Kaizen #193: Creating different fields in Zoho CRM through API

Kaizen #193: Creating different fields in Zoho CRM through API

🎊 Nearing 200th Kaizen Post – We want to hear from you!
Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. 

Hello all, welcome back to another exciting Kaizen post!

In Zoho CRM, you have the option to tailor modules according to your organization's unique needs using custom fields. These can be created manually in the module builder or via API.

From Zoho CRM API version 6, you can add custom fields via API using the below endpoint:
POST 
{api-domain}/crm/{version}/settings/fields?module={module_API_name}

From Zoho CRM API version 8, additional field types like multi-select lookups, multi-user lookup additions are also supported.
This article is intended to be a guide on how to create fields through the API.

Field Type (UI)
Field Data Type 
Single Line
text
Multi-Line
textarea
Email
 email
Phone
phone
Pick List
picklist
Multi Select
multiselectpicklist
Date
date
Date/Time
datetime
Number
integer
Auto-Number
autonumber
Currency
currency
Decimal
double
Percent
percent (only in POST)
Long Integer
bigint
Checkbox
Boolean
URL
website
Lookup
lookup
Formula
formula
User (Type- Single User)
 userlookup
User (Type- Multiple Users)
multiuserlookup
File Upload
fileupload
Image Upload
imageupload
Rollup Summary
rollup_summary
Multi-Select Lookup
multiselectlookup

The fields in below JSON are common for all fields. Field types such as single line text, phone, email, date, datetime, integer, and url fields consists of the below common fields alone and there are no dependent fields for them. 
{
  "fields": [
    {
      "field_label": "Your Field Label",
      "data_type": "<field_type>",
      "length": "<length>",
      "tooltip": {
        "name": "static_text",
        "value": "Tooltip message"
      },
      "profiles": [
        {
          "id": "<profile_id_1>",
          "permission_type": "read_write"
        },
        {
          "id": "<profile_id_2>",
          "permission_type": "read_only"
        }
      ],
      "external": {
        "type": "user",
        "show": false
      },
      "crypt": {
        "mode": "decryption"
      }
    }
  ]
}


Key
Mandatory
Description
field_label
Yes
Display name of the field
date_type
Yes
Field type
length
No
 Max number of characters allowed for a field
filterable
No
 Whether field can be used in filters. When set to true, the field will be available for use in Criteria Pattern Editors. Note that it is not applicable for imageupload, fileupload, textarea, and formula fields 
tooltip
 No
Field help text; name can be static_text or info_icon 
profiles
No
Access control per profile (read_write, read_only, hidden)
crypt
No
Whether to encrypt the field (encryption or decryption)
unique
No
Enforce uniqueness across records
hipaa_compliance_enabled
No
Enable HIPAA protection
private
No
Enable GDPR-level handling (Low or High)

Single line Field

The single line field is a string field that can store 255 characters, and alphanumeric and special characters. It can be used to store fields like name, company, account name, etc. To create a single line field, give data_type as text. 
A single line field can be marked as an external field. An external field is used to hold a record's unique ID available in an external system.
{
    "fields": [
        {
            "data_type": "text",
            "field_label": "External ID",
            "external": {
                "type": "org",
                "show": true
            }
        }
    ]
}

Multiline Fields

The multi line field is a string field that can be used when you need a larger string field. It accepts alphanumeric and special characters. Multiline fields are of three types: plain text small, plain text large, and rich text field.
Multi-line field type
Character limit
Can be marked Mandatory?
Can be Encrypted?
Plain text small
Up to 2000
Yes
Yes
Plain text large
Up to 32000
Yes
No
Rich text (RTF)
Up to 50000
No
No

1) Plain Text Small Field

This type of multi-line field is ideal for concise entries up to 2000 character size. To create a plain text small multi line field, give data_type as textarea and type key in text area JSON object as "small".
{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 2000,
            "textarea": {
                "type": "small"
            }
        }
    ]
}

2) Plain Text Large Field

This type of multi line field is ideal for more extensive entries of up to 32000 character size. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "large".

