Kaizen #25 - Zoho CRM API - Common Errors and Error Handling

Kaizen #25 - Zoho CRM API - Common Errors and Error Handling

Hello everyone!
Welcome back to yet another post in Kaizen!
In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. 

All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. 

Here is a quick glance at the functionality of each request method. 
  • GET : To retrieve data/resource from the resource server. For instance, Get Records API .
  • POST : To insert or upload any new resource to the server. For instance Insert Records API .
  • PUT : To update an existing resource . This replaces the target resource with the updated content. For instance, the Update Records API .
  • PATCH : To update a specific detail of the resource. This method updates the target resource with the provided content without changing the other data. For instance, the Update Specific Information of a Notification API
  • DELETE : To delete a resource at a particular location. For instance, the Delete Records API
Now, let us see the common errors that you may face while making these API calls. Every API error has three main sections:
  1. Status Code
  2. Error Code
  3. Message
In this post, we have grouped the errors based on the status code , primarily focusing on the 4XX class of errors. 
  1. Errors with status code 400
    • INVALID_MODULE
    • INVALID_DATA
    • DUPLICATE_DATA
    • MANDATORY_NOT_FOUND
    • PATTERN_NOT_MATCHED
    • INVALID_REQUEST_METHOD
    • REQUIRED_PARAM_MISSING
    • LICENSE_LIMIT_EXCEEDED
  2. Errors with status code 401
    • AUTHENTICATION_FAILED
    • OAUTH_SCOPE_MISMATCH
    • INVALID_TOKEN
  3. Errors with the status code 403
    • NO_PERMISSION
    • FEATURE_NOT_SUPPORTED
  4. Errors with status code 404
    • INVALID_URL_PATTERN
1. Errors with status code 400

Possible Reasons
When there is any error in the input you specified, you will get an error status code 400. 
Some of the common error codes and messages under 400 are:

a. INVALID_MODULE: the module name given seems to be invalid

{
  "code": "INVALID_MODULE",
  "details": {},
  "message": "the module name given seems to be invalid",
  "status": "error"
}

APIs in which you might face this error

Description
The module name specified in the Request URL or in the Parameter is incorrect . You must always specify the right API name of the module in the input. To get the list of module API names, go to Setup > Developer Space  > APIs > API Names . Alternatively, the value in the key " api_name " in the Modules API indicates the API name of the module. 

API names of the default modules in Zoho CRM
Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price_Books, Quotes, Sales_Orders, Purchase_Orders, Invoices, Custom, and Activities. 

b. INVALID_DATA: <<varies based on API>>
{
  "code": "INVALID_DATA",
  "details": {
      "expected_data_type": "jsonobject"
    },
  "message": "body",
  "status": "error"
}

APIs in which you might face this error
Upload Organization Photo, Users APIs (except Get Users and Get Specific User), Records APIs (except Get List of Records, Get Specific Record, Get List of Deleted Records, Search Records), Subforms APIs (except Get Subforms), Related List APIs, CRM Variable APIs (except Get Variable Data, Get Specific Variable Data, Get Variable Groups), Blueprint APIs, Tags APIs (except Get Tags List and Get Record Count for a Tag), Notes APIs (except Get Notes Data), Files and Attachments APIs, Mass Update APIs, Currencies APIs (except Get Currencies Data and Get Specific Currency), Share API, Notification APIs (except Get Notification Details).

Description
You will face this error when there is an error in the input you specified . For instance, 
  • Input specified for any field may be in an improper JSON format (as shown in the above example, the expected JSON format is JSON Object) or an invalid data type
  • The unique ID of the record to be updated may be incorrect
You can identify the case based on the value of the "message" key. 

Refer to Kaizen #1 Fields in CRM to know more about the field types. 

Another similar error is UNABLE_TO_PARSE_DATATYPE. This error occurs when the request body or the parameter is in the wrong format. 

