Bot Code to Add Cliq message to a Task Board in Connect
I'm looking for some 'template' deluge code to create a Cliq Message Action which creates a Task in a specific Connect Task Board.
Embedding of Zoho Cliq Into Notion Page
Hello! Right now i'm trying to create client portal for my clients in notion. They will be able to see all tasks in kanban view, they will be able to ask me for new assets development and so on. But what I'm not sure how to do is: how can I integrate(embed)
I am unable to get details of channel using Zoho REST API https://www.zoho.com/cliq/help/restapi/v2/#Channels_Retrieve_a_channel
I see the following error. https://cliq.zoho.com/api/v2/chats/{chat-id}/messages?fromtime=1546344120000&limit=1000 { "message": "Sorry! Looks like you are not part of this channel.", "code": "not_channel_user" } Also, I notice that I am not able to view
Stay Informed with Task Notifications from Zoho People in Zoho Cliq
Staying on top of tasks and deadlines is important for effective project management and collaboration. By setting up a workflow automation in Zoho People, you can receive instant notifications to keep you informed in real-time within Zoho Cliq whenever
Duplicate row found in your CSV/TSV file
It says Duplicate row found in your CSV/TSV file when i am importing my journals. What are the duplicate checks done when importing? I might have some recurring entries but they are not duplicates and the description and date is different.
Corporate Tax Obligation for DMCC Companies
What is the obligation with regard to corporate tax with for DMCC registered companies. do they fall under exempted catagory ?
How to migrate cpanel mail to new zoho mail?
Hi, I have a client whose email (for his website domain) is currently on "cpanel mail". Now client wants to move to Zoho Mail. I checked migration docs and its mentioned that I can migrate using IMAP or POP but I am not getting exactly what steps should I follow in order to achieve this. As soon I will add clients domain and setup MX Records and SPF for that, I will lose access to currently setup email (cpanel mail) and without adding domain in zoho mail, I can't setup email for that. Sorry if I
Files integration only shows first 200 items
When browsing/searching a WorkDrive volume using iOS Files, there is no way to get past the first 200 files/folders in a team folder. We have a large folder for all our clients as part of CRM integration, and this is a pain. iPadOS 17.2 repro: - open
Coupon Code Reports
Is there a way to generate reports for coupon codes that have been used? I need to track which codes are being used in order to pay commissions.
Before Tax & After Tax subtotal in ZB?
Hello everyone, Good day. Is there a report in ZB that can show sub summary like "Income Before Tax" or "Income After Tax"? Appreciate if you can direct me at the right direction. Thank you.
ZB report totals aligned in left and account in right
Hi, as the title says, my report is aligned reversed, is there a way to change alignment like Accounts in left side and the total is in the right? I look at the general settings and cannot seem to find where it is. Thank you.
Live webinar: Explore WorkDrive 4.0's enhanced productivity and usability
Hello everyone, Join us for an exciting live webinar where we'll delve into the latest feature updates of Zoho WorkDrive 4.0! What can you expect in this webinar? Our product experts from Zoho WorkDrive will guide you through the features and enhancements
CRM API: NO_PERMISSION Error for some modules in developer environment
Hi, I have an access-token with the following scopes: ZohoCRM.org.ALL ZohoCRM.modules.ALL ZohoCRM.settings.ALL with this I can get a response for the deals (/crm/v6/Deals) but for other modules like Quotes, Products, Pricebooks I get an NO_PERMISSION
Logs more useful
Hi, I'm a developer for a company that uses Zoho Creator for its internal management software. The application logs are too complex to use because they contain general references to errors or information, making it difficult for me to pinpoint the exact
API to retrieve Comment from Project Dashboard
Is there any API for doing that? Comments from this page https://projects.zoho.com/portal/[portal_id]#dashboard/[project_id]/comment
Display Company Address if Contact Address is empty
Hi team, any change to display the billing address of a company in a contact which is related to the company if the mailing address within the contact is empty? I tried to solve it with a workflow an And with a custom function to update the fields in
Running the Analytics and Managing the Ongoing Campaign
Hello, We launched a campaign to work with cold leads and we have several questions about running analytics and managing the ongoing campaign. The campaign is available at https://campaigns.zoho.com/campaigns/org668164644/home.do#automation/advworkflows/custom/424466000025963005/view.
Email replies dashboard?
We are just about to start calling aged contacts from our Zoho list and the calls will be followed up with an email. What happens when that contact replies to our email? Is there a way to view a list or dashboard on email replies from any of these contacts?