{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 32000,
            "textarea": {
                "type": "large"
            }
        }
    ]
}

3) Rich text Field

Rich text field is ideal when formatted text needs to be entered. The length of the entry can be up to 50000 characters. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "rich_text"
{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 50000,
            "textarea": {
                "type": "rich_text"
            }
        }
    ]
}

Picklist Field

Picklist is a field that lets you choose a value from a set of predefined values. The pick list value accepts all alphanumeric and special characters.
To create a picklist field, give data_type as picklist .Picklist fields have dependent JSON array - pick_list_values.  
  • pick_list_values: This JSON array comprises the options for the picklist field. Inside the array, display_value and actual_values stores the label shown for the picklist value in the CRM UI and the actual internal value of the picklist option respectively.  The colour_code field consists of the color code of the picklist option in hex format, if color code is enabled.
  • enable_colour_code - Boolean value that represents whether color code is enabled for the script
  • history_tracking_enabled -   This key when set as true audit/history tracking for the picklist field is enabled. Users with Module Customization permission can enable picklist history tracking. You can enable tracking for one picklist field per module, and this will be applicable across all layouts.
{
  "fields": [
    {
      "field_label": "Your picklist's field label",
      "data_type": "picklist",
      "enable_colour_code": true,
      "history_tracking_enabled": true,
      "pick_list_values": [
        {
          "display_value": "Option 1",
          "colour_code": "#af38fa",
          "actual_value": "Option 1"
        },
        {
          "display_value": "Option 2",
          "colour_code": "#ffd6bc",
          "actual_value": "Option 2"
        },
        {
          "display_value": "Option 3",
          "colour_code": "#cfddbc",
          "actual_value": "Option 3"
        }
      ]
    }
  ]
}

Global picklist Field

Global sets in Zoho CRM is a type of picklist that helps you easily manage picklist values that recur across modules. To create a global picklist, use the Create Global Picklist API. The global picklist can then be associated to a module in the below format using the Create Custom Field API.
{
  "fields": [
    {
      "field_label": "Source",
      "data_type": "picklist",
      "global_picklist": {
        "id": "72223455366"//Id of the global picklist
      }
    }
  ]
}

Multi-Select Picklist Field

Multi-select picklist allows you to select multiple values while creating or editing record. The pick list value accepts all alphanumeric and special characters. To create a multi select picklist, give data type as multiselectpicklist.
Note that Picklist tracking is not supported for multi-select picklists
{
    "fields": [
        {
            "field_label": "Preferred working days",
            "data_type": "multiselectpicklist", // Specify the data type as multiselectpicklist* 
            "pick_list_values": [
                {
                    "display_value": "Monday",
                    "actual_value": "1"
                },
                {
                    "display_value": "Tuesday",
                    "actual_value": "2"
                },
                {
                    "display_value": "Wednesday",
                    "actual_value": "3"
                },
                {
                    "display_value": "Thursday",
                    "actual_value": "4"
                },
                {
                    "display_value": "Friday",
                    "actual_value": "5"
                }
            ],
            "pick_list_values_sorted_lexically": true,
            "enable_colour_code": true
        }
    ]
}

Auto Number Field

Auto Number fields are used for assigning a unique incremental number automatically to each record, making identification easy. To create an auto number field, set "data_type" as "autonumber" and include an auto_number object with the following keys:

  • start_number (mandatory) – Starting value for the auto-number sequence.
  • prefix (optional) – (String) to prepend to the number.
  • suffix (optional) – (String) to append to the number.
  • _update_existing_records (optional) – (Boolean). If set to true, updates existing records with new auto-numbers based on the current format. Default value is false.
{
  "fields": [
    {
      "field_label": "Order ID",
      "data_type": "autonumber",
      "auto_number": {
        "start_number": 1000,
        "prefix": "ORD-",
        "suffix": "-2025",
        "_update_existing_records": true
      }
    }
  ]
}

Currency Field

Currency field is used to store amount values. To create a currency field, set "data_type" as "currency" and define the currency JSON object with the following keys:
  • rounding_option(mandatory) – Specifies how values should be rounded:
    • "normal" – No rounding.
    • "round_off" – Rounds to nearest based on precision.
    • "round_up" – Always rounds up based on precision.
    • "round_down" – Always rounds down based on precision.
  • precision(optional) – Number of decimal places displayed in the UI (e.g., 123.466 with precision 2 becomes 123.47).
  • decimal_place(optional) – Maximum number of decimal places stored. Values beyond this are truncated. Max allowed decimal places: 9.
{
  "fields": [
    {
      "field_label": "Deal Amount",
      "data_type": "currency",
      "currency": {
        "rounding_option": "round_up",
        "precision": 2,
        "decimal_place": 3
      }
    }
  ]
}

Decimal Field

Decimal field is used to store decimal numbers. To add a decimal (floating point) number field, use "data_type": "double".
  • length(optional) – Total number of digits allowed, including both sides of the decimal point.
  • decimal_place(optional) – Number of digits to allow after the decimal point (e.g., 2 means values like 123.45).
{
  "fields": [
    {
      "field_label": "Discount Rate",
      "data_type": "double",
      "length": 16,
      "decimal_place": 2
    }
  ]
}

Percent Field

This field type is used to capture percentage values, such as scores or growth rates. To create a percentage field, use "data_type": "percent". 
{
  "fields": [
    {
      "field_label": "Enrollment number",
      "data_type": "bigint",
      "length": 18,
      "separator": true
    }
  ]
}

Long Integer Field

Long Integer Fields are number fields that accept up to 18 digits. To create a long integer field, use "data_type": "bigint".  
{
  "fields": [
    {
      "field_label": "Enrollment number",
      "data_type": "bigint",
      "length": 18,
      "separator": true
    }
  ]
}

Separator: a Boolean key that indicates whether the number is formatted for better readability. It is applicable for data types integer, double, bigint. Refer to this article on changing locale information for information on how to change it.

Checkbox Field

Checkbox value allows you to select or unselect a value indicating true or false. To create a checkbox field, use "data_type": "boolean".
{
  "fields": [
    {
      "field_label": "Previously Employed?",
      "data_type": "boolean"
    }
  ]
}

Lookup Field

Use "data_type": "lookup" to associate records from another module. The lookup JSON object defines the target module, display label, and optional filter criteria.
  • module.api_name(mandatory) – API name of the target module (get via Modules API).
  • display_label(mandatory) – Label shown in the related list.
  • query_details(optional) – Used to define lookup filters. Inside query_details JSON Object following keys are present:
    • criteria(mandatory if query_details is used) – Filter logic.
    • group_operator – "AND"/"OR" (required for multiple conditions).
    • group – Array of filter conditions. Each condition includes:
      • field.api_name: Field in the target module
      • comparator: Operator like contains, equal
      • value: Value to match
  • revalidate_filter_during_edit(optional) – If true, validates filter conditions on record edit.
{
  "fields": [
    {
      "field_label": "Your lookup",
      "data_type": "lookup",
      "lookup": {
        "module": {
          "api_name": "Contacts"
        },
        "display_label": "Contact Lookup",
        "revalidate_filter_during_edit": true,
        "query_details": {
          "criteria": {
            "group_operator": "AND",
            "group": [
              {
                "field": {
                  "api_name": "Phone"
                },
                "comparator": "contains",
                "value": "91"
              },
              {
                "field": {
                  "api_name": "Lead_Source"
                },
                "comparator": "equal",
                "value": [
                  "Cold Call"
                ]
              }
            ]
          }
        }
      }
    }
  ]
}

Formula Field

Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Use "data_type": "formula" to calculate dynamic values based on other fields.
For more details on all the available usages in the formula field, refer to this help doc on formula field. The formula object defines the logic and output type.
  • formula.return_type (mandatory for formula field) – Output type of the formula. Possible values: double, currency, text, date, datetime, boolean
  • formula.expression(mandatory) – The actual formula logic (e.g., "Sqrt(Len(${Email}))").
  • decimal_place(optional) – Number of decimal places (only for double or currency).
  • number_separator(optional) – If true, formats the number using separators (default is true).
{
  "fields": [
    {
      "field_label": "Total amount",
      "data_type": "formula",
      "formula": {
        "return_type": "double",
        "expression": "${Amount} + 150"
      },
      "decimal_place": 0,
      "number_separator": false
    }
  ]
}

