Modules & Fields

CRM Modules & Fields

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

Standard ModuleAPI Format
LeadsLeads
AccountsAccounts
ContactsContacts
PotentialsPotentials
CampaignsCampaigns
CasesCases
SolutionsSoultions
ProductsProducts
Price BooksPriceBooks
QuotesQuotes
InvoicesInvoices
Sales OrdersSalesOrders
VendorsVendors
Purchase OrdersPurchaseOrders
EventsEvents
TasksTasks
CallsCalls

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 Modules along with their description.

Leads

Field NameAPI FormatDescriptionData typeMaximum Limit
Lead OwnerLead OwnerSelect the Zoho CRM user to whom the Lead is assigned.Lookup-
SalutationSalutationSelect the salutation from the drop-down list.Pick list-
First NameFirst NameSpecify the first name of the lead.Text boxAlphanumeric(40)
TitleTitleSpecify the job position of the leadText boxAlphanumeric(100)
Last Name*Last Name*Specify the last name of the lead. This field is a mandatory.Text boxAlphanumeric(80)
Company*Company*Specify the name of the company where the lead is working. This field is a mandatory.Text boxAlphanumeric(100)
Lead SourceLead SourceSelect the source of the lead, that is, from where the lead is generated.Pick list-
IndustryIndustrySelect the industry to which the lead belongs.Pick list-
Annual RevenueAnnual RevenueSpecify the annual revenue of the company where the lead is working.CurrencyDecimal (16)
PhonePhoneSpecify the phone number of the lead.Text boxAlphanumeric(30)
MobileMobileSpecify the mobile number of the lead.Text boxAlphanumeric(30)
FaxFaxSpecify the fax number of the lead.Text boxAlphanumeric(30)
EmailEmailSpecify the email address of the lead.EmailAlphanumeric and Special characters(100)
Secondary EmailSecondary EmailSpecify another email address of the lead.EmailAlphanumeric and Special characters(100)
Skype IDSkype IDSpecify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters.Text boxAlphanumeric(50)
WebsiteWebsiteSpecify the Web site of the lead.URLAlphanumeric(120)
Lead StatusLead StatusSelect the status of the lead from the drop-down list.Pick list-
RatingRatingSelect the rating of the lead from the drop-down list.Pick list-
No. of EmployeesNo. of EmployeesSpecify the number of employees in lead's company.NumericInteger (16)
Email Opt-outEmail Opt-outSelect the check-box to remove leads from your mailing list so that they will not receive any emails from your Zoho CRM accountCheck box-
StreetStreetSpecify the street address of the lead.Text boxAlphanumeric(250)
CityCitySpecify the name of the city where the lead lives.Text boxAlphanumeric(30)
StateStateSpecify the name of the state where the lead lives.Text boxAlphanumeric(30)
Zip CodeZip CodeSpecify the postal code of the lead's address.NumericAlphanumeric(30)
CountryCountrySpecify the name of the lead's country.Text boxAlphanumeric(30)
DescriptionDescriptionSpecify any other details about the lead.Text area (long text)32000 characters

Accounts

Field NameAPI FormatDescriptionData typeMaximum Limit
Account Name *Account Name *Specify the company name. This field is mandatory.Text boxAlphanumeric(100)
Account OwnerAccount OwnerSelect the name of the user to whom the account is assigned.Look up-
WebsiteWebsiteSpecify the URL of the company's Web site.URLAlphanumeric(30)
Ticker SymbolTicker SymbolSpecify the ticker symbol of the Company.Text boxAlphanumeric(30)
Parent AccountParent AccountSelect the parent company name from the Change pop-up dialog.Lookup 
EmployeesEmployeesSpecify the number of employees in account's company.NumericIntegers(10)
OwnershipOwnershipSpecify the type of ownership of the company.Picklist 
IndustryIndustrySelect the type of industry from the drop-down list.Pick list-
Account TypeAccount TypeSelect the type of account from the drop-down list.Pick list-
Account NumberAccount NumberSpecify the reference number for account. Up to 40 characters are allowed in this field.NumericNumber
Account SiteAccount SiteSpecify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.Text boxAlphanumeric(30)
PhonePhoneSpecify phone number of the account.Text boxAlphanumeric(30)
FaxFaxSpecify fax number of the account.Text boxAlphanumeric(30)
E-mailE-mailSpecify the official E-mail address of the account.E-mailAlphanumeric and Special characters(100)
RatingRatingSpecify the rating of the account.Pick list-
SIC CodeSIC CodeSpecify the Standard Industrial Classification code of the account.Text boxIntegers(10)
Annual RevenueAnnual RevenueSpecify the annual revenue of the account.NumericIntegers(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)
DescriptionDescriptionSpecify any other details about the account.Text area (long text)32000 characters

