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!


2 comments:

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