Kaizen #193: Creating different fields in Zoho CRM through API

Kaizen #193: Creating different fields in Zoho CRM through API

🎊 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. 

Hello all, welcome back to another exciting Kaizen post!

In Zoho CRM, you have the option to tailor modules according to your organization's unique needs using custom fields. These can be created manually in the module builder or via API.

From Zoho CRM API version 6, you can add custom fields via API using the below endpoint:
POST 
{api-domain}/crm/{version}/settings/fields?module={module_API_name}

From Zoho CRM API version 8, additional field types like multi-select lookups, multi-user lookup additions are also supported.
This article is intended to be a guide on how to create fields through the API.

Field Type (UI)
Field Data Type 
Single Line
text
Multi-Line
textarea
Email
 email
Phone
phone
Pick List
picklist
Multi Select
multiselectpicklist
Date
date
Date/Time
datetime
Number
integer
Auto-Number
autonumber
Currency
currency
Decimal
double
Percent
percent (only in POST)
Long Integer
bigint
Checkbox
Boolean
URL
website
Lookup
lookup
Formula
formula
User (Type- Single User)
 userlookup
User (Type- Multiple Users)
multiuserlookup
File Upload
fileupload
Image Upload
imageupload
Rollup Summary
rollup_summary
Multi-Select Lookup
multiselectlookup

The fields in below JSON are common for all fields. Field types such as single line text, phone, email, date, datetime, integer, and url fields consists of the below common fields alone and there are no dependent fields for them. 
{
  "fields": [
    {
      "field_label": "Your Field Label",
      "data_type": "<field_type>",
      "length": "<length>",
      "tooltip": {
        "name": "static_text",
        "value": "Tooltip message"
      },
      "profiles": [
        {
          "id": "<profile_id_1>",
          "permission_type": "read_write"
        },
        {
          "id": "<profile_id_2>",
          "permission_type": "read_only"
        }
      ],
      "external": {
        "type": "user",
        "show": false
      },
      "crypt": {
        "mode": "decryption"
      }
    }
  ]
}


Key
Mandatory
Description
field_label
Yes
Display name of the field
date_type
Yes
Field type
length
No
 Max number of characters allowed for a field
filterable
No
 Whether field can be used in filters. When set to true, the field will be available for use in Criteria Pattern Editors. Note that it is not applicable for imageupload, fileupload, textarea, and formula fields 
tooltip
 No
Field help text; name can be static_text or info_icon 
profiles
No
Access control per profile (read_write, read_only, hidden)
crypt
No
Whether to encrypt the field (encryption or decryption)
unique
No
Enforce uniqueness across records
hipaa_compliance_enabled
No
Enable HIPAA protection
private
No
Enable GDPR-level handling (Low or High)

Single line Field

The single line field is a string field that can store 255 characters, and alphanumeric and special characters. It can be used to store fields like name, company, account name, etc. To create a single line field, give data_type as text. 
A single line field can be marked as an external field. An external field is used to hold a record's unique ID available in an external system.
{
    "fields": [
        {
            "data_type": "text",
            "field_label": "External ID",
            "external": {
                "type": "org",
                "show": true
            }
        }
    ]
}

Multiline Fields

The multi line field is a string field that can be used when you need a larger string field. It accepts alphanumeric and special characters. Multiline fields are of three types: plain text small, plain text large, and rich text field.
Multi-line field type
Character limit
Can be marked Mandatory?
Can be Encrypted?
Plain text small
Up to 2000
Yes
Yes
Plain text large
Up to 32000
Yes
No
Rich text (RTF)
Up to 50000
No
No

1) Plain Text Small Field

This type of multi-line field is ideal for concise entries up to 2000 character size. To create a plain text small multi line field, give data_type as textarea and type key in text area JSON object as "small".
{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 2000,
            "textarea": {
                "type": "small"
            }
        }
    ]
}

2) Plain Text Large Field

This type of multi line field is ideal for more extensive entries of up to 32000 character size. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "large".

