How do you change a primary client of a project using API?

How do you change a primary client of a project using API?

How do you change a primary client of a project using API or deluge?

      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

        • Recent Topics

        • Access Tokens and WEbhooks

          I have a linux server application that I want to be able to talk to the cliq chatbot and get a response back to that linux server application. This is for the linux server application to check the chat/channel's message history in Cliq. The Zoho API
        • info, hr, support, ... etc.

          Hello, I want to have a dedicated inbox email as info@mydomain.com, hr@mydomain.com, support@mydomain.com ... etc. , and be able to use these email inboxes inside Zoho applications like using the info with my CRM Email configuration, the email used for
        • How to add curly quotation marks and apostrophes in Zoho Mail

          Is there a way to set up Zoho Mail so that, when I compose email messages, my quotation marks and apostrophes are curly rather than straight? I read a couple of 12-year-old conversations about this topic but specific to Zoho Writer and there was no
        • Import Woocommerce Orders to Zoho Books with Zoho Flow

          Hi folks, is it possible to import Woocommerce orders to Zoho Books using Zoho flow? Usually the Woocommerce Orders have several line which would need to be imported. When I click on "use this flow" it will have me sign in, which is fine, and then I am
        • Zoho task approaching due date notification on Cliq.

          Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebody
        • How to restrict on duty Requests?

          We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?
        • Change default "Sort by"

          Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
        • Marking a Desk ticket as Unread after merge

          We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the
        • Addition of RE: to Every Reply Email

          Hi, In Zoho mail every time I reply to an email it puts a RE: in the subject line. So after a few replies on same email the subject line looks like RE: RE: RE: RE:RE: RE: RE: Order Details Can I stop Zoho mail from doing this bug? Thanks, Grant
        • Operation not permitted

          I'm trying to set up email for this site - pawsathome.uk - and when I go to: Admin Console>Domains>Add> I keep getting error - 'Operation not permitted' - See attachment. WHY??
        • User Filter for Dynamic Date Dimensions in Zoho Analytics

          One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance
        • In this zoho email option ₹700 /user /year what is the storage space provided?

          In this zoho email option ₹700 /user /year what is the storage space provided?
        • Making another calendar your default calendar

          I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it
        • Zoho Mail Setup for New Domain ModZbig.com

          Respected Zoho Support Community, I have this account as my personal account, I bought a new domain https://modzbig.com/ and I need to know can I setup free Email Setup with this account for my new domain. My new website is about to provide latest mod
        • Displaying Inactive Customers & Vendors

          Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, would
        • Consigo excluir um e-mail que enviei errado?

          Olá, enviei um email para um cliente e escrevi coisas erradas, como posso excluir este email enviado da caixa do cliente? existe essa possibilidade de cancelar e-mails que foram enviados? Obrigada
        • Unable to send message;Reason:553

          Can Receive email, but Not sending. Please check & let me know the possible solution.  zb14340497 Thanks
        • Font Size 11 - Zoho CRM Email Templates

          Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
        • Adding Attachment to Desk Ticket via Deluge

          Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from
        • Set Custom Icon for Custom Modules in new Zoho CRM UI

        • Power-up your app with spreadsheet editing using Zoho Office Integrator!

          Hello users, Did you know that you can create and edit spreadsheets right in your web app? With Zoho Office Integrator's embeddable spreadsheet editors, you can easily add the capability to create and edit spreadsheets collaboratively in your app. With
        • Lead Blueprint transition in custom list view

          Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
        • Time Based Workflow Rules for Projects and Tasks

          Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions that
        • How to Send Weekly Scheduled Emails of a Custom View

          Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
        • Extract first and last name

          I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result
        • Field value permission to set for automation to work as expected?

          I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
        • SEO for your Zoho Sites Website

          Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/
        • Convert Leads to Deals in Portals?

          Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
        • Default view in Email on Company Module

          Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differently
        • Custom module in Portals won't edit

          I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?
        • Kaizen #111 : Set default values based on Page Layouts using Client Script

          Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
        • YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts

          As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
        • Does Client Script work on Zoho CRM Portal?

          Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
        • Translation in Zoho CRM now supports various regional languages

          Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, each
        • Drop down of Zoho users aka Employees

          Is there any field I can add to have an up-to-date list of current Zoho users ? Use case is for an employee to select their manager - however I don't want to have to manually populate a dropdown field every time someone joins or leaves our company. Why
        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
        • Last Name / First Name

          Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
        • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

          Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
        • Unable to receive emails on outlook

          I am able to send on outlook, but unable to receive. None of the settings have been changed and it was working perfectly up until a few days ago.
        • Zoho Creator User Group meetups in a city near you!

          Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a
        • Next Page