Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. 

You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities and manage your business from a single location. The previous post in the 'Integrating Zoho CRM with Zoho services' series described how to register your Zoho application and retrieve the client credential in order to connect Zoho CRM to the Zoho service of your choice through an extension. In this post, we'll look at how to integrate Zoho CRM with Zoho Projects, along with an example.

Let's consider a scenario in which support representatives handling cases in Zoho CRM need to forward cases that are registered as feature requests to the development team for further consideration and analysis. The representatives can create a task in Zoho projects with the necessary details from the Zoho CRM Cases module by clicking a button from within Zoho CRM. This will make the transition process easier and help to handle cases more efficiently. Now, let's see how this can be achieved using extension.

Creating a connector for Zoho Projects and adding connector APIs
  • Create a new connector in your extension for Zoho Projects using the Connectors feature under Utilities in the left panel of the Zoho Developer console. 
Note: Zoho Projects follows OAuth2.0 protocol for authentication mechanism. You can refer to this post to understand the steps to register Zoho Projects and retrieve your client credentials.


The connector details for our example are:

Request Token URL
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ&access_type=offline
Access Token URL
https://accounts.zoho.com/oauth/v2/token?
Refresh Token URL
https://accounts.zoho.com/oauth/v2/token?
Scopes
ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ


The Zoho Projects REST APIs added for our example are mentioned below.

Connector API Name
Method type
URL
Get Portals
GET
https://projectsapi.zoho.com/restapi/portals/
Get Project Users
GET
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/users/
Create task
POST
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/?name=${name}&description=${description}&priority=${priority}&person_responsible=${person_responsible}
Add comment for task
POST
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/${taskid}/comments/?content=${content}

Note: You can refer to this post to understand the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.

Creating a button in Cases module and associating the custom function to it
  • Create a button called "Create Task for Case" using the Links & Buttons feature available in the Componentssection of the Zoho Developer console, then associate a custom function to perform the desired action. 
Create Task for Case - Button function code

//Fetching the current record details and retrieving the necessary field information
response = zoho.crm.getRecordById("Cases",case.get("Cases.ID").toLong());
Name = response.get("Subject");
Name = zoho.encryption.urlEncode(Name);
Description = response.get("Description");
Description = zoho.encryption.urlEncode(Description);
Priority = response.get("Priority");
Comments = response.get("Internal_Comments");
Comments = zoho.encryption.urlEncode(Comments);
dynamic_map = Map();
/*Fetching the values for Portal ID and Project ID CRM variables which are obtained as part of the settings widget*/
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");//The api name of the CRM variable for Portal_Id
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");//The api name of the CRM variable for Project_Id
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
//Invoking the connector API to retrieve the users present in the project 
resp1 = zoho.crm.invokeConnector("xxx.zohoprojects.getprojectusers",dynamic_map);
response1 = resp1.get("response");
users = response1.get("users");
rolelist = List();
/*retrieving the ID of the user with admin role in the project to be assigned as the person responsible for the task*/
for each value in users
{
if(value.get("role") == "admin")
{
id = value.get("zpuid");
}
}
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
dynamic_map.put("name",Name);
dynamic_map.put("description",Description);
dynamic_map.put("priority",Priority);
dynamic_map.put("person_responsible",id);
/*Invoking the connector API with the necessary parameters passed to create a project task */
resp = zoho.crm.invokeConnector("xxx.zohoprojects.createtask",dynamic_map);
response2 = resp.get("response");
tasks = response2.get("tasks");
//Retrieving the task id from the response of create task API
for each ids in tasks
{
id1 = ids.get("id");
}
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
dynamic_map.put("taskid",id1);
dynamic_map.put("content",Comments);
//Invoking the connector API to add a comment to the task 
response3= zoho.crm.invokeConnector("xxx.zohoprojects.addcommentfortask",dynamic_map);
caseinfo = {"Solution":url};
response4 = zoho.crm.updateRecord("Cases",case.get("Cases.ID").toLong(),caseinfo);
return resp;

Note: In our example, the project's administrator is assigned as the person responsible for the task that is to be created in Zoho Projects. We have considered that there is only one admin for a project, who can then assign the task to the appropriate developer.

Obtaining Portal ID and Project ID

According to our example, cases from Zoho CRM need to be associated as a task to a particular project in Zoho Projects. You can find in the above code that the variables Portal ID and Project ID (dynamic variables used in connector APIs) are used while invoking APIs. The values of these variables are specific to a user and thus these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required.

The variables Portal ID and Project ID are created as CRM variables with the Variable Status as Hidden in the extension.Their values are obtained as follows:



➤ Creating a Settings Widget: We have created a settings widget in our extension in order to retrieve the user-specific portal ID and project ID, and to set the values to the CRM variables.

