Zoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,External User onboarding for zoho connect is not really intuitive.
So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to createHow to upload file to Connect using API?
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.Version Control for Manuals/Articles
My firm maintains a Policies and Procedures Manual which seems like it would be a very good candidate for the Manuals feature in Zoho Connect. Currently I am just uploading a PDF of the entire manual to the Files section of Zoho Connect as it allows meAdding a task in Connect using custom app
Hello, I am creating a custom app which, upon form submission, posts a message in a channel (working) and creates a task in a board (not working yet). I have created the following custom function to be run upon successful form submission: headerMap =Why can't task boards be shared publicly in an External network?
Greetings Connect Community, I hope I'm overlooking a setting or something, but it appears I can't share a public, read-only link to a task board in an External Zoho Connect network. We would like the opportunity and ability to make certain task boardsZoho Connect Widgets on CRM home page
We love the Zoho Connect widgets for birthdays, anniversaries, etc. However, most of our users are on CRM all the time. So we'd like to be able to use the Zoho Connect widgets as CRM widgets. Is this possible?email notifications in zoho connect
Hi, I have not been receiving email notifications for a few days now, even if the reminder is set in a specific task. I think the problem is that for some reason the email notifications in the general tab are turned off and there is no way to turn themPost to Channel and Mention User based on Users Drop-Down Field
I am making a custom app in Connect which has a Users drop-down field, displaying the users' email addresses. My aim is to have a workflow which posts a message in a channel and mentions the user chosen in the drop-down field. I have successfully beenConfused with Zoho Connect Ultimate
Hello I see Zoho Connect offers now a new plan : Ultimate. I noticed then you moved the time tracking feature to this new plan. That's quite unfair for Enterprise plan users :( (that's why I've just added a Zoho Connect integration for Clockify on myCan Connect Task timelogs be 'integrated' into People (then Books) for payroll and billing?
Can Connect Task timelogs be 'integrated' into People (then Books) for payroll and billing? Where? How?As of September 2023, what version of Zoho Creator powers Custom Apps in Zoho Connect?
As of September 2023, what version of Zoho Creator powers Custom Apps in Zoho Connect?Custom apps access for members of external network
How do I make a custom app available to all members of my Zoho Connect EXTERNAL network? I have custom apps enabled and the app is visible to me, as the admin, under the custom apps section in my Connect external network. However, other members can notCustom fields when creating tasking using API
Hi, How can we populate task's custom field when creating task with API? Or, how to update a task, and update custom fields?Managing manual templates
Where do I manage my templates within manuals? I created a new template to replace the previous, but I can't find where to delete the old one?Update Custom Fields via API
Hi - does anyone know if there's a way to update custom fields in Zoho Connect tasks? I have tried passing parameters but it returns "errorCode":"EXTRA_PARAM_FOUND","devReason":"Extra param found 'customRecords'" map1 = Map(); map2 = Map(); map3 = Map();Role based visibility of Menu and Dashboard "Widgets"
Hello, We have three user roles, Owner, Doctor and Admin. When the users access Connect can we HIDE a) Main menu (left bar items) - i.e. We do not do Surveys and would like this removed or hidden ? b) Widgets - We have an Analytics Widget so Owners canIs there any way to print a whole manual in connect?
I know that individual articles can be printed, but is there a way to print the whole manual? Alternatively, is there a way to display the whole manual on a page and print that page?Creating a Task with Custom Fields via Deluge Function
Hi all, I'm trying to create a task in Connect via a custom function I wrote as part of a Flow. The function works perfectly to create the task according to the documentation here: https://www.zoho.com/connect/api/create-task.html I am using invokeurl.Connect API payload format
Hey, I'm trying to integrate the invite users to network function in zoho connect api based on this page: https://www.zoho.com/connect/api/invite-users-to-network.html There's no example request format on that page so I've just been guessing but clearlyZoho Connect Widget not populating zoho.loginuserid field
I have a form (created within Zoho Connect) that uses a deluge script to pre-populate the user's email by using the zoho.loginuserid system variable in a Workflow that is triggered by loading of the form. I have also tried triggering the workflow on successfulFax and email questions
Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).Customise home dashboard based on group or user
Hey Zoho, Is it possible to have conditional elements display / hide on the home screen dashboard based on either the user or the group? for example, I am currently displaying KPI’s as an embedded element from Analytics. I have 2x teams, Team A and TeamConnect Manuals template
When I make a template of an article in a manual in Connect, the template only appears in my list. Is it possible to create templates that everybody can use?Post forum message from mobile app
Hello This feature is requested since almost 5 years ! We still cannot post forum messages from the mobile app… I feel like owned : you have created a new plan but you still don’t offer a feature requested for years ! Please will you provide this featureEnable SSO on existing Zoho project
Hi, As we move to AzureAD, we'de like to enable SSO on an existing Zoho Org which have already some users (https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/access-zoho-via-azure#Required_items_from_Azure). Some usersZoho Mail Client Spell Check Not Working
Has anyone seen this before? I signed up for a Zillum plan, and for both me and my wife the spell check function in the Windows mail client, or the Web mail client function. No red squiggly lines, nor if I select a block of text and manually press theCan documents created from the files tab in a Connect Group be shared with external collaborators?