{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 32000,
            "textarea": {
                "type": "large"
            }
        }
    ]
}

3) Rich text Field

Rich text field is ideal when formatted text needs to be entered. The length of the entry can be up to 50000 characters. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "rich_text"
{
    "fields": [
        {
            "field_label": "Apartment_details",
            "data_type": "textarea",
            "length" : 50000,
            "textarea": {
                "type": "rich_text"
            }
        }
    ]
}

Picklist Field

Picklist is a field that lets you choose a value from a set of predefined values. The pick list value accepts all alphanumeric and special characters.
To create a picklist field, give data_type as picklist .Picklist fields have dependent JSON array - pick_list_values.  
  • pick_list_values: This JSON array comprises the options for the picklist field. Inside the array, display_value and actual_values stores the label shown for the picklist value in the CRM UI and the actual internal value of the picklist option respectively.  The colour_code field consists of the color code of the picklist option in hex format, if color code is enabled.
  • enable_colour_code - Boolean value that represents whether color code is enabled for the script
  • history_tracking_enabled -   This key when set as true audit/history tracking for the picklist field is enabled. Users with Module Customization permission can enable picklist history tracking. You can enable tracking for one picklist field per module, and this will be applicable across all layouts.
{
  "fields": [
    {
      "field_label": "Your picklist's field label",
      "data_type": "picklist",
      "enable_colour_code": true,
      "history_tracking_enabled": true,
      "pick_list_values": [
        {
          "display_value": "Option 1",
          "colour_code": "#af38fa",
          "actual_value": "Option 1"
        },
        {
          "display_value": "Option 2",
          "colour_code": "#ffd6bc",
          "actual_value": "Option 2"
        },
        {
          "display_value": "Option 3",
          "colour_code": "#cfddbc",
          "actual_value": "Option 3"
        }
      ]
    }
  ]
}

Global picklist Field

Global sets in Zoho CRM is a type of picklist that helps you easily manage picklist values that recur across modules. To create a global picklist, use the Create Global Picklist API. The global picklist can then be associated to a module in the below format using the Create Custom Field API.
{
  "fields": [
    {
      "field_label": "Source",
      "data_type": "picklist",
      "global_picklist": {
        "id": "72223455366"//Id of the global picklist
      }
    }
  ]
}

Multi-Select Picklist Field

Multi-select picklist allows you to select multiple values while creating or editing record. The pick list value accepts all alphanumeric and special characters. To create a multi select picklist, give data type as multiselectpicklist.
Note that Picklist tracking is not supported for multi-select picklists
{
    "fields": [
        {
            "field_label": "Preferred working days",
            "data_type": "multiselectpicklist", // Specify the data type as multiselectpicklist* 
            "pick_list_values": [
                {
                    "display_value": "Monday",
                    "actual_value": "1"
                },
                {
                    "display_value": "Tuesday",
                    "actual_value": "2"
                },
                {
                    "display_value": "Wednesday",
                    "actual_value": "3"
                },
                {
                    "display_value": "Thursday",
                    "actual_value": "4"
                },
                {
                    "display_value": "Friday",
                    "actual_value": "5"
                }
            ],
            "pick_list_values_sorted_lexically": true,
            "enable_colour_code": true
        }
    ]
}

Auto Number Field

Auto Number fields are used for assigning a unique incremental number automatically to each record, making identification easy. To create an auto number field, set "data_type" as "autonumber" and include an auto_number object with the following keys:

  • start_number (mandatory) – Starting value for the auto-number sequence.
  • prefix (optional) – (String) to prepend to the number.
  • suffix (optional) – (String) to append to the number.
  • _update_existing_records (optional) – (Boolean). If set to true, updates existing records with new auto-numbers based on the current format. Default value is false.
{
  "fields": [
    {
      "field_label": "Order ID",
      "data_type": "autonumber",
      "auto_number": {
        "start_number": 1000,
        "prefix": "ORD-",
        "suffix": "-2025",
        "_update_existing_records": true
      }
    }
  ]
}

Currency Field

Currency field is used to store amount values. To create a currency field, set "data_type" as "currency" and define the currency JSON object with the following keys:
  • rounding_option(mandatory) – Specifies how values should be rounded:
    • "normal" – No rounding.
    • "round_off" – Rounds to nearest based on precision.
    • "round_up" – Always rounds up based on precision.
    • "round_down" – Always rounds down based on precision.
  • precision(optional) – Number of decimal places displayed in the UI (e.g., 123.466 with precision 2 becomes 123.47).
  • decimal_place(optional) – Maximum number of decimal places stored. Values beyond this are truncated. Max allowed decimal places: 9.
{
  "fields": [
    {
      "field_label": "Deal Amount",
      "data_type": "currency",
      "currency": {
        "rounding_option": "round_up",
        "precision": 2,
        "decimal_place": 3
      }
    }
  ]
}

