
Country- Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Shipping
Address
Street
City
State
Zip
Country
Specify the shipping address of the contact (if any). Street - Text box
City - Text box
State - Text box
Code - Text box
Country - Text box
Alphanumeric(250)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Alphanumeric(30)
Product Name * Select the product name. This field is mandatory. Lookup -
Quantity in
Stock
Displays the stock quantity. Numeric Integers
Quantity* Specify the quantity for which the sales order has to be
generated. This field is mandatory.
Numeric Integers
Unit Price* Displays the unit price of the product. Currency -
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Field Name Description Data type Maximum Limit
List Price* Select the product list price from Price Book or specify
the product price. This field is mandatory.
Lookup and
Numeric
Integers
Total Displays the amount of the selected products. - -
Terms &
Conditions
Specify the terms and conditions that are associated
with purchase order.
Text area (long
text)
-
Description Specify any other details about purchase order. Text area (long
text)
32000 characters