Auto refresh formula field

These type of formula fields are used when you need an accurate time measurement whenever you view the record. The key "dynamic" set as true indicates that the field is an auto refresh formula field.
 For example, the age of a deal can be calculated by comparing the created time of the deal with the current time. A condition can be given to stop computing the value of the auto refresh field. 
  • dynamic: When set as true, indicates that the formula field is an auto refresh field.
  • stop_compute_conditionally:  When set as true, indicates that the computation of field stops when the condition given in stop_compute_expression key
  • stop_compute_expression:  Mandatory when stop_compute_conditionally is true. Consists of the condition for stopping computation of the auto refresh formula field.
{
    "fields": [
        {
            "field_label": "Deal Age",
            "data_type": "formula",
            "formula": {
                "expression": "Datecomp(${Created_Time},Now())",
                "return_type": "double",
                "dynamic": true,
                "stop_compute_conditionally": true,
                "stop_compute_expression": "${Probability}==100"//When the deal probability is 100, the calculation gets stopped.
            }
        }
    ]
}

User lookup Field

User lookup field is used to associate a specific user to a record of the module. Use "data_type": "userlookup" to add a user lookup field.
The lookup JSON object defines the key properties of the user lookup
  • query_details (JSON object): Defines filters to restrict which users are selectable.
  • criteria: Uses a group of field conditions (field, comparator, value) with a group_operator (AND, OR) to filter users.
  • revalidate_filter_during_edit (Boolean): If true, the criteria is reevaluated on record edit for the value selected on the record creation. This option is useful when associated values or fields have changed due to updates. It allows users to re-check and confirm that the correct records are still linked when editing the record.
  • sharing_properties (JSON object):  Contains details of access given to users
    •  share_preference_enabled (Boolean): If true, enables access to the records for the users.
    • share_permission (String): Defines what level of access the associated user has (e.g., "read-only", "full-access", "read-write").

{
  "fields": [
    {
      "field_label": "Assigned Sales Rep",
      "data_type": "userlookup",
      "tooltip": {
        "name": "info_icon",
        "value": "Sales user responsible for this lead"
      },
      "lookup": {
        "revalidate_filter_during_edit": true,
         //associate only users from countries India, and email containing "zylker.com".
        "query_details": {
          "criteria": {
            "group_operator": "AND",
            "group": [
              {
                "field": {
                  "api_name": "country"
                },
                "comparator": "equal",
                "value": "India"
              },
              {
                "field": {
                  "api_name": "email"
                },
                "comparator": "contains",
                "value": "@zylker.com"
              }
            ]
          }
        }
      },
      "sharing_properties": {
        "share_preference_enabled": true,
        "share_permission": "read-only"
      }
    }
  ]
}

Multiuser lookup Field

Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
Multi user lookup can be added by using the data_type "multiuserlookup". 
  • record_access: This Boolean key when marked as true indicates that the added user has access to the record. The users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record
{
  "fields": [
    {
      "field_label": "Associated_Agents",
      "data_type": "multiuserlookup",
      "multiuserlookup": {
        "record_access": true
      }
    }
  ]
}


File Upload Field

User data type "fileupload" to add a file upload field 
{
  "fields": [
    {
      "field_label": "Resume Upload",
      "data_type": "fileupload",
      "length": 1,// Allow only 1 file, Maximum length : 5
      "tooltip": {
        "name": "info_icon",
        "value": "Upload the applicant's resume in PDF or DOC format"
      }
    }
  ]
}


Image Upload Field

User data type "imageupload" to add an image upload field
{
  "fields": [
    {
      "field_label": "Profile Photo",
      "data_type": "imageupload",
      "length": 1, // Only 1 profile photo allowed, Maximum length 10
      "tooltip": {
        "name": "info_icon",
        "value": "Upload a professional head shot for the employee record"
      }
    }
  ]
}

