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

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

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

Hello all, welcome back to another exciting Kaizen post!

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

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

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

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

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


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

Single line Field

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

Multiline Fields

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

1) Plain Text Small Field

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

2) Plain Text Large Field

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

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

3) Rich text Field

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

Picklist Field

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

Global picklist Field

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

Multi-Select Picklist Field

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

Auto Number Field

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

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

Currency Field

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

Decimal Field

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

Percent Field

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

Long Integer Field

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

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

Checkbox Field

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

Lookup Field

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

Formula Field

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

Auto refresh formula field

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

User lookup Field

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

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

Multiuser lookup Field

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


File Upload Field

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


Image Upload Field

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

Rollup Summary Field

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


Multi-Select Lookup Field

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

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


    Nederlandse Hulpbronnen


      • Recent Topics

      • The Social Wall: October 2025

        Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

      • Client Script | Update - Support for List Page (Canvas) and Notes

        Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for

      • Pincode Based Pricing

        We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show

      • feature question: lookup field in Projects task layout

        Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.

      • Can we do Image swatches for color variants?

        We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

      • What's New in Zoho Analytics - October 2025

        Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

      • Zoho Analytics & SQL Server - Live connect

        Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

      • Explore the Redesigned Quotes Module in Zoho Billing

        Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,

      • Latest updates in Zoho Meeting | Create departments, Share PDF files

        Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

      • Unify All Zoho Video Meeting Experiences into One Standardized Platform

        Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

      • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

        Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.

      • Project expenses in Zoho Books

        Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each

      • Blueprint status change

        I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible

      • What is going on with GMail extension.

        Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical

      • Marketing Tip #6: Cross-sell with related products

        Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items

      • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

        Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

      • Zoho Writer - Option to Export as .zdoc format

        I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

      • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

        Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample

      • Pin multiple columns and adjust column widths in CRM subforms

        Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

      • [Webinar] Automate sales and presales workflows with Writer

        Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

      • Automate insurance document workflows with Zoho Writer

        Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

      • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

        Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when

      • [Webinar] Zoho Writer for SCM and logistics

        Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

      • [Webinar] Zoho Writer for the manufacturing industry

        Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

      • Add Comprehensive Accessibility Features to Zoho Writer

        Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

      • [Webinar] Simplifying document workflows in financial services with Zoho Writer

        Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

      • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

      • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

      • Branding of native system emails

        Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

      • Support “Never End” Option for Recurring Meetings in Zoho Meeting

        Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

      • Add Custom Field Inside Parts Section

        How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

      • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

        Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

      • 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

      • Weekly Tips: Manage External Images in Zoho Mail

        When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

      • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

        Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

      • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

        Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on

      • Is it really true that I can't set the default 'deposit to' account in 2025?

        I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

      • SINCH HUB MESSAGEMEDIA with ZOHO DESK

        1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.

      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

      • Invalid URL error when embedded sending url into iframe for my website when using in another region

        Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

      • Next Page