Bulk user onboarding for Cliq Channels in a jiffy

Bulk user onboarding for Cliq Channels in a jiffy

As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could devote to actual development. 



Let's explore how to create a custom workflow using Cliq's platform components to streamline the process of bulk-adding users to a channel via a Zoho Sheet or CSV file. This approach facilitates a smooth onboarding experience without the need for manual effort.

Pre-requisite :

Before beginning to script the code below, we must create a connection with Zoho Cliq. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho Oauth default connection with any unique name and the scopes -  ZohoCliq.Channels.All and ZohoSheet.dataApi.ALL

Refer to the below links to learn more :

Step 1  : Creation of slash command

  • After a successful login in Cliq, hover to the top right corner and click your profile. Post clicking, navigate to Bots & Tools > Commands.
  • At your right, click the button - Create Command.
  • To know more about slash commands and their purposes, refer to Introduction to slash commands.
  • Create a slash command using your preferred name. Specify the following details: the command name, a hint (to give users an idea of what the command is for), and the access level.
  • Finally, click "Save & edit code".

  1. inputs = List();
  2. inputs.add({"name":"channels","label":"Pick a channel","placeholder":"Choose a channel where you need to add members","max_selections":"1","multiple":false,"mandatory":true,"type":"native_select","data_source":"channels"});
  3. inputs.add({"name":"headername","label":"Header name","placeholder":"Email ID","hint":"In which the Email ID is present","min_length":"0","max_length":"25","mandatory":true,"type":"text"});
  4. inputs.add({"type":"radio","label":"Import type","name":"import_Type","hint":"Choose a type that you need to import users","options":[{"label":"CSV","value":"csv"},{"label":"Zoho sheet","value":"zohosheet"}],"trigger_on_change":"true"});
  5. return {"name":"addbulkuser","type":"form","title":"Add bulk users","hint":"To add maximum of upto 1000 users in a channel.","button_label":"Add Users","inputs":inputs,"action":{"type":"invoke.function","name":"addbulkusers"};

