Views
Views are similar to tables in the way that data is represented; however, views are read-only.
Queries can be executed against a view as if it were a normal table.
CData ODBC Driver for Zoho CRM Views
| Name | Description |
| ActionsPerformed | Provides a detailed audit trail of user and system actions on CRM records for compliance and troubleshooting. |
| AllowedFromAddresses | Lists authorized email addresses that can appear in the From field when sending emails through Zoho CRM. |
| CustomFieldHistoryTracking | Shows every change made to selected custom fields, providing timestamps, old values, and new values for audit and compliance. |
| DealHistory | Displays a timeline of key updates to each deal, such as stage movement, owner reassignment, and expected revenue edits. |
| EmailTemplateAttachments | Lists files attached to email templates, allowing you to review, replace, or download collateral used in campaigns and workflows. |
| EmailTemplates | Retrieves metadata and HTML content for email templates available for automation or manual sending. |
| Fields | Returns detailed field metadata for a module, including label, API name, data type, mandatory status, and pick-list values. |
| InvoicedItems | Shows each product or service line item that appears on invoices, with quantity, rate, tax, and discount information. |
| Layouts | Returns the layout configuration for record pages, including sections, field order, and visibility rules. |
| ListFields | Lists the fields displayed in list views for a module, indicating column order and visibility. |
| ModuleAttachedFiles | Retrieves every file attached to records within a specified module for review or bulk download. |
| Modules | Lists all standard and custom modules in the account, including API availability and customization status. |
| OrderedItems | Shows product line items included on sales orders or quotes, detailing quantity, unit price, and discount. |
| Organizations | Displays corporate profile information, such as company name, address, fiscal year settings, time zone, and default currency. |
| PriceBookPricingDetails | Returns product-specific prices from price books; available only in paid Zoho CRM editions. |
| Profiles | Lists user profiles and their permission sets, including module access and field-level security. |
| PurchaseItems | Displays product line items on purchase orders, including cost, quantity, and vendor references. |
| QuotedItems | Shows itemized products on customer quotes, including list price, taxes, and applied discounts. |
| RecordCount | Returns the total number of records in a specified module for reporting, validation, or pagination. |
| Roles | Displays the role hierarchy and associated permissions assigned to each user. |
| StageHistories | Provides a chronological record of stage transitions for each deal, including timestamps and user information. |
| Territories | Lists sales territories defined for geographic or vertical segmentation, assisting with record assignment and reporting. |
| Users | Returns user accounts along with email, role, profile, active status, and last login time. |
| Visits | Shows recent visit activity, such as website or portal visits tracked through Zoho CRM integrations. |