Contacts

Field NameAPI FormatDescriptionData typeMaximum Limit
Contact OwnerContact OwnerSelect the Zoho CRM user to whom the account is assigned.Lookup-
SalutationSalutationSelect the Salutation of the contact, such as Mr., Ms, Mrs., or others.Pick list 
First NameFirst NameSpecify the first name of the contact.Text boxAlphanumeric(40)
Last Name*Last Name*Specify the last name of the contact. This field is mandatory.Text boxAlphanumeric(40)
Account NameAccount NameSelect the account related to the contact.Lookup-
Vendor NameVendor NameSelect the vendor relatedd to the contactLookup-
Campaign SourceCampaign SourceSelect the Campaign related to the contactLookup-
Lead SourceLead SourceSelect the source from which the contact is created.Pick list-
TitleTitleSpecify the job position of the contact.Text boxAlphanumeric(50)
DepartmentDepartmentSpecify the department of the contact.Text boxAlphanumeric(30)
Date of BirthDate of BirthSpecify the birthday of the contact to send greetings for a better relationship.Date-
Reports ToReports ToSelect the person to whom the contact reportsText area255 characters
Email Opt OutEmail Opt OutSelect the check-box to remove contacts from your mailing list so that they will not receive any emails from your Zoho CRM accountCheck box-
Skype IdSkype IdSpecify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters.Text boxAlphanumeric(50)
PhonePhoneSpecify the office phone number of the contact.Text boxAlphanumeric(50)
MobileMobileSpecify the mobile number of the contact.Text boxAlphanumeric(50)
Home PhoneHome PhoneSpecify the home phone number of the contact.Text boxAlphanumeric(50)
Other PhoneOther PhoneSpecify the other phone number of the contact (if any).Text boxAlphanumeric(50)
FaxFaxSpecify the Fax number of the contact.Text boxAlphanumeric(50)
EmailEmailSpecify the primary email address of the contact.EmailAlphanumeric(100)
Secondary EmailSecondary EmailSpecify another email address of the contact.EmailAlphanumeric(100)
AssistantAssistantSpecify the name of the contact’s assistant.  
Asst PhoneAsst PhoneSpecify the phone number of the contact's assistant.Text boxAlphanumeric(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)
DescriptionDescriptionSpecify any other details about contact.Text area (long text)32000 characters

Potentials

Field NameAPI FormatDescriptionData typeMaximum Limit
Potential OwnerPotential OwnerSelect 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 boxAlphanumeric(120)
Account Name*Account Name*Select name of the account to which potential has to be created. This field is mandatory.Lookup-
TypeTypeSelect the type of potential (New Business or Existing Business) from the drop-down list.Pick list-
Lead SourceLead SourceSelect the lead source from the drop-down listPick list-
Campaign SourceCampaign SourceSelect the campaign related to the contact.Lookup-
Contact NameContact NameSelect the contact related to the Potential.Lookup 
AmountAmountSpecify 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 StepNext StepSpecify the next step of the sales process.Text boxAlphanumeric(100)
Stage*Stage*Select the sales stage from the drop-down list. This field is mandatory.Pick list-
ProbabilityProbabilitySpecify the probability of closing an potential.Number 
Expected RevenueExpected RevenueCalculated based on the Amount and potential Stage that you specifyCurrency 
DescriptionDescriptionSpecify any other details about potential.Text area (long text)32000 characters

Campaigns

Field NameField NameDescriptionData typeMaximum Limit
Campaign OwnerCampaign OwnerSSelect the name of the user to whom the campaign is assigned.Pick list-
Campaign Name*Campaign Name*Specify the name of the campaign.Text boxAlphanumeric(40)
TypeTypeSelect the type of the campaign.Check box-
StatusStatusSelect the status of the campaign.Pick List-
Start DateStart DateSpecify the date on which the campaign starts.Date format-
End DateEnd DateSpecify the date on which the campaign ends.Date format-
Expected RevenueExpected RevenueSpecify the revenue expected after launching the campaign.Currency-
Actual CostActual CostSpecify the actual amount spent on the campaign.Currency-
Budgeted CostBudgeted CostSpecify the planned amount to be spent on the campaign.Currency-
Expected ResponseExpected ResponseSpecify the campaign turnout percentage.Number 
Num sentNum sentSpecify the number of leads/contacts to whom the campaign details has been sent.Text boxIntegers
DescriptionDescriptionSpecify additional details about the campaign.Text area32000 characters

