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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In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability toService op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installatiesIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theDoes the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multipleFix the speed
It takes ages to load on every step even though my dataset is quite small.Credit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a SalesFSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.Add a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would beRole Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-basedHighlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,Announcing new features in Trident for Windows (v.1.37.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.Early Payment Discount customize Text
Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.htmlDeprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offerZoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringCall description in notes
When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go intoEmail Address for Contact not Populating
When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formWhy hybrid project management might be the best fit for you?
Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasonsAllow all Company Users to view all projects, but only owner/admins can change projects
I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. ThanksFail to send Email by deluge
Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to updateSeeking help to be able to search on all custom functions that are defined
Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locallyTotals for Sales Tax Report
On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrousAdd Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder
Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße AleksZoho Trident Windows - Streams Not Visible
Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, isSales IQ Chat Widget is Only Displaying Last Name
Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!Shopify - Item sync from Zoho Inventory
Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clickingBulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enterIs it possible to setup bin locations WITHOUT mandating batch tracking?
Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.Kill zoho meeting
Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant makeUtilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)
Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.Unable to Create Task as a Support Administrator
Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.Introducing Forms in Zoho Sheet
We hereby bring you the power of forms in Zoho Sheet. Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether youLayout one survey question in a time & redirect next Page based on previous response
I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit responseZoho Bookings form pre-filled with Zoho Forms in
Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanksNext Page