Zoho CRM - Standard Fields

Campaigns

Leads

Accounts

Field Name	Description	Data Type
Account Name*	Specify the company name. This field is mandatory.	Text box, alphanumeric (100)
Website	Specify the URL of the company's Web site.	URL, alphanumeric (30)
Ticker Symbol	Specify the ticker symbol of the Company.	Text box, alphanumeric (30)
Parent Account	Select the parent company name from the Change pop-up dialog.	Lookup
Employees	Specify the number of employees in account's company.	Text box, integers (10)
Ownership	Specify the type of ownership of the company.	Text box, alphanumeric (50)
Industry	Select the type of industry from the drop-down list.	Pick list
Type	Select the type of account from the drop-down list.	Pick list
Account Owner	Select the Zoho CRM user to whom the account to be assigned. By default the record is assigned to the user who creates it.	Pick list
Phone	Specify phone number of the account.	Text box, alphanumeric (30)
Fax	Specify fax number of the account.	Text box, alphanumeric (30)
E-mail	Specify the official E-mail address of the account.	E-mail, alphanumeric and special characters (100)
Rating	Specify the rating of the account.	Pick list
SIC Code	Specify the Standard Industrial Classification code of the account.	Text box, integers (10)
Annual Revenue	Specify the annual revenue of the account.	Text box, integers (10)
Billing Address Street City State Postal Code Country	Specify the billing address of the account to send the quotes, invoices, and other agreements.	Street, alphanumeric (250) City, alphanumeric (30) State, alphanumeric (30) Postal Code, alphanumeric (30) Country, alphanumeric (30)
Shipping Address Street City State Postal Code Country	Specify the shipping address of the account to deliver the shipment.	-Do-
Description	Specify any other details about the account.	Text area (32 Kb)

Contacts

Field Name	Description	Data Type
Salutation	Select the Salutation of the contact, such as Mr., Ms, Mrs., or others.	Pick list
First Name	Specify the first name of the contact.	Text box, Alphanumeric (40)
Last Name*	Specify the last name of the contact. This field is mandatory.	Text box, Alphanumeric (40)
Account Name	Select the account related the contact.	Lookup
Lead Source	Select the source from which the contact is created.	Pick list
Title	Specify the job position of the contact.	Text box, Alphanumeric (50)
Department	Specify the department of the contact.	Text box, Alphanumeric (30)
Date of Birth	Specify the birthday of the contact to send greetings for a better relationship.	Date
Reports To	Select the person to whom the contact reports	Text (255)
Do Not Call	Select this option not to make a call to the contact (If the contact is not interested to be contacted by phone even though having a phone number).	Check box
Assigned To	Select the name of the user to whom the contact has to be assigned.	Pick list
Phone	Specify the office phone number of the contact.	Text box, Alphanumeric (50)
Mobile	Specify the mobile number of the contact.	Text box, Alphanumeric (50)
Home Phone	Specify the home phone number of the contact.	Text box, Alphanumeric (50)
Other Phone	Specify the other phone number of the contact (if any).	Text box, Alphanumeric (50)
Fax	Specify the Fax number of the contact.	Text box, Alphanumeric (50)
E-mail	Specify the primary E-mail address of the contact.	Text box, Alphanumeric (100)
Assistant	Specify the name of the contact’s assistant.
Assistant Phone	Specify the phone number of the contact's assistant.	Text box, Alphanumeric (100)
Mailing Address Street City State Postal Code Country	Specify the primary address of the contact.
Other Address Street City State Postal Code Country	Specify the other address of the contact (if any).
Description	Specify any other details about contact.	Text area (long text)

Potentials

Field Name	Description	Data Type
Potential Name*	Specify name of the potential. This field is mandatory.	Text box, Alphanumeric (120)
Account Name*	Select name of the account to which potential has to be created. This field is mandatory.	Lookup
Type	Select the type of potential (New Business or Existing Business) from the drop-down list.	Pick list
Lead Source	Select the lead source from the drop-down list	Pick list
Product Name	Select the product name from the pick list.	Text box, Alphanumeric (50)
Amount	Specify the amount that can be expected after closing the potential.	Text box, Decimal (10)
Expected Close Date*	Specify or select the expected close date. This field is mandatory.	Date format (yyyy/mm/dd)
Next Step	Specify the next step of the sales process.	Text box, Alphanumeric (100)
Sales Stage*	Select the sales stage from the drop-down list. This filed is mandatory.	Pick list
Probability	Specify the probability of closing an potential.	Text box, Decimal (2, 2)
Assigned To	Select the user to whom the potential has to be assigned.	Pick list
Description	Specify any other details about potential.	Text area (long text)

