Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

Hello everybody!

Welcome back to another post in our Kaizen series.

In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7.

COQL API

Query API lets you query for records based on queries using the CRM Object Query Language(COQL). COQL is based on the SQL query syntax, and supports the SELECT query to fetch records. Using this API, you can query for data across different modules that are linked using lookup fields. 

1. Enhanced Field Limits in the SELECT Clause

You can now retrieve up to 500 fields in a single query. Previously, the limit was 50. This allows you to fetch more data in a single request, reducing the number of API calls and improving performance.

Sample query:

{   "select_query": "select Last_Name, Email, Phone, Industry, Revenue, ... (500 fields) from Leads where id is not null" }

2. Enhanced Value Limits for IN and NOT IN Operators

The IN and NOT IN operators now support up to 100 values each, doubling the previous limit of 50. This enhancement allows for more comprehensive filtering in your queries. Users can now include a larger set of criteria in a single query, making it easier to retrieve your data without needing multiple queries.

Sample query for IN:

{   "select_query": "select Account_Name from Accounts where Industry in ('IT', 'Finance', 'Healthcare', ... (100 values))" }

Sample query for NOT IN:

{   "select_query": "select Account_Name from Accounts where Industry not in ('IT', 'Finance', 'Healthcare', ... (100 values))" }

3. Custom View support in COQL API

No more manual filtering! Simply use a custom view ID directly in the FROM clause. Retrieve custom view IDs using the Custom View API and include them in your queries to retrieve specific-custom view data.

Unsupported Custom Views

• Custom View in Other Modules : The following custom views are not supported in any module.
• Shared By Me
• Co-owner
• Shared To Me

In the Custom View API response for a module (e.g., Leads), search for the key "system_name". If the value matches any of the unsupported custom views (Shared By Me, Co-owner, Shared To Me), that view is not supported.

Example : Shared By Me

Key and Value Structure	"system_name": "{module_name}SHAREDBYME"
Example	"system_name": "LEADSSHAREDBYME"

COQL supports CVID in the following format: FROM {module_API_name}#{CVID}. 

See the sample query below for reference.

Sample query:

{     "select_query": "select Lead_Status from Leads#5725767000000087501 WHERE id is not null" } //CVID: 5725767000000087501 - This is the Custom View ID in the Leads module.

4. Retrieve Corresponding Field Metadata via COQL

Need to retrieve field details? You can fetch both the required data and field metadata in a single query. Just add "include_meta" key to your query to retrieve field metadata. This key fetches metadata for the fields specified only in the SELECT column. Also, it eliminates making an additional GET - Fields Metadata API call to know the field metadata and save API credits.

Sample query:

{     "select_query": "select Lead_Status, Phone from Leads where id is not null",     "include_meta": [         "fields"     ] }

Ensure you have the ZohoCRM.settings.fields.READ scope to avoid an OAUTH_SCOPE_MISMATCH error.

Sample Response:

{     "data": [         {             "Lead_Status": "Attempted to Contact",             "Phone": "555-555-5555",             "id": "5725767000000420480"         },         {             "Lead_Status": "Contact in Future",             "Phone": "555-555-5555",             "id": "5725767000000420481"         },         .         .         .              ],     "fields": {         "Lead_Status": {             "webhook": true,             "operation_type": {                 "web_update": true,                 "api_create": true,                 "web_create": true,                 "api_update": true             },             "colour_code_enabled_by_system": false,             "field_label": "Lead Status",             "tooltip": null,             "type": "used",             "table_name": "CrmLeadDetails",             "field_read_only": false,             "required": false,             "display_label": "Lead Status",             "read_only": false,             "association_details": null,             "multi_module_lookup": {},             "id": "5725767000000002611",             "created_time": null,             "filterable": true,             "visible": true,             "refer_from_field": null              "auto_number": {}         }     },     "info": {         "count": 200,         "more_records": true     } }

5. Field Limit Restriction in the ORDER BY Clause

The fields limit has been restricted in the ORDER BY clause. You can specify up to 10 fields in the ORDER BY clause for more precise sorting. Previously, there was no limit. This restriction helps improve query performance.

sample query:

{     "select_query" : "select Last_Name from Leads where id is not null order by Lead_Source, Lead_Status, Email, ... (up to 10 fields)" }

6. Duplicate fields restriction 

Duplicate fields are restricted in ORDER BY, GROUP BY, and AGGREGATE clauses. That is, if the same field is specified multiple times within the same clause, leading to unnecessary repetition and potential errors. This ensures cleaner and more accurate query results. Previously, this restriction applied only to the SELECT column. 

