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

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.



In this post, we will cover the following:
  • What is a picklist field in Zoho CRM?
    • Picklist vs Multi-select Picklist
  • Working with picklist fields via APIs
  • History tracking for picklists
    • What is history tracking for picklists in Zoho CRM?
    • Use case
    • Enabling history tracking for a picklist using the Create Custom Fields API

What is a picklist field in Zoho CRM?

A Picklist field is a drop-down field in Zoho CRM that contains a predefined list of values. While creating or updating a record, you can select one value from this list instead of entering it manually. This helps you avoid typing errors.

Example :
A Region field with values East, West, North, and South.
If a lead is from the East, the user simply selects East from the picklist instead of typing it manually. 

Picklist vs Multi-select Picklist
                                                         
                                                            Picklist

                                                   Multi-select Picklist

  Users can select only one value from the list. 

   Users can select multiple values at once. 

  A standard Region picklist works when a record belongs to only one region.

  Example : East

   A Multi-select Region picklist works when a record spans multiple regions.
   Example : East, North

Global picklist / Global set : User can create a picklist in common and associate the created picklist across the modules to maintain accuracy. Refer to Kaizen #161: Global Sets using Zoho CRM APIs for more details.

Working with picklist fields via APIs

Creating a picklist field using the Create Custom Field API

You can create a new Picklist field in a module by calling the Create Custom Field Metadata API. For example, you can create a picklist field named Region with the values: East, West, North, South.

Request URL : {{api-domain}}/crm/v8/settings/fields?module=Leads
Request Method : POST


Sample Input
When creating a picklist field, set its data type as picklist and provide the list of options, each with a mandatory display_value. You can also configure additional properties such as actual_value, lexical sorting, and color coding.


{
    "fields": [
        {
            "field_label": "Select Region",
            "data_type": "picklist", // Specify the data type as picklist
            "tooltip": {
                "name": "info_icon",
                "value": "Select your region here"
            },

    "profiles": [
                {
                    "id": "5725767000000026011",
                    "permission_type": "read_write" 
                }
 ],
            "pick_list_values": [
                {
                    "display_value": "East",  //The unique display value for the picklist, which will be displayed in the CRM UI. Use the display_value in API requests during create, update, and upsert operations.

                    "actual_value": "IN_East" //The unique reference value associated with the particular option.
                },
                {
                    "display_value": "West",
                    "actual_value": "IN_West"
                },
                {
                    "display_value": "North",
                    "actual_value": "IN_North"
                },
                {
                    "display_value": "South",
                    "actual_value": "IN_South"
                }
            ],
            "pick_list_values_sorted_lexically": true,   //Sorts options alphabetically. Default value is false.
            "enable_colour_code": true    //Allows color coding for picklist options. Default value is false.
        }
    ]
}


Note : To create a multi-select picklist field, set the data_type key to multiselectpicklist in the request body ("data_type": "multiselectpicklist").

Sample Response
{
    "fields": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "5725767000007613005"
            },
            "message": "field created",
            "status": "success"
        }
    ]
}

Updating a picklist field using the Update Custom Field API

The PATCH - Field Metadata API lets you modify an existing Picklist field. Use the Get Fields Metadata API to get your picklist field ID. 

You can:
Here is a sample request that updates the Select Region dropdown field in the Leads module.

Request URL : {{api-domain}}/crm/v8/settings/fields/5725767000007613005?module=Leads
Request Method : PATCH

Adding a new option to the existing picklist field 

Sample Input 

{
    "fields": [
        {
            "pick_list_values": [
                {
                    "display_value": "Central", //adding a new option to the existing picklist field
                    "actual_value": "IN_Central"
                }
            ],
        }
    ]
}

Updating picklist 

{
    "fields": [
        {
            "profiles": [
                {
                    "id": "5725767000000026011",
                    "permission_type": "read_only" //updating the permission_type
                }
            ],
            "pick_list_values": [
                {
                    "display_value": "South Region", //updating the display field's value
                    "id": "5725767000007613010" //unique ID of the option 
                }
            ],
            "enable_colour_code": false //disabling color code for the options
        }
    ]
}

Note : Use the actual_value or unique ID of a picklist option to update its display value. Use the Get Fields Metadata API or Get Layouts Metadata API to get the details.

