Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

Hi everyone, and welcome to another Kaizen week!

As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests - a deep dive into advanced queries using Zoho CRM’s COQL APIs.

When you start building complex applications on top of Zoho CRM, you may feel that basic record fetch APIs like GET records are not enough. Business logic often demands far more, like combining data from multiple modules, applying conditional filters, grouping results, or even running aggregate calculations.

This is exactly where COQL (CRM Object Query Language) shines. If you have already used COQL for straightforward queries, this post will help you go further. 

COQL Recap - Why Use It?

COQL is your go-to when you need more than what the standard GET Records API can provide. It gives you:

• SQL-like flexibility for querying CRM data.
• Access to related records across multiple modules using lookups and joins.
• Powerful filtering, aggregation, and sorting well beyond simple searches.

In short: use COQL when you want fine-grained control over results, complex reporting logic, or performance improvements in large data environments.

Understanding COQL Queries

The Query API (COQL) is best when you need flexible record retrieval without chaining multiple API calls or creating custom views.

Instead of building and maintaining complex filters in the UI, you can describe your data needs in one SQL-like query.

For example, with COQL you can:

• Fetch all products within a certain price range that also have a 5-star rating, sorted by price.
• Filter deals based on details from a related module, like the Vendor’s status.
• Pull a precise slice of data on-demand without altering CRM views.

What kind of queries are supported?

COQL currently supports only the SELECT statement, which lets you pick fields, apply conditions, sort results, and control pagination.

A typical query looks like this:

SELECT {field_api_names} FROM {module_api_name} WHERE {field_api_name} {comparator} {value} GROUP BY {field_api_name} ORDER BY {field_api_name} ASC/DESC LIMIT {limit} OFFSET {offset} FROM - specifies the module to query WHERE - filters records based on conditions GROUP BY - groups records by one or more fields for aggregation ORDER BY - sorts results ascending or descending LIMIT - restricts the number of records returned OFFSET - skips a certain number of records before fetching results

Example:

{  "select_query" : "select Last_Name, First_Name, Mobile, Final_Score from Leads where Lead_Status = 'Not Contacted' order by Final_Score desc limit 5 offset 10" }

The above query retrieves five Leads who have not been contacted, ordered by Final_Score, skipping the first 10(OFFSET). You can also use the shorthand LIMIT offset, limit:

{  "select_query" : "select Last_Name, First_Name, Mobile, Final_Score from Leads where Lead_Status = 'Not Contacted' order by Final_Score desc limit 10, 5" }

Supported Data Types & Operators

COQL supports multiple field types, each with dedicated operators:

Field Type	Supported Operators
Text, Picklist, Email, Phone, Website, Autonumber	=, !=, like, not like, in, not in, is null, is not null
Lookup	=, !=, in, not in, is null, is not null
Date, DateTime, Number, Currency	=, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
Boolean	=
Formula	If the return type is: Decimal/Currency/Date/Datetime: =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null String: =, !=, like, not like, in, not in, is null, is not null  Boolean: =

Queries can be further refined with sorting (ORDER BY) and pagination using LIMIT and OFFSET.

Aggregate functions

COQL supports aggregate functions to summarize data:

• SUM(field) – total of numeric values
• MAX(field) – largest value
• MIN(field) – smallest value
• AVG(field) – average value
• COUNT(*) – number of records matching criteria 

Please note that aggregate functions are supported only for numeric data types such as number, decimal, currency, etc.

Wildcards

The % character is supported with the LIKE operator for flexible text matching:

• '%tech' → values ending with “tech”
• 'C%' → values starting with “C”
• '%tech%' → values containing “tech”

With these building blocks, you can already express a wide range of queries. Let’s now move into advanced scenarios where COQL really shines.

Beyond basics: COQL Patterns for real-world scenarios

Once you are comfortable with the basics of COQL, you can start combining them into more powerful query patterns. Some of these go beyond simple filtering and field selection, helping you minimize API calls, handle relationships, and emulate unsupported features.

1. Advanced Filtering & Conditions

Beyond equality, COQL supports operators like LIKE, IN, BETWEEN, and date comparisons.

Example: Fetch Leads from the IT or Finance industry created in the year 2025.

{  "select_query": "select Full_Name, Industry from Leads where Industry in ('IT', 'Finance') and Created_Time between '2025-01-01T00:00:00+05:30' and '2025-12-31T23:59:59+05:30'" }

Use case: Run targeted campaigns or segment leads for analysis without multiple API calls.