APIs in which you might face this error

Example:
Request URL to delete specific Leads-
https://www.zohoapis.com/crm/v2/Leads?ids= "410405000002264040,410405000002264025"
-X DELETE

{
  "code": "UNABLE_TO_PARSE_DATA_TYPE",
  "details": {},
  "message": "either the request body or parameters is in wrong format",
  "status": "error"
}

The parameters must be passed as long integers, and not strings enclosed in quotes.  

c. DUPLICATE_DATA: duplicate data

{
  "data": [
      {
        "code": "DUPLICATE_DATA",
        "details": {
            "api_name": "Mobile",
            "id": "4150868000001747019"
        },
        "message": "duplicate data",
        "status": "error"
     }
  ]
}

APIs in which you might face this error

Description
You will face this error while making the POST or PUT API calls. When you have enabled " Do not allow duplicate values " for a field, and insert or update that field in a record with a value that already exists in another record, this error will be thrown. In other words, this error is thrown when you have specified a duplicate value to a system-defined or user-defined unique field.

The value "true" for the key "unique" in the Fields metadata API indicates that the field is marked as unique. Alternatively, you can check if a field is unique in the module builder in CRM UI. Go to setup > Customization > Modules and Fields > Choose the module > Choose layout > in the more options of the desired field > Check if Do not allow duplicate values is enabled. 



d. MANDATORY_NOT_FOUND: required field not found
{
    "users": [
        {
            "code": "MANDATORY_NOT_FOUND",
            "details": {
                "api_name": "role"
            },
            "message": "required field not found",
            "status": "error"
        }
    ]
}

APIs in which you might face this error

Description
You will face this error when you have not specified a system-defined or user-defined mandatory field in your input. 

Here is the list of system-defined mandatory fields that you need to specify while inserting records in each module. 

Module
System-defined mandatory field and field type
Leads
"Last_Name" - Single Line
Contacts
"Last_Name" - Single Line
Accounts
"Account_Name" - Single Line
Deals
"Deal_Name" - Single Line
"Stage" - Picklist
Tasks
"Subject" - Multi Line
Calls
"Subject" - Multi LIne
"Call_Type" - Picklist
"Call_Start_Time" - Date/Time
"Call_Duration" - Single Line
Events
"Event_Title"- Single Line
"Start_DateTime" - Date/Time
"End_DateTime" - Date/Time
Products
"Product_Name" - Single Line
Quotes
"Subject"- Single Line
"Product_Details" - Product Line Item
Invoices
"Subject"- Single Line
"Product_Details" - Product Line Item
Campaigns
"Campaign_Name" - Single Line
Vendors
"Vendor_Name"- Single Line
Price Books
"Price_Book_Name"- Single Line
"Pricing_Details"- JSON Array with "from_range", "to_range", "discount"
Cases
"Case_Origin" - Picklist
"Status"- Picklist
"Subject" - Single Line
Solutions
"Solution_Title"- Single Line
Purchase Orders
"Subject"- Single Line
"Vendor_Name"- Lookup
"Product_Details" - Product Line Item
Sales Orders
"Subject"- Single Line
"Product_Details" - Product Line Item

The value "true" for the key "system-mandatory" in the Fields metadata API indicates that the field is marked as mandatory. Alternatively, you can check if a field is unique in the module builder in CRM UI. Go to setup > Customization > Modules and Fields > Choose the module > Choose layout > in the more options of the desired field > Check if Mark as required is enabled



e. PATTERN_NO_MATCHED: Please check if the input values are correct
{
    "code": "PATTERN_NOT_MATCHED",
    "details": {
        "api_name": "type"
    },
    "message": "Please check whether the input values are correct",
    "status": "error"
}

APIs in which you might face this error

Description
All parameters can take only allowed values. You will face this error when you specify a value to a parameter other than the one(s) allowed. For instance, in Get Users API, for the type parameter, you can specify only the following values: AllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, NotConfirmedUsers, DeletedUsers, ActiveConfirmedUsers, AdminUsers, ActiveConfirmedAdmins, CurrentUser. If you specify any other value, the above mentioned error will be thrown. 

f. INVALID_REQUEST_METHOD: The http request method type is not a valid one
{
    "code": "INVALID_REQUEST_METHOD",
    "details": {},
    "message": "The http request method type is not a valid one",
    "status": "error"
}

Description
You will face this error when you use an incorrect request method . For instance, PUT instead of POST while inserting a record. Refer to the corresponding API help document to find the correct request method. You may face this error in all the available APIs

g. REQUIRED_PARAM_MISSING: One of the expected parameter is missing
{
    "code": "REQUIRED_PARAM_MISSING",
    "details": {
        "param": "module"
    },
    "message": "One of the expected parameter is missing",
    "status": "error"
}

APIs in which you might face this error

Description
You will face this error when you have not specified a mandatory parameters . Refer to the corresponding API guide for parameters tagged as mandatory

h. LICENSE_LIMIT_EXCEEDED: Request exceeds your license limit.

