Zoho CRM tasks on dashboard
Hey all, Is there a way to have Zoho CRM tasks show up on the dashboard. It seems the task widgets only pulls the 'Connect' tasks.Custom fields when creating tasking using API
Hi, How can we populate task's custom field when creating task with API? Or, how to update a task, and update custom fields?Access denied in zoho connect
Some of our users are having trouble accessing zoho conect as they receive access denied screens even though their credentials are OK. One case is javier.canseco@eclegal.com getting access denied screen when logging to connect.eclegalcomFax and email questions
Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).Using custom CSS in Connect
I have made a quick test of the custom css for Connect and whilst it updates the styles within the Connect when I'm logged in, it does not appear that the custom styles are also applied to a public manual I have published. Am I correct in assuming thatCustomise home dashboard based on group or user
Hey Zoho, Is it possible to have conditional elements display / hide on the home screen dashboard based on either the user or the group? for example, I am currently displaying KPI’s as an embedded element from Analytics. I have 2x teams, Team A and TeamConnection does not exists
I'm testing out creating a custom app in Connect. I'm trying to connect to Zoom to retrieve a list of meetings. I've created a connection by going to Settings / Developer Space / Connections. I then created a test custom app and a function in a workflow.looking for unique ways to add tasks in zoho connect
greetings i'm looking for unique ways to add tasks and assign them in connect..something similar to zoho mail cheat sheet and smart create menu..is there a way to add tasks via emails, chat messages, or feed posts and so on? thanksFeature Request: Time Tracking for board tasks
Hi, It would be great (Even if it will not be fully integrated into zoho projects or finance) to be able to track time on each task. Similar to what is in ClickUp (Which is somewhat similar to some of connect's features). Thanks!Connect Manuals template
When I make a template of an article in a manual in Connect, the template only appears in my list. Is it possible to create templates that everybody can use?Enable SSO on existing Zoho project
Hi, As we move to AzureAD, we'de like to enable SSO on an existing Zoho Org which have already some users (https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/access-zoho-via-azure#Required_items_from_Azure). Some usersZoho Connect - Manuals Alternative (Uploading my own PDF/powerpoint)
Hello, our company have been using ZOHO Manuals for our company handbook. It is easily sharable between staff and it show the version history and changes. However, the manual isn't exciting in any shape or form. Its not the best functionality. I am lookingCan documents created from the files tab in a Connect Group be shared with external collaborators?
We have groups within our external Connect network where members from within the group need to be able to create and collaborate on files with external stakeholders (not members of our Connect External Network). Is that possible from the Files tab withinWhy can't a guest user add a private task - doesn't have permission
I have set up a GUEST user in my intranet in Zoho CONNECT and on logging in as that that user they are unable to add a private task. Zoho has the option greyed out with a message saying "you do not have permission to add private tasks" I can't find anyCan I add a Task to CRM from Connect?
Hi, we're using Connect boards for tasks, and we can also view CRM Activities through Connect. For any of the Connect boards, I can easily add tasks - however there is no "New Task" buttons for any of the columns in the Zoho CRM section. Is it possible to add an Activity to CRM directly from Connect? https://help.zoho.com/portal/en/kb/connect/tasks/articles/tasks-in-a-board-in-zoho-connect#Creating_and_assigning_tasksTurn off feed notifications for file uploads?
Every time I upload a file in Connect, it posts a notification to the company wall. Is there a way to turn this off? The files are never interesting, but everyone feels compelled to look at them and then ask me why I wanted them to look at a video ofCloning Groups within Zoho Connect
Is it possible to clone a group within my Zoho Connect external network? I would like the clone to include that groups specific settings as well. Please advise.create a deal in CRM when Task in Connect is completed
I want to automate the creation of a Deal in CRM when a Task in Connect is dragged to Completed. How would I do that?CORs needs fixed on required js files to allow Connect to work
Made another ticket but getting no reply so will keep posting These are the errors when trying to attach a file to a paid external Connect network.Problem with Archived Tasks
How to stop the tasks from automatically getting archived? Also I cannot see the drop down button for pending tasks in up right cornerInviting New Users
Hello, We have been using Zoho Connect&Cliq over a year ago with few users. I have been trying to invite 2 new employees for a while now and I see an error saying the users cannot be invited because their accounts are from different zone/area. I do notIntegrating Connect time logging with People timesheets
My users love the ad-hocracy of Connect Boards. I love the rigor of the Client\Project\Job hierarch of People Timesheets We need to start tracking time. I'm looking for ideas on how to use Boards for the time logging, then push it to People for all theConnect Manuals - Images
I am putting together some process manuals using Connect's Manuals functionality. Does anyone have any tips or guidelines on embedding images? Size, format, file size ? I seem to be hit and miss. Some images come out good, and some images seem blurry.Do you have a desktop chat app for Zoho connect?
