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:
- Status Code
- Error Code
- Message
In this post, we have grouped the errors based on the status code , primarily focusing on the 4XX class of errors.
- 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
- Errors with status code 401
- AUTHENTICATION_FAILED
- OAUTH_SCOPE_MISMATCH
- INVALID_TOKEN
- Errors with the status code 403
- NO_PERMISSION
- FEATURE_NOT_SUPPORTED
- 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
Metadata APIs (except Modules Metadata), Records APIs, Subform APIs, Related List APIs, Blueprint APIs, Tags APIs (except Merge Tags and Delete Tags), Notes APIs, Files and Attachments APIs, Mass Update APIs, Share APIs.
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
Delete Records, Delink Related Lists, Delete Variables, Delete Notes, Get Notification Details, Disable Notification.
Example:
Request URL to delete specific Leads-
-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
Add Users, Update Users, Insert Records, Update Record, Update Specific Records, Create Variables, Update Variables, Update Specific Variables, Create Tags, Update Multiple Tags, Update Specific Tags, Add Currencies.
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
Add Users, Update Users, Insert Records, Update Record, Upsert Records, Insert Subform, Update Subform, Update Related Records, Create Variables, Update Variables, Update Blueprint, Tags APIs (except Get Tags List, Get Record Count for a Tag, Delete Tags), Create Notes, Update Notes, Mass Update Records, Enable Multicurrency , Add Currencies, Update Currencies, Share Records, Update Share Permissions, Create Bulk Read Job, Create Bulk Write Job, Notification APIs (except Get Notification Details, Disable Notifications).
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
Get Users, Get List of Records, Search Records, Get List of Deleted Records, Get Shared Record Details, Add Tags to Specific Records, Add Tags to Multiple Records.
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
Metadata APIs (except Module Metadata), Delete Records, Get List of Deleted Records, Search Records, Delete Variables, Tag APIs (Except Merge Tags), Delete Notes, Get Mass Update Status, Disable Notifications.
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!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sneha Sridharan
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 thisKaizen #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 howKaizen #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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
SAP S/4 HANA Integration via ZOHO Flow
Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. ThanksVLOOKUP FUNCTION PROBLEM
Hello, i have a problem with the VLOOKUP function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?Zoho Flow Completely Broken?
Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm callingPrint / Export full Dashboard page
Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.emails duplicated in my outlook client
Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then: - opened a free account - created 1 initial email address ..........@domain.com - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) asHow to check task starting time in zoho mobile app?
I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check aCreating an extension in Sigma: Zoho CRM isn't selectable as a service
I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I needList of packaged components and if they are upgradable
Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planningExport Tickets from the Help Center
Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administrationIs it possible to remove filtering options?
My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there anyFunction #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates inChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksQuote PDF – Header image stopped rendering suddenly
Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text stillChanging Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.
Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions. Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enablesFunction #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageableSpotlight series #6: The Show app for Android TV has a new look!
Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV. Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improveCan’t create alias “Email alias already exists”
Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind RegaAppraisals - Order of Previous Reviews Should Be Newest to Oldest
The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.Paging through API results. a major gap in your documentation.
There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mentionRecurring invoices were generated with old template...
I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'
As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigateTip#47: Estimation planner
Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to theTime Tracking on Iphone doesn't stop
When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data fromZoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign'sGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionFlow using way too many tasks
I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time TakenRegarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on GoogleStart Workflow from Deluge Script
I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approveSaved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Marketer's Space: Unable to select a sender address? Here's the fix
Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.Loading Project Balances in ZOHO Books for each project
Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting fromScale up your writing style with content analysis tool in Knowledge Base
Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,Zoho Books "Update" Trigger for Zapier?
Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoiceHow to prevent editing of closed tickets in Zoho Desk?
I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only andZoho Desk Limitations
Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, INew Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe linkhow to undoreconciled transaction
how to undo reconciled transactionService Title in Service Report Template Builder
I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannotNext Page