We have groups within our external Connect network where members from within the group need to be able to create and collaborate on files with external stakeholders (not members of our Connect External Network). Is that possible from the Files tab withinHow do you create a "Restricted" guest
I see references to "Restricted" guests in Zoho CONNECT documentation and in fact have one such guest in my network. What I don't understand and seek guidance on is, "How do you create a restricted guest" and once you do, what sorts of restrictions canWhy can't a guest user add a private task - doesn't have permission
I have set up a GUEST user in my intranet in Zoho CONNECT and on logging in as that that user they are unable to add a private task. Zoho has the option greyed out with a message saying "you do not have permission to add private tasks" I can't find anywhat domain do you recomend for sending real emails with nodemailer?
i've been trying to send mails with ethereal email but they are only for testing. i also tried using gmail but the verification is a pain in the ass. do you recomend using like tutanota, proton mail or another kind of email domain?Monkey AppZoho Email Issue Delivering To Outlook
We set up Zoho to automate emails to our client but suddenly those that use Outlook as their email client are being blocked from seeing the emails we confirmed were sent. Then, found this article. What is the fix here guys? TellCulversZoho Mail problems
I'm sorry if i'm short and a bit angry, but i'm a bit tired of zoho, been trying to use it, but i've noticed that there's no support, i'm testing the free forever version before purchasing anything but so far it sucks, i'm trying to send email to my workplaceHow to change the sender for incoming messages from 'email address' to 'display name' in Zoho Mail?
I've tried emailing support about this twice with zero acknowledgment of receipt and I've posted in the support forum but it's been held for moderation for over 24 hours. Of course I've search their support articles as well. Perhaps I'm using the wrongZoho Email Issue Delivering To Outlook
We set up Zoho to automate emails to our client but suddenly those that use Outlook as their email client are being blocked from seeing the emails we confirmed were sent. Then, found this article. What is the fix here guys?TellCulvers SurveyWill Zoho ever fix CORs so our Connect network will allow file attachments again?
Uploads have been fine for years. Now they only work if we switch off the custom domain. I have posted a ticket and details of the issue on a few Zoho sites and got zero response. https://help.zoho.com/portal/en/ticket/4011681957006 Please respond. WeCloning Groups within Zoho Connect
Is it possible to clone a group within my Zoho Connect external network? I would like the clone to include that groups specific settings as well. Please advise.create a deal in CRM when Task in Connect is completed
I want to automate the creation of a Deal in CRM when a Task in Connect is dragged to Completed. How would I do that?External customer access creator app and connect wall
I have an external customer set up to access a customer app via "creator customer add on" as part of one of our projects we have invited that customer to join our connect wall for a specific project so that they can see all the activity and provide input.Public invitation link for Guests to Zoho Connect group
Hi, is it possible taht i can create a public invitation URL so that people who follow url can participate group. This is very convenient for guest access because you dont need to know email address of guests. (Eg. Whatsapp group invitation link)Next Page
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Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to anUpdate on the client portal URL for Guest users
We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned hereNotice: Revise OpenAI model permissions to continue Using Zia Writing Assistant
Dear Users, We’re upgrading the Zia Writing Assistant to use the GPT-4o-mini model for improved performance and accuracy. To continue using the Writing Assistant, please revise your OpenAI model settings by May 27, 2025. After this date, older modelsEnhance email sending for custom functions in Zoho Connect
Dear Customer, We would like to share an important update to how emails are sent via Custom Functions (Deluge) in Zoho Connect. What's new? To improve security and email deliverability: The From Address in the Send Mail task used in Custom Functions mustRe-enable Connect integrations by March 30 to avoid disruptions
Hello, At Zoho Connect, we're committed to ensuring the utmost security for your interactions with our integrations. To align with our recent security enhancements, we kindly request you to re-enable certain integrations associated with your Connect account
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Zoho Connect | Product Updates
At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect. Live Broadcast Whether it's a company event,Zoho Connect | Quarterly product updates | Q1
Dear customers! Hope you are all doing well. In the past few months, we've added new features and updates to provide you with the best user experience possible. And here's a quick rundown of features we released from Jan 2023 to April 2023. 1. StarterZoholics 2015: Productivity and Collaboration
Hello Zoholics! We at Zoho know that improving productivity and collaboration among your employees is vital to the success of your business. We believe in this idea so strongly that we built an entire set of applications devoted to this! Zoho applications such as Mail, Docs, Projects, Connect, etc. all seamlessly integrate with one another, allowing for greater productivity and collaboration among your teams. Not only do we think businesses like yours