Bulk user onboarding for Cliq channels in a jiffy

Bulk user onboarding for Cliq channels in a jiffy

As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could devote to actual development. 



Let's explore how to create a custom workflow using Cliq's platform components to streamline the process of bulk-adding users to a channel via a Zoho Sheet or CSV file. This approach facilitates a smooth onboarding experience without the need for manual effort.

Pre-requisite :

Before beginning to script the code below, we must create a connection with Zoho Cliq. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho Oauth default connection with any unique name and the scopes -  ZohoCliq.Channels.All and ZohoSheet.dataApi.ALL

Refer to the below links to learn more :

Step 1  : Creation of slash command

  • After a successful login in Cliq, hover to the top right corner and click your profile. Post clicking, navigate to Bots & Tools > Commands.
  • At your right, click the button - Create Command.
  • To know more about slash commands and their purposes, refer to Introduction to slash commands.
  • Create a slash command using your preferred name. Specify the following details: the command name, a hint (to give users an idea of what the command is for), and the access level.
  • Finally, click "Save & edit code".

  1. inputs = List();
  2. inputs.add({"name":"channels","label":"Pick a channel","placeholder":"Choose a channel where you need to add members","max_selections":"1","multiple":false,"mandatory":true,"type":"native_select","data_source":"channels"});
  3. inputs.add({"name":"headername","label":"Header name","placeholder":"Email ID","hint":"In which the Email ID is present","min_length":"0","max_length":"25","mandatory":true,"type":"text"});
  4. inputs.add({"type":"radio","label":"Import type","name":"import_Type","hint":"Choose a type that you need to import users","options":[{"label":"CSV","value":"csv"},{"label":"Zoho sheet","value":"zohosheet"}],"trigger_on_change":"true"});
  5. return {"name":"addbulkuser","type":"form","title":"Add bulk users","hint":"To add maximum of upto 1000 users in a channel.","button_label":"Add Users","inputs":inputs,"action":{"type":"invoke.function","name":"addbulkusers"};