Decimal Field

Decimal field is used to store decimal numbers. To add a decimal (floating point) number field, use "data_type": "double".
  • length(optional) – Total number of digits allowed, including both sides of the decimal point.
  • decimal_place(optional) – Number of digits to allow after the decimal point (e.g., 2 means values like 123.45).
{
  "fields": [
    {
      "field_label": "Discount Rate",
      "data_type": "double",
      "length": 16,
      "decimal_place": 2
    }
  ]
}

Percent Field

This field type is used to capture percentage values, such as scores or growth rates. To create a percentage field, use "data_type": "percent". 
{
  "fields": [
    {
      "field_label": "Enrollment number",
      "data_type": "bigint",
      "length": 18,
      "separator": true
    }
  ]
}

Long Integer Field

Long Integer Fields are number fields that accept up to 18 digits. To create a long integer field, use "data_type": "bigint".  
{
  "fields": [
    {
      "field_label": "Enrollment number",
      "data_type": "bigint",
      "length": 18,
      "separator": true
    }
  ]
}

Separator: a Boolean key that indicates whether the number is formatted for better readability. It is applicable for data types integer, double, bigint. Refer to this article on changing locale information for information on how to change it.

Checkbox Field

Checkbox value allows you to select or unselect a value indicating true or false. To create a checkbox field, use "data_type": "boolean".
{
  "fields": [
    {
      "field_label": "Previously Employed?",
      "data_type": "boolean"
    }
  ]
}

Lookup Field

Use "data_type": "lookup" to associate records from another module. The lookup JSON object defines the target module, display label, and optional filter criteria.
  • module.api_name(mandatory) – API name of the target module (get via Modules API).
  • display_label(mandatory) – Label shown in the related list.
  • query_details(optional) – Used to define lookup filters. Inside query_details JSON Object following keys are present:
    • criteria(mandatory if query_details is used) – Filter logic.
    • group_operator – "AND"/"OR" (required for multiple conditions).
    • group – Array of filter conditions. Each condition includes:
      • field.api_name: Field in the target module
      • comparator: Operator like contains, equal
      • value: Value to match
  • revalidate_filter_during_edit(optional) – If true, validates filter conditions on record edit.
{
  "fields": [
    {
      "field_label": "Your lookup",
      "data_type": "lookup",
      "lookup": {
        "module": {
          "api_name": "Contacts"
        },
        "display_label": "Contact Lookup",
        "revalidate_filter_during_edit": true,
        "query_details": {
          "criteria": {
            "group_operator": "AND",
            "group": [
              {
                "field": {
                  "api_name": "Phone"
                },
                "comparator": "contains",
                "value": "91"
              },
              {
                "field": {
                  "api_name": "Lead_Source"
                },
                "comparator": "equal",
                "value": [
                  "Cold Call"
                ]
              }
            ]
          }
        }
      }
    }
  ]
}

Formula Field

Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Use "data_type": "formula" to calculate dynamic values based on other fields.
For more details on all the available usages in the formula field, refer to this help doc on formula field. The formula object defines the logic and output type.
  • formula.return_type (mandatory for formula field) – Output type of the formula. Possible values: double, currency, text, date, datetime, boolean
  • formula.expression(mandatory) – The actual formula logic (e.g., "Sqrt(Len(${Email}))").
  • decimal_place(optional) – Number of decimal places (only for double or currency).
  • number_separator(optional) – If true, formats the number using separators (default is true).
{
  "fields": [
    {
      "field_label": "Total amount",
      "data_type": "formula",
      "formula": {
        "return_type": "double",
        "expression": "${Amount} + 150"
      },
      "decimal_place": 0,
      "number_separator": false
    }
  ]
}

Auto refresh formula field

These type of formula fields are used when you need an accurate time measurement whenever you view the record. The key "dynamic" set as true indicates that the field is an auto refresh formula field.
 For example, the age of a deal can be calculated by comparing the created time of the deal with the current time. A condition can be given to stop computing the value of the auto refresh field. 
  • dynamic: When set as true, indicates that the formula field is an auto refresh field.
  • stop_compute_conditionally:  When set as true, indicates that the computation of field stops when the condition given in stop_compute_expression key
  • stop_compute_expression:  Mandatory when stop_compute_conditionally is true. Consists of the condition for stopping computation of the auto refresh formula field.
{
    "fields": [
        {
            "field_label": "Deal Age",
            "data_type": "formula",
            "formula": {
                "expression": "Datecomp(${Created_Time},Now())",
                "return_type": "double",
                "dynamic": true,
                "stop_compute_conditionally": true,
                "stop_compute_expression": "${Probability}==100"//When the deal probability is 100, the calculation gets stopped.
            }
        }
    ]
}

