Following are the list of Zoho defined standard fields available in the Clients module:
Field Name | Description | Data type | Maximum Limit |
Client Name | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
Account Manager | Select the name of the user to whom the client is assigned. | Picklist | - |
Website | Specify the URL of the company's Web site. | URL | Alphanumeric(30) |
Rate Card Name | Select the company's rate card. | Picklist | - |
Sourced From | Specify the source of the client. | Picklist | - |
Industry | Select the type of industry from the drop-down list. | Picklist | - |
Phone | Specify phone number of the client. | Text box | Alphanumeric(30) |
Fax | Specify fax number of the client. | Text box | Alphanumeric(30) |
Attachment Information | Attach any information about the client. | Source | - |
Created By | Displays name of the user created the Client first time. | Date/Time | - |
Modified By | Displays name of the user modified the Client. | Date/Time | |
Address Information
| Specify the billing address of the client. |
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About | Specify any other details about the client. | Text area (long text) | 32000 characters |