Step 2  : Scripting form function

  • We need to create a function for the form that manages submission responses, including the Zoho Sheet link or CSV file, the name of the column containing the email addresses, and the channel details where users should be added in bulk.
  • Hover to the top right corner and click your profile. After clicking, navigate to Bots & Tools > Functions.
  • To your right, click the Create Function button.
  • Name the function "addbulkusers," provide a description as desired, and select "form" as the function type. Then, click "Save and edit code," and paste the following code.
  1. emailIdList = list();
  2. successlist = list();
  3. failedlist = list();
  4. try 
  5. {
  6. info form;
  7. formValues = form.get("values");
  8. columnName = formValues.get("headername");
  9. headerName = formValues.get("headername");
  10. if(formValues.get("import_Type").get("value") == "zohosheet")
  11. {
  12. url = formValues.get("url");
  13. spreadSheetId = url.getPrefix("?").getSuffix("open/");
  14. sheetName = url.getSuffix("?").getPrefix("&").getSuffix("=");
  15. worksheetname = sheetName.replaceAll(" ","%20");
  16. columnName = columnName.replaceAll(" ","%20");
  17. allDatas = list();
  18. params = Map();
  19. params.put("column_names",columnName);
  20. params.put("method","worksheet.records.fetch");
  21. params.put("worksheet_id",sheetName + "#");
  22. sheetDetails = invokeurl
  23. [
  24. url :"https://sheet.zoho"+environment.get("tld")+"/api/v2/" + spreadSheetId
  25. type :GET
  26. parameters:params
  27. connection:"addbulkusers"
  28. ];
  29. info sheetDetails;
  30. if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() <= 1000)
  31. {
  32. allDatas.addAll(sheetDetails.get("records"));
  33. }
  34. else if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() > 1000)
  35. {
  36. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  37. }
  38. else
  39. {
  40. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  41. }
  42. info "allData: " + allDatas.size();
  43. if(allDatas.size() > 1000)
  44. {
  45. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  46. }
  47. for each  data in allDatas
  48. {
  49. if(data.get(formValues.get("headername")) == null)
  50. {
  51. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  52. }
  53. emailIdList.add(data.get(formValues.get("headername")));
  54. if(emailIdList.size() == 100)
  55. {
  56. channelID = formValues.get("channels").get("id");
  57. params = {"email_ids":emailIdList};
  58. info "Params: " + params;
  59. addUsers = invokeurl
  60. [
  61. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  62. type :POST
  63. parameters:params.toString()
  64. detailed:true
  65. connection:"addbulkusers"
  66. ];
  67. info "Adduser: " + addUsers;
  68. if(addUsers.get("responseCode") == "204")
  69. {
  70. successlist.addAll(emailIdList);
  71. }
  72. else
  73. {
  74. failedlist.addAll(emailIdList);
  75. }
  76. info "100: " + emailIdList.size();
  77. emailIdList = list();
  78. }
  79. }
  80. if(emailIdList.size() > 0)
  81. {
  82. channelID = formValues.get("channels").get("id");
  83. params = {"email_ids":emailIdList};
  84. info "Params: " + params;
  85. addUsers = invokeurl
  86. [
  87. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  88. type :POST
  89. parameters:params.toString()
  90. detailed:true
  91. connection:"addbulkusers"
  92. ];
  93. info "Adduser: " + addUsers;
  94. if(addUsers.get("responseCode") == "204")
  95. {
  96. successlist.addAll(emailIdList);
  97. }
  98. else
  99. {
  100. failedlist.addAll(emailIdList);
  101. }
  102. info "Email id: " + emailIdList;
  103. }
  104. info "Successlist: " + successlist;
  105. info "Failedlist: " + failedlist;
  106. if(successlist.size() > 0 && failedlist.size() > 0)
  107. {
  108. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  109. }
  110. else if(successlist.size() > 0 && !failedlist.size() > 0)
  111. {
  112. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  113. }
  114. else if(!successlist.size() > 0 && failedlist.size() > 0)
  115. {
  116. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  117. }
  118. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  119. }
  120. else
  121. {
  122. csvFile = formValues.get("csvFile");
  123. csvFile = csvFile.getfilecontent();
  124. allDatas = csvFile.toList("\n");
  125. i = 0;
  126. indexValue = 0;
  127. indexBoolean = false;
  128. for each  data in allDatas
  129. {
  130. if(i == 0)
  131. {
  132. headers = data.toList(",");
  133. for each  header in headers
  134. {
  135. info header;
  136. if(headerName == header)
  137. {
  138. indexBoolean = true;
  139. indexValue = headers.indexOf(headerName);
  140. }
  141. }
  142. if(indexBoolean == false)
  143. {
  144. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  145. }
  146. }
  147. else 
  148.             {
  149. emailIdList.add(data.get(indexValue));
  150.             }
  151. i = i + 1;
  152. if(emailIdList.size() == 100)
  153. {
  154. channelID = formValues.get("channels").get("id");
  155. params = {"email_ids":emailIdList};
  156. info "Params: " + params;
  157. addUsers = invokeurl
  158. [
  159. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  160. type :POST
  161. parameters:params.toString()
  162. detailed:true
  163. connection:"addbulkusers"
  164. ];
  165. info "Adduser: " + addUsers;
  166. if(addUsers.get("responseCode") == "204")
  167. {
  168. successlist.addAll(emailIdList);
  169. }
  170. else
  171. {
  172. failedlist.addAll(emailIdList);
  173. }
  174. info "100: " + emailIdList.size();
  175. emailIdList = list();
  176. }
  177. }
  178. if(emailIdList.size() > 0)
  179. {
  180. channelID = formValues.get("channels").get("id");
  181. params = {"email_ids":emailIdList};
  182. info "Params: " + params;
  183. addUsers = invokeurl
  184. [
  185. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  186. type :POST
  187. parameters:params.toString()
  188. detailed:true
  189. connection:"addbulkusers"
  190. ];
  191. info "Adduser: " + addUsers;
  192. if(addUsers.get("responseCode") == "204")
  193. {
  194. successlist.addAll(emailIdList);
  195. }
  196. else
  197. {
  198. failedlist.addAll(emailIdList);
  199. }
  200. }
  201. info "Successlist: " + successlist;
  202. info "Failedlist: " + failedlist;
  203. if(successlist.size() > 0 && failedlist.size() > 0)
  204. {
  205. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  206. }
  207. else if(successlist.size() > 0 && !failedlist.size() > 0)
  208. {
  209. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  210. }
  211. else if(!successlist.size() > 0 && failedlist.size() > 0)
  212. {
  213. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  214. }
  215. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  216. }
  217. }
  218. catch (e)
  219. {
  220. info e;
  221. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  222. }
  223. return Map();

