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! 







      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Kaizen #197: Frequently Asked Questions on GraphQL APIs

            🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

          • 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.

          • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

            Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

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

            🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

          • Client Script | Update - Introducing Commands in Client Script!

            Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ





                                ご検討中の方

                                  • Recent Topics

                                  • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                    Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

                                  • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                    Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

                                  • Bug in allowing the user to buy out of stock items

                                    Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

                                  • Transition Criteria Appearing on Blueprint Transitions

                                    On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

                                  • Zoho CRM Sales Targets for Individual Salespeople

                                    Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

                                  • Transfer all Related Data to new Account Owner

                                    Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

                                  • Can i connect 2 instagram accounts to 1 brand?

                                    Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

                                  • How to Calculate MTTR (Mean Time to Resolve)

                                    We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

                                  • How to export project tasks, including the comments

                                    Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

                                  • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

                                    Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

                                  • Introducing Version-3 APIs - Explore New APIs & Enhancements

                                    Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

                                  • Round robin

                                    Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

                                  • Does Zoho Sheet Supports https://n8n.io ?

                                    Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

                                  • Bigin Android app update: User management

                                    Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

                                  • Share records with your customers and let them track their statuses in real time.

                                    Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

                                  • Live webinar: Discover Zoho Show: A complete walkthrough

                                    Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

                                  • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                    Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

                                  • Deal Stage component/widget/whatever it is... event

                                    Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

                                  • Create advanced slideshows with hybrid reports using Zoho Projects Plus

                                    Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

                                  • Add an option to disable ZIA suggestions

                                    Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

                                  • Email Integration - Zoho CRM - OAuth and IMAP

                                    Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

                                  • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                    Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

                                  • update linked contacts when update happens in account

                                    Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

                                  • Zoho CRMの流入元について

                                    Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

                                  • Error While Sign in on Zoho Work Drive

                                    Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

                                  • Choosing a portal option and the "Unified customer portal"?

                                    I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

                                  • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                    Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

                                  • Unified Directory : How to Access ?

                                    I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

                                  • Translation support expanded for Modules, Subforms and Related Lists

                                    Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

                                  • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                    Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

                                  • Unified task view

                                    Possible to enable the unified task view in Trident, that is currently available in Mail?

                                  • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                    Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

                                  • Importing data into Assets

                                    So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

                                  • Allow instruction field in Job Sheets

                                    Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

                                  • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

                                    Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

                                  • The dimensions of multilingual power

                                    Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

                                  • Multi-line address lines

                                    How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

                                  • Accessing Zoho Forms

                                    Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

                                  • Next Page