Settings Widget js code snippet

Util={};
var portalidvalue;
var projectidvalue;
//Subscribe to the EmbeddedApp onPageLoad event before initializing the widget 
ZOHO.embeddedApp.on("PageLoad",function(data)
{
var data = {
}
//Invoking the connector API to get portals of the user and populate them in a select list
ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getportals",data)
.then(function(dataa){
response = dataa.response;
responsejson=JSON.parse(response);
portal=responsejson.portals;

for (i = 0; i < portal.length; i++) 
{
portalid=portal[i].id_string;
portalname=portal[i].name;
var portallist = document.getElementById("portallist");
var option = document.createElement("OPTION");
option.innerHTML = portalname;
option.value = portalid;
portallist.appendChild(option);
}
})

/*Fetching the projects associated to the portal selected on click of the "Get Projects" button*/
Util.getproject=function()
{
portalidvalue=document.getElementById("portallist").value;

var data = {

"portalid" : portalidvalue
}
/*Invoking the connector API to get projects of the user with respect to the portal chosen and populate them in a select list*/
ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getprojects",data)
.then(function(dataa){
response = dataa.response;
responsejson=JSON.parse(response);
project=responsejson.projects;
$('#projectlist').empty();
for (j = 0; j < project.length; j++) 
{
projectid=project[j].id_string;
projectname=project[j].name;
var projectlist = document.getElementById("projectlist");
var option = document.createElement("OPTION");
option.innerHTML = projectname;
option.value = projectid;
projectlist.appendChild(option);
}
})
}
/*Updating the values of the portal ID and project ID selected in the select list to the CRM variables*/
Util.getvalues=function()
{
portalidvalue=document.getElementById("portallist").value;
projectidvalue=document.getElementById("projectlist").value;
var variableMap = { "apiname": "testextensioncrm__Portal_Id", "value": portalidvalue};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);
var variableMap = { "apiname": "testextensioncrm__Project_Id", "value": projectidvalue};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);
});
});
}
})

Now that the functionality is defined, the extension is published and installed in Zoho CRM account using the private installation URL.


Sample output:

Upon installation of the extension, click the Settings button to go the Settings Widget page, then choose your portal and project where you want the task to be created.



Choose the portal of your choice, then click the Get Projects button to fetch the projects associated with that portal.



Next, click Update Values to set the chosen portal and project ID values to the CRM variables Portal_ID and Project_ID,respectively.



Go to the Cases module. A case of type feature request is present in Cases module.



Click the Create Task for Case button available in the view page of the case detail page.



The necessary details as per the code logic are fetched and created as a task in projects.



The detailed task details page with all the information fetched from the case in Zoho CRM Cases module.



Using this method, you can integrate Zoho CRM and Zoho Projects via an extension and perform functionalities as per your business requirements. We hope you find this information useful. Keep following this space for more inputs!


SEE ALSO

Next>>


    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Kaizen #197: Frequently Asked Questions on GraphQL APIs

                                                              🎊 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.

                                                            • 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.

                                                            • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                                              Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

                                                            • 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.

                                                            • Client Script | Update - Introducing Commands in Client Script!

                                                              Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Delete commerce website

                                                                                                              I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

                                                                                                            • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                                                                                              My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

                                                                                                            • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                              Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

                                                                                                            • What’s New in Zoho Inventory | April 2025

                                                                                                              Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

                                                                                                            • When Zoho Tables Beta will be open to EU data center

                                                                                                              Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

                                                                                                            • Pass current date to a field using Zoho Flow

                                                                                                              I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

                                                                                                            • API: Mark Sales Order as Open + Custom Status

                                                                                                              Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

                                                                                                            • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

                                                                                                              We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

                                                                                                            • Zoho Quartz Screen Recording

                                                                                                              Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

                                                                                                            • Tip 26: How to hide the "Submit" button from a form

                                                                                                              Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

                                                                                                            • filter broke my data

                                                                                                              I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

                                                                                                            • How do I move Notes around within a Group?

                                                                                                              It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

                                                                                                            • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                                                                                              I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

                                                                                                            • 'Add Tax To Amount' not reflected in Invoice

                                                                                                              Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

                                                                                                            • Separate Items & Services

                                                                                                              Hi, please separate items and services into different categories. Thank you

                                                                                                            • What's New in Zoho Inventory | Q2 2025

                                                                                                              Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

                                                                                                            • Mastering Zia Match Scores | Let's Talk Recruit

                                                                                                              Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

                                                                                                            • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                                                                                              I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                                                                                            • Multi-currency - What's cooking ?

                                                                                                              Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

                                                                                                            • Integrating Chatbot with Zoho Creator Application

                                                                                                              Is it possible to integrate a chatbot with a Zoho Creator application?

                                                                                                            • How to reduce programmatically the image uploaded by user?

                                                                                                              I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

                                                                                                            • Dark mode for Zoho Creator / Zoho CRM Code editor

                                                                                                              Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

                                                                                                            • Is there a way to make a button scroll down?

                                                                                                              Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

                                                                                                            • Collective-booking event not added to all staff calendars

                                                                                                              We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

                                                                                                            • ZOHO Android Client

                                                                                                              Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

                                                                                                            • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

                                                                                                              Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

                                                                                                            • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

                                                                                                              Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

                                                                                                            • Non-depreciating fixed asset

                                                                                                              Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

                                                                                                            • Managing Rental Sales in Zoho Inventory

                                                                                                              I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

                                                                                                            • Megamenu

                                                                                                              Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

                                                                                                            • Zoho Flow to Creator 3001 Respoonse

                                                                                                              I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

                                                                                                            • File Upload to Work Drive While Adding Records in Zoho Creator Application

                                                                                                              Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

                                                                                                            • Why not possible to generate?

                                                                                                              Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

                                                                                                            • email

                                                                                                              Hi My crm email is not working, can you check, I have zoho one account.

                                                                                                            • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

                                                                                                              Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

                                                                                                            • I can't found API for Sales Receipts

                                                                                                              Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

                                                                                                            • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

                                                                                                              Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

                                                                                                            • Multiple Vendor SKUs

                                                                                                              One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

                                                                                                            • Internally created tickets

                                                                                                              Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

                                                                                                            • Next Page