Cases

Field NameField NameDescriptionData typeMaximum Limit
Case NumberCase NumberDisplay the case ID after creating a case.Number16 digit
Product NameProduct NameSelect the product name related to the case.Lookup-
Case OwnerCase OwnerSelect 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 boxAlphanumeric(255)
PriorityPrioritySelect 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 ByReported ByDisplays the name of the contact.--
Related ToRelated ToSelect the name of the contact who submitted the Case.Lookup-
TypeTypeSelect 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-
EmailEmailSpecify the Email ID of the contact.EmailAlphanumeric and Special characters
Account NameAccount NameSelect the account related to the caseLookup 
Potential NamePotential NameSelect the Potential related to the caseLookup 
PhonePhoneSpecify the phone number of the customerText boxAlphanumeric(50)
Case ReasonCase ReasonSpecify the reason for the casePick list-
DescriptionDescriptionSpecify complete details about the case.Text Area32000 characters
Internal CommentsInternal CommentsSpecify follow-up notes about case.Text Area3000 characters
SolutionSolutionSpecify the solution providedText Area32000 characters
Add CommentAdd Commentspecify the follow-up notes about the solutionText Area32000 characters

Solutions

Field NameAPI FormatDescriptionData typeMaximum Limit
Solution NumberSolution NumberDisplay the case ID after creating a solutionNumber16 digit
Solution Title*Solution Title*Specify the subject of the solution.This field is mandatoryText boxAlphanumeric(255)
Solution OwnerSolution OwnerSelect the name of the user to whom the solution is assigned.Pick list-
Product NameProduct NameSelect 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 mandatoryText box, AlphanumericAlphanumeric(255)
Answer*Answer*Specify solution details.This field is mandatoryText Area-
StatusStatusSpecify the status of the solution.Pick list-
DescriptionDescriptionSpecify any other details about solution.Text box32000 characters
CommentsCommentsSpecify additional comments about the solution.Text box32000 characters

Products

Field NameAPI FormatDescriptionData typeMaximum Limit
Product Name*Product Name*Specify the name of the product. This field is mandatory.Text boxAlphanumeric(50)
Product OwnerProduct OwnerSelect the name of the user to whom the product is assigned.Pick list 
Product CodeProduct CodeSpecify the product identification.Text boxAlphanumeric(40)
Product ActiveProduct ActiveSpecify the status of the product.Check box-
Vendor NameVendor NameSpecify the name of the vendor.Lookup 
Product CategoryProduct CategorySelect the category of the product.Pick list 
Sales Start DateSales Start DateSpecify the date on which the product sales startsDate 
Sales End DateSales End DateSpecify the date on which the product sales endsDate 
Commission RateCommission RateSpecify the commission rate for selling the product.NumericDecimal
ManufacturerManufacturerSelect the name of the product manufacturer.Pick list-
Unit PriceUnit PriceSpecify the unit price of the product.Currency 
TaxableTaxableSpecify whether the product is a taxable productCheck-box 
Product CategoryProduct CategorySelect the category of the product.Pick list-
Support Start DateSupport Start DateSelect the date on which the product support starts.Date-
Support Expiry DateSupport Expiry DateSelect the date on which the product support ends.Date-
Usage UnitUsage UnitDisplays the unit price of the product.Text boxAlphanumeric
Qty OrderedQty OrderedSpecify the number of units.Text boxIntegers
Qty in StockQty in StockDisplays the stock quantityText boxIntegers
Reorder LevelReorder LevelSpecify the Reorder valueText boxIntegers
HandlerHandlerSelect the Zoho CRM user who is handling the productLookup 
Qty in DemandQty in DemandDisplays the demand quantityText boxIntegers
DescriptionDescriptionSpecify any other details about product.Text area (long text)32000 characters

Price Books

Field NameField NameDescriptionData typeMaximum Limit
Price Book OwnerPrice Book OwnerSelect 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 boxAlphanumeric(50)
ActiveActiveSelect the Active check box to set the status of the Price Book as active.Check box-
Pricing ModelPricing ModelSelect the model of the price bookPick list-
DescriptionDescriptionSpecify 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 NameAPI FormatDescriptionData typeMaximum Limit
Quote OwnerQuote OwnerSelect 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 boxAlphanumeric(50)
Potential NamePotential NameSpecify the potential name for which the quote has to be created.Text boxAlphanumeric(40)
Quote StageQuote StageSpecify the status of the quote.Check box-
Valid TillValid TillSpecify the date till the quote is valid after sending to the prospective customer.Date-
Contact NameContact NameSpecify the contact to which the quote has to be created.Lookup-
Account NameAccount NameSpecify the account to which the quote has to be created.Lookup 
CarrierCarrierSelect the name of the carrier manufacturer.Pick list-
ShippingShippingSelect the category of the quote.Text boxAlphanumeric(50)
Inventory ManagerInventory ManagerSpecify the person responsible for shipping the shipment to the account or contact.Text boxAlphanumeric(50)
Account Name*Account Name*Specify the account name to which the quote has to be created. This field is mandatoryLookup 
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 mandatoryLookup-
Quantity in StockQuantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
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 mandatoryLookup and NumericIntegers
TotalTotalDisplays the amount of the selected products.Text boxAlphanumeric
Terms & ConditionsTerms & ConditionsSpecify the terms and conditions that are associated with quote.Text area 
DescriptionDescriptionSpecify any other details about quote.Text area32000 characters

