Enhance Contact Management in Zoho CRM: Creating Main Phone and Preferred Phone Fields

Introduction:

Efficiently managing contact information is crucial for any business. With Zoho CRM, you can easily customize your contact module to meet specific requirements. In this blog post, we will guide you through the process of creating two essential fields in the Contacts module: Main Phone and Preferred Phone. These fields streamline contact management, allowing you to store primary phone numbers and categorize preferred contact methods.

Step 1: Accessing Zoho CRM’s Customization Options

1. Log in to your Zoho CRM account.
2. Navigate to the “Setup” section by clicking on the gear icon in the top-right corner of the screen.

Step 2: Creating the Main Phone Field

1. In the “Setup” page, locate the “Customization” section and click on “Modules & Fields.”

2. Find and select the “Contacts” module from the list of modules displayed.
3. Click on the “Fields” tab to view the existing fields in the Contacts module.
4. Click on the “New Field” button to create a new custom field.

5.Set the field label as “Main Phone” and choose the appropriate data type, such as “Phone”.

6. Configure any additional properties or settings for the field, such as validation rules or field-level security.
7. Save the new field.

Step 3: Adding the Preferred Phone Field

1. Click on the “New Field” button again to create another custom field.
2. Set the field label as “Preferred Phone” and choose the data type as “Pick List.”
3. In the “Pick List Values” section, define the options for the Preferred Phone field (e.g., Home, Mobile, Office, Other).

4. Save the field.

Step 4: Utilizing the Main Phone and Preferred Phone Fields

1. Navigate to the “Setup” section, locate the “Developer Space” section, and click on “Functions.”

2.Click on the “New Function” button to create a new Function and create a displayed name, Description, Category(Automation).

3. Use the Preferred Phone picklist field to categorize the preferred contact method (e.g., Home, Mobile, Office, Other).
4. Leverage these fields in filters, reports, or views to segment contacts based on their preferred contact method or primary phone number.
5. Write a Functionality for the given picklist field

CODE :

contact = zoho.crm.getRecordById(“Contacts”,5788334000000437194);

Preferred_Phone = contact.get(“Preferred_Phone”);

info Preferred_Phone;

office = contact.get(“Office_Phone”);

info office;

home = contact.get(“Home_Phone”);

info home;

phone = contact.get(“Phone”);

info phone;

mobile = contact.get(“Mobile”);

info mobile;

if(Preferred_Phone == “Office”)

{

        data = Map();

        data.put(“Main_Phone”,office);

        update =                      zoho.crm.updateRecord(“Contacts”,5788334000000437194,data);

        info update;

}

if(Preferred_Phone == “Home”)

{

        data = Map();

        data.put(“Main_Phone”,home);

        update = zoho.crm.updateRecord(“Contacts”,5788334000000437194,data);

        info update;

}

if(Preferred_Phone == “Mobile”)

{

        data = Map();

        data.put(“Main_Phone”,mobile);

        update = zoho.crm.updateRecord(“Contacts”,5788334000000437194,data);

        info update;

}

if(Preferred_Phone == “Phone”)

{

        data = Map();

        data.put(“Main_Phone”,phone);

        update = zoho.crm.updateRecord(“Contacts”,5788334000000437194,data);

        info update;

}

Step 5: Create Workflow rules for the given picklist

1. Navigate to the “Setup” section, locate the “Automation” section, and click on “Workflow Rules.”

2.Click the “Create Rule” button and create a new rule.

3.Create a new rule and add a function to it.