Zoho Cliq Guest User

• Topic Participants

• Stephanie_Goodman

• Manasa Manogaran

  

• Julie Malnasi

• Anthony

• Farheen Fathima R

  

• Sticky Posts

• New in Zoho Chat: Threaded conversation at its finest best

  Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 

• Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

  Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not

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

  Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's

• 4 Things You Should Do Once You Get Started with Cliq

  Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

• New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

  With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

• Recent Topics

• Introducing bot filtering for accurate analytics

  Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Company domain with Zoho Mail as support email in Zoho Desk

  Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

• Best way to organize Zoho Desk with CRM products

  I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 

• Emoji Support in Bigin CRM

  We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Workdrive API Get list of Sub Folders not working

  Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders

• is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Update Regarding Zoho Finance Applications' Domains For API Users

  Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

• Zia powered by GPT is already available for MExico?

  Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!

• Adding a Download field to a form

  I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.

• Campaign Edit - Vertical Align Text to Center

  I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

  There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and

• Enable 2FA / MFA in Bigin

  Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our

• Forwarding Zoho Desk Support Email to a different e- mail

  Hello, I am using ZohoDesk and I have a Zoho Desk Support e-mail setup. I would like to know if there is a way to forward the e- mail inbound to this Zoho Desk Support e- mail to a different e- mail?  Thanks!

• We are being overbilled by Zoho and they refuse to correct it

  We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 months

• Does the ability exist to make tax on the customer profile mandatory?

  I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

• Triggering rules on lead conversion

  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

• How do you remove a user from SalesIQ?

  I have a user in Sales IQ who needs to be removed (she's no longer involved with sales and chat) but I can't find any way to remove her. How do I do that?

• Integrate SalesIQ with tiendanube.com

  Tiendanube.com is the leading e-commerce platform designed to help businesses create and manage online stores. It provides tools for entrepreneurs and companies to set up, customize, and operate their online shops with ease. Tiendanube is particularly

• How to reset Zoho Commerce

  Hi, we are preparing a new onlineshop connected to commerce and books for going live in the next days. Now we want to delete all tests and transactions we made within the development process. And also add a new tax rule which is not possible at the moment

• Create Ticket from Chat with Rest API

  Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks

• Free webinar: ‌Zoho Vault in 2024—A live Q&A with our experts

  Hi everyone! 2024 has been a pivotal year for us, taking our journey from a basic team password manager in 2013 to a full-featured security platform offering password management, single sign-on (SSO), and soon, passkey management. Our team has been tirelessly

• Kaizen #167 - Configuration and Initialization of Zoho CRM Python SDK (V7) for different client types

  Hello everyone! Welcome back to another week of Kaizen! Zoho CRM Python SDK allows developers to integrate Python applications with Zoho CRM. In today's Kaizen post, we will explore how to initialize and configure the SDK for both self-clients and server-based

• Zoho Forms - Dynamic Prefill Setup Question

  Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need

• How to get a list of Team Folders associated to a Project from the API?

  I've tried the below, based on another article and was unsuccessful. response = invokeurl [ url :"https://projectsapi.zoho.com/api/v3/portal/" + _portalID + "/projects/" + _projectResID + "/folders" type :GET connection:"zohoprojects" ]; info response;

• Email Alert attachments unavailable for Vendor Payments

  I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is

• How to create Sepa Direct Debit XML file: solution and code

  Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

• Exporting Project Tasks

  I can export the gantt chart to a nice PDF in colour, but we want just the task list in a nice colour layout. Is there a way to export it to PDF without the gantt? It would be perfect to give to clients.

• bug reporting with the count of linked Desk tickets

  I am aware that when viewing an individual bug, you are able to see a count of the Desk tickets that are linked to the bug on the right hand side. However, I cannot see a way of reporting this figure from a list of bugs. Our use case is that we would

• Unable to send e-mails to an specific address

  Hello. I'm having problems sending e-mails to my shipping company. user@shippingcompanydomain.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 <user@shippingcompanydomain.com>: Recipient address rejected: User unknown in virtual mailbox table Reporting-MTA:

• Blueprint transition help needed

  I have 5 approvers. For a stage to be passed to the next stage, I require any 3 out of these 5 approvers to make the approval. There is no particular sequence of approval, at any one time, any one can approve. As long as 3 approvers approve, the stage

• Year-End Wrap: Out-of-Office Made Easy with Zoho Mail

  As we wrap up 2024, now is the perfect moment to take control of your email routine and gear up yourself for a productive and successful new year. We have curated a series of weekly tips to help you master your email management starting today. Watch out

• Creator Simplified #9: Automatically Sending Uploaded Files as Email Attachments

  Hey Creators, Welcome back to the Creator Simplified series! Today, we’ll explore how to automate file uploads as email attachments in Zoho Creator—a handy feature that saves time and reduces manual effort in your business processes. Use Case: In a typical

• Zoho Books Community Meetup: Learn, Grow, Network!

  Hello users! We are excited to announce a series of upcoming Zoho User Group meetups and would love for you to join us! This is a great opportunity for you to connect with other users, share experiences, and learn more about how to make the most of our

• Bar chart from Deal Stage Snapshot table not showing right amounts

  Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amounts

• How to Display Territory Field on Deal Object

  I am assigning Territories to Deals. I am able to use the Territory field as a column in my list view but cannot figure out how to enable it to be visible when viewing a Deal record directly. Can you advise on how to display the territory assignment as

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