Sales Orders

Field NameAPI FormatDescriptionData typeMaximum Limit
Sales Order OwnerSales Order OwnerSelect the name of the user to whom the sales order is assigned.Lookup 
SO NumberSO NumberDisplay the Sales order ID after creating a case.Number16 digit
Subject*Subject*Specify the name of the sales order. This field is mandatory.Text boxAlphanumeric(50)
Potential NamePotential NameSelect the potential for which the sales order has to be generated.Lookup-
Customer NoCustomer NoSpecify the customer identification number (if any)Text boxAlphanumeric(50)
Purchase OrderPurchase OrderSelect the reference purchase order.Text box-
Quote NameQuote NameSelect the reference quote.Lookup-
Contact NameContact NameSelect the contact for which the sales order has to be generated.Lookup-
Due DateDue DateSelect the dateDate-
CarrierCarrierSelect the carrier’s name that ships the products from your warehouse to customer site.Pick list-
PendingPending Text boxAlphanumeric(50)
StatusStatusSpecify the status of the sales order.Pick list-
Sales CommissionSales CommissionSpecify the commission to the sales person upon closing the deal.Numericfloat
Excise DutyExcise DutySpecify the excise duty for the shipmentText BoxNumeric
Account Name*Account Name*Specify the account name to which the sales order has to be created.This field is mandatoryLookup-
Assigned ToAssigned ToSelect 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 mandatoryLookup-
Quantity in StockQuantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
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 mandatoryLookup and NumericIntegers
TaxTaxSpecify the tax component of the productsCurrency-
AdjustmentsAdjustmentsSpecify if there are any adjustments, such as discounts, or extra charges etc.Currency-
TotalTotalDisplays the amount of the selected line item.Currency-
Terms & ConditionsTerms & ConditionsSpecify the terms and conditions that are associated with sales order.Text area (long text) 
DescriptionDescriptionSpecify any other details about sales order.Text area (long text)32000 characters

Invoices

Field NameAPI FormatDescriptionData typeMaximum Limit
Invoice OwnerInvoice OwnerSelect the name of the user to whom the invoice is assigned.Lookup 
Invoice NumberInvoice NumberDisplay the case ID after creating a solutionNumeric16 digit
Subject*Subject*Specify the name of the invoice. This field is mandatory.Text boxAlphanumeric(50)
Sales OrderSales OrderSelect the reference Sales order (if any).Lookup-
Purchase OrderPurchase OrderSelect the reference Purchase order.Text Box 
Customer NoCustomer NoSpecify the customer identification number (if any).Text boxAlphanumeric(50)
Excise DutyExcise DutySpecify the excise duty for the shipmentText boxNumeric
Invoice DateInvoice DateSpecify the date on which the invoice is created.Date-
Due DateDue DateSpecify the invoice due date as per your payment terms.Date-
Sales CommissionSales CommissionSpecify the commission to the sales person upon closing the deal.CurrencyFloat
Account Name *Account Name *Specify the account name to which the invoice has to be created. This field is mandatoryLookup-
Contact NameContact NameSpecify the contacts name to which the invoice has to be created.Lookup 
StatusStatusSpecify the status of the invoice.Check box-
Assigned ToAssigned ToSelect the user's name to whom the invoice handling duty is assigned.This field is mandatoryLookup-
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 mandatoryLookup-
Quantity in StockQuantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
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 mandatoryLookup and NumericIntegers
TotalTotalDisplays the amount of the selected products.Currency-
Terms & ConditionsTerms & ConditionsSpecify the terms and conditions that are associated with invoice.Text area 
DescriptionDescriptionSpecify any other details about invoice.Text area32000 characters