Step 2  : Scripting form function

  • We need to create a function for the form that manages submission responses, including the Zoho Sheet link or CSV file, the name of the column containing the email addresses, and the channel details where users should be added in bulk.
  • Hover to the top right corner and click your profile. After clicking, navigate to Bots & Tools > Functions.
  • To your right, click the Create Function button.
  • Name the function "addbulkusers," provide a description as desired, and select "form" as the function type. Then, click "Save and edit code," and paste the following code.
  1. emailIdList = list();
  2. successlist = list();
  3. failedlist = list();
  4. try 
  5. {
  6. info form;
  7. formValues = form.get("values");
  8. columnName = formValues.get("headername");
  9. headerName = formValues.get("headername");
  10. if(formValues.get("import_Type").get("value") == "zohosheet")
  11. {
  12. url = formValues.get("url");
  13. spreadSheetId = url.getPrefix("?").getSuffix("open/");
  14. sheetName = url.getSuffix("?").getPrefix("&").getSuffix("=");
  15. worksheetname = sheetName.replaceAll(" ","%20");
  16. columnName = columnName.replaceAll(" ","%20");
  17. allDatas = list();
  18. params = Map();
  19. params.put("column_names",columnName);
  20. params.put("method","worksheet.records.fetch");
  21. params.put("worksheet_id",sheetName + "#");
  22. sheetDetails = invokeurl
  23. [
  24. url :"https://sheet.zoho"+environment.get("tld")+"/api/v2/" + spreadSheetId
  25. type :GET
  26. parameters:params
  27. connection:"addbulkusers"
  28. ];
  29. info sheetDetails;
  30. if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() <= 1000)
  31. {
  32. allDatas.addAll(sheetDetails.get("records"));
  33. }
  34. else if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() > 1000)
  35. {
  36. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  37. }
  38. else
  39. {
  40. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  41. }
  42. info "allData: " + allDatas.size();
  43. if(allDatas.size() > 1000)
  44. {
  45. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  46. }
  47. for each  data in allDatas
  48. {
  49. if(data.get(formValues.get("headername")) == null)
  50. {
  51. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  52. }
  53. emailIdList.add(data.get(formValues.get("headername")));
  54. if(emailIdList.size() == 100)
  55. {
  56. channelID = formValues.get("channels").get("id");
  57. params = {"email_ids":emailIdList};
  58. info "Params: " + params;
  59. addUsers = invokeurl
  60. [
  61. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  62. type :POST
  63. parameters:params.toString()
  64. detailed:true
  65. connection:"addbulkusers"
  66. ];
  67. info "Adduser: " + addUsers;
  68. if(addUsers.get("responseCode") == "204")
  69. {
  70. successlist.addAll(emailIdList);
  71. }
  72. else
  73. {
  74. failedlist.addAll(emailIdList);
  75. }
  76. info "100: " + emailIdList.size();
  77. emailIdList = list();
  78. }
  79. }
  80. if(emailIdList.size() > 0)
  81. {
  82. channelID = formValues.get("channels").get("id");
  83. params = {"email_ids":emailIdList};
  84. info "Params: " + params;
  85. addUsers = invokeurl
  86. [
  87. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  88. type :POST
  89. parameters:params.toString()
  90. detailed:true
  91. connection:"addbulkusers"
  92. ];
  93. info "Adduser: " + addUsers;
  94. if(addUsers.get("responseCode") == "204")
  95. {
  96. successlist.addAll(emailIdList);
  97. }
  98. else
  99. {
  100. failedlist.addAll(emailIdList);
  101. }
  102. info "Email id: " + emailIdList;
  103. }
  104. info "Successlist: " + successlist;
  105. info "Failedlist: " + failedlist;
  106. if(successlist.size() > 0 && failedlist.size() > 0)
  107. {
  108. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  109. }
  110. else if(successlist.size() > 0 && !failedlist.size() > 0)
  111. {
  112. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  113. }
  114. else if(!successlist.size() > 0 && failedlist.size() > 0)
  115. {
  116. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  117. }
  118. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  119. }
  120. else
  121. {
  122. csvFile = formValues.get("csvFile");
  123. csvFile = csvFile.getfilecontent();
  124. allDatas = csvFile.toList("\n");
  125. i = 0;
  126. indexValue = 0;
  127. indexBoolean = false;
  128. for each  data in allDatas
  129. {
  130. if(i == 0)
  131. {
  132. headers = data.toList(",");
  133. for each  header in headers
  134. {
  135. info header;
  136. if(headerName == header)
  137. {
  138. indexBoolean = true;
  139. indexValue = headers.indexOf(headerName);
  140. }
  141. }
  142. if(indexBoolean == false)
  143. {
  144. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  145. }
  146. }
  147. else 
  148.             {
  149. emailIdList.add(data.get(indexValue));
  150.             }
  151. i = i + 1;
  152. if(emailIdList.size() == 100)
  153. {
  154. channelID = formValues.get("channels").get("id");
  155. params = {"email_ids":emailIdList};
  156. info "Params: " + params;
  157. addUsers = invokeurl
  158. [
  159. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  160. type :POST
  161. parameters:params.toString()
  162. detailed:true
  163. connection:"addbulkusers"
  164. ];
  165. info "Adduser: " + addUsers;
  166. if(addUsers.get("responseCode") == "204")
  167. {
  168. successlist.addAll(emailIdList);
  169. }
  170. else
  171. {
  172. failedlist.addAll(emailIdList);
  173. }
  174. info "100: " + emailIdList.size();
  175. emailIdList = list();
  176. }
  177. }
  178. if(emailIdList.size() > 0)
  179. {
  180. channelID = formValues.get("channels").get("id");
  181. params = {"email_ids":emailIdList};
  182. info "Params: " + params;
  183. addUsers = invokeurl
  184. [
  185. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  186. type :POST
  187. parameters:params.toString()
  188. detailed:true
  189. connection:"addbulkusers"
  190. ];
  191. info "Adduser: " + addUsers;
  192. if(addUsers.get("responseCode") == "204")
  193. {
  194. successlist.addAll(emailIdList);
  195. }
  196. else
  197. {
  198. failedlist.addAll(emailIdList);
  199. }
  200. }
  201. info "Successlist: " + successlist;
  202. info "Failedlist: " + failedlist;
  203. if(successlist.size() > 0 && failedlist.size() > 0)
  204. {
  205. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  206. }
  207. else if(successlist.size() > 0 && !failedlist.size() > 0)
  208. {
  209. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  210. }
  211. else if(!successlist.size() > 0 && failedlist.size() > 0)
  212. {
  213. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  214. }
  215. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  216. }
  217. }
  218. catch (e)
  219. {
  220. info e;
  221. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  222. }
  223. return Map();