Our employees would like to communicate throughout the day via chat but having to be in the browser makes it too difficult. Thanks!Post to the company wall using the ios app I
When I try to Post to the company wall using the ios app I get the error this group has been deleted or does not exist. If I post using the website on my computer it works fine. I can also see that post on ios. I just can not create a new post onWhat is the Maximum Records can be Entered in ZOHO Custom Apps through ZOHO Connect
What is the Maximum Records can be Entered in ZOHO Custom Apps through ZOHO Connect?What's the difference between using Meeting or Video Conference in Connect?
What's the difference between using Meeting or Video Conference in Connect?Deleting members from Zoho Connect
Hello, How do I fully delete disabled members from our network? We all find it very frustrating to have to sift through dozens of names of former employees when we want to tag someone who actually does work for us, or add people to a new group. I emailedZOHO Connect Notification emails
Good morning, please advise how to switch off notification emails from ZOHO Connect? Thanks in advance!Hyperlink and text controls in notes and comments boxes.
Could you give any indication of timeframe when the support for hyperlinks and text controls in notes and comments will be released, as per the screenshot below:How do I upgrade or downgrade Members to Guests and Guests to Members in an External Zoho Connect network?
In an external network, how do I upgrade or downgrade members (not employees) between the Member and Guest permission levels?[Zoho Connect] Join file from Workdrive impossible
Hi there, Since 3 days it's impossible to join a file in Zoho connect tasks from Workdrive, nothing appears when we choose the tab.Notifications suddenly stopped for everyone in Connect
Notifications suddenly stopped for everyone. Wall posts, forum, messages. Please help, we rely on those.Mandatory Read
Is it possible to have a mandatory read button which will give The ability to flag specific content as ‘Mandatory Read’ and request that users confirm when they have read it, means you can keep a full record of who has read key content such as fire and health and safety regulations, and issue reminders where appropriate. plus this would also give a report of those who have read and who have not read the article/post along with the ability to remind the user to read the mandatory read post.Portal Language preferences
Hi, I Didnt find a way to change the language in zoho connect portal. Did i miss something?Zoho Connect external networks - web chat?
Hi all, I am trialing Zoho Connect external networks for use in building a community around our products. I was asked if this application supports private chats and I was like "yes it has web chat" because I recalled seeing this on the pricing page. However I can't see anywhere in the guest UI how to start a private chat? (I also should note that I can't find any documentation on this "One-One Chat (Web)" mentioned on the pricing page) Is chat only possible using Cliq chat/channels between intranetTrying to edit an article in a Zoho Connect manual
I'm in the process of moving several company procedures into articles within a manual in Zoho Connect. I've created the manual, and input 2 articles so far. The input was fine, but I can't figure out how to go back and edit an article that's been published! I see no edit option anywhere and I'm logged-in as theAdmin. Help! -DHConnect API - allow to assign Task follower
Business problem: I have a board for each department. People in the department can only see their board. If one department wants to create a task for another department, they cannot create the task on a board they are not a member. I need a method for a task to be create for another board and allow the task requester to follow the task progress. Possible solutions: Use Forms with Flow to capture the information for the task. Use the connector to Connect in Flow to create the task on the correctCreating calendars for annual leave would be great.
Having the ability to share a company wide calendars would be a great addition to this all ready cool application. This way we can share/view/edit an annual leave calendar for example.Invitation Messages
Hi I am setting up Zoho Connect for a chamber of commerce and when inviting members the message looks jarbled and incoherent. ???connect.tpl.dear.fullname??? ???connect.tpl.invitedorg??? ???connect.tpl.invite.accept??? ???connect.tpl.youmaysignin??? ???connect.tpl.invite.accepturlmsg??? https://accounts.zoho.com.au/accounts/i/a?servicename=ZohoPulse&digest=AI-ht1e9DOz5BOeLklhIjZLa6Fmm What is going wrong with this? Why isnt it pikcing up the requried information?Next Page
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Zoholics 2015: Productivity and Collaboration
Hello Zoholics! We at Zoho know that improving productivity and collaboration among your employees is vital to the success of your business. We believe in this idea so strongly that we built an entire set of applications devoted to this! Zoho applications such as Mail, Docs, Projects, Connect, etc. all seamlessly integrate with one another, allowing for greater productivity and collaboration among your teams. Not only do we think businesses like yours