Forecasts

Field Name	Description	Data Type
Year*	Select the fiscal year from the drop-down list.	Pick list
Quarter*	Select the quarter of the fiscal year.	Pick list
Month	Display the month of the selected quarter.	Month
Quota	Specify the quota for the month.	Currency
Closed	Display the amount from the closed won potentials.	Currency
Commit Amount	Specify the total amount a sales person confident of closing during forecast period.	Currency
Best Case Amount	Specify the amount a sales person might be closing. This amount can be either more or less than Commit Amount.	Currency
Pipeline	Displays the amount in the sales pipeline.	Currency
Owned By	Displays the owner of the forecast.	Lookup
Created By	Displays the person created the forecast first time.	Date/Time
Last Modified By	Displays the person modified the forecast.	Date/Time

Cases

Field Name	Description	Data Type
Case Number	Display the case ID after creating a case.	Number
Case Owner	Select the name of the Zoho CRM user to whom the Case is assigned.	Lookup
Subject*	Specify the title of the Case. This field is mandatory.	Text box, Alphanumeric (255)
Priority	Select the priority of the Case from the drop-down list.	Pick list
Status	Select the status of the Case from the drop-down list.	Pick list
Category	Select the category of the Case from the drop-down list.	Pick list
Reported By	Displays the name of the contact.	-
Related To	Select the name of the contact who submitted the Case.	Lookup
Type	Select the type of problem. It can be a general question, feature request, or real issue in your product/service.	Pick list
Case Origin	Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer.	Pick list
Email	Specify the Email ID of the contact.	Email
Phone	Specify the phone number of the customer	Textbox
Case Reason	Specify the reason for the case	Pick list
No of comments	Display the number of comments submitted during case resolution.	-
Description	Specify complete details about the case.	Text Area (32 KB)
Comments	Specify follow-up notes about case.	Text Area (32 KB)

Solutions

Field Name	Description	Data Type
Solution Title*	Specify the subject of the solution.	Text box, Alphanumeric (255)
Solution Owner	Select the Zoho CRM user's name to which the solution is assigned.	Pick list
Product Name	Select the name of the product to which the solution has to be associated.	Lookup
Category	Select the category of the solution.	Text box, Alphanumeric (255)
Question*	Select the priority of the solution from the drop-down list.	Text box, Alphanumeric (255)
Answer*	Specify solution details.	Text Area
Status	Specify the status of the solution.	Pick list
Description	Specify any other details about solution.	Text Area (32 KB)
Comments	Specify additional comments about the solution.	Text Area (32 KB)

Products

Field Name	Description	Data Type
Product Name*	Specify the name of the product. This field is mandatory.	Text box, alphanumeric (50)
Product Code	Specify the product identification.	Text box, alphanumeric (40)
Product Active	Specify the status of the product.	Check box
Commission Rate	Specify the commission rate for selling the product.	Text box, decimal ()
Qty/Unit	Specify the quantity rate for selling the product.	Decimal
Unit Price	Specify the unit price of the product.	Decimal
Manufacturer	Select the name of the product manufacturer.	Pick list
Product Category	Select the category of the product.	Pick list
Purchase Date	Select the date of purchase from the calendar.	Date
Support Start Date	Select the date on which the product support starts.	Date
Support Expiry Date	Select the date on which the product support ends.	Date
Description	Specify any other details about product.	Text area (long text)

Price Books

Field Name	Description	Data Type
Price book Owner	Select the Price Book owner from the available users list	Lookup
Price book Name*	Specify the name of the Price Book. This field is mandatory.	Text box, alphanumeric (50)
Active	Select the Active check box to set the status of the Price Book as active.	Check box
Description	Specify any other details about Price Book.	Text area (long text)

Quotes

Field Name	Description	Data Type
Quote Owner	Select the name of the user to whom the quote is assigned.	Lookup
Subject*	Specify the name of the quote. This field is mandatory.	Text box, alphanumeric (50)
Quote Name	Specify the quote name for which the quote has to be created.	Text box, alphanumeric (40)
Quote Stage	Specify the status of the quote.	Check box
Valid Till	Specify the date till the quote is valid after sending to the prospective customer.	Date
Contact Name	Specify the contact to which the quote has to be created.	Lookup
Carrier	Select the name of the carrier manufacturer.	Pick list
Shipping	Select the category of the quote.	Text box, alphanumeric (50)
Inventory Manager	Specify the person responsible for shipping the shipment to the account or contact.	Text box, alphanumeric (50)
Account Name*	Specify the account name to which the quote has to be created.	Lookup
Billing Address*	Specify the billing address of the account or contact to which the quote has to be sent. If you have selected the account or contact, the corresponding billing address is automatically filled up.	Text box, alphanumeric (256)
Shipping Address*	Specify the shipping address of the account or contact to which the shipment has to be sent. If you have already selected the account or contact, the corresponding shipping address is automatically filled up.	Text box, alphanumeric (256)
Product Details	Specify the line items of the quote.
Product	Select the product name.	Lookup
Quantity	Specify the number of units.	Numeric (Integer)
Unit Price	Displays the unit price of the product.	Alphanumeric
List Price	Select the product list price from Price Book or specify the product price.	Numeric
Total	Displays the amount of the selected products.	Alphanumeric
Terms & Conditions	Specify the terms and conditions that are associated with quote.	Text area (32 KB)
Description	Specify any other details about quote.	Text area (32 KB)