2. Combining Multiple Conditions

You can query diverse conditions, combining exact, partial matches, and set memberships.

Example: Pre-qualified leads in target industries with company names containing “zylker”:

{  "select_query": "select First_Name, Last_Name from Leads where (((Lead_Status = 'Pre-Qualified') and (Company like '%zylker%')) and Industry in ('Technology', 'Government/Military'))" }

Use case: Sophisticated audience segmentation or analytics for campaigns.

3. Fetching related records and their fields using Joins (Dot notation)

COQL allows you to retrieve related records efficiently by navigating lookup relationships using dot notation. This makes it possible to pull in contextual information across modules without chaining multiple API calls.

Single-level join: Fetch contacts and their account names, excluding a specific account:

{  "select_query": "select Last_Name, First_Name, Account_Name.Account_Name, Owner from Contacts where (Account_Name.Account_Name != 'Zylker') limit 2" }

Sample use case: Retrieve all contacts along with their associated account names while excluding certain accounts (e.g., competitors or internal test accounts). This avoids multiple queries across modules and helps in cleaner campaign targeting.

Hierarchical / nested join: Fetch contacts whose accounts have a parent account named “Kings”:

{  "select_query": "select Account_Name, Account_Name.Parent_Account.Account_Name from Contacts where Account_Name.Parent_Account.Account_Name = 'Kings' limit 5" }

Sample use case: Easily retrieve multi-level relationships such as parent-child accounts for reporting, territory alignment, or hierarchical sales analysis.

Multi-Level Join with Extended Lookup : Fetch contacts, their accounts, the parent accounts of those accounts, and the owner of the parent account:

{  "select_query": "select Last_Name, First_Name, Account_Name.Account_Name, Account_Name.Parent_Account, Account_Name.Parent_Account.Owner AS 'Parent Account Owner', Owner from Contacts where (Account_Name.Account_Name != 'Zylker') limit 2" }

Sample use case: Useful in complex account management and escalation scenarios where responsibility spans multiple levels. For instance, sales managers may want to see not just the contact and their account, but also which parent account owner is responsible for the overall relationship. These types of queries are helpful in large enterprises with layered ownership structures.

4. Using Subqueries to detect missing relationships

COQL supports subqueries to filter based on related module data or detect missing relationships.

Example: Find contacts whose accounts have no closed deals:

{  "select_query": "select Full_Name, Email from Contacts where Account_Name not in (select Account_Name from Deals where Stage = 'Closed Won')" }

Use case: Identify potential follow-ups, audit compliance, or uncover opportunities.

These types of queries are handy for:

• Sales follow-ups – identify contacts from accounts that haven’t yet converted.
• Compliance checks – ensure certain accounts meet deal requirements.
• Pipeline building – target untouched accounts for new opportunities.

By combining subqueries with conditions like NOT IN, COQL makes it easy to surface hidden opportunities that would otherwise require multiple API calls and custom logic.

Note: Subqueries in COQL can return a maximum of 100 records. If the inner query has more than 100 matches, any extra records are ignored. This means you may get incomplete results in larger datasets. In such cases, it is better to redesign the query using joins or multiple API calls, which can handle broader datasets without this limit.

Advanced COQL Querying: Real-World Patterns

Once you’ve mastered filters, joins, and subqueries, you can combine them for advanced business logic. 

1. Filtering Deals Based on Account Attributes

Generic Use Case:
You want to prioritize deals connected to high-value accounts that meet specific business criteria, such as strong credit ratings or key industries.

Retrieve all deals for accounts that:

• Have a high credit rating (>750)
• Belong to a specific industry, e.g., Communications

COQL Query:

{  "select_query": "SELECT Deal_Name, Amount, Account_Name, Contact_Name.Email FROM Deals WHERE Account_Name in (SELECT id FROM Accounts WHERE Credit_Rating > 750 AND Industry = 'Communications') AND Stage != 'Closed Won'" }

Dynamically filter deals by account attributes while fetching related contact details in a single query.

2. Emulating MIN/MAX for Date fields

When working with date fields in COQL, a common analytical need is to compare records against the latest date from a related subset. For example, identifying deals that closed before the most recent high-value deal.

