It is possible to trigger a workflow based on a field update. In workflow, on a record action, you will have 'Field Update' as an action. You can specify the fields on updating which, the workflow would be triggered. Refer screenshot. FYI: This ...
1) Go to Setup » company details » Business hours » Choose the business days as Monday to Friday as in the screenshot below: 2) When you Assign a task via workflow rules, set the due date criteria based on business days. This will ensure that the ...
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 --> ...
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 ...
Q: If I have synch'd Zoho Subscriptions with Zoho CRM, and then add a new custom field in Zoho CRM, is it possible to add that later in Zoho Subscriptions and then map the new field? Hopefully the initial synch and field mapping is not a one time ...