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 Excel Add-In 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 | To get the list of email addresses that you can send emails from. |
| CustomFieldHistoryTracking | Query information regarding histories for a particular custom field. |
| DealHistory | Displays a timeline of key updates to each deal, such as stage movement, owner reassignment, and expected revenue edits. |
| EmailTemplateAttachments | To fetch the email template attachments in a module. |
| EmailTemplates | To fetch the email templates in a module. |
| Fields | To get the field metadata for the specified module. |
| InventoryTemplates | To fetch the details of inventory templates. |
| InvoicedItems | Shows each product or service line item that appears on invoices, with quantity, rate, tax, and discount information. |
| Layouts | To get the layouts metadata for the specified module. |
| ListFields | Get the field metadata for the specified module. |
| ModuleAttachedFiles | Retrieves all the files attached to a specified module. |
| Modules | To get the modules metadata for the specified account. |
| OrderedItems | Shows product line items included on sales orders or quotes, detailing quantity, unit price, and discount. |
| Organizations | Query information regarding organizations. |
| PriceBookPricingDetails | Returns product-specific prices from price books; available only in paid Zoho CRM editions. |
| Profiles | Query information regarding profiles. |
| 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 | To fetch the total number of records in the module. |
| RecycleBin | Query the records in the Recycle Bin in your CRM account. |
| Roles | Query information regarding roles. |
| StageHistories | Query information regarding stage histories for a particular deal. |
| Territories | Get the list of territories enabled for your organization. |
| UserGroupSources | Query the sources (Users, Roles, Territories, UserGroups) of user groups. |
| Users | Query information regarding users. |
| Visits | Shows recent visit activity, such as website or portal visits tracked through Zoho CRM integrations. |