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

        • Client Script - onBeforeUpdate, how to get the new value of picklist

          Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently saved

        • Zoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support

          We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.

        • Sync Zoho CRM Contacts to Microsoft 365

          I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I did

        • Recording the deducted TDS on advance received from Customer (Zoho Books India)

          Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted

        • Need More Than 10 Custom File Upload Fields in a CRM Object

          Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.

        • Unable to fetch ticket by custom field value

          I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

        • Issue with Zoho Books /Zoho Inventory Support Team

          Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separate

        • Zoho Books API Documentation shows the returned Expense ID as numeric, but the API actually returns a string.

          Screenshot of ZB API Documentation. Expense ID (marked in red) is numeric. Screenshot of Zoho Creator execution result of making a request to ZB API POST /expenses endpoint. Expense ID (marked in red) is a string.

        • Asynchronous messaging

          Have Asynchronous messaging for conversation that starts, pauses, and resumes at the customer’s convenience, maintaining a single, continuous thread. This retains the conversation history, so customers don’t have to repeat themselves.

        • auto sort mail into folders?

          By default everything is put into the default inbox. I want to sort incoming emails into folders named after the alias, how can I do this with filters? My preference would be top level folders but subfolders of the inbox would work, too. Also, the same

        • Caller Queue in Zoho Desk with Twilio

          Hi Zoho Support, I have setup Twilio in Zoho Desk and everything is working well, except the caller queue. If two people call at the same time, and an agent is speaking with one caller, and a second caller is waiting in the queue, how does the agent switch

        • Payment

          I’ve been trying upgrade notebook to pro for a week now. I can’t make payment in your app or site. It might be because Ci don’t have VAT number ?? I’ve emailed you twice but burning back! By the way , your site and app give me different prices and have

        • Zoho CRM not working

          We cannot seem to access Zoho CRM. We can login, but that's as far as it goes.

        • How do I use Deluge to search a Ticket by its Account?

          Usecase: with Zoho Flow, my task is to filter Tickets in Zoho Desk based on a few criteria and then use that information to edit and invoice in Zoho Billing. To achieve that, I'm using the Deluge search API to get all tickets from each Account (our clients)

        • WorkDrive Download Issue

          My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

        • Stock function not working for Brazil (Bovespa)

          Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale

        • How to Prevent Guided Conversations from Restarting After Completion?

          Hi all, I have built a Guided Conversations (GC) bot that asks clients a series of initial questions, such as their name and the service they are interested in. Once the conversation is completed, I want the bot to stop and assign the conversation to

        • Due Date within Business Hours

          I have automated rules for Due Date based on a ticket's urgency, which can be 1 hour, 4 hours, or 24 hours. However, I would like the ticket closure time to consider only business hours. For example, a priority 1 ticket (1-hour SLA) received after business

        • Zoho Recruit - Resume Parsing Failure Notification

          Dear Recruit team - For the Resumes where Parsing fails, is there way to get a notification over email? I tried looking into the KB articles but was not able to find one. Kindly point me to an article if there is one. Right now, we do not get to know

        • Auto Reply on Zoho Desk

          Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?

        • Question Regarding Communication Integration with Zoho Desk and Line

          Hello everyone, I have a question regarding the integration capabilities of Zoho Desk with the messaging application Line. I understand that Zoho Desk allows automatic ticket creation for customer complaints, enabling real-time communication with clients.

        • Identifying a collegue in remark section - Zoho CRM

          When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!

        • zoho crm is not working

          no one of our team gets in

        • Possibility to show Images during Blueprint Transitions

          We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a

        • Multi Step Parallel Transitions for Blueprints

          We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical

        • How can I format numbers in an html table?

          I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,

        • Deluge Create Task For Contact - $se_module not accepted...

          I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************

        • Zoho Analytics Triggers & Action Deprecation - Why So Much Manual Intervention Needed?

          I understand that APIs evolve and that updates need to happen. However, the way that the Zoho Analytics update is being rolled out is making life on users very difficult. First of all, the whole idea of forcing users to manually reconstruct Flows with

        • Integration of Zero Accounting to Zoho CRM

          Hello, do you support integration of zero to crm Thanks Job

        • Company ownership

          Hello all, My name is Harry Froget and im currently performing an audit on all processes and systems and found out that Mr. Eric Kern is listed as the owner of our organization, he should be removed as such inmediately. Please contact me as soon as possible

        • How do I categorize a payment made to one of our contractors?

          Our company paid a contractor (via bank transfer).  When I try to categorize this payment, the only options I have are:  Asset Cash Credit Card Equity It should be categorized as an actual expense, paying a contractor.  The closest thing I see, is under

        • How to auto-update a task owner in a preset list of tasks on a new project?

          We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we

        • Closing a Stateless Window

          Hi! I have a stateless form that I'm displaying with openUrl("https://creator.zohopublic.com/company/application/form-perma/ISN_Stateless?Trade_Order_Id1=" + input.ID,"popup window","height=300, width=500"); and that works great. The form has an 'OK' and a Cancel button.  At the end of either event (OK & Cancel) script I put openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:script.close","same window"); but the popup window merely 'refreshes' and the window stays.  A cancel will not kill

        • Zoho Forms Webhooks - Only sends on submission not on edit.

          Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before

        • [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

          Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February

        • ZOHO Sites Domain Mapping

          Hello, I hope someone can help me understand. I have not gotten a clear response from support yet. Basically, I am using Zoho Sites, but it is asking me to verify my site. I am unable to log into a third party host to point the domain to zohosites, because

        • [Webinar] Simplify real estate operations with Zoho Writer

          Hi Zoho Writer users, Is managing extensive documentation, client information, and property data time consuming for your firm? Are you ready to simplify processes and focus on building client relationships? Join us on February 13, 2025, for a Zoho Writer

        • Adding pages to Zoho Sites

          I went to add pages to my website and it comes up Page Limit Reached. I upgraded and paid for 200 pages but the error still comes up?

        • Mantener visible solamente el primer nivel de la vista dinámica.

          Saludos. En esta ocasión ocupo su atención para preguntar de que forma puedo mantener solamente visible el primer nivel de la información colocada en el campo filas de la tabla dinámica y que se visualice únicamente esa etiqueta y su consiguiente sub total. En el caso del ejemplo que adjunto, allí quisiera ver los estados con el sub total de cada uno de ellos. Como siempre, Gracias por su atención. Saludos. Adel Bahsas El Maaz.

        • How to extract URL parameters with Zoho Flow

          Hello, I try to extract different parameters like UTM and Ads platform id like MSCKLID. Ex. mydomain.com/?utm_source=1234 They aren't necessarly all filed due to the usage of different platform. I have a field with the URL in Zoho CRM I have individual

        • Next Page