User lookup Field

User lookup field is used to associate a specific user to a record of the module. Use "data_type": "userlookup" to add a user lookup field.
The lookup JSON object defines the key properties of the user lookup
  • query_details (JSON object): Defines filters to restrict which users are selectable.
  • criteria: Uses a group of field conditions (field, comparator, value) with a group_operator (AND, OR) to filter users.
  • revalidate_filter_during_edit (Boolean): If true, the criteria is reevaluated on record edit for the value selected on the record creation. This option is useful when associated values or fields have changed due to updates. It allows users to re-check and confirm that the correct records are still linked when editing the record.
  • sharing_properties (JSON object):  Contains details of access given to users
    •  share_preference_enabled (Boolean): If true, enables access to the records for the users.
    • share_permission (String): Defines what level of access the associated user has (e.g., "read-only", "full-access", "read-write").

{
  "fields": [
    {
      "field_label": "Assigned Sales Rep",
      "data_type": "userlookup",
      "tooltip": {
        "name": "info_icon",
        "value": "Sales user responsible for this lead"
      },
      "lookup": {
        "revalidate_filter_during_edit": true,
         //associate only users from countries India, and email containing "zylker.com".
        "query_details": {
          "criteria": {
            "group_operator": "AND",
            "group": [
              {
                "field": {
                  "api_name": "country"
                },
                "comparator": "equal",
                "value": "India"
              },
              {
                "field": {
                  "api_name": "email"
                },
                "comparator": "contains",
                "value": "@zylker.com"
              }
            ]
          }
        }
      },
      "sharing_properties": {
        "share_preference_enabled": true,
        "share_permission": "read-only"
      }
    }
  ]
}

Multiuser lookup Field

Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
Multi user lookup can be added by using the data_type "multiuserlookup". 
  • record_access: This Boolean key when marked as true indicates that the added user has access to the record. The users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record
{
  "fields": [
    {
      "field_label": "Associated_Agents",
      "data_type": "multiuserlookup",
      "multiuserlookup": {
        "record_access": true
      }
    }
  ]
}


File Upload Field

User data type "fileupload" to add a file upload field 
{
  "fields": [
    {
      "field_label": "Resume Upload",
      "data_type": "fileupload",
      "length": 1,// Allow only 1 file, Maximum length : 5
      "tooltip": {
        "name": "info_icon",
        "value": "Upload the applicant's resume in PDF or DOC format"
      }
    }
  ]
}


Image Upload Field

User data type "imageupload" to add an image upload field
{
  "fields": [
    {
      "field_label": "Profile Photo",
      "data_type": "imageupload",
      "length": 1, // Only 1 profile photo allowed, Maximum length 10
      "tooltip": {
        "name": "info_icon",
        "value": "Upload a professional head shot for the employee record"
      }
    }
  ]
}

