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

        • Automation#27: Retain Ticket Owner on Moved Tickets

          Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

        • Automation#28 Notify Agents on Article Expiry

          Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to

        • Automation#29 Retain ticket status on moved tickets

          Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving

        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

        • Automation#34 : Automate Email threading for Ticket notification

          Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation

        • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

          Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

        • Automation#36: Auto-create time-entry after performing the Blueprint transition

          Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

        • Automation#33: Automate Splitting Names for Existing Contact Records

          An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

        • Workqueue

          I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".

        • Webform & spam

          Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are

        • Zoho CRM Web form page URL

          Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all

        • Receiving too many Spam Leads. Why?

          I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

        • Mail Merge is not working properly as far as the AUTOMATE section is concerned

          Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge

        • Canvas Detail View Related List Sorting

          Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

        • project name field issue- n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

        • Function #20: Custom calculation in item table of invoices

          When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

        • Critical:- Eneble TDS filing for 26Q from the zoho book

          We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and

        • How to track repeat customers?

          I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:

        • Zoho Books - Breaking A Working App

          We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:

        • Build data protection into your support

          At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

        • Conditional formatting: before/after "today" not available

          When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

        • Display Client Name in Zoho Creator Client Portal Dashboard

          Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

        • Customizable UI components in pages | Theme builder

          Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

        • Amazon.in FBA multiple warehouse integration with Zoho Inventory

          My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

        • Feature Request - Set Default Values for Meetings

          Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • Ability for admin to access or make changes in zoho form without asking for ownership

          Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

        • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

          We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

        • Zoho CRM Calendar View

          Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

        • Camera

          I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?

        • What is Workqueue and how to hide it?

          Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

        • Batch/lot # and Storage bin location

          Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

        • Adding Sender Address with Basic Plan

          According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

        • Conditional Field Visibility in Bigin CRM

          I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

        • Bill automation in Zoho Books

          Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

        • Reporting Tags

          We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

        • Consumption based inventory

          I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

        • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

          Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility

        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

        • API in E-Invoice/GST portal

          Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

        • Next Page