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The Ultimate Guide to Finding ID Names in Zoho CRM
Welcome to our guide on how to find ID names for each module in Zoho CRM.
If you’re not familiar with ID names, they are unique identifiers used to reference different modules in Zoho CRM. These IDs are essential for customizing your Zoho CRM account and integrating it with external applications.
In this article, we’ll provide a step-by-step guide on how to find ID names for each module in Zoho CRM, as well as answer some frequently asked questions about this topic.
What are ID Names in Zoho CRM?
ID names are unique identifiers that reference various modules in Zoho CRM. These IDs are crucial for customizing your Zoho CRM account and integrating it with third-party applications.
Each module in Zoho CRM has a unique ID name assigned to it, which is used to access and retrieve information from that module. You can use these IDs to make your Zoho CRM experience more personalized and efficient.
The Importance of ID Names in Zoho CRM
If you’re looking to customize your Zoho CRM account or integrate it with external applications, ID names are essential. Without these unique identifiers, you wouldn’t be able to access and retrieve data from specific modules in Zoho CRM.
ID names are also necessary for creating custom fields, setting up webhooks, and performing various other customization tasks within Zoho CRM.
How to Find ID Names for Each Module in Zoho CRM
Now that you understand the importance of ID names in Zoho CRM, let’s take a look at how you can find these IDs for each module.
Step 1: Log In to Zoho CRM
The first step is to log in to your Zoho CRM account. Once you’re logged in, navigate to the module for which you want to find the ID name.
Step 2: Open the Browser Console
Next, you’ll need to open the browser console. You can typically open the console by right-clicking on the page and selecting “Inspect” or “Inspect Element.”
Step 3: Find the ID Name
Once you’ve opened the console, navigate to the “Console” tab. In the console, type in the following command:
document.querySelector(".module-title").id
Replace “.module-title” with the CSS selector for the module you’re trying to find the ID for. The console should return the ID name for that module.
Zoho CRM ID Names Table
To make it easier for you to find ID names for each module in Zoho CRM, we’ve compiled a table that lists all the module names and their corresponding ID names.
| Module Name | ID Name |
|---|---|
| Leads | Leads |
| Accounts | Accounts |
| Contacts | Contacts |
| Deals | Potentials |
| Cases | Cases |
| Campaigns | Campaigns |
| Tasks | Tasks |
| Events | Events |
| Notes | Notes |
| Invoices | Invoices |
Frequently Asked Questions (FAQs)
Q: Can I change the ID name for a module in Zoho CRM?
A: No, you cannot change the ID name for a module in Zoho CRM. These names are set by Zoho and cannot be modified.
Q: How can I use ID names to customize my Zoho CRM account?
A: You can use ID names to make customizations to your Zoho CRM account using Zoho’s APIs. These APIs allow you to interact with your Zoho CRM account programmatically and make various customizations.
Q: What is the maximum length of an ID name in Zoho CRM?
A: The maximum length of an ID name in Zoho CRM is 50 characters.
Q: Can I use ID names to create custom modules in Zoho CRM?
A: No, you cannot use ID names to create custom modules in Zoho CRM. Custom modules must be created using Zoho’s module builder tool.
Q: How often do ID names change in Zoho CRM?
A: ID names rarely change in Zoho CRM. However, if there are significant updates to the Zoho CRM platform, ID names may change.
Q: Can I access ID names for custom modules in Zoho CRM?
A: Yes, you can access ID names for custom modules in Zoho CRM. The ID name for a custom module is the same as the name you give the module in the module builder tool.
Q: Is it possible to retrieve information from a module using its ID name?
A: Yes, you can retrieve information from a module using its ID name. You’ll need to use Zoho’s APIs to do this.
Q: Can I use ID names to filter data in Zoho CRM?
A: Yes, you can use ID names to filter data in Zoho CRM. You can use the ID name as a parameter in various search and report functions.
Q: How can I use ID names to integrate Zoho CRM with other applications?
A: You can use ID names to integrate Zoho CRM with other applications by passing the ID name as a parameter in API calls.
Q: What is the purpose of ID names in Zoho CRM?
A: The purpose of ID names in Zoho CRM is to provide a unique identifier for each module in the system. These IDs are essential for customizing your Zoho CRM account and integrating it with external applications.
Q: Can I find ID names for deactivated modules in Zoho CRM?
A: No, you cannot find ID names for deactivated modules in Zoho CRM. Deactivated modules do not have ID names because they are not accessible in the system.
Q: How can I troubleshoot issues with ID names in Zoho CRM?
A: If you’re experiencing issues with ID names in Zoho CRM, you can try clearing your browser cache, restarting your browser, or contacting Zoho support for assistance.
Q: What is the format of ID names in Zoho CRM?
A: ID names in Zoho CRM are formatted in camel case, with the first letter of each word capitalized. For example, the ID name for the “Leads” module is “Leads.”
A: No, you cannot access ID names for hidden modules in Zoho CRM. Hidden modules are not accessible in the system and do not have ID names.
Q: Are ID names case-sensitive in Zoho CRM?
A: Yes, ID names are case-sensitive in Zoho CRM. You must use the correct capitalization when referencing ID names in your customizations or integrations.
Conclusion
Now that you know how to find ID names for each module in Zoho CRM, you can start customizing your account and integrating it with other applications. Remember, ID names are essential for making your Zoho CRM experience more personalized and efficient.
If you have any questions or need further assistance, don’t hesitate to contact Zoho support or refer to our FAQ section above.
Thank you for reading our guide on finding ID names for each module in Zoho CRM.
Closing Disclaimer
This article is intended for informational purposes only. The information provided in this article may change without notice and should not be construed as legal or financial advice. We do not guarantee the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk.