Rollup Summary Field

Rollup Summary is a field that aggregates or summarizes a desired related list field. Rollup Summary Fields are of two types - Custom Rollups and Predefined Rollups. You can create only custom rollups using APIs. Supported related modules for APIs are Calls, Meetings, and Tasks
  • function - Indicates the mathematical function applied to calculate the rollup summary.
  • field_label - Represents the label of the field as it appears in the UI. 
  • data_type - This must be set to "rollup_summary" for rollup summary field.
  • rollup_summary -  This object contains all the configuration details for the rollup field.
  • return_type - Specifies the type of value returned.
  • expression - Defines the calculation logic for the rollup. 
    • function_parameters  An array containing parameters needed by the function, typically including:
      • api_name: The field being summarized.
    • criteria Defines the filters to apply to the related records. Each condition includes:
      • group_operator:  If there are multiple conditions, you should also include AND or OR as the group operator for the conditions. It consists of an array of conditions.
      • group: Array element of a condition
        • field
          • api_name: The API name of the field.
        • comparator: The comparison operator (e.g., equal, greater_than, contains).
        • value: The value used in the comparison.
  • function - The function to be applied to the filtered records.  Allowed functions : COUNT, MAXIMUM, MINIMUM, AVERAGE, RECENT, UPCOMING, EARLIEST.
  • based_on_module - Specifies the module from which to summarize related records.
  • related_list - Indicates the related list within the module (e.g., "Deals", "Contacts") to summarize from.
{
    "fields": [
        {
            "field_label": "Total Invoice Amount",
            "data_type": "rollup_summary",
            "rollup_summary": {
                "return_type": "currency",
                "expression": {
                    "function_parameters": [
                        {
                            "api_name": "Grand_Total"
                        }
                    ],
                    "criteria": {
                        "group_operator": "AND",
                        "group": [
                            {
                                "comparator": "equal",
                                "field": {
                                    "api_name": "Billing_Country"
                                },
                                "value": "United States"
                            },
                            {
                                "comparator": "greater_than",
                                "field": {
                                    "api_name": "Invoice_Date"
                                },
                                "value": "2024-01-01"
                            }
                        ]
                    },
                    "function": "SUM"
                },
                "based_on_module": {
                    "api_name": "Invoices"
                },
                "related_list": {
                    "api_name": "Invoices"
                }
            }
        }
    ]
}


Multi-Select Lookup Field

 Multi-Select Lookup Field enables you to establish a many-to-many relationship between two modules in CRM.
  • multiselectlookup : The mulitselectlookup JSON object specify the linking details between the module in which the field is present and another module 
    • connected_details: This JSON object contains details about the module you want to connect the current module with.
      • module.api_name:  Specify the module API name you want to link the current module with.
      • field.field_label: When connecting a module, the system creates a new lookup field in the connected module for the current module. Use this key to specify a field label in the connected module.
  • linking_details: When creating a multi-select lookup field, the system creates a separate module connecting these two modules, which contains their common details. This module is called the linking module
    • module: Consists of the details of the linking module.
      • plural_label: Specify a plural label for the linking module.

{
    "fields": [
        {
            "field_label": "Skills",
            "data_type": "multiselectlookup",
            "multiselectlookup": {
                "connected_details": {
                    "module": {
                        "api_name": "Skills"
                    },
                    "field": {
                        "field_label": "SkillName"
                    }
                },
                "linking_details": {
                    "module": {
                        "plural_label": "EmpXSkill"
                    }
                }
            }
        }
    ]
}


      • Recent Topics

      • Item Details Field - New Barcode / Document option?

        Is this a new feature??? its in both books and inventory.

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • Shared Mailbox - Mark as read for all users

        Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

      • How do I increase the email attachment size in Zoho CRM ?

        It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

      • Can I export to PDF in Zoho Learn

        I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

      • Zoho Sites "pages" management page

        I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

      • Add Image Upload Field to Zoho Bookings Registration Form

        Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

      • Merge Tags Output Incorrect Placeholder Text After CRM Sync

        Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have

      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

      • Windows agent 2025_M02 release notes

        Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.

      • Windows agent 2025_M01 release notes

        Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance

      • how to record deferred revenue?

        Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and

      • Narrative 13: Importing your data

        Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and

      • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

        I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

      • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

        Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

      • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

        Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

      • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

        Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 

      • An important update for Zoho Cliq desktop users

        The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

      • Zoho Projects - Visual improvement to parent and sub-task relationship

        Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

      • Items Below Reorder Point Report?

        Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

      • New Toolbar in Zoho Sheet

        We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

      • Zoho inbuilt Telephony made a lot of issues!

        Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

      • Sending workflow notifications using popular chat services

        Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

      • Webhook not firing.

        I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

      • Adding Images to a Quote in Zoho CRM

        We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

      • Applications built with Zoho Creator

        Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

      • Is it posssible to add Asap Widget on Wordpress?

        I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

      • Require ticket resolution

        Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

      • Tables from ZohoSheets remove images when updated from source

        I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

      • API Pagination Error: 'from' Parameter Limit

        Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

      • How to go to the next open ticket in the queue when agents closes ticket

        Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

      • External download link limit

        Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

      • CRM verify details pop-up

        Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

      • Custom templates for calendar report

        What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

      • Print a price list or price book

        Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

      • Disable payment thank-you emails

        Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

      • Maximum tags possible in Contacts Records

        I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

      • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

        When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

      • CRM Mobile reports

        When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

      • Next Page