How do I give access to a Chat to my clients

How do I give access to a Chat to my clients

We use Zoho CRM and would like to be able to include people in the chat that do not have a Zoho account.

For example, I am chatting on Zoho with an inside sales engineer and we need to bring the client into the chat discussion.  How can they be added and what do they need to install or have a zoho account?

THank you.
George


      • Sticky Posts

      • 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

      • 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

        • Recent Topics

        • SMTP error

          I am using SMTP from Zoho the account is accounts@khlaklaeeb.com it was working fine then started to have Error and unable to delivery messages SMTP host SMTP.zoho,com SMTP user: accounts@khlaklaeeb.com SMTP port 465 PAssword: App Password it was working

        • Zoho Books Roadshows are back in the UAE!

          Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

        • Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

          I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

        • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

          it is really annoying.

        • Co-existing with Google Workspace

          We currently use GWS and due to legacy practices, we cannot migrate away from it. Not easily anyway. The issue we have is that while we have Zoho Mail, we get duplicate copies of emails. Our setup is that GWS is our primary. We have Zoho MX records in

        • Stop Zoho Projects From Automatically Adding Client Users

          I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

        • dd Linked Note to Comments & History via Custom Function + Zoho Document View Feature

          Hi all, I have a couple of custom functions running in Zoho (specifically in Inventory/Books), and I'm trying to streamline it. Here’s the scenario: When a Purchase Receive is processed, my custom function automatically creates a Package. I'd like to

        • How to break line in zohoCRM

          Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead of

        • Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

          Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate

        • Zoho Live chat doesnt chat on CRM Contact page????

          We have used Salesforce Live Agent for the last 8 years and the chat comes in on the Contact record which is logical and intuitive as the chat agent can see the customers sales history and open opportunities...etc... We just migrated to Zoho CRM and I

        • Image Quality Issue on Zoho Assist

          Hello, For the past two days, I've been experiencing a significant image quality issue on Zoho Assist when connecting to one of my computers. I’ve tried reinstalling the application, but the issue persists across multiple devices. The internet connection

        • New views to manage activities within a record

          Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of

        • Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

          Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support

        • Sent Mail not in "Sent" IMAP folder

          I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw!  Please fix this ASAP! Oliver

        • Add additional field to quick search results

          IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

        • Admin Control for Subscribing Users to Bots in Zoho Cliq

          Hello, I would like to request an enhancement to Zoho Cliq, specifically related to subscribing users to bots. Current Issue: When using the Zoho Desk integration with Cliq, notifications such as Mentions, Happiness Ratings, and Pending Blueprint Transitions

        • Eighth Insight - Oversee module relationships with Lookups

          The Wheels of Ticketing - Desk Stories Oversee module relationships with Lookups ‌Learning about lookups A lookup field provides a powerful way to display and utilize data from another module directly within a field of your current module. This functionality

        • New capabilities for custom buttons: Elevate UX and CX with just a click!

          -------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy

        • Client Side Scripts for Meetings Module

          Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

        • CRM APP

          So the crm can now have image uploads. Great for us doing site surveys and linking them to customers. Unfortunatley the crm app does not show the image fields.  Any ideas of must we create a form and then link that?

        • Zia Summary for Account - What is its reach

          Hello! I've been working with the Zia summary feature and it's very useful. However, it seems to pull in notes and things directly "on" the Account. If I have a meeting or phone call and provided detailed summaries with the event associated to the account,

        • Search a custom module record based on a date range

          Hi , I hope you can share some guidance. I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module). Here’s the context: 1. I have a custom module that stores quarterly values (e.g., rates or thresholds).

        • How do I associate an expense to multiple projects?

          How do I associate itemized expenses to multiple projects, like assigning each line to the respective project

        • So what's the limit?

          Recently our team encountered an error popping out when sending a service report. Although the report was sent successfully to zoho desk but the site asset record isn't updated. We notice this error occur only when line items [subform record] exceeds

        • Charge to add client users to a ZOHO Project?

          Is there a charge to add client users to access a zoho project portal?  An additional license charge or any other additional costs?  Thank You

        • Zoho CRM Notifications API - Channel Expiry

          Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

        • Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]

          Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

        • job opening status is locked and and I cannot change it

          Dear Support I am using standard plan. The job opening status is locked and and I cannot change it.

        • IDN domain

          Why I can't use my domain www.blažek.com I do not want use unfolded shape www.xn--blaek-wib.com in my mail. Can you help me please?

        • Gmail - Error 553 Relaying Disallowed

          Hey Zoho, I have just set up my mail server and added a couple of email accounts. I've verified my domain and added the mx records with my registrar (namecheap.com) What I'm trying to do is to be able to send email from my domain through Gmail.  In Google

        • Candidate status change

          I am trying to change candidate status from "interview scheduled" to "hired". Where do I do this at?

        • How can I set up my contacts so that all users can have them on hand when they sign in?

          Hi.  For my business I would like to set up the Contacts so they are available for any user. 

        • Sharing Knowledge Base articles across multiple departments

          It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

        • Getting Project Template List using the REST API

          I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

        • Where do we manage tags?

          Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

        • Custom Return Path - Host Name

          Hi there, I've successfully set up SPF/ DKIM for Marketing Automation, but struggling to complete the Custom Return Path. I'm settting up on Wix. What should the host name be for the CNAME record? In Zoho Help it just says: "type your host name (sub-domain

        • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

          Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

        • How to send Messages to Leads/customers

          I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,

        • Daily-rate for projects

          I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.

        • AI feature in Zoho Desk suggesting answers based on past ticket threads

          Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

        • Next Page