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

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



Hi everyone, and welcome to another Kaizen week!

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

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

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

COQL Recap - Why Use It?

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

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

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

Understanding COQL Queries

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

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

For example, with COQL you can:

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

What kind of queries are supported?

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

A typical query looks like this:

SELECT {field_api_namesFROM {module_api_nameWHERE {field_api_name} {comparator} {valueGROUP BY {field_api_name} ORDER BY {field_api_nameASC/DESC LIMIT {limitOFFSET {offset}

  • FROM - specifies the module to query
  • WHERE - filters records based on conditions

  • GROUP BY - groups records by one or more fields for aggregation
  • ORDER BY - sorts results ascending or descending
  • LIMIT - restricts the number of records returned
  • OFFSET - skips a certain number of records before fetching results

Example:

{

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

}


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

{

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

}


Supported Data Types & Operators

COQL supports multiple field types, each with dedicated operators:

Field Type

Supported Operators

Text, Picklist, Email, Phone, Website, Autonumber 

=, !=, like, not like, in, not in, is null, is not null

Lookup

=, !=, in, not in, is null, is not null

Date, DateTime, Number, Currency

=, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null

Boolean

=

Formula

If the return type is:

  1. Decimal/Currency/Date/Datetime: =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
  2. String: =, !=, like, not like, in, not in, is null, is not null
  3.  Boolean: =


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

Aggregate functions

COQL supports aggregate functions to summarize data:

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


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

Wildcards

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

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


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

Beyond basics: COQL Patterns for real-world scenarios

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

1. Advanced Filtering & Conditions

Beyond equality, COQL supports operators like LIKEINBETWEEN, and date comparisons.

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

{

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

}


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

2. Combining Multiple Conditions

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

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

{

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

}



Use case: Sophisticated audience segmentation or analytics for campaigns.

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

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

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

{

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

}


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

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

{

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

}


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

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

{

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

}


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

4. Using Subqueries to detect missing relationships

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

Example: Find contacts whose accounts have no closed deals:

{

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

}


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

These types of queries are handy for:

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

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

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

Advanced COQL Querying: Real-World Patterns

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

1. Filtering Deals Based on Account Attributes

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

Retrieve all deals for accounts that:

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

COQL Query:

{

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

}


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

2. Emulating MIN/MAX for Date fields

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

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

{

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

}

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

Workaround: Using Subquery with ORDER BY and LIMIT

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

{

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

}


How this works:

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

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

3. Combining Multiple Subqueries for Complex Business Logic

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

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

{

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

}


Query Breakdown:

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


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

Dynamic Account and Deal Performance Analysis

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

This requires filtering leads based on:

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


{

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

}


What makes this powerful:

  • Inner subquery (SELECT Account_Name FROM Deals WHERE Amount > 100000 AND Stage = 'Closed Won') identifies accounts with successful high-value deals
  • Outer subquery (SELECT Industry FROM Accounts WHERE id in (...) GROUP BY Industry) gets the industries of those successful accounts
  • Groups by Industry to get unique industry values and avoid duplicates
  • Main query finds leads in those proven successful industries with "Hot" ratings.

    Note: Both subqueries in this query are limited to 100 records each. If either the Deals or Accounts module returns more than 100 matches, the additional records are silently ignored. This can lead to incomplete results when working with larger datasets. For scenarios where the inner queries are expected to return more than 100 records, redesign the query using joins or break it down into multiple API calls for complete coverage.


Conclusion

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

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

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

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



    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox 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

                                                                                                          • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

                                                                                                            Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
                                                                                                          • 136.143.188.51 blocked by spamcop

                                                                                                            Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                                                                                          • Good news! Calendar in Zoho CRM gets a face lift

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

                                                                                                            Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed
                                                                                                          • Would be really awesome to have Created Time and Modified Time showing for custom functions list

                                                                                                            It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were
                                                                                                          • Zoho Calendar Integrated Into CRM?

                                                                                                            I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
                                                                                                          • Conditional layouts - support for multi-select picklists

                                                                                                            Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
                                                                                                          • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

                                                                                                            I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
                                                                                                          • Scheduling Tasks in Relation to Project End Date

                                                                                                            I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
                                                                                                          • Tips & tricks: Make SalesIQ automations work for you

                                                                                                            Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
                                                                                                          • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

                                                                                                            I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
                                                                                                          • What's New in Zoho Analytics - October 2025

                                                                                                            Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                          • Multi-Page Forms in Zoho Creator!

                                                                                                            Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion
                                                                                                          • Passing the CRM

                                                                                                            Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                          • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

                                                                                                            Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your
                                                                                                          • How to next stage blueprint in Zoho Creator

                                                                                                            Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
                                                                                                          • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                                                                                            I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
                                                                                                          • Associate email with a potential or project.

                                                                                                            I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
                                                                                                          • Currency limitation when integrating Zoho CRM & Zoho Books

                                                                                                            Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
                                                                                                          • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                            Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
                                                                                                          • Multi-select Lookup does not have Advanced filter options in CRM

                                                                                                            With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
                                                                                                          • Online Assessment or any aptitude test

                                                                                                            This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                          • Unified customer portal login

                                                                                                            As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                                                                                          • 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
                                                                                                          • Unable to copy into a new document

                                                                                                            Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you
                                                                                                          • Agent assignment filter?

                                                                                                            Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't
                                                                                                          • Add Option to Mass Dispatch by User

                                                                                                            Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
                                                                                                          • Kaizen #157: Flyouts in Client Script

                                                                                                            Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
                                                                                                          • Customize User Invites with Invitation Templates

                                                                                                            Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
                                                                                                          • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                            Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                          • Ability to Set Client Name During Portal Invitation

                                                                                                            Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • Unlock Locked Users via Zoho One Mobile App

                                                                                                            Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
                                                                                                          • Is CRM On Premise available

                                                                                                            Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
                                                                                                          • Account in Quick View Filter

                                                                                                            I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
                                                                                                          • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

                                                                                                            We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
                                                                                                          • Colour Coded Flags in Tasks Module List View

                                                                                                            I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
                                                                                                          • UPS Label size when generated via Zoho

                                                                                                            We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
                                                                                                          • Credit Management: #4 Credits on Unused Period

                                                                                                            Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
                                                                                                          • Next Page