Removing existing options using Update Custom Layout API

To remove picklist values, keep only the required options in your input. Any options not included in the request will automatically move to the unused section.
First, fetch the required layout, section, field, and option IDs using the Get Layouts Metadata API. Then, in your request body, specify only the picklist values you want to retain.

Request URL : {{api-domain}}/crm/v8/settings/layouts/5725767000000091055?module=Leads
Request Method : PATCH

Sample Input 
{
    "layouts": [
        {
            "id": "5725767000000091055", //layout id
            "sections": [
                {
                    "id": "5725767000000209001", //section id
                    "fields": [
                        {
                            "id": "5725767000007613005", //field id
                            "pick_list_values": [
                                {
                                    "display_value": "Central",
                                    "id": "5725767000007626001"
                                },
                                {
                                    "display_value": "East",
                                    "id": "5725767000007613004"
                                }
                            ]
                        }
                    ]
                }
            ]
        }
    ]
}


Here, Central and East regions remain as active picklist options, and West, North, and South regions are moved to the unused section.

Updated response
Use the Get Fields Metadata API to check the updated response. The Central and East are still active options (type: used), and North, South, and West are inactive options (type: unused)
{
    "fields": [
        .
        .
        .
        {
            "field_label": "Select Region",
            "id": "5725767000007613005",
            "api_name": "Select_Region",
            "pick_list_values": [
                {
                    "display_value": "-None-",
                    "sequence_number": 1,
                    "reference_value": "-None-",
                    "colour_code": null,
                    "actual_value": "-None-",
                    "id": "5725767000007613013",
                    "type": "used"   //default option
                },
                {
                    "display_value": "Central",
                    "sequence_number": 6,
                    "reference_value": "Central",
                    "colour_code": null,
                    "actual_value": "IN_Central",
                    "id": "5725767000007626001",
                    "type": "used"
                },
                {
                    "display_value": "East",
                    "sequence_number": 2,
                    "reference_value": "East",
                    "colour_code": null,
                    "actual_value": "IN_East",
                    "id": "5725767000007613004",
                    "type": "used"
                },
                {
                    "display_value": "North",
                    "sequence_number": 4,
                    "reference_value": "North",
                    "colour_code": null,
                    "actual_value": "IN_North",
                    "id": "5725767000007613008",
                    "type": "unused"
                },
                {
                    "display_value": "South",
                    "sequence_number": 5,
                    "reference_value": "South",
                    "colour_code": null,
                    "actual_value": "IN_South",
                    "id": "5725767000007613010",
                    "type": "unused"
                },
                {
                    "display_value": "West",
                    "sequence_number": 3,
                    "reference_value": "West",
                    "colour_code": null,
                    "actual_value": "IN_West",
                    "id": "5725767000007613006",
                    "type": "unused"
                }
            ],
            "data_type": "picklist"
        }
    ]
}



Assigning picklist values using the Insert Records API

When you insert a record, you can directly pass the picklist option’s display value (not the ID) in the request body.

Request URL : {api-domain}/crm/v8/{module_api_name}
Request Method : POST

Sample Input 
{
    "data": [
        {
            "Company": "Zylker",
            "Last_Name": "David",
            "Select_Region": "Central"   // Picklist value to assign
        }
    ]
}

Note: 
  • When creating, updating, or upserting records, 
    • You can either pass an existing picklist value or add a new one, through the API. Please note that the new value will only be stored in that record, and will not be added to the picklist field’s metadata.
    • In the UI, you can only select from the available dropdown options.
    • Always use the display_value of the picklist option, not the picklist option’s ID.
    • You can also assign the default option (-None-). In this case, the picklist field’s value will be stored as null ("Select_Region": null)
Sample Response

{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2025-08-23T04:51:39-07:00",
                "Modified_By": {
                    "name": "Patricia Boyle",
                    "id": "5725767000000411001"
                },
                "Created_Time": "2025-08-23T04:51:39-07:00",
                "id": "5725767000007623017",
                "Created_By": {
                    "name": "Patricia Boyle",
                    "id": "5725767000000411001"
                }
            },
            "message": "record added",
            "status": "success"
        }
    ]

}



Updating picklist values in existing records using the Update Records API

When updating, you also use the picklist display value in the field.

