Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

Hello everybody!

Welcome back to another post in our Kaizen series.
In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7.



COQL API

Query API lets you query for records based on queries using the CRM Object Query Language(COQL). COQL is based on the SQL query syntax, and supports the SELECT query to fetch records. Using this API, you can query for data across different modules that are linked using lookup fields. 

1. Enhanced Field Limits in the SELECT Clause

You can now retrieve up to 500 fields in a single query. Previously, the limit was 50. This allows you to fetch more data in a single request, reducing the number of API calls and improving performance.

Sample query:
{
  "select_query": "select Last_Name, Email, Phone, Industry, Revenue, ... (500 fields) from Leads where id is not null"
}

2. Enhanced Value Limits for IN and NOT IN Operators

The IN and NOT IN operators now support up to 100 values each, doubling the previous limit of 50. This enhancement allows for more comprehensive filtering in your queries. Users can now include a larger set of criteria in a single query, making it easier to retrieve your data without needing multiple queries.

Sample query for IN:
{
  "select_query": "select Account_Name from Accounts where Industry in ('IT', 'Finance', 'Healthcare', ... (100 values))"
}

Sample query for NOT IN:
{
  "select_query": "select Account_Name from Accounts where Industry not in ('IT', 'Finance', 'Healthcare', ... (100 values))"
}

3. Custom View support in COQL API

No more manual filtering! Simply use a custom view ID directly in the FROM clause. Retrieve custom view IDs using the Custom View API and include them in your queries to retrieve specific-custom view data.


Unsupported Custom Views
  • Custom View in Other Modules : The following custom views are not supported in any module.
    • Shared By Me
    • Co-owner
    • Shared To Me
In the Custom View API response for a module (e.g., Leads), search for the key "system_name". If the value matches any of the unsupported custom views (Shared By Me, Co-owner, Shared To Me), that view is not supported.

Example : Shared By Me

Key and Value Structure
 "system_name": "{module_name}SHAREDBYME" 
Example
"system_name": "LEADSSHAREDBYME"


COQL supports CVID in the following format: FROM {module_API_name}#{CVID}. 
See the sample query below for reference.

Sample query:
{
    "select_query": "select Lead_Status from Leads#5725767000000087501 WHERE id is not null"
}
//CVID: 5725767000000087501 - This is the Custom View ID in the Leads module.


4. Retrieve Corresponding Field Metadata via COQL

Need to retrieve field details? You can fetch both the required data and field metadata in a single query. Just add "include_meta" key to your query to retrieve field metadata. This key fetches metadata for the fields specified only in the SELECT column. Also, it eliminates making an additional GET - Fields Metadata API call to know the field metadata and save API credits.

Sample query:
{
    "select_query": "select Lead_Status, Phone from Leads where id is not null",
    "include_meta": [
        "fields"
    ]
}

Ensure you have the ZohoCRM.settings.fields.READ scope to avoid an OAUTH_SCOPE_MISMATCH error.

Sample Response:

{
    "data": [
        {
            "Lead_Status": "Attempted to Contact",
            "Phone": "555-555-5555",
            "id": "5725767000000420480"
        },
        {
            "Lead_Status": "Contact in Future",
            "Phone": "555-555-5555",
            "id": "5725767000000420481"
        },
        .
        .
        .
        
    ],
    "fields": {
        "Lead_Status": {
            "webhook": true,
            "operation_type": {
                "web_update": true,
                "api_create": true,
                "web_create": true,
                "api_update": true
            },
            "colour_code_enabled_by_system": false,
            "field_label": "Lead Status",
            "tooltip": null,
            "type": "used",
            "table_name": "CrmLeadDetails",
            "field_read_only": false,
            "required": false,
            "display_label": "Lead Status",
            "read_only": false,
            "association_details": null,
            "multi_module_lookup": {},
            "id": "5725767000000002611",
            "created_time": null,
            "filterable": true,
            "visible": true,
            "refer_from_field": null
             "auto_number": {}
        }
    },
    "info": {
        "count": 200,
        "more_records": true
    }
}


5. Field Limit Restriction in the ORDER BY Clause

The fields limit has been restricted in the ORDER BY clause. You can specify up to 10 fields in the ORDER BY clause for more precise sorting. Previously, there was no limit. This restriction helps improve query performance.

sample query:
{
    "select_query" : "select Last_Name from Leads where id is not null order by Lead_Source, Lead_Status, Email, ... (up to 10 fields)"
}

6. Duplicate fields restriction 

Duplicate fields are restricted in ORDER BY, GROUP BY, and AGGREGATE clauses. That is, if the same field is specified multiple times within the same clause, leading to unnecessary repetition and potential errors. This ensures cleaner and more accurate query results. Previously, this restriction applied only to the SELECT column. 

