Really really useful. Having Global lists and mapping fields correctly is definitely a 101 during set up. Don't be tempted to put it off until you start getting leads / data in. I learnt the hard way, costing 2 days work. If you don't do this, when leads are converted to contacts you will loose custom field values created at lead stage. Once they become a contact there is no way to go back and see what you wrote in leads. Thanks Tyler, I'm now flying.
Thank you for sharing such wonderful insights the crazy world of Zoho. My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms? I have a long list of different business categories in CRM, but need to figure out how to share that with a Form, so when someone enrolls in the program to select that pre-defined category/value. Or is there a simple way to export my Global Set to copy and paste into the form? Whatcha got for me? - Thanks again.
Hi American Victory Alliance, We discussed your question on our most recent Q&A show, AZAAZ! Click here to jump straight to our discussion. 🎬 - th-cam.com/video/mTQTr43rH0o/w-d-xo.html#t=1m01s We also have a suggested code share for you if you need it: club.zenatta.com/c/code-share/picklist-export Hope this helps!
Thanks for the quick tutorial for differentiating local vs global (picklist) sets and how to setup global sets. I do have one question that to some extent extends upon this. My scenario is I currently have a local picklist field: state (name) and single line field: state (abbr) [read only]. I also have a workflow associated with those two fields. When a state name (Arizona for instance) is selected, the state abbr field is updated (AZ in this case). Will the workflow update all modules that have global picklists or do I need to clone the workflow and tie them to each module?
Hi Health Direct Pharmacy Services, Your question was featured in the most recent episode of AZAAZ! Click here to jump to our answer. 🎬 - th-cam.com/video/_OH0NGd0Grk/w-d-xo.html#t=14m29s
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I can't tell you how helpful your videos are! Thank you so much!
Really really useful. Having Global lists and mapping fields correctly is definitely a 101 during set up. Don't be tempted to put it off until you start getting leads / data in. I learnt the hard way, costing 2 days work. If you don't do this, when leads are converted to contacts you will loose custom field values created at lead stage. Once they become a contact there is no way to go back and see what you wrote in leads. Thanks Tyler, I'm now flying.
Thank you for sharing such wonderful insights the crazy world of Zoho. My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms? I have a long list of different business categories in CRM, but need to figure out how to share that with a Form, so when someone enrolls in the program to select that pre-defined category/value. Or is there a simple way to export my Global Set to copy and paste into the form? Whatcha got for me? - Thanks again.
Hi American Victory Alliance, We discussed your question on our most recent Q&A show, AZAAZ! Click here to jump straight to our discussion.
🎬 - th-cam.com/video/mTQTr43rH0o/w-d-xo.html#t=1m01s
We also have a suggested code share for you if you need it: club.zenatta.com/c/code-share/picklist-export
Hope this helps!
Thanks for the quick tutorial for differentiating local vs global (picklist) sets and how to setup global sets. I do have one question that to some extent extends upon this. My scenario is I currently have a local picklist field: state (name) and single line field: state (abbr) [read only]. I also have a workflow associated with those two fields. When a state name (Arizona for instance) is selected, the state abbr field is updated (AZ in this case). Will the workflow update all modules that have global picklists or do I need to clone the workflow and tie them to each module?
Hi Health Direct Pharmacy Services, Your question was featured in the most recent episode of AZAAZ! Click here to jump to our answer.
🎬 - th-cam.com/video/_OH0NGd0Grk/w-d-xo.html#t=14m29s