Kaizen #193: Creating different fields in Zoho CRM through API
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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
|
|
|
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"
}
}
}
}
]
}
|
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I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料
ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」Marketing Tip #46: Run flash sales the right way
A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at fullIntroducing Smart Fields in Zoho Forms
Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now dragCheckbox not displaying correctly in subform
Greetings: I have shared my app (wv) with support. I am having problems with a checkbox field not displaying correctly in a subform. The main form is called volunteers and the subform is called volunteers_subform. The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes. But when you view it in the main volunteers form, it displays as a multi-select dropdown instead. I have attached jpegs showing the difference. Any thoughts?Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in formValid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingExpand Zoho Analytics Spatial Capabitlities
Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:Automate customer follow-ups with Sequences in Bigin
Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatCan we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Tag Limi?
is there any way to create more than 20 tags?prefill_data for Creator + Merge & Sign
Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way toCan I Build a Gaming Website Using Zoho? Need a Quick Roadmap
Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized forRemove Due Date from Statements
Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it reallyWhat Should an Agent-Native Project Workspace Look Like
AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, itunable to join meeting due to speaker issue
unable to join meeting due to speaker issueHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeMarketing Tip #50: Sell digital products and use them to grow your store
Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digitalCan I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if this is possible and how can I do it?Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Turn off Mobile Optimize
Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. ThanksHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?API - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.Cross-application Deluge calls fail when application link name starts with a number
I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-applicationTransformez vos webinaires en opérations automatisées
Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment. L’automatisation des workflowsCash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our BasicMarketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyHow can I filter inactive/disable agent tickets?
Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.How do i move multiple tickets to a different department?
Hello, i have several tickets that have been assigned to the wrong department. I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration inCreate Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when weMigrating from Zoho Checkout to Zoho Billing
I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.Step up your lead generation game with online forms
Hello fellow form builders, Generating leads for your sales team gets easier when you integrate your CRM with online forms. To help show you how to use forms as part of your lead generation strategy, we have exclusive tips and tricks on how to collect, update and prioritize lead information in Zoho CRM based on form responses. 1. Create new leads If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Check out the article on howAPI - Bank Accounts | Reconciliation Discrepancy
Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,Next Page