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

        • 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
        • Sheet View for Reports

          We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
        • Organizational Emails Send through Email Relay Server

          Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this.  We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials
        • KPI Widget dashboard select periods

          I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
        • API method to convert a Quote into a SalesOrder ?

          Hi, We need to convert a Quote into a SalesOrder using the Zoho CRM API but this action doesn't seem to be available ? (cf online doc). It's strange because the conversion from Lead to Account is available. Is there a convertQuote available ? If not,
        • Zoho Desk User Meetups, Networking Across India this March 2025 : Quick Update

          Namaste India! Here's the opportunity to meet with our Zoho Desk Experts in person, right in your city. Besides meeting our in-house experts, you will get the chance to interact with your fellow Zoho Desk users in your community. Event Update We’re making
        • Data refreshed X mins ago

          How can I permanently have the "Data refreshed X mins ago" in my dashboards? It would be nice to know how old the data is since the minimum refresh time is every 3 hours. So when you open the dashboard you can immediately see the data is X hours old
        • Announcing new features in Trident for Windows (v.1.10.4.0)

          Hello Community, Trident for Windows introduces exciting new features to optimise your email and multitasking experience. Let's take a quick look at what's new. Zoom eWidget Another addition to Trident's list of widgets: the Zoom eWidget. With this new
        • Zoho Creator's 2025 Release Projection 1

          Hello everyone, This is Prakash, senior product manager at Zoho Creator. Today, I'm absolutely thrilled to pull back the curtain and give you a sneak peek at our first release projection of 2025, with an exciting lineup of features set to roll out in
        • Client Script Support for Layout Rule Pop Ups

          In the following pop up which is created by a layout rule, we want to use a client script to calculate the following fields based on the first field. Unfortunately, this is not possible.
        • Pipeline stages for product-led growth (PLG) subscription services

          (Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am
        • Kaizen 179: Choosing between ZDK CLI and Web UI : When to Use Each

          Hello everyone, Welcome back! ZDK CLI uses commands to manipulate with Zoho CRM metadata from a terminal. While Zoho CRM Web UI remains the primary tool for manipulating Zoho CRM metadata like creating modules, configuring fields/layouts etc., using ZDK
        • Button Display Conditions

          Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
        • Analysis of On-Demand webinars

          Morning, We have introduced an on-demand webinar, accessible from our website. But when reviewing the analytics, it doesn't show how long each attendee watched the webinar. Just questioning whether this is available, and if not, is it something that could
        • Automate a CRM workflow with Zoho Cliq

          Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together
        • Mixed order: stock item and business purchase

          Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, which
        • Issue with COQL Query for Retrieving Notes via Zoho CRM API V7

          Hello, I am currently working on a COQL query to retrieve Notes associated with Deal records via the Zoho CRM API V7. However, I am not receiving any response. When I used the V6 API, I did receive a response. Below is the COQL query I am using to fetch
        • Dashboard Auto-refresh

          Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
        • Lookup field of related entities

          Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!
        • Let's Talk Recruit: Is your company profile verified? Here's why it matters!

          Welcome back to our Let's Talk Recruit series! In this discussion, we're diving into company profile verification—what it is, why it’s important, and how it affects your access to key features in Zoho Recruit. This is your space to ask questions, share
        • 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(2/27)

          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。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します!! ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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、
        • Copy button for unattended installer broken.

          Come on guys this is a simple fix on your website. Why is this not been attended to? I keep getting pushed into support cues and the technicians don’t even address the question I’m asking. This is a great product do not let support technicians damage
        • Zoho Sheet import error

          The error "Sorry! Couldn't import the spreadsheet. Please try again later." appears when trying to either of the attached spreadsheets, and I'm not sure what the reason is.
        • Clear specific tag or tags from all leads

          I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear
        • Can´t copy fields

          Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now
        • Free Webinar Alert! Focal Point: Building a Financial Ecosystem with Zoho Workplace

          Hello, community! The financial year-end is here, and it’s time to take control of your finances like never before! We’re thrilled to host a webinar titled Focal Point: Building a Financial Ecosystem with Zoho Workplace to help you set up a seamless and
        • Syncing Deal Tags with Contact Tags

          Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the same
        • Assign Templates to a Branch

          Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same
        • HOW TO INTERGRATE ZOHO PEOPLE TIME AND ATTENDANCE TO ZKTECHO MB10

          Can anyone assist me with how i can go about the integration of Zoho people to a time and attendace device (ZKTecho MB10)
        • Cash sales

          Is it possible to record daily cash sales via the app?
        • How do I see ex employees in Zoho People

          I can't find anyway to see former employees after they've been marked as terminated.
        • Is there a way for a custom function to trigger a custom made email alert?

          Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is
        • Restore deleted spreadsheet

          Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance
        • Better Control over Team Ordering and Display

          Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order
        • Multi User Lookup field on the Zoho CRM iOS app.

          Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update:   * Multi User Lookup field can be added through the
        • SSO/SAML

          Question - how are you guys handling SSO for Desk?  It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly.  We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync
        • Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging

          Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through
        • ZOHO DESK

          I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.
        • An error occurred while uploading the attachment.

          From the image below, attaching files is not possible via the website but is supported through the Mobile App.
        • One time offer in Zoho Campaigns

          Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.
        • Next Page