Step 3  : Configuring form change handler

  • After copying and pasting the code into the form submission handler, navigate to the form change handler for the created form function.
  • You can find this in the top left corner of the editor, where you will see an arrow next to the form submission handler. Clicking on this arrow will display the form change handler in a dropdown menu.
  • Click it to edit the code in the form change handler, which is necessary for real-time modifications to a form's structure or behaviour based on user input in a specific field. 
  1. targetName = target.get("name");
  2. info targetName;
  3. inputValues = form.get("values");
  4. info inputValues;
  5. actions = list();
  6. if(targetName.containsIgnoreCase("import_Type"))
  7. {
  8. fieldValue = inputValues.get("import_Type").get("value");
  9. info fieldValue;
  10. if(fieldValue == "csv")
  11. {
  12. actions.add({"type":"add_after","name":"import_Type","input":{"label":"CSV File","name":"csvFile","placeholder":"Please upload a zCSV File","mandatory":true,"type":"file"}});
  13. actions.add({"type":"remove","name":"url"});
  14. }
  15. else if(fieldValue == "zohosheet")
  16. {
  17. actions.add({"type":"add_after","name":"import_Type","input":{"name":"url","label":"Enter the sheet url","placeholder":"https://sheet.zoho.com/sheet/open/6xhgb324f142e91d845e5b4b472f7422379c9","min_length":"0","max_length":"400","mandatory":true,"type":"text","format":"url"}});
  18. actions.add({"type":"remove","name":"csvFile"});
  19. }
  20. }
  21. return {"type":"form_modification","actions":actions};

Business use cases:

  • HR onboarding: Seamlessly add new employees to internal communication channels.
  • Event management: Quickly invite attendees to event-specific channels.
  • Education platforms: Enroll students in course groups in one go.
  • Community building: Grow large communities by importing member lists effortlessly.

Bottom line

Bulk user addition in Cliq channels through Zoho Sheet or CSV files allows us to eliminate tedious tasks, reduce errors, and manage large-scale data effortlessly. Is onboarding consuming too much of your valuable development time? If so, it might be time to shake things up with a customized workflow!

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Automating Employee Birthday Notifications in Zoho Cliq

                                                              Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                            • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                              Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
                                                            • App Spotlight : PagerDuty for Zoho Cliq

                                                              App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
                                                            • Automate your status with Cliq Schedulers

                                                              Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick
                                                            • Bulk user onboarding for Cliq Channels in a jiffy

                                                              As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Introducing the revamped What's New page

                                                                                                              Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                            • Always display images from this sender – Is this feature available?

                                                                                                              In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                                                                                            • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                              This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                            • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                              Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                            • "Subject" or "Narration"in Customer Statement

                                                                                                              Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
                                                                                                            • Apply Vendor Credit Automatically

                                                                                                              Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                                                                                            • Zoho Notebook Sync problem

                                                                                                              I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
                                                                                                            • Apply Vendor Credits Automatically

                                                                                                              We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                            • Cant Save Gauge on Creator Page

                                                                                                              How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                            • Apply Advance option not shown in report

                                                                                                              We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                            • Auto Capitalize First Letter of Words

                                                                                                              Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                            • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                              Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                            • Client Script refuses to set an initial value in Subform field

                                                                                                              I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                            • Emails Are Not Being Delivered to My Inbox

                                                                                                              Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                            • Help Center IFrame Issue

                                                                                                              I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                            • Staff rules

                                                                                                              Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                            • Comment Templates

                                                                                                              Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                            • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                              A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                            • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                              Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                            • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                              A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                            • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                              While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                            • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                              How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • I hate the new user UI with the bar on the left

                                                                                                              How can I reverse this?
                                                                                                            • Question regarding import of previous deals...

                                                                                                              Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                            • Client Script also planned for Zoho Desk?

                                                                                                              Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                            • One person/cell phone to manage multiple accounts

                                                                                                              Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                            • Tracking KPIs, Goals etc in People

                                                                                                              How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                            • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                              Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                            • Can not Use Attachment Button on Android Widget

                                                                                                              this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                            • Announcing new features in Trident for Mac (1.24.0)

                                                                                                              Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                            • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                              I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                                                                                            • Mass Mail Statistics - Number of unsent emails

                                                                                                              How do I find out which emails were not sent?
                                                                                                            • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                              Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                            • embed a form in an email

                                                                                                              Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                            • Zoho Bookings - Reserve with Google

                                                                                                              Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                            • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                              Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                            • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                              Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                            • Global Sets for Multi-Select pick lists

                                                                                                              When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                            • Text snippet

                                                                                                              There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                            • Next Page