Mapping New Custom Fields in Zoho Subscriptions

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• Is there a way to check how many custom fields I have used in Zoho CRM?

  Please go to the Modules and Fields under Setup, choose the particular module you want to check the fields remaining. On the left side, under the fields types, you can see the remaining custom fields.

• The Probability field does not auto calculate but forces me to add a manual entry

  In this case please check to see whether the Probability field has been made as a mandatory field. If this is the case when creating a deal the Probability field is displayed on screen to be filled manually. Normally the Probability field is ...

• Is it possible to filter Contacts based on ACCOUNT field values from the Contacts module?

  When using the Contacts module in Zoho CRM to create views, it is not possible to filter the Contact records based on the fields in Accounts module. However, it is possible to build a workaround (in the Enterprise license) by using 'custom functions' ...

• Does Professional CRM license allow field and related list security control?

  Ans. Yes! Zoho CRM Professional Edition allows Field-level security. In order to setup Field Level Security, Goto --> Zoho CRM --> Settings --> Customisations --> Modules and Fields --> Select appropriate Module --> Click on Fields on the top --> ...

• How do I invite a new user to the CRM portal?

  Add the user to the CRM portal then follow the steps below: Setup Users and Control > Users Click the user in question Click the green 'Reinvite' button in the top right of the user details screen The user will then receive an invitation email. They ...