Bad query:

{ "select_query":"select id from Contacts where id is not null order by id,id" }

Duplicate aggregate fields in a query will result in a "DUPLICATE_DATA" error in the response.

7. Retrieve territory information

You can now retrieve territory information from a module by including the territory field API name in the SELECT column. This is useful to understand where your data has been distributed in various geographical locations.

Sample query 1 :

{   "select_query": "select Account_Name, Territories from Accounts where id is not null" }

Sample query 2 :

{  "select_query" : "select Territories, Account_Name.Territories from Contacts where id is not null"  }

Sample response:

{     "data": [         {             "Account_Name.Territories": [                 {                     "name": "USA",                     "id": "5725767000000454003"                 }             ],             "id": "5725767000000420261",             "Territories": [                 {                     "name": "China",                     "id": "5725767000000454981"                 }             ]         },         .         .         .             ],     "info": {         "count": 174,         "more_records": false     } }

Supported modules to retrieve territory details: Contacts, Accounts, Leads, and Deals.

Note: 

The territory field API names differ by module:

• Accounts, Contacts, and Leads : Territories
• Deals : Territory
  

8. "Full_Name" retrieval based on user preferences 

The full name can be retrieved based on the current user's display name pattern, as set in their preferences. This ensures that the full name format aligns with the user's settings.

The "Full_Name" field contains the concatenated values of the First_Name and Last_Name fields. This is a read-only field available only in the Leads and Contacts modules.

Sample query:

{     "select_query": "select Full_Name from Contacts where id is not null" }

9. Support for Multiple Modules in "what_id"

A Multi-Module Lookup (MML) field is a special type of lookup field that allows you to establish a relationship between a record in one module and records from multiple other modules. Unlike a standard lookup field that references a single module, an MML field can point to multiple module types.

Currently, an MML field is available in the Appointments module. The Appointment_For field is an MML field that can reference multiple modules, such as Leads and Contacts.

Sample query:

{  "select_query": "select 'What_Id->Leads.Company','What_Id->Accounts.Account_Type' from Calls where id is not null" }

9.1 Support to query Multi-module Lookup (MML)'s inner field

You can now retrieve inner fields of linked modules within the MML field. This provides deeper insights into related fields data in a module. 

For example, you can now query specific fields from a related module that is linked through a Multi-Module Lookup, making your data retrieval more precise and informative. 

{  "select_query": "select 'Appointment_For->Contacts.Lead_Source' from Appointments__s where id is not null" }

This query retrieves the Lead Source field from the Contacts module within the Appointment_For MML field. 

9.2 Support for Querying Multi-Module Lookup Module Name

Retrieve the module name associated with each record in a Multi-Module Lookup (MML) field. This helps in identifying the source module of the linked records, providing a better context for your data.

Sample query:

{ "select_query": "select Appointment_For.module.api_name, Appointment_For from Appointments__s where id is not null" }

The Appointment_For.module.api_name returns the module name (e.g., Contacts or Accounts) for each record linked in the Appointment_For MML field.

10. Retrieving Consent-Related Information

You can now retrieve consent-related information using the Consents Lookup fields in a module. This is particularly useful for GDPR compliance, ensuring you have consent records.

For more details, refer to the Consent Management documentation. This is particularly useful for GDPR compliance, ensuring you have all necessary consent information.

Note:

• Once GDPR is enabled and configured for a module, a new Data Processing Basis Details field will be created in the respective module with the data type consent_lookup ("data_type": "consent_lookup").
• You can retrieve the Data Processing Basis Details field created in the module using the GET Fields Metadata API. 
• To know all available fields in the Consents module, make another GET Fields Metadata API call.
  

