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 #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.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 theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
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
Zoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theCredit Management: #5 Advanced Refund Policy
You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer whoExported Slide Image Lacks Portion of the Background Image
This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly availableHow to create a Zoho Mail extension similar to Outlook's OnSend add-in?
Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insertEffective Inbox Organization: Folders vs Tags in Zoho Mail?
I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?Piss poor service in Support in Domains and email
Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days nowZoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject futureZohomail does not support additional fields in mailto links
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29Emails not being received from a particular domain
Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workersEmail address for forwarding is not saving and there's no confirmation ema
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwardingThis domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and makeAuto CC - Moving Departments
We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then moveunable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedMailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidunblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comUnable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesHow to remove some users in zoho accounts
How to remove some users in Zoho accounts.Forwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theForwarder
Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get theDKIM cannot be enabled for the domain as no verified default selector present
Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.I can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Sorten the domain of zoho mail ids
I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks coolWeekly Tips : Customize your Zoho Mail Notifications
In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are jugglingHow to move emails to Shared Mailbox?
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?Email task creator when task is updated/marked complete
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completedThe attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements: Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction: The attendees will now be redirected to theDownload API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationWhen using "locations" in zoho books, can you keep the two locations totally separate from each other?
I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are inAdding a Channel to SalesIQ
I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan RedeagleDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancementsImportant Features Missing
Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargetingZoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)
Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addressesCurrency selector (based on variable) usage in comparsion
Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparisonCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcAsk the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourNext Page