Kaizen #40 - System-defined fields and their default values in Leads #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss the system-defined fields and their default values in the Leads module in Zoho CRM.
We will cover the following in this post:
- System-defined non-mandatory fields and their default values
- System-defined mandatory fields
What are the system-defined fields in a module?
The fields that are available by default in a module, are system-defined fields. You can choose to set values to these fields, or the system assigns the default value for applicable fields.
How can you find which fields are system-defined?
Use the Fields Metadata API. The response contains all the fields available in that module for your org.
The boolean value of the key custom_field indicates whether the field is system-defined or a custom field in that module. The value "true" indicates that the current field is a custom field, and the value "false" indicates that the current field is a system-defined field.
System-defined mandatory fields
Few system-defined fields are mandatory. If left unspecified, the system throws the MANDATORY_NOT_FOUND error.
The boolean value of the key system_mandatory indicates whether the field is mandatory in that module. The value "true" indicates that the current field is a system-defined mandatory field, and the value "false" indicates that the current field is not a system-defined mandatory field.
Note
We cannot modify the properties of a few system-defined fields. Ex: Last_Name in Leads.
Fields Metadata API for the Leads Module
Sample Request
Request URL: {{api-domain}}/crm/v2/settings/fields?module=Leads
Request Method: GET
Sample Response
{ "fields": [ { "system_mandatory": false, "webhook": true, "json_type": "jsonobject", "crypt": null, "field_label": "Lead Owner", "tooltip": null, "created_source": "default", "field_read_only": true, "display_label": "Lead Owner", "read_only": false, "association_details": null, "businesscard_supported": true, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000553", "custom_field": false, "lookup": {}, "visible": true, "length": 120, "view_type": { "view": true, "edit": true, "quick_create": false, "create": true }, "subform": null, "api_name": "Owner", "unique": {}, "data_type": "ownerlookup", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": false, "webhook": true, "json_type": "string", "crypt": null, "field_label": "Company", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "Company", "read_only": false, "association_details": null, "quick_sequence_number": "1", "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000555", "custom_field": false, "lookup": {}, "visible": true, "length": 100, "view_type": { "view": true, "edit": true, "quick_create": true, "create": true }, "subform": null, "api_name": "Company", "unique": {}, "data_type": "text", "formula": {}, "decimal_place": null, "mass_update": true, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": true, "webhook": true, "json_type": "string", "crypt": null, "field_label": "Last Name", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "Last Name", "read_only": false, "association_details": null, "quick_sequence_number": "3", "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000559", "custom_field": false, "lookup": {}, "visible": true, "length": 80, "view_type": { "view": false, "edit": true, "quick_create": true, "create": true }, "subform": null, "api_name": "Last_Name", "unique": {}, "data_type": "text", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": false, "private": null, "webhook": true, "json_type": "jsonobject", "crypt": null, "field_label": "Related Users", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "User", "read_only": false, "association_details": null, "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "4150868000000625001", "custom_field": true, "lookup": {}, "visible": true, "length": 50, "view_type": { "view": true, "edit": true, "quick_create": false, "create": true }, "subform": null, "api_name": "User", "unique": {}, "data_type": "userlookup", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, ... ] } |
System-defined non-mandatory fields and their default values
The following table gives the list of all the system-defined non-mandatory fields in the Standard Layout of the Leads module.
Field API Name | JSON Type | CRM Data Type | Default Value |
Owner | JSON Object | Lookup | Name and ID of the current user |
Company | String | Single Line | null |
First_Name | String | Single Line | null |
Salutation | String | Picklist | None |
Email | String | Email | null |
Full_Name | String | -- | null |
Phone | String | Phone | null |
Mobile | String | Phone | null |
Designation | String | Text | null |
Lead_Status | String | Picklist | null |
Fax | String | Phone | null |
Website | String | URL | null |
Lead_Source | String | Picklist | null |
No_of_Employees | Integer | Number | null |
Industry_Type | String | Picklist | null |
Rating | String | Picklist | None |
Tag | JSON Array | -- | null |
Annual_Revenue | Double | Currency | null |
Created_By (not editable) | JSON Object | -- | Name and ID of the current user |
Email_Opt_Out | Boolean | Checkbox | false |
Skype_ID | String | Single Line | null |
Modified_By (not editable) | JSON Object | -- | Name and ID of the user who last modified the record last |
Created_Time (not editable) | String | -- | The date and time at which the record was created |
Secondary_Email | String | Email | null |
Modified_Time (not editable) | String | -- | The date and time at which the record was last modified |
Twitter | String | Single Line | null |
Last_Activity_Time (not editable) | String | -- | The date and time at which the record was used last |
Converted_Date_Time | String | -- | The date and time at which the lead or quote was converted |
Street, City, State, Zip_Code, Country | String | Single Line | null |
Description | String | Multi-line | null |
Record_Image | String | -- | null |
You can refer to the Sample Attributes section of our Insert Records API for an example on adding values to the above fields.
System-defined mandatory field for the Leads module:
Field API Name | JSON Type | CRM Data Type | Default Value |
Last_Name | String | Single Line | Not applicable |
Note
- In the Fields Metadata API, the value true for the key "field_read_only" indicates that it is read-only always.
- The value true for the key "read_only" indicates that the key is read-only for the viewing user's profile. You can set the properties of such fields based on the profile. A user without the desired profile cannot edit these fields through an API.
- You cannot modify the properties of system-defined mandatory fields in any module.
- You can choose to alter the properties of the system-defined(non-mandatory) or custom fields in standard/custom layouts. The details of all the fields in all the layouts will be retrieved in the fields metadata API response.
- You can also choose to set default values for fields with CRM field types—picklist, multi-select picklist, and checkbox.
We hope you found this post useful. Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Previous 'Kaizen' - Deals #API
Access your files securely from anywhere
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
Jeremy Nagel - www.smooth.tel
Kevin Flynn
Sticky Posts
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 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 areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
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
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customerAuto tracking URL generation based on Carrier
Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,Notes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedWebtabs for Mobile App
We let our users strictly use CRM and use webtabs to integrate other applications like Zoho Desk. We need these webtabs in the mobile app as well. Otherwise our approach of using CRM as an entry point for our system does not work anymore. Update: It wouldZoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clearRestrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able toHow do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. ThisWorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (hereIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toIs Zoho Communityspaces now part of Zoho One?
Is Zoho Communityspaces now part of Zoho One?How to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanBigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026
Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words ofAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourSend Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appendingZoho Desk - Change Time Zone for all users and set default for new user
Hi, Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice? And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ? Thanks ! FredIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allWhy is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going onAllow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selectedWhy does Zoho’s diff viewer highlight parts of unchanged lines?
Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPassing 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 whenWhere can we specify custom CSS in Zoho Forms custom theme ?
I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, renderingAutomating 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 ofDrop Down Value
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.Create PO from an invoice
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be greatSMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receiveZoho Survey reminder settings are extremely confusing
Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?Add deluge function to shorten URLs
Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalisedAdd specific field value to URL
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there isform data load issue when saving as duplicate record is made
Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loadedRecurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the futureUnable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the AutomaticallyTrack online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at theGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsImproved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With thisCRM Canvas - Upload Attachments
I am in the process of changing my screens to Canvas. On one screen, I have tabs with related lists, one of which is attachments. There doesn't appear to be a way to upload documents though. Am I missing something really obvious? Does anyone havePro Lite Upgrade - Quick Access Tray
Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?Next Page