Request URL : {api-domain}/crm/v8/Leads/5725767000007628002
Request Method : PUT

Sample Input 

{
    "data": [
        {
            "Select_Region": "West" // New picklist value
        }
    ]
}

This will replace the existing picklist value with West.


History tracking for picklists

What is history tracking for picklists in Zoho CRM?

You can enable history tracking for a picklist field using the Create Custom Field API. Once enabled, Zoho CRM automatically creates a related list for the tracked picklist and a separate module.
Every time the picklist value changes, Zoho CRM creates a new entry in this related list. Each entry shows the old value, the new value, who made the change, and when it was made, and how long the record stayed in the previous value before moving to the next one.

Use case

Zylker's sales team tracks lead progress through the statuses such as New, Contacted, Qualified, and Converted. The team wants to know how long a lead remains in each status and identify if follow-ups are delayed or leads are not progressing. 
You can achieve this by enabling history tracking on the Status picklist. You can also monitor every status change, who made it, and how long the lead stayed in the previous status. This helps the team monitor, identify delays, and improve the follow-up process.

The log stores:
  • New Value - updated region in the Moved_To__s key.
  • Changed By - user who made the update  in the Modified_By key.
  • Changed On - date and time when the region was changed  in the Last_Activity_Time key.
  • Duration  - how long the record stayed in the previous value before the change  in the Duration_Time and Duration_Days keys.

Enabling history tracking for a picklist using the Create Custom Fields API

Request URL : {{api-domain}}/crm/v8/settings/fields?module=Leads
Request Method : POST

Sample Input
{
    "fields": [
        {
            "field_label": "Status",
            "data_type": "picklist",
            "pick_list_values": [
                {
                    "display_value": "New",
                    "actual_value": "New"
                },
                {
                    "display_value": "Contacted",
                    "actual_value": "Contacted"
                },
                {
                    "display_value": "Qualified",
                    "actual_value": "Qualified"
                },
                {
                    "display_value": "Converted",
                    "actual_value": "Converted"
                }
            ], 
            "history_tracking_enabled": true, //(mandatory) Enables history tracking for the picklist
            "history_tracking": {
                "related_list_name": "Status History", //Lets you give a custom name to the history related list that CRM creates.
                "duration_configuration": "time", //Decides how to track the timing of changes: days - History is tracked by days and time - History is tracked by time. 
 
              Note : Before specifying the time value, enable the duration customization feature in your organization by contacting support@zohocrm.com.

                "followed_fields": [  // The followed_fields lets you retrieve additional field values whenever the picklist value changes.
                    {
                        "api_name": "Owner"
                    }
                ]
            }
        }
    ]
}

Sample Response in UI 


Sample Response via API
Whenever a picklist option changes, the system creates a new record in the related list module. In this example, Status History is the related list module. The sample response below shows how a particular change looks when retrieved using the Get Records API.

Request URL : {{api-domain}}/crm/v8/Status_History/5725767000007739323
Request Method : GET