  "users": [
        {
            "code": "LICENSE_LIMIT_EXCEEDED",
            "details": {},
            "message": "Request exceeds your license limit. Need to upgrade in order to add a user",
            "status": "error"
        }
    ]
}

Description
You will face this error when you try to add user more than the maximum number of users allowed for your edition. You must upgrade your edition to add more users.

2. Errors with status code 401 

Possible Reasons 
You will face this error when the request lacks valid authentication for the target resource in the server.

a. AUTHENTICATION_FAILED: Authentication failed 
{
    "code": "AUTHENTICATION_FAILURE",
    "details": {},
    "message": "Authentication failed",
    "status": "error"
}

Description
You will face this error when you have not used the domain-specific request URL. Refer to Kaizen #5- Environments and Domains in Zoho CRM to know more. This is a common error and you may face it while making any API call. 

b. OAUTH_SCOPE_MISMATCH: invalid oauth scope to access this URL 
{
    "code": "OAUTH_SCOPE_MISMATCH",
    "details": {},
    "message": "invalid oauth scope to access this URL",
    "status": "error"
}

Description 
You have not specified the required scope to perform this action while generating the grant token. For instance, to retrieve users data of your organization, you must generate a token with ZohoCRM.users.READ. Refer to Kaizen #3 - Scopes in OAuth2.0 Authorization to know more about scopes.

Also, refer to scopes to get the list of available scopes in Zoho CRM. This is a common error and you may face it while making any API call.

c. INVALID_TOKEN: invalid oauth token 
{
    "code": "INVALID_TOKEN",
    "details": {},
    "message": "invalid oauth token",
    "status": "error"
}

Description 
You will face this error when your access token has expired. Refer to this help document to know how to refresh your access token.

To know more about errors while registering client and generating token, refer to Kaizen #4- Troubleshooting OAuth2.0. This is a common error and you may face it while making any API call.

3. Errors with status code 403 

Possible Reasons 
You will face this error when there is no authorization to perform an action. For instance,
  • The user does not have permission to perform a specific action. 
  • The feature is not supported for your organization. 
Some of the common Error Codes and Messages under 403 are:

a. NO_PERMISSION: permission denied 
{
    "code": "NO_PERMISSION",
    "details": {
        "permissions": [
            "Crm_Implied_View_Leads"
        ]
    },
    "message": "permission denied",
    "status": "error"
}

Description 
The particular user does not have the permission to perform that specific action. The above error is thrown when a user who does not have permission to access the Leads module tries to retrieve Leads using Get Records API.

To update the permission to a user's profile, go to Setup > Users and Control > Security Control > Profile, and enable the necessary permissions from the list.

For the system-defined profiles like the Administrator and Standard, you will not be able to modify permissions other than basic permissions and few extension permissions. This is a common error and you may face it while making any API call.

b. FEATURE_NOT_SUPPORTED: <<varies based on feature>> 
{
  "code": "FEATURE_NOT_SUPPORTED",
  "details": {},
  "message": "The Multi-Currency feature is not available except the Enterprise and higher editions.",
  "status": "error"
}

Description
You will face this error when you are trying to access a feature that is not yet enabled for your account. Refer to the corresponding API document for more details. You may face this error in the Currencies API.

4. Errors with status code 404 

Possible Reasons 
You will face this error when the system can communicate with the server, but the server could not find the requested resource.

a. INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one 
{
    "code": "INVALID_URL_PATTERN",
    "details": {},
    "message": "Please check if the URL trying to access is a correct one",
    "status": "error"
}

Description 
The URL specified has syntactical errors. Refer to the specific API doc to get the correct Request URL. This is a common error and you may face it while making any API call.

We hope you found this post useful. Keep a tab on this series for more exciting topics!

Reach out to us at support@zohocrm.com if you have any questions, or let us know in the comment section.

Cheers!

