Can Attachments be filtered based on a specific criteria?
Can Attachments be filtered based on a specific criteria?
In the Attachment Viewer, the Filter option lets you customize and set certain criteria to locate attachments. Attachments matching the mentioned criteria will be listed on the screen. Learn more.
Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or. Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...
Show records that expires in the next seven days You can use the following criteria in your view to fetch records ending in the next 7 days, based on the Expiry date in the form. In the sample code given below, Expiry is the name of the date field in ...
File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...
Supported Zoho CRM Modules From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no ...
This workflow's trigger is based solely on contact activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...