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

        • Why are some folders not showing up as an action trigger in Zoho Flow?

          I am currently working on a flow that automates the process of creating a folder in WorkDrive once a Task List is created. When I am selecting a destination for the folder, some projects are not showing up. I intend to create a folder within a specific

        • Getting Date from PostgreSQL error

          I am pulling data from PostgreSQL table into a CRM record via FLOW but the field is coming out empty. Need some suggestions: Field Type in CRM: Date/Time Field value in PostgreSQL: 2024-12-05 21:06:32.479 Field value in FLOW "Fetch Row": created : "2024-12-05T21:06:32.479382000",

        • Zoho Flow to SendOwl API error

          SendOwl is listed in the apps list of Zoho Flow. When trying to connect through the API with valid key and secret, the error given is: SendOwl says "HTTP Basic: Access denied" It seems Zoho doesn't connect via HTTPS. I've already tried using webhooks,

        • decisions based on content of a ticket

          Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based

        • Newline Character "\n" parsing problem in webhooks

          Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()

        • One Company, multi branches, multi warehouses and I need to manage this in one organization

          Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to

        • Migration Evernote

          Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel

        • Pushing GCLID info from Gravity Forms to ZohoCRM

          We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

        • On Zoho Flow, Record deleted trigger from Zoho Creator

          On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record

        • Zoho Flow Switch On Not Working

          I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect

        • MS Teams Flow Integration Question

          Where can I find the chat ID for the "Post message to chat" target?

        • Zoho Flow - Access denied to recover recording from call module - OpenAI

          Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission

        • Unable to send price in big commerce from zoho flow.

          I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the

        • Not sending mail to new lead in zoho flow

          I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them

        • Access query string from incoming webhook URL in Zoho Flow

          I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal

        • Unable to access my Zoho forms account

          For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

        • Identify Unused Deluge Functions in Zoho CRM

          Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview

        • Update on V2 API End-of-Life Timeline

          Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy

        • Run a workflow after record merge

          Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other

        • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

          2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued

        • Batch Tracking custom function

          Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

        • Include Suggested Articles in New Ticket Email

          When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

        • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

          Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

        • SAP S/4 HANA Integration via ZOHO Flow

          Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

        • VLOOKUP FUNCTION PROBLEM

             Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

        • Zoho Flow Completely Broken?

          Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

        • Print / Export full Dashboard page

          Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

        • emails duplicated in my outlook client

          Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

        • How to check task starting time in zoho mobile app?

          I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

        • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

          I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

        • List of packaged components and if they are upgradable

          Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

        • RouteIQ for Zoho FSM

          Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

        • Export Tickets from the Help Center

          Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

        • Is it possible to remove filtering options?

          My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

        • Function #18: Associate invoice templates automatically based on customer language

          For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

        • Changing field types

          Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

        • Quote PDF – Header image stopped rendering suddenly

          Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

        • Changing Default PDF Name

          Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

        • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

          Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

        • Function #48: Manage fixed installment payments using Zoho Books

          Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

        • Next Page