Previous 'Kaizen' - CORS and the JS SDK

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                              • Kaizen #226: Using ZRC in Client Script

                                                                Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
                                                              • Kaizen #222 - Client Script Support for Notes Related List

                                                                Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
                                                              • Kaizen #217 - Actions APIs : Tasks

                                                                Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
                                                              • Kaizen #216 - Actions APIs : Email Notifications

                                                                Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are


                                                              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

                                                                                                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

                                                                                                                • Python - code studio

                                                                                                                  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                                • Issue with open-rate reporting in Zoho Campaigns

                                                                                                                  Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaign
                                                                                                                • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

                                                                                                                  Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
                                                                                                                • Zoho Books Payroll

                                                                                                                  How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
                                                                                                                • Sort Legend & stacked bar chart by value

                                                                                                                  I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
                                                                                                                • Is It Possible to Convert a Custom Module to a Quote?

                                                                                                                  I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging
                                                                                                                • Newsletter in multiple languages

                                                                                                                  Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
                                                                                                                • Proposal: Actionable API Error Messages to Reduce Support Ticket Volume

                                                                                                                  I've encountered a long-standing frustration with how Zoho Creator's API communicates errors to developers, and I'm hoping the Zoho team can address this in a future update. This issue has persisted for over 9 years based on community discussions, and
                                                                                                                • Allocating inventory to specific SO's

                                                                                                                  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                                • Cliq iOS can't see shared screen

                                                                                                                  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                                • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

                                                                                                                  TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
                                                                                                                • Add the ability to Hide Pages in Page Rules

                                                                                                                  Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
                                                                                                                • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

                                                                                                                  using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase
                                                                                                                • Changes to the send mail Deluge task in Zoho CRM

                                                                                                                  Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                                                                                                • Work Order wont mark as Completed

                                                                                                                  I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.
                                                                                                                • Item name special charaters <>

                                                                                                                  Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?
                                                                                                                • Zoho Analytics Dashboard - How to hide the user filter

                                                                                                                  I am using the same dashboard template across different external clients and applying a user filter to the data by site URL. How can I hide the user filter in View Mode so the external client won't see the list of other clients in the drop-down menu?
                                                                                                                • Customer Parent Account or Sub-Customer Account

                                                                                                                  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                                • Kaizen #229: Email-Deal Associations in Zoho CRM

                                                                                                                  Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with
                                                                                                                • Action Required: Update Microsoft SQL Server Security Settings Before February 2026

                                                                                                                  Dear Users, We recently deployed security updates in Zoho Analytics that inadvertently caused connection failures for a few customers using Microsoft (MS) SQL Server hosted on older Windows versions (Windows Server 2012, 2012 R2, and 2014). To restore
                                                                                                                • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                                                                                                  I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,
                                                                                                                • Saving issue

                                                                                                                  First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save
                                                                                                                • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                                • Create Tasklist with Tasklist Template using API v3

                                                                                                                  In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                                • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

                                                                                                                  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)
                                                                                                                • Task Order

                                                                                                                  Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered
                                                                                                                • Automating CRM backup storage?

                                                                                                                  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                • 2026 Product Roadmap and Upcoming Features

                                                                                                                  This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected
                                                                                                                • Vendor legal and DBA names for USA users

                                                                                                                  I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)
                                                                                                                • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                                                                                                  I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                                                                                                • Stop the Workarounds: We Need Native Multi-Step Forms

                                                                                                                  After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly
                                                                                                                • Product Updates in Zoho Workplace applications | January 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
                                                                                                                • How do i setup default values for few fields

                                                                                                                  We have few fields in CRM like rate of return, type etc - they can be picklist and standard inut fields. picklist we have choice to set default value. but how do we default some value in input type of fields?
                                                                                                                • We know the company but not the contact

                                                                                                                  We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor
                                                                                                                • Customize Calendar view in Teamspaces Settings

                                                                                                                  Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of
                                                                                                                • How to filter subform report based upon main form report in dashboard

                                                                                                                  Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve
                                                                                                                • using the Client script I want to Hide Show the Fields

                                                                                                                  if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');
                                                                                                                • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

                                                                                                                  Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,
                                                                                                                • Write-Off multiple invoices and tax calculation

                                                                                                                  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                                • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
                                                                                                                • Next Page