Excel Add-In for Zoho CRM

Build 25.0.9539

Tags

Fetch, create, update or delete tags which are keywords that help to categorize records based on their characteristics.

Table-Specific Information

Select

Please note that when querying this table without any 'ModuleName' filter, the add-in will fetch tags for the following modules: 'Leads', 'Accounts', 'Contacts', 'Deals', 'Campaigns', 'Tasks', 'Cases', 'Events', 'Calls', 'Solutions', 'Products', 'Vendors', 'PriceBooks', 'Quotes', 'SalesOrders', 'PurchaseOrders' and 'Invoices'.
Please supply the 'ModuleName' filter to fetch tags for other modules.

The add-in uses the Zoho CRM API to process WHERE clause conditions built with the following columns and operators.

  • ModuleName supports the '=' operator.
  • MyTags supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Tags WHERE ModuleName = 'Leads';
SELECT * FROM Tags WHERE MyTags = true;

Insert

To create a tag, you must at least supply a value for the 'Name' and 'ModuleName' columns.
INSERT INTO Tags (Name, ColorCode, ModuleName) values ('text', '#1979C2', 'Leads');

Update

Specify the Id and ModuleName in the WHERE clause when executing an update in this table.

UPDATE Tags SET Name = 'White', ColorCode = '#FFFFFF' WHERE Id = '1170218000000590001' AND ModuleName = 'Leads';

Delete

Specify the Id in the WHERE clause when executing a delete in this table.

DELETE FROM Tags WHERE Id = '1170218000000611005';

Columns

Name Type ReadOnly Description
Id [KEY] String True

Represents the unique ID of the current tag.

Name String False

Represents the name of the current tag.

ColorCode String False

Represents the hex color code of the tag.

CreatedById String True

Represents the ID of the user who created the tag.

CreatedByName String True

Represents the name of the user who created the tag.

CreatedAt Datetime True

Represents the date and time at which the tag was created.

ModifiedById String True

Represents the ID of the user who last modified the tag.

ModifiedByName String True

Represents the name of the user who last modified the tag.

ModifiedAt Datetime True

Represents the date and time at which the tag was last modified.

ModuleName String False

Specify the API name of the module to get tags of.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
MyTags Boolean

Set this to true to only display the tags created by the current user.

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Build 25.0.9539