Bad query:
{
"select_query":"select id from Contacts where id is not null order by id,id"
}

Duplicate aggregate fields in a query will result in a "DUPLICATE_DATA" error in the response.

7. Retrieve territory information

You can now retrieve territory information from a module by including the territory field API name in the SELECT column. This is useful to understand where your data has been distributed in various geographical locations.

Sample query 1 :
{
  "select_query": "select Account_Name, Territories from Accounts where id is not null"
}

Sample query 2 :
{
 "select_query" : "select Territories, Account_Name.Territories from Contacts where id is not null" 
}

Sample response:

{
    "data": [
        {
            "Account_Name.Territories": [
                {
                    "name": "USA",
                    "id": "5725767000000454003"
                }
            ],
            "id": "5725767000000420261",
            "Territories": [
                {
                    "name": "China",
                    "id": "5725767000000454981"
                }
            ]
        },
        .
        .
        .
       
    ],
    "info": {
        "count": 174,
        "more_records": false
    }
}


Supported modules to retrieve territory details: Contacts, Accounts, Leads, and Deals.

Note: 
The territory field API names differ by module:
  • Accounts, Contacts, and Leads : Territories
  • Deals : Territory

8. "Full_Name" retrieval based on user preferences 

The full name can be retrieved based on the current user's display name pattern, as set in their preferences. This ensures that the full name format aligns with the user's settings.
The "Full_Name" field contains the concatenated values of the First_Name and Last_Name fields. This is a read-only field available only in the Leads and Contacts modules.

Sample query:
{
    "select_query": "select Full_Name from Contacts where id is not null"
}

9. Support for Multiple Modules in "what_id"

A Multi-Module Lookup (MML) field is a special type of lookup field that allows you to establish a relationship between a record in one module and records from multiple other modules. Unlike a standard lookup field that references a single module, an MML field can point to multiple module types.

Currently, an MML field is available in the Appointments module. The Appointment_For field is an MML field that can reference multiple modules, such as Leads and Contacts.

Sample query:
{
 "select_query": "select 'What_Id->Leads.Company','What_Id->Accounts.Account_Type' from Calls where id is not null"
}

9.1 Support to query Multi-module Lookup (MML)'s inner field

You can now retrieve inner fields of linked modules within the MML field. This provides deeper insights into related fields data in a module. 

For example, you can now query specific fields from a related module that is linked through a Multi-Module Lookup, making your data retrieval more precise and informative. 
{
 "select_query": "select 'Appointment_For->Contacts.Lead_Source' from Appointments__s where id is not null"
}
This query retrieves the Lead Source field from the Contacts module within the Appointment_For MML field. 

9.2 Support for Querying Multi-Module Lookup Module Name

Retrieve the module name associated with each record in a Multi-Module Lookup (MML) field. This helps in identifying the source module of the linked records, providing a better context for your data.

Sample query:
{
"select_query": "select Appointment_For.module.api_name, Appointment_For from Appointments__s where id is not null"
}
The Appointment_For.module.api_name returns the module name (e.g., Contacts or Accounts) for each record linked in the Appointment_For MML field.

10. Retrieving Consent-Related Information

You can now retrieve consent-related information using the Consents Lookup fields in a module. This is particularly useful for GDPR compliance, ensuring you have consent records.
For more details, refer to the Consent Management documentation. This is particularly useful for GDPR compliance, ensuring you have all necessary consent information.

