Becoming a Resplendent Zoho CRM Demigod

Intro to SUPER SPECIAL Custom Field Types
Intro to Lookup Fields
Creating a Lookup Field
How to Grasp Related Lists
Understanding Lookups: One-to-One and One-to-Many Relationships
Understanding Lookups: Many-to-Many Relationships
Multi-select Lookup Fields – An Example
Multi-Select Lookup Fields: Creating One!
BONUS LEVEL: Understanding Linking Modules
When to Use a Multi-Select Lookup OR Create Your Own Linking Module
User Fields
Multi-Select User Fields
Using Formula Fields
Auto-Numbers, File Upload, Image Upload, Long Integer
Lookup Field Review
Layout Rules
Creating Our Fields
Peter, What are CRM ‘Layouts’ and Why Do You Hate Them So Much?
The #1 Reason I HATE Layouts
REAL Intro to Layout Rules
Adding More Stuff To Our Layout Rules
Using Layout Rules for Stages and Statuses
Practice Layout Rules
Using Custom Modules
Creating Custom Modules
Alternatives to Custom Modules: Custom Fields
Alternatives to Custom Modules: Layout Rules
Alternatives to Custom Modules: Subforms
Subforms – What I Like and What I Don’t
Custom Module Review
Advanced Module Customization
The Need for Module Customization and Cleanup
When Should You Delete Fields and When Should You Just Remove Them
Quick Create Layouts
Customizing the Top 5 Fields (The Business Card)
Renaming System Default Fields
Layout Dependencies
Creating Links
Showing Off Our Links
Cascading Layout Rules
Advanced Module Organization
Web tabs – Accessing Other Sites
Tab Groups
Mail Merge Templates
Go Watch the Zoho CRM – Zoho Sign Course!
Other Uses for Mail Merge
CRM Inventory Modules
Re-Enabling CRM Inventory Modules
Creating a Test Quote
Looking at Inventory Templates
CRM Inventory Modules Don’t Sync With Zoho Books
Use CRM Inventory Modules When
The Zoho Finance CRM Module
Using the CRM “List View”
Using Mass Email
Using Mass Update
Using Macros
Mail Merge En Masse
Let’s Talk About Tags
User Data Control
Record Ownership
Intro to Roles
Example Role Hierarchy
Module-Level Permissions and Data Sharing Rules
Intro to Territories (Be Careful With These!)
User Lookup Fields Supersede EVERYTHING
Intro to Profiles
Example Profile Hierarchy
Other Ways Profiles Show Up
Set Up Your Own Data Permission Hierarchy
Reports, Analytics, and Home Screen Customization
Intro to Reports (Not a Deep Dive)
Creating Your First Report
Exporting Reports
Using Scheduled Reports
Cleaning Up Default Reports
Building Simple Analytics
When to Use Zoho Analytics
Customizing Home Screens
CRM Reporting Practice
Misc. Setup
Using the Recycle Bin
Understanding Data Backups
Audit Log
A Quick Note on CRM Sandbox
Webforms
Intro to Webforms
WordPress: Gravity Forms and Contact Form 7
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Subforms – What I Like and What I Don’t

Becoming a Resplendent Zoho CRM Demigod Using Custom Modules Subforms – What I Like and What I Don’t

What is not so great:

  • Subforms are limited to 8 fields
  • You cannot trigger workflow rules from subforms
  • No User fields

What I like:

  • Subforms are really clean
  • It’s nice to keep it all in one module
  • They are simple to manually edit and fairly straightforward
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Becoming a Resplendent Zoho CRM Demigod Using Custom Modules Subforms – What I Like and What I Don’t
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