Sample Response

{
    "data": [
        {
            "Status": "Contacted",
            "$approval": {
                "delegate": false,
                "takeover": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Modified_Time": "2025-08-28T06:35:15-07:00",
            "$currency_symbol": "$",
            "$field_states": null,
            "$review_process": null,
            "$editable": true,
            "Duration_Time": "6568847", //The system stores the duration in milliseconds.
            "$sharing_permission": "full_access",
            "Lead_Owner": {
                "name": "Patricia Boyle",
                "id": "5725767000000411001"
            },
            "Moved_To__s": "Qualified",
            "$orchestration": false,
            "Last_Activity_Time": "2025-08-28T08:24:44-07:00",
            "Full_Name": {
                "name": "Zylker",
                "id": "5725767000007735001"
            },
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "5725767000000411001",
                "email": "patricia@zoho.com"
            },
            "$review": null,
            "$process_flow": false,
            "$in_merge": false,
            "id": "5725767000007739350",
            "$approval_state": "approved",
            "$pathfinder": false,
            "$zia_visions": null
        }
    ]
}



Note :
  • You can select up to 10 fields in total, with a maximum of 5 user fields for all modules except Deals.
  • Encrypted fields cannot be specified.
  • In the Deals module,
    • History tracking is enabled by default for the Stage picklist field.
    • You cannot enable history tracking for any other picklist field in the Deals module.
    • You can only update the existing Stage picklist field using the Update Custom Field API.
    • You can add up to 6 followed fields, with a maximum of 5 user fields.



We hope this post helps you confidently manage picklists and track their history in Zoho CRM. Try it out, and let us know your experience in the comment section or reach out to us at support@zohocrm.com 

Stay tuned for more insights in our upcoming Kaizen posts!
Cheers!






Related Links :



    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

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          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

                                                                                                          • Having Trouble Opening The Candidate Portal

                                                                                                            Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

                                                                                                          • Dynamically catching new file creations

                                                                                                            I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

                                                                                                          • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                            Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

                                                                                                          • Tip of the Week - Spot Risky Sales with Conditional Formatting

                                                                                                            In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

                                                                                                          • How do I duplicate / copy a campaign

                                                                                                            I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

                                                                                                          • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

                                                                                                            We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

                                                                                                          • Creator Change History: Ways to improve

                                                                                                            Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

                                                                                                          • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                            Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

                                                                                                          • add employees and customiz

                                                                                                            I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

                                                                                                          • Inactive User Auto Response

                                                                                                            We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

                                                                                                          • Zoho People Attendance Module - Split Shifts

                                                                                                            Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

                                                                                                          • Zoho One subscription

                                                                                                            we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

                                                                                                          • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

                                                                                                            In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

                                                                                                          • Dashboard

                                                                                                            I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

                                                                                                          • Can i connect 2 instagram accounts to 1 brand?

                                                                                                            Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

                                                                                                          • Zoho Forms - Improved Sub-Forms

                                                                                                            Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

                                                                                                          • What's New in Zoho Billing | Q3 2025

                                                                                                            Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

                                                                                                          • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

                                                                                                            How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

                                                                                                          • WhatsApp Business Calling API

                                                                                                            Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

                                                                                                          • CRM/Bookings integration edits Contact names

                                                                                                            Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

                                                                                                          • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                                                                                            Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

                                                                                                          • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                            Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

                                                                                                          • Connecting two modules - phone number

                                                                                                            Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

                                                                                                          • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

                                                                                                            These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

                                                                                                          • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                            Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

                                                                                                          • Auto select option in CRM after Zoho Form merge

                                                                                                            Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

                                                                                                          • Unable to use Sign "You have entereed some invalid characters"

                                                                                                            Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

                                                                                                          • Default Sorting on Related Lists

                                                                                                            Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

                                                                                                          • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                            I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

                                                                                                          • Onboard new users easily with native screen recording in Zoho Projects Plus

                                                                                                            Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

                                                                                                          • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                            Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

                                                                                                          • Can you stop Custom View Cadences from un-enrolling leads?

                                                                                                            I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

                                                                                                          • Zoho Desk Android and iOS app update: Agent detail overview

                                                                                                            Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

                                                                                                          • Blog Widget: Show recent blog posts on my homepage

                                                                                                            Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

                                                                                                          • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

                                                                                                            Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

                                                                                                          • How to iterate through excel data using zoho rpa

                                                                                                            I wanted to iterate or loop through excel data ( datatable). How can i do that

                                                                                                          • Update on the client portal URL for Guest users

                                                                                                            We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

                                                                                                          • Next Page