Sample query:

{ "select_query": "select Data_Processing_Basis_Details.Contact_Through_Survey, Data_Processing_Basis_Details.Data_Processing_Basis from Leads where Data_Processing_Basis_Details is not null" }

11. Enhanced Lookup Field Response 

Previously, when a lookup field was included in the SELECT column JOIN, only the lookup field’s ID was displayed. From V7, the corresponding display field value is also provided. Now, when you specify a lookup field in the SELECT column, the response includes the id of the Lookup record ID and the display field value of the lookup record. 

This eliminates the need for an additional SELECT column JOIN to fetch the display value (e.g., Owner.last_name).

Sample query:

{ "select_query" : "select Owner from Accounts where id is not null" }

Sample response

V6

V7

{     "data": [         {             "Owner": {                 "id": "5725767000000411001"             },             "id": "5725767000000420169"         },         {             "Owner": {                 "id": "5725767000000411001"             },             "id": "5725767000000420170"         },         .         .         .     ],     "info": {         "count": 23,         "more_records": false     } }

{     "data": [         {             "Owner": {                 "name": "Boyle",                 "id": "5725767000000411001"             },             "id": "5725767000000420169"         },         {             "Owner": {                 "name": "Kate",                 "id": "5725767000000411482"             },             "id": "5725767000000420170"         },         .         .         .     ],     "info": {         "count": 23,         "more_records": false     } }

Note:

• If you query the Users lookup field in the SELECT column, the corresponding record’s last name (display field) will be displayed in the name key of the corresponding lookup JSON (e.g. Owner) response, from V7. 
• Display field value will not be available for Consent Lookup and Multi-Module Lookup (MML) fields.
  

12. Increasing "Profile Image" field comparators

The Profile Image field now supports additional comparators.

V6	V7
is null, is not null	is null, is not null, =, !=, in, not in, like, not like

You can use a record image's ID to fetch related data. For example, if you only have a record image's ID and want to retrieve the respective record's last name, you can include the record image ID in your query. 

Refer to the COQL document for more details.

Sample query:

{  "select_query" : "select Record_Image from Leads where Record_Image = 'siwz79472749456ff433f8b88d0a795ae9855' "  }

13. Enhanced "Rollup Summary" field comparators

The Rollup Summary field now supports additional comparators, making it easier to filter and analyze your data with more precision.

V6	V7
is null, is not null	=, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null

Sample query:

{  "select_query" : "select Last_Name from Leads where Total_Calls between 5 and 10" }

13.1 Enhanced response for the Date and Datetime return types of the Rollup Summary 

The Date and Datetime return types in the Rollup Summary field are now provided in ISO date and ISO datetime formats based on the user's time zone.

Sample query:

{ "select_query": "select Last_Note_Added from Leads where id is not null" }

Response

V6	V7
{     "data": [                  {             "Last_Note_Added": "1721302770000",             "id": "5725767000003160016"         },         .         .         .              ],     "info": {         "count": 200,         "more_records": true     } }	{     "data": [                  {              "Last_Note_Added": "2024-07-04T03:49:48-07:00",             "id": "5725767000003160016"         },         .         .         .              ],     "info": {         "count": 200,         "more_records": true     } }

14. Enhanced LIMIT and OFFSET Value Limit

You can now retrieve up to 100,000 records using pagination with the LIMIT and OFFSET clauses. This significantly increases the amount of data you can handle in a single query, making it easier to work with large datasets. Previously, the maximum limit was 10,000. For the next set of records, add another criteria id > {1,00,000th record ID} with the "AND" operator, and go on to fetch the next 1,00,000 records.

Sample query:

{ "select_query" : "select Last_Name, Created_Time from Leads where (Last_Name is not null and id > 5725767000003160016)" }

15. Enhanced JOIN Support Limit

Base Column JOIN

If a query contains any lookup_field.{any_field} in any clause other than the SELECT column such as ORDER BY, GROUP BY, or AGGREGATE columns, then it will be treated as Base JOIN. The Base JOIN support limit has been increased from two to five. This enhancement enables more complex queries across multiple modules, improving data retrieval flexibility.