Vendors

Field NameAPI FormatDescriptionData typeMaximum Limit
Vendor OwnerVendor OwnerSelect 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 mandatoryText boxAlphanumeric(50)
PhonePhoneSpecify the phone number of the vendorText boxAlphanumeric(40)
E-mailE-mailSpecify the E-mail ID of the vendorEmailAlphanumeric and Special characters(100)
WebsiteWebsiteSpecify the Web site URL of the vendorURLAlphanumeric and Special characters(50)
GL AccountGL AccountSelect the general ledger accountPick List-
CategoryCategorySpecify the category of the vendorText boxAlphanumeric(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)
DescriptionDescriptionSpecify any other details about vendorText area (long text)32000 characters

Purchase Order

Field NameAPI FormatDescriptionData typeMaximum Limit
Purchase Order OwnerPurchase Order OwnerSelect the name of the user to whom the purchase order is assigned.Lookup 
PO NumberPO NumberDisplay the Sales order ID after creating a case.Number16 digit
Subject*Subject*Specify the name of the purchase order. This field is mandatory.Text boxAlphanumeric(50)
Vendor Name*Vendor Name*Specify the name of the vendor.Text boxAlphanumeric(20)
Requisition NoRequisition NoSpecify the number in which the purchase order is requestedText boxAlphanumeric(20)
Tracking NumberTracking NumberSpecify the number to track the purchase orderText box 
Contact NameContact NameSpecify the contacts name to which the invoice has to be created.Lookup 
CarrierCarrierSelect the carrier’s name that ships the products from your warehouse to customer site.Pick list-
Purchase Order DatePurchase Order DateSpecify the date on which purchase order is created.Date-
Due DateDue DateSelect the due date.Date-
Excise DutyExcise DutySpecify the excise duty for the shipmentText box 
Sales CommissionSales CommissionSpecify the commission to the sales person upon closing the deal.CurrencyFloat
StatusStatusSpecify the status of the purchase order.Check box-
Assigned ToAssigned ToSelect the Zoho CRM user name to whom the purchase order handling duty is assigned. This field is mandatorySelect 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 mandatoryLookup-
Quantity in StockQuantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
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 mandatoryLookup and NumericIntegers
TotalTotalDisplays the amount of the selected products.  
Terms & ConditionsTerms & ConditionsSpecify the terms and conditions that are associated with purchase order.Text area (long text) 
DescriptionDescriptionSpecify any other details about purchase order.Text area (long text)32000 characters

Tasks

Field NameAPI FormatDescriptionData typeMaximum Limit
Task OwnerTask OwnerSelect 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 boxAlphanumeric(50)
Due DateDue DateSpecify the due date for the taskDate 
Contacts/LeadsContacts/LeadsSelect the related contact or leadLookup 
AccountsAccountsSelect any other record related to the taskLookup-
StatusStatusSpecify the status of the taskPick List-
PriorityPrioritySelect the due date.Date-
Send Notification EmailSend Notification EmailSelect the check box to send notification email to the task ownerCheck box 
Remind AtRemind AtSelect the check box to set reminder for the taskCheck box 
Recurring ActivityRecurring ActivitySelect the check box to mark it as a recurring activityCheck box-
DescriptionDescriptionSpecify the details about the taskText area (long text)32000 characters

Events

Field NameAPI FormatDescriptionData typeMaximum Limit
Event OwnerEvent OwnerSelect 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 boxAlphanumeric(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 
VenueVenueEnter the venue for the eventText 
Contacts/LeadsContacts/LeadsSelect the related contact or leadLookup 
AccountsAccountsSelect any other record related to the eventLookup-
Send Notification EmailSend Notification EmailSelect the check box to send notification email to the event ownerCheck box 
Remind AtRemind AtSelect the check box to set reminder for the eventCheck box 
Recurring ActivityRecurring ActivitySelect the check box to mark it as a recurring activityCheck box-
DescriptionDescriptionSpecify the details about the eventText area (long text)32000 characters

Calls

Field NameAPI FormatDescriptionData typeMaximum Limit
Subject*Subject*Specify the subject of the call. This field is mandatory.Text boxAlphanumeric(50)
Call Type*Call Type*Choose whether the call is inbound or outbound  
Call PurposeCall PurposeSelect the purpose of the callPick List 
Call From/ToCall From/ToChoose Contact or Lead -
Related ToRelated ToSelect the record to which the call is related toPick List-
Call DetailsCall DetailsSelect whether it is a Current call or Completed call -
Call Start TimeCall Start TimeAutomatically displays the call start data and timePick List 
Call DurationCall DurationSpecify the duration of the callInteger 
DescriptionDescriptionSpecify the details about the taskText area (long text)32000 characters
BillableBillableSelect the check box if the call is considered for billingCheck box 
Call ResultCall ResultEnter the call resultText 

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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