Better email thread handling
Currently in Bigin, each email sent to or from a contact is listed separately, instead of being grouped in a thread. Email clients like gmail etc display emails in a thread as a full conversation for ease of reading. BigIn should show emails in the Email
Blog post content search field
Hello We have countless posts on the blog and we often need to search the (posts) Topics by subject (Titles) and/or keywords. Just the category is not enough..we urgently need research fields on the blog! See attached image
passphrases vs passwords
Is it possible to implement the option of using passphrases as opposed to random letters/numbers. I would like to keep the same options (special characters, numbers etc). Passphrases are substantially stronger than passwords. Thanks
Lookup Fields are not updated
Hi team, created Lookup Fields in the contacts layout. The major lookup-field is fetching this name of the related contact. Based on that lookup-field I added fields to fetch the billing address information. These fields are showing up, but are empty
Follow Work-items and Convert a Sub-item into an Item - Sprints
Hello Sprinters! In the latest Android version (v1.2.10) of the Zoho Sprints mobile app, we have bought in support for a list of functionalities. Here are those: 1. Work Item Followers: You can now follow or unfollow a work item without being assigned
Make field required based on value of another field
I want to make a field required if another field is set to a specific value. Specifically, for our Opportunities, when a deal is lost, I want to require users to fill in a Reason for Loss text field. Is that possible? If yes, how?
Struggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with
Assisst zoho account reactive
Hi there I need your help to reactive my asssist zoho account. I cannot proceed the payment because my country is Indonesia. Your system only allowed if the currency is IDR.. but I don't know how to change the currency from $ to IDR. Please help I need
Checklists - Sprints
Hello, Sprinters! In the iOS version(v1.2.18) of the Zoho Sprints mobile app, we have introduced support for Checklist feature. What is checklist? Work items or subitems specify the tasks at hand, while checklists offer a meticulous roadmap for their
Change grid layout and note size within folders
Hi there, I've tried to find an answer to this, but haven't yielded the information I'm after, despite it being a seemingly rudimentary question. I'm currently working on a project which requires 9 different notes within a folder. The default layout on
Client script - avoid an additional fetch
This is a script for onCustomViewLoad. I already have the record ID for the record to update. Is it possible to update a record without doing the additional fetch on line 4? var reservation_details = ZDK.Apps.CRM.Size_Run_Details.searchByCriteria(`Fulfillment_Status:equals:Available`);
VP Operations
Looking for a replacement for Quickbooks. Would like to talk to someone about hoe Zoho works and its advantages over QB. Also Zoho sheets and anything else that would be helpful with our business. Can be contacted on our business cell 801-309-3256 9-4
Woocommerce Zoho CRM Connection Problem
I want to automatically send an order when I enter woocommerce to zoho crm but it is not possible. Currently I get the following error. [{"code":"MANDATORY_NOT_FOUND","details": {"api_name":"Pipeline","json_path":"$.data[0].Pipeline"},"message":"required
Assistance with copying date value from Account Record
Hello: Last year I requested assistance in copying a date value from the Deal record to the Account record and this group was super helpful in giving me a function to use. Now, as I'm trying to copy a date from the Account record to the Deal using the
Would like to use both of my monitors as a technician to view multiple monitors in unattended mode
Hi, just wanted to put in a feature request. Would you be able to add functionality for the technician to use two monitors simultaneously in unattended remote session to view two screens on the remote computer? Love this product, and the price point. Jalley
Mutiple Monitors
Are there any plans for multiple monitor use in Zoho Assist Unatteded Access? I have clients that have multiple monitors. I would like to view both their screens at the same time.
Projects and Timesheet grouping
Hi, I'm using Projects and the timesheets to track my employees work time on the different customer projects they're working on. To get an overview, I go to "Home" -> "My Timesheet" and select "Group by user". While I can select a time range through the filter function, I can only get a global view in the list view. 3 questions on this: Is it possible to get a grid view which creates a similar overview over all projects? Is it possible to get a more "condensed" view in the list view? Currently, there
Live Chat notifications
Hi Community, We have recently introduced the live Chat function and I noticed that the live chat notifications seem a bit ´´weak´´ in terms of catching the agents attention. This is particularly problematic when Zoho screen is in the background, i.e.
What's New in Zoho Analytics - March 2024
Hello Users, We are back with the latest update and enhancements in Zoho Analytics to improve your experience. Read on to learn more about what's new in Zoho Analytics. New Database Connectivity We've added two new database connectivity options: HFSQL
How to integrate 3rd party API
Can you provide the documentation how to integrate 3rd party api and display the response in carousel.
50 row limit - Merge and Cluster
I am trying to standardize about 28000 rows. When I select Merge and Cluster, it limits each run to 50 rows. This is not practical for many data sets. I cannot find reference to the limitation in either Zoho subscription or help documents. How do you
Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXX
Next Page