Note:
  • Once GDPR is enabled and configured for a module, a new Data Processing Basis Details field will be created in the respective module with the data type consent_lookup ("data_type": "consent_lookup").
  • You can retrieve the Data Processing Basis Details field created in the module using the GET Fields Metadata API. 
  • To know all available fields in the Consents module, make another GET Fields Metadata API call.
Sample query:
{
"select_query": "select Data_Processing_Basis_Details.Contact_Through_Survey, Data_Processing_Basis_Details.Data_Processing_Basis from Leads where Data_Processing_Basis_Details is not null"
}

11. Enhanced Lookup Field Response 

Previously, when a lookup field was included in the SELECT column JOIN, only the lookup field’s ID was displayed. From V7, the corresponding display field value is also provided. Now, when you specify a lookup field in the SELECT column, the response includes the id of the Lookup record ID and the display field value of the lookup record. 

This eliminates the need for an additional SELECT column JOIN to fetch the display value (e.g., Owner.last_name).

Sample query:
{
"select_query" : "select Owner from Accounts where id is not null"
}


Sample response
                                               V6
                                      V7      
{
    "data": [
        {
            "Owner": {
                "id": "5725767000000411001"
            },
            "id": "5725767000000420169"
        },



        {
            "Owner": {
                "id": "5725767000000411001"
            },
            "id": "5725767000000420170"
        },
        .
        .
        .
    ],
    "info": {
        "count": 23,
        "more_records": false
    }
}
{
    "data": [
        {
            "Owner": {
                "name": "Boyle",
                "id": "5725767000000411001"
            },
            "id": "5725767000000420169"
        },


        {
            "Owner": {
                "name": "Kate",
                "id": "5725767000000411482"
            },
            "id": "5725767000000420170"
        },
        .
        .
        .
    ],
    "info": {
        "count": 23,
        "more_records": false
    }
}


Note:
  • If you query the Users lookup field in the SELECT column, the corresponding record’s last name (display field) will be displayed in the name key of the corresponding lookup JSON (e.g. Owner) response, from V7. 
  • Display field value will not be available for Consent Lookup and Multi-Module Lookup (MML) fields.

12. Increasing "Profile Image" field comparators

The Profile Image field now supports additional comparators.

                                                                         V6
                                    V7
      is null, is not null
 is null, is not null, =, !=, in, not in, like, not like

You can use a record image's ID to fetch related data. For example, if you only have a record image's ID and want to retrieve the respective record's last name, you can include the record image ID in your query. 
Refer to the COQL document for more details.

Sample query:
{
 "select_query" : "select Record_Image from Leads where Record_Image = 'siwz79472749456ff433f8b88d0a795ae9855' " 
}

13. Enhanced "Rollup Summary" field comparators

The Rollup Summary field now supports additional comparators, making it easier to filter and analyze your data with more precision.
                                                                                              V6                                                     V7
   is null, is not null
 =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null

Sample query:
{
 "select_query" : "select Last_Name from Leads where Total_Calls between 5 and 10"
}

13.1 Enhanced response for the Date and Datetime return types of the Rollup Summary 

The Date and Datetime return types in the Rollup Summary field are now provided in ISO date and ISO datetime formats based on the user's time zone.

Sample query:
{
"select_query": "select Last_Note_Added from Leads where id is not null"
}

Response
                                                 V6                                       V7
{
    "data": [
        
        {
            "Last_Note_Added": "1721302770000",
            "id": "5725767000003160016"
        },
        .
        .
        .
        
    ],
    "info": {
        "count": 200,
        "more_records": true
    }
}   

{    
"data": [
        
        {
             "Last_Note_Added": "2024-07-04T03:49:48-07:00",
            "id": "5725767000003160016"
        },
        .
        .
        .
        
    ],
    "info": {
        "count": 200,
        "more_records": true
    }
}    

14. Enhanced LIMIT and OFFSET Value Limit

You can now retrieve up to 100,000 records using pagination with the LIMIT and OFFSET clauses. This significantly increases the amount of data you can handle in a single query, making it easier to work with large datasets. Previously, the maximum limit was 10,000. For the next set of records, add another criteria id > {1,00,000th record ID} with the "AND" operator, and go on to fetch the next 1,00,000 records.

