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


      • 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

        • Payment Gateways For South Africa

          Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?

        • Hide Admin Only settings

          It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.

        • Zoho Projects API fails to update integrated field

          I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".

        • Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

          I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather

        • How to identify a ticket merge through Webhooks?

          The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the

        • Native SMS Integration in Zoho Desk

          I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,

        • Share Projects with Vendor Zoho Projects Portal

          I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.

        • Timentry and Support Plan Relationship

          Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits

        • Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

          Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution

        • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

          Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

        • Android notifications not working

          I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.

        • Email Templates - Increase Width

          The email templates created in CRM do not seem to allow to widen the margins.  When the template is dropped into an email, the copy is centered in the email.  Is there a way to increase the width or the margins so the text simulates a normal email?

        • my clients are not receiving mails

          Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect

        • zoho mail and crm is very slow

          I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.

        • How to use if_case with expressions other than equals

          I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use

        • Create global project dashboard for all users

          Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects.  right now, I have to modify each project dashboard per project per user.  This is not practical.  

        • Inline images are not shown on iPhone

          When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when reading

        • Kaizen #186 : Client Script Support for Subforms

          Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

        • Viewing Live data

          Where can I see the live data that is sent from the device?

        • Canvas templates can now be shared with different CRM organizations

          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

        • CRM to Writer Mail Merge Preview not working

          When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

        • Show Call History During a Blueprint Transition in Leads Module

          Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have

        • How to delete more than 100 leads at a time.

          We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.

        • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

          #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

        • Canvas for related lists

          Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

        • Standalone custom function not generating logs

          Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

        • ACR Phone mobile app for logging phone calls into Zoho CRM

          ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

        • How can I throw an error / terminate the flow from within a custom function?

          As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more

        • Multiple Zoho Attendees in a Customer meeting

          We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

        • Password change restriction

          Can the administrator restrict users from changing their email password?

        • MS PowerApps Custom Connector

          Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

        • Zdk-cli

          As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

        • Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

          So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

        • Customer Portal Zoho Desk | Sort ticket list

          Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

        • Customer/item(s) bought view

          Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

        • ERROR: Product type cannot be changed for Items having transactions.

          I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

        • Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose

          New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.

        • WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order

          Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.

        • ZOHO Desk-Enable Ticket Notification sound

          Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?

        • Batch Tracking Enhancements In Zoho Inventory

          Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

        • Next Page