Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

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• Sticky Posts

• What's new in Zoho Cliq - Our 2020 updates

  Hi Everyone!  We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end. Remote Work - Set up your office workspace with Cliq We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space

• Cliq works in Hindi across all interfaces

  We're thrilled to announce that Cliq has added Hindi to the list of supported languages. Read on to know how you can localize Cliq with just a few clicks! Cliq Web & Desktop App  Tap on your display picture to open the user panel Click on My Zoho Account to land on your account set up view and click on My Profile Info In the Language field, search and select हिंदी   Save your preference!  Cliq Android  Go to Settings, then Language and input, and switch to हिंदी . Now, Cliq will adapt to the language

• Simplify and Centralize your workflows with Forms

  Hello Everyone, We're thrilled to kickstart this new year with a feature release! Forms in Cliq - just got bigger and better. Forms allow you to work with multiple pieces of information at one go! Creating a survey, assigning a task in your project management software, raising a request with your IT team, or anything else that requires you to perform a multistep task, across single or multiple applications— Forms can do it all. A quick rundown of the uniquely powerful features of Forms Dynamic -

• Farewell, Zoho Chat! Welcome, Zoho Cliq!

  Hello all,   As the heading says, Zoho Chat is now Zoho Cliq with power packed features that will keep you hooked. Cliq is designed to provide you with topnotch collaborative services that will keep you connected at all times.  Let me list a few features outlining it's functions:  Audio & Video calls: The calls are available in 1-1 Chats. Get connected instantly with your contacts and colleagues from anywhere.  Commands and Bots: You can now create Commands and Bots to integrate your internal tools

• Recent Topics

• We are being told that emails sent to us bounce back on first attempt, then go through upon the second attempt. How do we fix this?

  As the title suggests, when interacting with another business today (one that is also using their own domain emails) we were told that each time they sent an email to us, it would bounce back upon the first attempt, only to go through successfully upon

• MA 2.0 Email Footer

  Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• Workflow Based on Manual Journal

  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

• Assistance needed in transition if firm is converting into company

  Hello! Our sole proprietor firm is converting into private limited company. I would like to know what needed to be done in zoho books for such case. what are steps that needed to be perform for transition process in our zoho books organization profi

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

  Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Picklist reference value in REST

  picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

• Improve Zia Data Foundation

  Hi, is it possible to manually improve Zia's CRM data foundation for companies? Zia tends to give data based on foreign companies but we only operate in the German market. Even if I specifically but the German company name and the URL to the german imprint

• Verify email addresses to be eligible to use BCC dropbox

  Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrate

• Unable to access Zoho Help Community on my main browser

  Hi, I have been unable to access https://help.zoho.com on my chrome browser for a while now. Initially I thought it was a glitch from Zoho, but when I accessed from incognito mode, I was able to access it. I have cleared cache - cookies, but still access

• Add an Iterator Module to Zoho Flow

  Hi Zoho Team, I hope you're doing well. We would like to request a new feature in Zoho Flow: an Iterator module. An iterator is a special type of module that converts an array into a series of bundles, outputting each array item as a separate bundle.

• How can I edit the Picklist History?

  I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off

• Integrate Google Chat with Zoho CRM for seamless collaboration

  Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

• Effortlessly advance through your CRM blueprints by including optional fields in transitions

  Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all

• Subform Lookup field showError doesn't clear in Client Script

  I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.

• Zoho CRM API, Python SDK v7 Quoted_Items

  Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot

• Whatsapp Notification For Cliq

  We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Debit opening balances of vendors

  Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

• Get Ready for In-Person Meetups Across Asia-Pacific this April 2025

  Hello to our vibrant Asia-Pacific Community! We are thrilled to bring our Zoho Desk Experts to your cities! What's more special than meeting in person? This is your chance to: Connect directly with our experts Address your concerns firsthand Discover

• Participation handler does not get triggered on photo comment edits

  I'm working on a bot participation handler to automate a task. For this to work, a photo with a comment is required. The bot does see a "message_created" operation, but it does not trigger a "message_edited" when a photo with a comment that has been posted

• Request for refund

  Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho

• Inquiry regarding B2B website through Zoho Commerce

  We are looking to build an online B2B customer portal for Consumer Goods primarily for order placement, with an e-commerce-style layout. Additionally, we would like to offer our customers features such as: 1.Viewing past orders and order updates 2.Accessing

• Query Regarding dynamic Item Creation for Invoice via Zoho API

  Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includes

• Having trouble with emails not sending from zoho mail web client

  Hi we have been having this problem from a few of our email accounts where they are unable to send the email at first and then if they try to send it multiple times quickly the email appears to send but does not show up in sent.  The Error is shown below. Unable to connect SMTP server:smtp.goric.com Reason:Unknown host:

• Pausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025

  Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is a

• Zoho Workdrive Fixed View or Sort Settings for External Links

  Hi , For the folder links we shared via an external link, it would be great if we could set the view and sort options that the external user will see when accessing the file through the link. Thanks to everyone.

• Filter timesheet by log title

  Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you

• Perfomance Management - Zoho People

  Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

• Get all timesheets of all projects of specific date from API

  I can get all timesheets of all projects of specific date with this call : GET /portal/[PORTALID]/projects/[PROJECTID]/logs/For all getting, this action is called for each project ant do that is not very good... Does it exist a call which I ignore, as  GET /portal/[PORTALID]/logs/[DATE] ?

• Update Date field using a custom function

  Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:

• Creator Simplified #6 : Create custom buttons for multiple records using form object

  Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a

• Can't add company logo and favicon as a superadmin

  I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

• Duplicate Contact Records in Zoho CRM

  Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or

• Storage Issue with Zoho Sync

  Hello Zoho, We have uploaded multiple GBs of Data into ZohoDrive but the actual size taken in the windows is worrying us. The difference is folder / drive size was significant and it cannot be caused due to small word/excel files. I hoping all the uploaded

• message var is empty in bot mention handler

  Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"

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