Rollup Summary Field

Rollup Summary is a field that aggregates or summarizes a desired related list field. Rollup Summary Fields are of two types - Custom Rollups and Predefined Rollups. You can create only custom rollups using APIs. Supported related modules for APIs are Calls, Meetings, and Tasks
  • function - Indicates the mathematical function applied to calculate the rollup summary.
  • field_label - Represents the label of the field as it appears in the UI. 
  • data_type - This must be set to "rollup_summary" for rollup summary field.
  • rollup_summary -  This object contains all the configuration details for the rollup field.
  • return_type - Specifies the type of value returned.
  • expression - Defines the calculation logic for the rollup. 
    • function_parameters  An array containing parameters needed by the function, typically including:
      • api_name: The field being summarized.
    • criteria Defines the filters to apply to the related records. Each condition includes:
      • group_operator:  If there are multiple conditions, you should also include AND or OR as the group operator for the conditions. It consists of an array of conditions.
      • group: Array element of a condition
        • field
          • api_name: The API name of the field.
        • comparator: The comparison operator (e.g., equal, greater_than, contains).
        • value: The value used in the comparison.
  • function - The function to be applied to the filtered records.  Allowed functions : COUNT, MAXIMUM, MINIMUM, AVERAGE, RECENT, UPCOMING, EARLIEST.
  • based_on_module - Specifies the module from which to summarize related records.
  • related_list - Indicates the related list within the module (e.g., "Deals", "Contacts") to summarize from.
{
    "fields": [
        {
            "field_label": "Total Invoice Amount",
            "data_type": "rollup_summary",
            "rollup_summary": {
                "return_type": "currency",
                "expression": {
                    "function_parameters": [
                        {
                            "api_name": "Grand_Total"
                        }
                    ],
                    "criteria": {
                        "group_operator": "AND",
                        "group": [
                            {
                                "comparator": "equal",
                                "field": {
                                    "api_name": "Billing_Country"
                                },
                                "value": "United States"
                            },
                            {
                                "comparator": "greater_than",
                                "field": {
                                    "api_name": "Invoice_Date"
                                },
                                "value": "2024-01-01"
                            }
                        ]
                    },
                    "function": "SUM"
                },
                "based_on_module": {
                    "api_name": "Invoices"
                },
                "related_list": {
                    "api_name": "Invoices"
                }
            }
        }
    ]
}


Multi-Select Lookup Field

 Multi-Select Lookup Field enables you to establish a many-to-many relationship between two modules in CRM.
  • multiselectlookup : The mulitselectlookup JSON object specify the linking details between the module in which the field is present and another module 
    • connected_details: This JSON object contains details about the module you want to connect the current module with.
      • module.api_name:  Specify the module API name you want to link the current module with.
      • field.field_label: When connecting a module, the system creates a new lookup field in the connected module for the current module. Use this key to specify a field label in the connected module.
  • linking_details: When creating a multi-select lookup field, the system creates a separate module connecting these two modules, which contains their common details. This module is called the linking module
    • module: Consists of the details of the linking module.
      • plural_label: Specify a plural label for the linking module.

{
    "fields": [
        {
            "field_label": "Skills",
            "data_type": "multiselectlookup",
            "multiselectlookup": {
                "connected_details": {
                    "module": {
                        "api_name": "Skills"
                    },
                    "field": {
                        "field_label": "SkillName"
                    }
                },
                "linking_details": {
                    "module": {
                        "plural_label": "EmpXSkill"
                    }
                }
            }
        }
    ]
}


    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • 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

    • Recent Topics

    • Test Emails Show Sent "via zcsend.net" in My Gmail Account

      I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.

    • 'UnAuthenticated Connection: zbooks_connection'

      I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like

    • Calling the new 'Custom API' feature from within a Custom Widget

      From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

    • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

      We had another admin that left the company. Since he left, we get this error when posting to Instagram.

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Ability to re-order Workflow Rules

      We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

    • Create an article template

      I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

      Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you

    • Upload ticket attachments via Drag-&-Drop

      Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

    • Can we disable add to cart in Zoho Commerce?

      Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Zoho One account closure vs deactivation

      I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?

    • Schedule Zoho CRM reports only on Business Days

      Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • How to track a contact or customer's past product purchases in Bigin Premiere?

      Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

    • LENTITUD EN RECIBIR MAIL

      Buenas tardes, Estamos experimentando lentitud en la recepciĂłn de correos electrĂłnicos.

    • Items should display under specific warehouse

      I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

    • Partial refunds

      I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

    • Best practice importing items and matching assemblies

      Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • Data Import | Zoho Analytics Custom Query Window Size

      Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Cannot add my name to my domain name

      I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Next Page