RESTRICTIONS

RESTRICTIONS

How can I restrict my company users from adding other users (who are not part of my organization) in contact list and restrict direct messages

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      • 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

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        • GST Returns India

          1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ???  Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers should
        • E-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India

          We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way Bill
        • Subform data to Sheets

          I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data
        • Voiding of Invoice

          What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?
        • Search WorkDrive File Contents from Creator

          Good afternoon, I am building out a Creator app where I want to allow users to input search terms from Creator that will return the appropriate files that contain those keywords from their Creator search. Is this possible?
        • execute workflow when a package is create

          hji, there is a wey to make a workflow when a package is sended o created ?
        • Adding string / text fields to modules

          I'm working on a custom leads module with a layout for call center agents.  I need to add text fields that are for display purposes only to prompt call center agents.  I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. is
        • BCC Dropbox on the Agency Module

          Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of tracking
        • Display Company Logos in Pipeline View

          To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
        • Data Model - CRM Adjusting size of Entity boxes

          (Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars
        • Symlinks not working

          Hi all - we're finding symlinks placed inside WorkDrive connecting to fodlers doesn't work. Anyone else seeing this?
        • Do "shortcuts" or symlinks exist in Workdrive?

          I need some kind of link or shortcut to put into folders that point back to original files or folders, is there any way in Workdrive to do this?
        • Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

          With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.
        • Issue List Export

          When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?
        • HTML formatting in task comments

          A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?
        • Create and save user-specific filter views with Zoho Sheet

          The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If
        • Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit

          Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can
        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(4/24)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 4月開催のZoho ワークアウトについてお知らせします。 今回は初めて渋谷にて「リアル開催」します!! ▷▷詳細はこちら:https://www.zohomeetups.com/Zoho20250424 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
        • An update to improve email delivery | Email Authentication & Relay

          Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)
        • Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.

          All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building"  or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
        • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

          I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").
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          Le parcours client n’est plus une ligne droite. Aujourd’hui, les acheteurs prennent le contrôle : ils explorent les réseaux sociaux, consultent des avis, visitent des sites web et interagissent directement avec les marques. Ils ne se contentent plus d’écouter
        • How to Update custom Fillable Fields via Zoho Contracts API

          Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.
        • Leave request for 0 hours is registed as 24 hours

          I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a
        • Seeking Business/Operations Analyst with Strong Zoho Creator Skills

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        • Limit POP Downloads to Inbox?

          Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!
        • Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

          I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear
        • How Can I change admin account Email?

          Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!
        • Can't remove old phone number from Zoho email account and add a new one?

          Every time I try to add my new number it supposedly sends me a code which I never get and I still don't know how to remove the old number.
        • Many Deals to one Contact - Syncing issue

          Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.
        • How to integrate single-sign-on using Linkedin in Zoho Creator

          How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.
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        • Permissions on Views

          Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations
        • Repeating Images in Emails

          Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the
        • How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

          How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
        • 554 5.2.3 MailPolicy violation Error, help?

          This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please
        • Por que utilizar o Zoho Creator 6?

          No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamente
        • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

          Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being
        • m2 is converted to Kader when switching from Dutch to English

          By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translation
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