Sales Orders

Field Name	Description	Data Type
Subject*	Specify the name of the sales order. This field is mandatory.	Text box, alphanumeric (50)
Potential Name	Select the potential for which the sales order has to be generated.	Select option
Customer No	Specify the customer identification number (if any)	Text box, alphanumeric (50)
Purchase Order	Select the reference purchase order.	Select option
Quote Name	Select the reference quote.	Select option
Contact Name	Select the contact for which the sales order has to be generated.	Select option
Due Date	Select the date	Date
Carrier	Select the carrier’s name that ships the products from your warehouse to customer site.	Pick list
Pending		Text box, alphanumeric (50)
Status	Specify the status of the sales order.	Check box
Sales Commission	Specify the commission to the sales person upon closing the deal.	Numeric (float)
Excise Duty	Specify the excise duty for the shipment	Text box, numeric
Account Name*	Specify the account name to which the sales order has to be created.	Select option
Assigned To	Select the Zoho CRM user name to whom the sales order handling duty is assigned.	Select option
Billing Address *	Specify the billing address of the account or contact to which the sales order has to be sent. If you have selected the account or contact the billing address is automatically filled up.	Text box, alphanumeric (256)
Shipping Address *	Specify the shipping address of the account or contact to which the shipment has to be sent. If you have already selected the account or contact the shipping address is automatically filled up.	Text box, alphanumeric (256)
Product Details	Specify the line items of the sales order.
Product *	Select the product name.	Select option
Quantity in Stock	Displays the stock quantity..	Numeric (Integer)
Quantity*	Specify the quantity for which the sales order has to be generated	Numeric (Integer)
Unit Price	Displays the unit price of the product.	Currency
List Price*	Select the product list price from Price Book or specify the product price.	Lookup and Numeric (Integer)
Tax	Specify the tax component of the products	Currency
Adjustments	Specify if there are any adjustments, such as discounts, or extra charges etc.	Currency
Total	Displays the amount of the selected line item.	Currency
Terms & Conditions	Specify the terms and conditions that are associated with sales order.	Text area (long text)
Description	Specify any other details about sales order.	Text area (long text)

Invoices

Vendors

Purchase Orders

Field Name	Description	Data Type
Subject*	Specify the name of the purchase order. This field is mandatory.	Text box, alphanumeric (50)
Sales Order	Select the reference Sales order.	Select option
Customer No	Specify the customer identification number (if any)	Text box, alphanumeric (50)
Purchase Order Date	Specify the date on which purchase order is created.	Date
Due Date	Select the due date.	Date
Sales Commission	Specify the commission to the sales person upon closing the deal.	Numeric (float)
Account Name *	Specify the account name to which the purchase order has to be created.	Select option
Status	Specify the status of the purchase order.	Check box
Account Name *	Specify the account name to which the purchase order has to be created.	Select option
Assigned To*	Select the Zoho CRM user name to whom the purchase order handling duty is assigned.	Select option
Billing Address *	Specify the billing address of the account or contact to which the purchase order has to be sent. If you have selected the account or contact the billing address is automatically filled up.	Text box, alphanumeric (256)
Shipping Address *	Specify the shipping address of the account or contact to which the shipment has to be sent. If you have already selected the account or contact the shipping address is automatically filled up.	Text box, alphanumeric (256)
Product Details	Specify the line items of the purchase order.
Product	Select the product name.	Select option
Quantity	Specify the number of units.	Numeric (Integer)
Unit Price	Displays the unit price of the product.
List Price	Select the product list price from Price Book or specify the product price	Lookup and Numeric (Integer)
Total	Displays the amount of the selected products.
Terms & Conditions	Specify the terms and conditions that are associated with purchase order.	Text area (long text)
Description	Specify any other details about purchase order.	Text area (long text)