Intuitively, one might try to use aggregate functions like MAX() on a date field in a subquery, such as:

{  "select_query": "SELECT Deal_Name FROM Deals WHERE Closing_Date < (SELECT MAX(Closing_Date) FROM Deals WHERE Amount > 500000)" }

However, COQL currently does not support aggregate functions like MAX() or MIN() on Date or DateTime fields. Attempting this will result in errors or unexpected behavior, as COQL aggregates are primarily designed for numeric fields.

Workaround: Using Subquery with ORDER BY and LIMIT

Instead of MAX(), the recommended COQL approach leverages sorting and limiting the result set to a single latest date within a subquery:

{  "select_query": "select Deal_Name from Deals where Closing_Date < (select Closing_Date from Deals where Amount > 500000 order by Closing_Date desc limit 1)" }

How this works:

The inner subquery fetches the single most recent Closing_Date where deals exceed $500,000, ordering by date descending and limiting to one record. The outer query then retrieves all deals closed before that date.

This pattern mimics the MAX() date comparison in a manner supported by COQL’s current capabilities. You can apply the same approach with ascending sort order to emulate MIN() as well.

3. Combining Multiple Subqueries for Complex Business Logic

Real-world CRM scenarios often require filtering records based on multiple interconnected conditions across different modules. Consider this sales intelligence use case: you want to identify Contacts who are:

• Associated with Accounts that have annual revenue greater than $1000000000000
• Connected to Deals that were created in the previous quarter    

{  "select_query": "SELECT First_Name, Last_Name, Email, Account_Name.Account_Name FROM Contacts WHERE Account_Name in (SELECT Account_Name FROM Deals WHERE Created_Time >= '2025-06-01' AND Account_Name in (SELECT id FROM Accounts WHERE Annual_Revenue > 1000000000000)) " }

Query Breakdown:

• Innermost subquery: (SELECT id FROM Accounts WHERE Annual_Revenue > 1000000000000) identifies high-revenue accounts
• Middle subquery: (SELECT Account_Name FROM Deals WHERE Created_Time >= '2022-07-02T15:18:31+05:30' AND Account_Name in (...)) filters for accounts with deals created after the specified date that are also high-revenue accounts
• Main query: Retrieves contact details for all contacts associated with these filtered accounts while fetching the related account names via JOIN

This pattern finds contacts from high-value accounts that have had recent deal activity, combining temporal filtering with revenue-based account qualification in a single efficient query.

Dynamic Account and Deal Performance Analysis

Imagine you need to find all Leads from industries where accounts have historically closed high-value deals (over $100K) and those leads have "Hot" ratings.

This requires filtering leads based on:

• Industry performance from accounts with successful deals
• Lead rating criteria
• Retrieving lead details with industry information

{  "select_query": "SELECT First_Name, Last_Name, Lead_Source, Company, Industry FROM Leads WHERE Industry in (SELECT Industry FROM Accounts WHERE id in (SELECT Account_Name FROM Deals WHERE Amount > 100000 AND Stage = 'Closed Won') GROUP BY Industry) AND Rating = 'Hot'" }

What makes this powerful:

• Inner subquery (SELECT Account_Name FROM Deals WHERE Amount > 100000 AND Stage = 'Closed Won') identifies accounts with successful high-value deals
• Outer subquery (SELECT Industry FROM Accounts WHERE id in (...) GROUP BY Industry) gets the industries of those successful accounts
• Groups by Industry to get unique industry values and avoid duplicates
• Main query finds leads in those proven successful industries with "Hot" ratings.
  
  Note: Both subqueries in this query are limited to 100 records each. If either the Deals or Accounts module returns more than 100 matches, the additional records are silently ignored. This can lead to incomplete results when working with larger datasets. For scenarios where the inner queries are expected to return more than 100 records, redesign the query using joins or break it down into multiple API calls for complete coverage.

Conclusion

By going beyond simple record fetches, COQL gives you the power to do true analytics and querying. By mastering patterns that range from straightforward joins to complex multi-module subqueries, you can consolidate multiple API calls into a single query, reduce complexity, and streamline performance. At the same time, dynamic filtering across modules facilitates richer business logic, while relationship-aware queries let you build automations that can handle real-world exceptions with precision.