Sample query:
{
"select_query" : "select Last_Name, Created_Time from Leads where (Last_Name is not null and id > 5725767000003160016)"
}


15. Enhanced JOIN Support Limit

Base Column JOIN
If a query contains any lookup_field.{any_field} in any clause other than the SELECT column such as ORDER BY, GROUP BY, or AGGREGATE columns, then it will be treated as Base JOIN. The Base JOIN support limit has been increased from two to five. This enhancement enables more complex queries across multiple modules, improving data retrieval flexibility.

Sample query: 
{
 "select_query" : "select id from Contacts where id is not null order by Owner.role, Created_By.profile"
}

Refer to the Base JOIN section in the COQL API document for more details. 

15.1 Introducing the SELECT Column JOIN

A new SELECT column JOIN has been introduced, with a maximum limit of 15.

Advantages of SELECT Column JOIN
  • If a lookup field is included in the SELECT column and another lookup field is used in the Base column JOIN, they will be treated as separate JOINs. This ensures that the SELECT column JOIN does not affect the Base JOIN.
  • Previously, when two lookup fields in the SELECT pointed to the same module (e.g., Users), they were treated as separate JOINs. From V7, they are now considered a single JOIN, optimizing query performance and reducing redundancy.

Sample query:
{
"select_query" : "select Owner.last_name, Created_By.role from Contacts where id is not null"
}

Refer to the JOINs in COQL Queries for more details on both the JOINs.

16. Subquery in COQL

A subquery support has been given in COQL. A subquery is a child query that is nested or embedded within a parent query i.e., outer query. Subqueries can be used as an alternative to JOINs in a query. Use subqueries when a JOIN field is only needed in the criteria, i.e., in the WHERE clause. The primary reason for using subqueries is to improve performance by saving time and memory.  

Sample query:
{
"select_query" : "select Lead_Source,Email from Leads where Contacts in (select id from Contacts where Email='patricia@mail.com')"
}
You can retrieve up to 100 records per subquery in a single query. A maximum of 5 subqueries can be queried in a parent query. 
Refer to the Subquery documentation for more details. A detailed post on Subquery will be covered in an upcoming Kaizen post.


We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.

Stay tuned for more insights in our upcoming Kaizen posts! 








      • 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 this

      • 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 how

      • Kaizen #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

        • Recent Topics

        • Zoho email

          I need a list of email addresses of all contacts on my zoho

        • Shift-Centric View for Assigning and Managing Shifts in Zoho People

          Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

        • cant upload images in signature- urgent help needed. ta!

          HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply

        • Add Ticket button in Home view

          When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.

        • Problem using Zoho Desk API

          Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

        • Add zoho calendar to google calendar

          Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

        • How to print a label from zoho creator app?

          Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

        • City field suggestion in Zoho Books

          Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

        • Non-responsive views in Mobile Browser (iPad)

          Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

        • How can I check all announce?

          Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function

        • What are the create bill API line item requiered fields

          While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

        • Cannot connect to imap.zoho.eu on iOS26

          Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

        • Personalize your booking pages with Custom CSS

          Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

        • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

          Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

        • User

          If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

        • Outlook - Zoho CRM Calendar Integration

          I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated

        • 【Zoho CRM】ポータル機能のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能

        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

        • Export all of our manuals from Zoho Learn in one go

          Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

        • Automation#31: Automate Splitting Names for New Contact Records

          Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

        • Automatically remove commas

          Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

        • Project Change Orders and Additions

          We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

        • ZOHO Desk - Description of slave ticket disappeared after Merge

          Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could

        • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

          I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link

        • Problem Adding Facebook Account

          Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

        • Zoho Desk Teams App is not loading

          Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly

        • Zoho People - Retrieve the Leave Details - get("LeaveCount")

          Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Which WhatsApp API works seamlessly with Zoho CRM?

          I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

        • Allow people to sign a zoho form by using esign or scanned signature

          Allow people to sign a zoho form by using esign or scanned signature

        • Button to Reapply Filters on Sheet(s)

          I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()

        • Integrate Multiple ZohoBooks organization with zoho projects

          We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

        • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

          Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

        • How do I add todays date to merge field

          I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John

        • Tracking Emails sent through Outlook

          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

        • Whats that

          Price?

        • The same Contact associated to multiple Companies - Deals

          Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

        • Portals-Adjust Column Sizes

          I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

        • Next Page