CRM Platform Modules and Fields

CRM Platform Modules and Fields

You can use API to integrate with the following standard modules:
  1. API support is not available for the Forecasts module.
  2. You must use the API format given the above table. If you use "leads" for "Leads" module or "purchaseorders" for "Purchase Orders", API will return Unable to process your request error message.
The following tables give the list of supported fields in the Vertical Solution Modules along with their description.

Leads


Accounts


Contacts


Potentials


Campaigns


Cases


Solutions


Products


Price Books


Quotes


Sales Order


Invoices


Vendors


Purchase Order


Tasks


Events


Calls




Note
Using API, you cannot create or update these system-generated fields:
  1. Created By
  2. Modified By
  3. Created Time
  4. Modified Time
  5. Formula type custom fields
  6. Auto-number type custom fields

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Standard Modules and Fields

                                                                                                        Vertical Solutions provides you with a few standard modules that you can readily use. These predefined modules come with a set of default fields and layout. When you create a new solution from your Developer account, you can select the standard ...
                                                                                                      • Creating New Modules and Fields

                                                                                                        The guide will help you with the following: 1. Manage custom modules  Add a new module Edit a custom module  Delete a custom module  2. Manage custom fields  Add a custom field  Edit a custom field   Delete a custom field  Create a currency field  ...
                                                                                                      • Pricing using a subscription management platform

                                                                                                        This guide will help you with the following: Create Pricing Plans in the Developer Console Setup in Zoho Subscriptions Add Plans in Zoho Subscriptions Create Add-ons Create Webhooks Add a Custom Field Create a Broker Application Subscription APIs The ...
                                                                                                      • Customization - Working with Custom Modules

                                                                                                        This guide will help you with: Add Custom Modules  Edit Custom Modules  Link Custom Modules With Other Modules  Manage Modules  Delete Custom Modules  Zoho Developer offers more than 10 standard modules for Sales, Marketing, Customer Support and ...
                                                                                                      • Customization - Creating Custom Fields

                                                                                                        This guide will help you with the following: Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Delete Custom Fields Create Currency Fields Add Pick List Values Add Multi-Select Pick List Values Create Lookup Field Create Auto ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources