Modules and Fields

Modules and Fields

CRM Platform Modules & Fields

You can use API to integrate with the following standard modules:

Standard Module
API Format
Leads 
Leads
Accounts 
Accounts
Contacts 
Contacts
Potentials 
Potentials
Campaigns 
Campaigns
Cases 
Cases
Solutions 
Soultions
Products 
Products
Price Books 
PriceBooks
Quotes 
Quotes
Invoices 
Invoices
Sales Orders 
SalesOrders
Vendors 
Vendors
Purchase Orders 
PurchaseOrders
Events 
Events
Tasks  
Tasks
Calls 
Calls

Note

  • API support is not available for the Forecasts module.
  • You must use the API format given the above table. If you use "leads" for "Leads" module or "purchaseorders" for "Purchase Orders", API will return Unable to process your request error message.

The following tables give the list of supported fields in the Zoho CRM Platform Modules along with their description.

 Leads

Field Name
API Format
Description
Data type
Maximum Limit
Lead Owner
Lead Owner
Select the Zoho CRM platform user to whom the Lead is assigned.
Lookup
-
Salutation
Salutation
Select the salutation from the drop-down list.
Pick list
-
First Name
First Name
Specify the first name of the lead.
Text box
Alphanumeric(40)
Title
Title
Specify the job position of the lead
Text box
Alphanumeric(100)
Last Name*
Last Name*
Specify the last name of the lead. This field is a mandatory.
Text box
Alphanumeric(80)
Company*
Company*
Specify the name of the company where the lead is working. This field is a mandatory.
Text box
Alphanumeric(100)
Lead Source
Lead Source
Select the source of the lead, that is, from where the lead is generated.
Pick list
-
Industry
Industry
Select the industry to which the lead belongs.
Pick list
-
Annual Revenue
Annual Revenue
Specify the annual revenue of the company where the lead is working.
Currency
Decimal (16)
Phone
Phone
Specify the phone number of the lead.
Text box
Alphanumeric(30)
Mobile
Mobile
Specify the mobile number of the lead.
Text box
Alphanumeric(30)
Fax
Fax
Specify the fax number of the lead.
Text box
Alphanumeric(30)
Email
Email
Specify the email address of the lead.
Email
Alphanumeric and Special characters(100)
Secondary Email
Secondary Email
Specify another email address of the lead.
Email
Alphanumeric and Special characters(100)
Skype ID
Skype ID
Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters.
Text box
Alphanumeric(50)
Website
Website
Specify the Web site of the lead.
URL
Alphanumeric(120)
Lead Status
Lead Status
Select the status of the lead from the drop-down list.
Pick list
-
Rating
Rating
Select the rating of the lead from the drop-down list.
Pick list
-
No. of Employees
No. of Employees
Specify the number of employees in lead's company.
Numeric
Integer (16)
Email Opt-out
Email Opt-out
Select the check-box to remove leads from your mailing list so that they will not receive any emails from your Zoho CRM account
Check box
-
Campaign Source
Campaign Source
Select the campaign related to the Lead
Lookup
 
Street
Street
Specify the street address of the lead.
Text box
Alphanumeric(250)
City
City
Specify the name of the city where the lead lives.
Text box
Alphanumeric(30)
State
State
Specify the name of the state where the lead lives.
Text box
Alphanumeric(30)
Zip Code
Zip Code
Specify the postal code of the lead's address.
Numeric
Alphanumeric(30)
Country
Country
Specify the name of the lead's country.
Text box
Alphanumeric(30)
Description
Description
Specify any other details about the lead.
Text area (long text)
32000 characters

 Accounts

Field Name
API Format
Description
Data type
Maximum Limit
Account Name *
Account Name *
Specify the company name. This field is mandatory.
Text box
Alphanumeric(100)
Account Owner
Account Owner
Select the name of the user to whom the account is assigned.
Look up
-
Website
Website
Specify the URL of the company's Web site.
URL
Alphanumeric(30)
Ticker Symbol
Ticker Symbol
Specify the ticker symbol of the Company.
Text box
Alphanumeric(30)
Parent Account
Parent Account
Select the parent company name from the Change pop-up dialog.
Lookup
 
Employees
Employees
Specify the number of employees in account's company.
Numeric
Integers(10)
Ownership
Ownership
Specify the type of ownership of the company.
Picklist
 
Industry
Industry
Select the type of industry from the drop-down list.
Pick list
-
Account Type
Account Type
Select the type of account from the drop-down list.
Pick list
-
Account Number
Account Number
Specify the reference number for account. Up to 40 characters are allowed in this field.
Numeric
Number
Account Site
Account Site
Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.
Text box
Alphanumeric(30)
Phone
Phone
Specify phone number of the account.
Text box
Alphanumeric(30)
Fax
Fax
Specify fax number of the account.
Text box
Alphanumeric(30)
E-mail
E-mail
Specify the official E-mail address of the account.
E-mail
Alphanumeric and Special characters(100)
Rating
Rating
Specify the rating of the account.
Pick list
-
SIC Code
SIC Code
Specify the Standard Industrial Classification code of the account.
Text box
Integers(10)
Annual Revenue
Annual Revenue
Specify the annual revenue of the account.
Numeric
Integers(10)
Billing Address
  • Street
  • City
  • State
  • Code
  • Country
Billing Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the billing address of the account to send the quotes, invoices, and other agreements.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the shipping address of the account to deliver the shipment.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Description
Specify any other details about the account.
Text area (long text)
32000 characters

 Contacts

Field Name
API Format
Description
Data type
Maximum Limit
Contact Owner
Contact Owner
Select the Zoho CRM platform user to whom the account is assigned.
Lookup
-
Salutation
Salutation
Select the Salutation of the contact, such as Mr., Ms, Mrs., or others.
Pick list
 
First Name
First Name
Specify the first name of the contact.
Text box
Alphanumeric(40)
Last Name*
Last Name*
Specify the last name of the contact. This field is mandatory.
Text box
Alphanumeric(40)
Account Name
Account Name
Select the account related to the contact.
Lookup
-
Vendor Name
Vendor Name
Select the vendor relatedd to the contact
Lookup
-
Campaign Source
Campaign Source
Select the Campaign related to the contact
Lookup
-
Lead Source
Lead Source
Select the source from which the contact is created.
Pick list
-
Title
Title
Specify the job position of the contact.
Text box
Alphanumeric(50)
Department
Department
Specify the department of the contact.
Text box
Alphanumeric(30)
Date of Birth
Date of Birth
Specify the birthday of the contact to send greetings for a better relationship.
Date
-
Reports To
Reports To
Select the person to whom the contact reports
Text area
255 characters
Email Opt Out
Email Opt Out
Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Zoho CRM account
Check box
-
Skype Id
Skype Id
Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters.
Text box
Alphanumeric(50)
Phone
Phone
Specify the office phone number of the contact.
Text box
Alphanumeric(50)
Mobile
Mobile
Specify the mobile number of the contact.
Text box
Alphanumeric(50)
Home Phone
Home Phone
Specify the home phone number of the contact.
Text box
Alphanumeric(50)
Other Phone
Other Phone
Specify the other phone number of the contact (if any).
Text box
Alphanumeric(50)
Fax
Fax
Specify the Fax number of the contact.
Text box
Alphanumeric(50)
Email
Email
Specify the primary email address of the contact.
Email
Alphanumeric(100)
Secondary Email
Secondary Email
Specify another email address of the contact.
Email
Alphanumeric(100)
Assistant
Assistant
Specify the name of the contact’s assistant.
 
 
Asst Phone
Asst Phone
Specify the phone number of the contact's assistant.
Text box
Alphanumeric(100)
Mailing Address
  • Street
  • City
  • State
  • Zip
  • Country
Mailing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Other Address
  • Street
  • City
  • State
  • Zip
  • Country
Other Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the other address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Description
Specify any other details about contact.
Text area (long text)
32000 characters

 Potentials

Field Name
API Format
Description
Data type
Maximum Limit
Potential Owner
Potential Owner
Select the name of the user to whom the potential is assigned.
Lookup
 
Potential Name*
Potential Name*
Specify name of the potential. This field is mandatory.
Text box
Alphanumeric(120)
Account Name*
Account Name*
Select name of the account to which potential has to be created. This field is mandatory.
Lookup
-
Type
Type
Select the type of potential (New Business or Existing Business) from the drop-down list.
Pick list
-
Lead Source
Lead Source
Select the lead source from the drop-down list
Pick list
-
Campaign Source
Campaign Source
Select the campaign related to the contact.
Lookup
-
Contact Name
Contact Name
Select the contact related to the Potential.
Lookup
 
Amount
Amount
Specify the amount that can be expected after closing the potential.
Currency
 
Closing Date*
Closing Date*
Specify or select the expected close date. This field is mandatory.
Date format
-
Next Step
Next Step
Specify the next step of the sales process.
Text box
Alphanumeric(100)
Stage*
Stage*
Select the sales stage from the drop-down list. This field is mandatory.
Pick list
-
Probability
Probability
Specify the probability of closing an potential.
Number
 
Expected Revenue
Expected Revenue
Calculated based on the Amount and potential Stage that you specify
Currency
 
Description
Description
Specify any other details about potential.
Text area (long text)
32000 characters

 Campaigns

Field Name
Field Name
Description
Data type
Maximum Limit
Campaign Owner
Campaign Owner
Select the name of the user to whom the campaign is assigned.
Pick list
-
Campaign Name*
Campaign Name*
Specify the name of the campaign.
Text box
Alphanumeric(40)
Type
Type
Select the type of the campaign.
Check box
-
Status
Status
Select the status of the campaign.
Pick List
-
Start Date
Start Date
Specify the date on which the campaign starts.
Date format
-
End Date
End Date
Specify the date on which the campaign ends.
Date format
-
Expected Revenue
Expected Revenue
Specify the revenue expected after launching the campaign.
Currency
-
Actual Cost
Actual Cost
Specify the actual amount spent on the campaign.
Currency
-
Budgeted Cost
Budgeted Cost
Specify the planned amount to be spent on the campaign.
Currency
-
Expected Response
Expected Response
Specify the campaign turnout percentage.
Number
 
Num sent
Num sent
Specify the number of leads/contacts to whom the campaign details has been sent.
Text box
Integers
Description
Description
Specify additional details about the campaign.
Text area
32000 characters

 Cases

Field Name
Field Name
Description
Data type
Maximum Limit
Case Number
Case Number
Display the case ID after creating a case.
Number
16 digit
Product Name
Product Name
Select the product name related to the case.
Lookup
-
Case Owner
Case Owner
Select the name of the user to whom the case is assigned.
Lookup
-
Subject*
Subject*
Specify the title of the Case. This field is mandatory.
Text box
Alphanumeric(255)
Priority
Priority
Select the priority of the Case from the drop-down list.
Pick list
-
Status*
Status*
Select the status of the Case from the drop-down list.
Pick list
-
Reported By
Reported By
Displays the name of the contact.
-
-
Related To
Related To
Select the name of the contact who submitted the Case.
Lookup
-
Type
Type
Select the type of problem. It can be a general question, feature request, or real issue in your product/service.
Pick list
-
Case Origin*
Case Origin*
Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer.
Pick list
-
Email
Email
Specify the Email ID of the contact.
Email
Alphanumeric and Special characters
Account Name
Account Name
Select the account related to the case
Lookup
 
Potential Name
Potential Name
Select the Potential related to the case
Lookup
 
Phone
Phone
Specify the phone number of the customer
Text box
Alphanumeric(50)
Case Reason
Case Reason
Specify the reason for the case
Pick list
-
Description
Description
Specify complete details about the case.
Text Area
32000 characters
Internal Comments
Internal Comments
Specify follow-up notes about case.
Text Area
3000 characters
Solution
Solution
Specify the solution provided
Text Area
32000 characters
Add Comment
Add Comment
specify the follow-up notes about the solution
Text Area
32000 characters

 

 Solutions

Field Name
API Format
Description
Data type
Maximum Limit
Solution Number
Solution Number
Display the case ID after creating a solution
Number
16 digit
Solution Title*
Solution Title*
Specify the subject of the solution.This field is mandatory
Text box
Alphanumeric(255)
Solution Owner
Solution Owner
Select the name of the user to whom the solution is assigned.
Pick list
-
Product Name
Product Name
Select the name of the product to which the solution has to be associated.
Lookup
-
Question*
Question*
Select the priority of the solution from the drop-down list.This field is mandatory
Text box, Alphanumeric
Alphanumeric(255)
Answer*
Answer*
Specify solution details.This field is mandatory
Text Area
-
Status
Status
Specify the status of the solution.
Pick list
-
Description
Description
Specify any other details about solution.
Text box
32000 characters
Comments
Comments
Specify additional comments about the solution.
Text box
32000 characters

 

 Products

Field Name
API Format
Description
Data type
Maximum Limit
Product Name*
Product Name*
Specify the name of the product. This field is mandatory.
Text box
Alphanumeric(50)
Product Owner
Product Owner
Select the name of the user to whom the product is assigned.
Pick list
 
Product Code
Product Code
Specify the product identification.
Text box
Alphanumeric(40)
Product Active
Product Active
Specify the status of the product.
Check box
-
Vendor Name
Vendor Name
Specify the name of the vendor.
Lookup
 
Product Category
Product Category
Select the category of the product.
Pick list
 
Sales Start Date
Sales Start Date
Specify the date on which the product sales starts
Date
 
Sales End Date
Sales End Date
Specify the date on which the product sales ends
Date
 
Commission Rate
Commission Rate
Specify the commission rate for selling the product.
Numeric
Decimal
Manufacturer
Manufacturer
Select the name of the product manufacturer.
Pick list
-
Unit Price
Unit Price
Specify the unit price of the product.
Currency
 
Taxable
Taxable
Specify whether the product is a taxable product
Check-box
 
Product Category
Product Category
Select the category of the product.
Pick list
-
Support Start Date
Support Start Date
Select the date on which the product support starts.
Date
-
Support Expiry Date
Support Expiry Date
Select the date on which the product support ends.
Date
-
Usage Unit
Usage Unit
Displays the unit price of the product.
Text box
Alphanumeric
Qty Ordered
Qty Ordered
Specify the number of units.
Text box
Integers
Qty in Stock
Qty in Stock
Displays the stock quantity
Text box
Integers
Reorder Level
Reorder Level
Specify the Reorder value
Text box
Integers
Handler
Handler
Select the Zoho CRM user who is handling the product
Lookup
 
Qty in Demand
Qty in Demand
Displays the demand quantity
Text box
Integers
Description
Description
Specify any other details about product.
Text area (long text)
32000 characters

 Price Books

Field Name
Field Name
Description
Data type
Maximum Limit
Price book Owner
Price book Owner
Select the name of the user to whom the price book is assigned.
Lookup
-
Price book Name*
Price book Name*
Specify the name of the Price Book. This field is mandatory.
Text box
Alphanumeric(50)
Active
Active
Select the Active check box to set the status of the Price Book as active.
Check box
-
Pricing Model
Pricing Model
Select the model of the price book
Pick list
-
Description
Description
Specify any other details about Price Book.
Text area (long text)
32000characters
Pricing details
  • From Range
  • To Range
  • Discount
Pricing details
  • From Range
  • To Range
  • Discount
Specify the Pricing details
  • From Range - Text box
  • To Range - Text box
  • Discount - Percent
Decimal (20)

 Quotes

Field Name
API Format
Description
Data type
Maximum Limit
Quote Owner
Quote Owner
Select the name of the user to whom the quote is assigned.
Lookup
-
Subject*
Subject*
Specify the name of the quote. This field is mandatory.
Text box
Alphanumeric(50)
Potential Name
Potential Name
Specify the potential name for which the quote has to be created.
Text box
Alphanumeric(40)
Quote Stage
Quote Stage
Specify the status of the quote.
Check box
-
Valid Till
Valid Till
Specify the date till the quote is valid after sending to the prospective customer.
Date
-
Contact Name
Contact Name
Specify the contact to which the quote has to be created.
Lookup
-
Account Name
Account Name
Specify the account to which the quote has to be created.
Lookup
 
Carrier
Carrier
Select the name of the carrier manufacturer.
Pick list
-
Shipping
Shipping
Select the category of the quote.
Text box
Alphanumeric(50)
Inventory Manager
Inventory Manager
Specify the person responsible for shipping the shipment to the account or contact.
Text box
Alphanumeric(50)
Account Name*
Account Name*
Specify the account name to which the quote has to be created. This field is mandatory
Lookup
 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *
Product Name *
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Total
Displays the amount of the selected products.
Text box
Alphanumeric
Terms & Conditions
Terms & Conditions
Specify the terms and conditions that are associated with quote.
Text area
 
Description
Description
Specify any other details about quote.
Text area
32000 characters

 Sales Orders

Field Name
API Format
Description
Data type
Maximum Limit
Sales Order Owner
Sales Order Owner
Select the name of the user to whom the sales order is assigned.
Lookup
 
SO Number
SO Number
Display the Sales order ID after creating a case.
Number
16 digit
Subject*
Subject*
Specify the name of the sales order. This field is mandatory.
Text box
Alphanumeric(50)
Potential Name
Potential Name
Select the potential for which the sales order has to be generated.
Lookup
-
Customer No
Customer No
Specify the customer identification number (if any)
Text box
Alphanumeric(50)
Purchase Order
Purchase Order
Select the reference purchase order.
Text box
-
Quote Name
Quote Name
Select the reference quote.
Lookup
-
Contact Name
Contact Name
Select the contact for which the sales order has to be generated.
Lookup
-
Due Date
Due Date
Select the date
Date
-
Carrier
Carrier
Select the carrier’s name that ships the products from your warehouse to customer site.
Pick list
-
Pending
Pending
 
Text box
Alphanumeric(50)
Status
Status
Specify the status of the sales order.
Pick list
-
Sales Commission
Sales Commission
Specify the commission to the sales person upon closing the deal.
Numeric
float
Excise Duty
Excise Duty
Specify the excise duty for the shipment
Text Box
Numeric
Account Name*
Account Name*
Specify the account name to which the sales order has to be created.This field is mandatory
Lookup
-
Assigned To
Assigned To
Select the user's name to whom the sales order handling duty is assigned.
Select option
-
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *
Product Name *
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Tax
Tax
Specify the tax component of the products
Currency
-
Adjustments
Adjustments
Specify if there are any adjustments, such as discounts, or extra charges etc.
Currency
-
Total
Total
Displays the amount of the selected line item.
Currency
-
Terms & Conditions
Terms & Conditions
Specify the terms and conditions that are associated with sales order.
Text area (long text)
 
Description
Description
Specify any other details about sales order.
Text area (long text)
32000 characters

 Invoices

Field Name
API Format
Description
Data type
Maximum Limit
Invoice Owner
Invoice Owner
Select the name of the user to whom the invoice is assigned.
Lookup
 
Invoice Number
Invoice Number
Display the case ID after creating a solution
Numeric
16 digit
Subject*
Subject*
Specify the name of the invoice. This field is mandatory.
Text box
Alphanumeric(50)
Sales Order
Sales Order
Select the reference Sales order (if any).
Lookup
-
Purchase Order
Purchase Order
Select the reference Purchase order.
Text Box
 
Customer No
Customer No
Specify the customer identification number (if any).
Text box
Alphanumeric(50)
Excise Duty
Excise Duty
Specify the excise duty for the shipment
Text box
Numeric
Invoice Date
Invoice Date
Specify the date on which the invoice is created.
Date
-
Due Date
Due Date
Specify the invoice due date as per your payment terms.
Date
-
Sales Commission
Sales Commission
Specify the commission to the sales person upon closing the deal.
Currency
Float
Account Name *
Account Name *
Specify the account name to which the invoice has to be created. This field is mandatory
Lookup
-
Contact Name
Contact Name
Specify the contacts name to which the invoice has to be created.
Lookup
 
Status
Status
Specify the status of the invoice.
Check box
-
Assigned To
Assigned To
Select the user's name to whom the invoice handling duty is assigned.This field is mandatory
Lookup
-
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *
Product Name *
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Total
Displays the amount of the selected products.
Currency
-
Terms & Conditions
Terms & Conditions
Specify the terms and conditions that are associated with invoice.
Text area
 
Description
Description
Specify any other details about invoice.
Text area
32000 characters

 Vendors

Field Name
API Format
Description
Data type
Maximum Limit
Vendor Owner
Vendor Owner
Select the name of the user to whom the Vendor details is assigned.
Lookup
 
Vendor Name*
Vendor Name*
Specify the name of the vendor. This field is mandatory
Text box
Alphanumeric(50)
Phone
Phone
Specify the phone number of the vendor
Text box
Alphanumeric(40)
E-mail
E-mail
Specify the E-mail ID of the vendor
Email
Alphanumeric and Special characters(100)
Website
Website
Specify the Web site URL of the vendor
URL
Alphanumeric and Special characters(50)
GL Account
GL Account
Select the general ledger account
Pick List
-
Category
Category
Specify the category of the vendor
Text box
Alphanumeric(40)
Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
Specify the address of the vendor
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Description
Specify any other details about vendor
Text area (long text)
32000 characters

 Purchase Order

Field Name
API Format
Description
Data type
Maximum Limit
Purchase Order Owner
Purchase Order Owner
Select the name of the user to whom the purchase order is assigned.
Lookup
 
PO Number
PO Number
Display the Sales order ID after creating a case.
Number
16 digit
Subject*
Subject*
Specify the name of the purchase order. This field is mandatory.
Text box
Alphanumeric(50)
Vendor Name*
Vendor Name*
Specify the name of the vendor.
Text box
Alphanumeric(20)
Requisition No
Requisition No
Specify the number in which the purchase order is requested
Text box
Alphanumeric(20)
Tracking Number
Tracking Number
Specify the number to track the purchase order
Text box
 
Contact Name
Contact Name
Specify the contacts name to which the invoice has to be created.
Lookup
 
Carrier
Carrier
Select the carrier’s name that ships the products from your warehouse to customer site.
Pick list
-
Purchase Order Date
Purchase Order Date
Specify the date on which purchase order is created.
Date
-
Due Date
Due Date
Select the due date.
Date
-
Excise Duty
Excise Duty
Specify the excise duty for the shipment
Text box
 
Sales Commission
Sales Commission
Specify the commission to the sales person upon closing the deal.
Currency
Float
Status
Status
Specify the status of the purchase order.
Check box
-
Assigned To
Assigned To
Select the Zoho CRM user name to whom the purchase order handling duty is assigned. This field is mandatory
Select option
-
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *
Product Name *
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Total
Displays the amount of the selected products.
 
 
Terms & Conditions
Terms & Conditions
Specify the terms and conditions that are associated with purchase order.
Text area (long text)
 
Description
Description
Specify any other details about purchase order.
Text area (long text)
32000 characters

 Tasks

Field Name
API Format
Description
Data type
Maximum Limit
Task Owner
Task Owner
Select the name of the user to whom the task is assigned.
Lookup
 
Subject*
Subject*
Specify the name of the task. This field is mandatory.
Text box
Alphanumeric(50)
Due Date
Due Date
Specify the due date for the task
Date
 
Contacts/Leads
Contacts/Leads
Select the related contact or lead
Lookup
 
Accounts
Accounts
Select any other record related to the task
Lookup
-
Status
Status
Specify the status of the task
Pick List
-
Priority
Priority
Select the due date.
Date
-
Send Notification Email
Send Notification Email
Select the check box to send notification email to the task owner
Check box
 
Remind At
Remind At
Select the check box to set reminder for the task
Check box
 
Recurring Activity
Recurring Activity
Select the check box to mark it as a recurring activity
Check box
-
Description
Description
Specify the details about the task
Text area (long text)
32000 characters

 Events

Field Name
API Format
Description
Data type
Maximum Limit
Event Owner
Event Owner
Select the name of the user to whom the event is assigned.
Lookup
 
Subject*
Subject*
Specify the name of the event. This field is mandatory.
Text box
Alphanumeric(50)
Start Date Time*
Start DateTime*
Specify the date and time when the event will be started. This field is mandatory.
Date and Time
 
End Date Time *
End DateTime *
Specify the date and time when the event will be over. This field is mandatory.
Date and Time
 
Venue
Venue
Enter the venue for the event
Text
 
Contacts/Leads
Contacts/Leads
Select the related contact or lead
Lookup
 
Accounts
Accounts
Select any other record related to the event
Lookup
-
Send Notification Email
Send Notification Email
Select the check box to send notification email to the event owner
Check box
 
Remind At
Remind At
Select the check box to set reminder for the event
Check box
 
Recurring Activity
Recurring Activity
Select the check box to mark it as a recurring activity
Check box
-
Description
Description
Specify the details about the event
Text area (long text)
32000 characters

 Calls

Field Name
API Format
Description
Data type
Maximum Limit
Subject*
Subject*
Specify the subject of the call. This field is mandatory.
Text box
Alphanumeric(50)
Call Type*
Call Type*
Choose whether the call is inbound or outbound
 
 
Call Purpose
Call Purpose
Select the purpose of the call
Pick List
 
Call From/To
Call From/To
Choose Contact or Lead
 
-
Related To
Related To
Select the record to which the call is related to
Pick List
-
Call Details
Call Details
Select whether it is a Current call or Completed call
 
-
Call Start Time
Call Start Time
Automatically displays the call start data and time
Pick List
 
Call Duration
Call Duration
Specify the duration of the call
Integer
 
Description
Description
Specify the details about the task
Text area (long text)
32000 characters
Billable
Billable
Select the check box if the call is considered for billing
Check box
 
Call Result
Call Result
Enter the call result
Text
 

Note

Using API, you cannot create or update these system-generated fields:

  • Created By
  • Modified By
  • Created Time
  • Modified Time
  • Formula type custom fields
  • Auto-number type custom fields

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