Sunday, October 25, 2015

ZOHO CRM - Setting Criteria with Picklist Tip

Zoho CRM uses "criteria" in many places: workflow rules, views, mass email, assignment rules, etc... Sometimes when we are setting criteria we have a big long pick list from which to select values and it can be cumbersome to search the list.  To make it easier on yourself you can just start typing the option and the list dynamically narrows down as you type!

For example, say you are setting up Territories based on state and you have a state picklist as your state field:  Instead of searching down the list for the states you want to add to the territory criteria type the first letter of the state and get the smaller list of all the states that start with that letter to choose from!


PLC training in chennai said...

WIZTECH Automation, Anna Nagar, Chennai, has earned reputation offering the best automation training in Chennai in the field of industrial automation. Flexible timings, hands-on-experience, 100% practical. The candidates are given enhanced job oriented practical training in all major brands of PLCs (AB, Keyence, ABB, GE-FANUC, OMRON, DELTA, SIEMENS, MITSUBISHI, SCHNEIDER, and MESSUNG)

PLC training in chennai
Automation training in chennai
Best plc training in chennai
PLC SCADA training in chennai
Process automation training in chennai
Final year eee projects in chennai
VLSI training in chennai

caiyan said...

ray ban sunglasses outlet
pandora jewelry
christian louboutin
ugg outlet online
michael kors handbags
michael kors outlet online
christian louboutin
cheap mlb jerseys
supra for sale
uggs outlet