Keeping standard fields in Contacts
When accessing the Contacts module for the first time, we must review and remove any of the standard (pre-existing fields) that we do not need.
A list of standard fields can be found here:
https://help.zoho.com/portal/en/kb/crm/sales-force-automation/contacts/articles/standard-fields-contacts
Here is a list of these fields you should keep, along with the reason(s) why:
- Contact Owner: The name of the user to whom the Contact is assigned. This may be a useful field when it comes to Roles and Data Sharing Rules, Workflow Automation, and Reporting later.
- First Name: The first name of the contact.
- Last Name: The last name of the contact. This is a mandatory system field.
- Account Name: The Account name related to this contact. If you are providing goods/services to consumers only, then the Account name (and module) will not be needed.
- Vendor Name: The vendor name of the contact. Only needed if you are using the Vendors...