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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        • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

          Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
        • Add discount column to zoho books quotes

          I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column
        • Zoho Client form visible before pressing book appointment in Zoho Booking

          Is there any way to have the Client form (name/phone) visible before pressing book appointment in Zoho Booking? I just want to be able to fill out the client info form before selecting a time to book an appointment thanks
        • Request : Icons/Symbols/None for Events

          When creating events it's distracting that it uses the first character as an icon. It would be greate to be able to customise/brand this section as well : Example : the characters 3 and C in the coloured block looks inconsistant
        • Calendly Maximum bookings per day

          This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours
        • A consultant with different working hours for each workspace

          As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right
        • Date format in the Account settings are not reflected in other applications

          The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone
        • Multiple Bookings

          Are you able to add multiple booking functionality so that if a client is booking multiple services in a single appointment, they can do that and only pay once rather than book and pay for each service separately?
        • Zoho Bookings NOT Reflecting Accurate Timezone Settings

          Hi - I am having issues with Zoho Bookings, as the timezone that is showing on the live page is not reflecting the customer’s time zone (see screenshot showing 12:15pm scheduled meeting with 11hr difference reflecting the same timezone MST). I have updated
        • Integración de Zoho Bookings en Shopify

          Hola, ¿alguien sabe si es posible integrar la aplicación de reservas de zoho en shopify? no quiero decir incrustrar la página de reservas en la web de shopify, sino integrarla en el checkout de shopify y vincularla con los productos-servicios de la web
        • Integrate zoom with zoho bookings please; or add optional times in zoho meetings

          Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.
        • How to show dynamic icons on Zoho Creator page

          Good day! Suppose I have three KPI panels at the top of a Zoho Creator Page. Each panel compares a current year metric to a prior year. How can I dynamically display an up or down arrow icon next a metric? 1. I tried creating a page variable with the
        • Workflows User based or Organization based

          Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B
        • Unable to Merge & send for sign collection - Error "Failed to send for collection. Internal error occurred in Zoho Sign."

          Hello, We have been using Zoho CRM to create Contracts thru mail merge and then "Merge & send for sign collection", now we cant use it anymore, for some reason zoho sign creates a "Draft" of the document but never send it, what can we do to get back the
        • 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
        • Listado con descripción de artículos

          Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
        • Track client progress and reminder

          Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which
        • Data reset

          Is there a reset button that I can restart the whole process fresh new ? It's costs much effort and time to erease everthing one by one
        • How i find out day from date i.e. Monday, Sunday etc

          I have all 30 days of month ,and as i am holiday approval ,I want to add holidays of my company is on saturday and sunday and government holidays also.How i know from date it is which day..
        • Auto assignment of tickets to an agent in Zoho Desk based on Account owner in Zoho CRM

          Hello everyone! I have written a custom function in Zoho Desk to automatically assign a ticket to an agent in Zoho Desk based on the account owner in Zoho CRM when a new ticket is created in Zoho Desk. I hope this helps who need it. You must create a
        • Credit Card Terminal for Zoho Books

          Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You
        • CC someone in email campaign

          I would like to CC my CEO in an email campaign I am about to send out. Is this possible in Zoho?
        • Sending out a lot of emails, not sure who to follow up with

          When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.
        • Schedule workflows to run on business days only (not weekends)

          Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in
        • Zoho CRM Customization for Real Estate Agents?

          Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?
        • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

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        • Importing data into subform

          Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subform
        • Recurring Projects

          I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!
        • Fetch each workday date between two dates

          Hello! Is it possible to fetch each workday date between two dates, and then insert a record on each of those dates on a calendar report?
        • How do I add our corporate fonts to campaign template?

          We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?
        • how can i add my sim cards and integrate the to zoho sms campaigns

          how can i add my sim cards and integrate the to zoho sms campaigns ... i have 6 etisalate numbers and 50 k sms per month ... and i needed to do do via zoho
        • Tracking Agent Diligence in Updating Records

          Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,
        • Not receive OTP via phone sms

          Hi, I have a Zoho account where I cannot sign in it as I not receive the OTP sms. Previously can receive but start from yesterday not receive anymore. The phone sms working fine as I still receive sms from others.
        • Why Can't I Add Multiple Facebook Fanpages on Zoho?

          I want to more fanpage Facebook
        • Feature Request: Search in the PC client. Some thoughts about the search.

          Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
        • ZOHO DESK link with Power BI

          HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.
        • Custom Buttons

          Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.
        • How do I generate a report with the total amount of money trasferred from one bank account to another?

          Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only
        • Parent / Child Relationships for Goals

          A business best practice is to set company goals and align management goals to the company goals. Subordinate goals are then aligned with management's goals in order to deliver on the vision. This setup is common for popular management systems like EOS.
        • Feature enhancement: Highlight rows based on a cell value

          Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
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