This extension allows Zoho CRM administrators to enable a checklist in the detail view page of a record below the business card. This feature is currently available for Zoho CRM's native system modules. One can create a checklist based on a module (a single checklist for all records) or based on picklist field (checklist items can be configured based on each picklist value in the field) in the module.
Key Features:
Create a checklist for system modules directly within Zoho CRM.
Keep track of the checked items.
Configure the checklist based on the values of a module's picklist field or the module itself.
Support up to 10 checklist items per module or per picklist field value.
Really cool integration. I have linked it up to a blueprint flow so that when the last item on the checklist was completed an email is automatically generated to a courier. Well done and thank you!
It's a work in progress with a great deal of potential. Only works for Admin profiles at this time; is not in a deployment state. A couple of programming corrections/additions would get it there as a basic checklist.
The checklist is a nice idea but really not useful. It cannot integrate into a workflow automation (guiding a user through various steps), therefore a custom field is way better
These are good reminders but need to get to the account to see it. Would be great if: 1. keep and basic history of checklist item completion with time and date stamp 2. being able to create a list of all non-completed checklist items.
I like the extension, however as stated you cant timestamps of when done. Also it does not stay in cronology, so you can erase and check as much wanted and not know who did it. Yes time for due dates, and also who assigned to is key. Because usually multiple people involved in certain processes. Hopefully you are able to add on to this. Also you cant use Workflows or anything yet, nor can you use filters
Love that custom checklists are being integrated into the CRM. I would like it if specific checklist items could assigned to specific users. And certain checklist items can have due dates.
Essentially all of the features of Zoho connect, where you can have a task (a deal) that has multiple checklists items created depending on what stage it is in your pipeline.
That would take this extension to the next level for me.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Checklist For Zoho CRM. It would add a lot more value to your CRM account.
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Sincerely, null
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