As you implement these patterns, remember that the most powerful COQL queries often combine multiple techniques: JOINs for data enrichment, subqueries for dynamic filtering, and careful aggregation for performance optimization. However, it is equally important to understand COQL's limitations too. Being aware of these limitations will help you design effective workarounds and choose the right approach for your specific use cases. For a comprehensive list of limitations, please refer to our COQL Limitations documentation.

Start with simpler patterns and gradually build complexity as your use cases demand. The investment in mastering COQL will pay you with cleaner code base, better performance, lesser credit consumption, and more sophisticated CRM functionality.

We hope that you found this post on COQL useful. If you have any queries or need further assistance, please feel free to comment below or email us at support@zohocrm.com. We are here to help!

Previous Kaizen: Kaizen #206: Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries  |  Kaizen Directory

Further Reading:

• Kaizen #185 - Subqueries in COQL API
  
• Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
  
• COQL API - Overview
  
• Subquery Help
  
• JOINS Help
  
• Kaizen #80 - COQL API - Part I
  
• Kaizen #81 - COQL API - Part II
  
• Kaizen #171: FAQs on COQL API
  

• Topic Participants

• Anu Abraham

  

• 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

• Zoho vault filling in a form it's not supposed to fill in

  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

• Zoho Booking Integration with Desk

  Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

• Organization wide Account and Contacts Visibility/Sharing Capabilities?

  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

• Notification of Interaction Assignment

  If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

• Countries List Global Set- Complete with Phone Country Code and Continent.

  Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

• Custom Display Field for Lookup Dropdowns in Zoho CRM

  Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

• Message as bot

  I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

• A2P 10DLC Opt-in Rejection Issue with Zoho Creator Public Form

  Hi everyone, I’m working on an A2P 10DLC SMS campaign and running into repeated rejections due to opt-in issues. I’m using Zoho Creator for the registration flow. The form is public (no login required). Users enter their phone number and there is an unchecked

• Trouble with using Apostrophe in Name of Customers and Vendors

  We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

• Books <-> CRM synchronisation with custom Fields

  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Introducing the New Zoho Assist Quick Support Plugin

  We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

• Automate your signing workflows with Zoho Sign + n8n

  Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on

  Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everything

• CRM

  Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Global Search / Command Palette in Live App

  Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, in

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• Smarter appointment allocation with round-robin distribution

  Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancement

• Analytics & Reporting Improvements + Export Bug

  Hello, I would like to raise several important product suggestions and issues regarding Zoho Expense: 1. Filter in Admin View → Analytics → Expense Details → Receipt Is it possible to add a filter that allows us to prioritize or sort reports that have

• Make Quick Edits to Images Before Attaching

  Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.

• 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。

• Extend color coding to custom picklist fields

  Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in two

• New in Office Integrator: In-sheet text translation

  Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheet

• Streamline email communication with Out of Office configuration

  Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings

• Changing settings for auto logoff

  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

• A few Issues when using "Pay Bill via Check"

  We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding

• Prevent tracking users from specific countries

  Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,

• Edit Project Number?

  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

• Download pricebook products & details - not just pricebook creation date & name

  We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me

• 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

  Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

• Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

• Allow Global Admin to access/edit all forms without changing owners

  Hi there, Please consider adding a feature where the Global Admin of the account an automatically access/edit any form in the Company Account. I'm the Global Admin on our Zoho One plan, and we have multiple users that use/create forms. But for me to access

• ERROR: "Please enter a valid Phone"

  WHAT IS THE PHONE FORMAT? There is nothing ANYWHERE to define the format. At least the error should either show the correct format or provide a link to the help file I enter a valid phone number in as many formats as I can think of and none of them allow me to save the number to CRM Nothing works! No matter what format I enter I keep getting a red error "Please enter a valid Phone" The international format for MY mobile is +61414652366 (or +61 414 652 366) Local format is 0414652366 I call all over

• Introducing Zoho Sprints 3.0

  Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse

• Customize Sign-out Button

  Are there some url parameters I can use to make a form button sign-out the user from the app? The sign-out link on the top right is small. Here's and example of the url for the top right sign-out: https://creator.zoho.com/logoutpage.jsp?sharedBy=niskypto&appID=212085000006568003&appLinkName=MYAPP&signOutUrl=niskypto/MYAPP/view-login/SOMEPAGE Note: In my account, the sign-out is set to redirect users to my website. Can I also override this with some url parameters? John M. Whitney

• Please can the open tasks be shown in each customer account at the top.

  Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

• Next Page