Step 3  : Configuring form change handler

  • After copying and pasting the code into the form submission handler, navigate to the form change handler for the created form function.
  • You can find this in the top left corner of the editor, where you will see an arrow next to the form submission handler. Clicking on this arrow will display the form change handler in a dropdown menu.
  • Click it to edit the code in the form change handler, which is necessary for real-time modifications to a form's structure or behaviour based on user input in a specific field. 
  1. targetName = target.get("name");
  2. info targetName;
  3. inputValues = form.get("values");
  4. info inputValues;
  5. actions = list();
  6. if(targetName.containsIgnoreCase("import_Type"))
  7. {
  8. fieldValue = inputValues.get("import_Type").get("value");
  9. info fieldValue;
  10. if(fieldValue == "csv")
  11. {
  12. actions.add({"type":"add_after","name":"import_Type","input":{"label":"CSV File","name":"csvFile","placeholder":"Please upload a zCSV File","mandatory":true,"type":"file"}});
  13. actions.add({"type":"remove","name":"url"});
  14. }
  15. else if(fieldValue == "zohosheet")
  16. {
  17. actions.add({"type":"add_after","name":"import_Type","input":{"name":"url","label":"Enter the sheet url","placeholder":"https://sheet.zoho.com/sheet/open/6xhgb324f142e91d845e5b4b472f7422379c9","min_length":"0","max_length":"400","mandatory":true,"type":"text","format":"url"}});
  18. actions.add({"type":"remove","name":"csvFile"});
  19. }
  20. }
  21. return {"type":"form_modification","actions":actions};

Business use cases:

  • HR onboarding: Seamlessly add new employees to internal communication channels.
  • Event management: Quickly invite attendees to event-specific channels.
  • Education platforms: Enroll students in course groups in one go.
  • Community building: Grow large communities by importing member lists effortlessly.

Bottom line

Bulk user addition in Cliq channels through Zoho Sheet or CSV files allows us to eliminate tedious tasks, reduce errors, and manage large-scale data effortlessly. Is onboarding consuming too much of your valuable development time? If so, it might be time to shake things up with a customized workflow!

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Customer payment alerts in Zoho Cliq

            For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

          • Automating Employee Birthday Notifications in Zoho Cliq

            Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

          • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

            Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

          • App Spotlight : PagerDuty for Zoho Cliq

            App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

          • Automate your status with Cliq Schedulers

            Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Configuration failed: 200 response not received for POST request.

                                    Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error

                                  • Zoho Migration Assistant not working

                                    Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,

                                  • Paid Support Plans with Automated Billing

                                    We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

                                  • Scheduled Reports - Do not send empty report

                                    Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

                                  • Mark As Read Sync?

                                    So I set up Zohomail to use my personal gmail account in it as well. I was wondering, when I mark the gmail email as read in Zohomail, can it automatically mark it as read in my gmail account as well?

                                  • Contacts Missing — PeopleSync/Zoho Mail

                                    English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.

                                  • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

                                    Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,

                                  • Kaizen #57 - Mass Update API in Zoho CRM

                                    Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status

                                  • Getting Attachments in Zoho Desk via API

                                    Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

                                  • Multiple currencies - doesn’t seem to work for site visitors / customers

                                    I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

                                  • Pincode based Product Restriction

                                    we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products

                                  • Can multiple agents be assigned to one ticket on purpose?

                                    Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

                                  • Related Lists filter

                                    I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".

                                  • 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.

                                  • Automated log-out/session end

                                    I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

                                  • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                    Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

                                  • Support Bots and Automations in External Channels

                                    Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

                                  • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                    Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

                                  • Creator HTML page refresh

                                    Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

                                  • Zoho Desk - Custom Module Related List Columns on Tickets

                                    I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I

                                  • Google Analytics import data inaccurate (as of October 11, 2025)

                                    We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

                                  • What is your opinion of the new UI?

                                    Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?

                                  • What are the OAuth scopes needed to access the Zoho MCP server?

                                    I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here

                                  • Support Uploading YouTube Videos Longer Than 60 Minutes

                                    Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

                                  • Account blocked for IMAP use

                                    Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

                                  • Is SMTP included in the free plan?

                                    My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

                                  • Zoho mail issue.

                                    I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

                                  • My email is blocked from sending

                                    I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl

                                  • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

                                    Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

                                  • cannot recieve or send emails

                                    we are not recieving or cannot send emails.Shows sysytem error

                                  • Zoho Sites - contact us form

                                    I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

                                  • Setting checkbox value on template in Sign from Creator

                                    Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

                                  • switching from POP3 to IMAPI do I need to change settings in Web email?

                                    hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

                                  • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                    My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

                                  • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                    "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

                                  • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                    Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

                                  • Super Admin Logging in as another User

                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

                                  • Zoho CRM Portal User Timeline History Unavailable

                                    Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates

                                  • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                    Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

                                  • Next Page