Sample query: 

{  "select_query" : "select id from Contacts where id is not null order by Owner.role, Created_By.profile" }

Refer to the Base JOIN section in the COQL API document for more details. 

15.1 Introducing the SELECT Column JOIN

A new SELECT column JOIN has been introduced, with a maximum limit of 15.

Advantages of SELECT Column JOIN

• If a lookup field is included in the SELECT column and another lookup field is used in the Base column JOIN, they will be treated as separate JOINs. This ensures that the SELECT column JOIN does not affect the Base JOIN.
• Previously, when two lookup fields in the SELECT pointed to the same module (e.g., Users), they were treated as separate JOINs. From V7, they are now considered a single JOIN, optimizing query performance and reducing redundancy.
  
  

Sample query:

{ "select_query" : "select Owner.last_name, Created_By.role from Contacts where id is not null" }

Refer to the JOINs in COQL Queries for more details on both the JOINs.

16. Subquery in COQL

A subquery support has been given in COQL. A subquery is a child query that is nested or embedded within a parent query i.e., outer query. Subqueries can be used as an alternative to JOINs in a query. Use subqueries when a JOIN field is only needed in the criteria, i.e., in the WHERE clause. The primary reason for using subqueries is to improve performance by saving time and memory.  

Sample query:

{ "select_query" : "select Lead_Source,Email from Leads where Contacts in (select id from Contacts where Email='patricia@mail.com')" }

You can retrieve up to 100 records per subquery in a single query. A maximum of 5 subqueries can be queried in a parent query. 

Refer to the Subquery documentation for more details. A detailed post on Subquery will be covered in an upcoming Kaizen post.

We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.

Stay tuned for more insights in our upcoming Kaizen posts! 

Happy querying!

Previous Kaizen: Kaizen #182 - Queries in Canvas List View | Kaizen Directory

• Topic Participants

• Subramanian K

  

• Sticky Posts

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Kaizen #152 - Client Script Support for the new Canvas Record Forms

  Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

• Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

• Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

• Recent Topics

• Ticket Export Does Not Include Ticket Threads

  Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

• Payments made notification

  This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

• Ability to add VAT to Retainer Invoices

  Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

• ZOHO DESK link with Power BI

  HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

• URLs being masked despite disabling tracking

  Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

• Dashboard Autorefesh

  Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

• Deferred/ Unearned revenue

  Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

• Bigin Android app update: Zoho Books integration

  Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

• Audit Log enhancements: Increased retention period, better user visibility, and more

  Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the

• Question Regarding Managing Sale Items in Zoho Books

  Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

• System flaws and lack of response from Zoho

  I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

• Customer Grouping

  Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

• Two currencies

  More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

• GST Slabs Redefined: Stay Compliant Using Zoho Books!

  Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

• Need Inactive accounts to be visible in Reports in Zoho Books

  I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

• Edit item custom fields

  Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

• Zoho Books - How to Invoke a Custom Function in Schedulers

  We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

• Use Zoho Books to bill for work done in Zoho Desk??

  I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

• Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

  Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

• Modular Permission Levels

  We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

• Blueprint or Validation Rules for Invoices in Zoho Books

  Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

• Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

  Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

• Bank Receipt Catagorization

  Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

• Payment on a past due balance

  Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used

• How to export all line-item descriptions for a specific item in Zoho Books?

  I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

• List of hidden features

  Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there

• How to change a BAS that has been filed

  I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have

• How to Export PDF with a custom Template

  I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF

• Associate email with a potential or project.

  I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.

• Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

  I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed

• Is CRM On Premise available

  Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

• How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

  Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

• Online Assessment or any aptitude test

  This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

• Incoming Threads Report

  From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can

• Conditional layouts - support for multi-select picklists

  Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

• Cloudflare Turnstile is now available in Zoho Forms!

  Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,

• Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• 【Zoho CRM】キャンバス機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

• Next Page