Recent Articles
Blocking Spammers and Harassers from their Source
Sadly, not everyone who initiates a live chat with your Zoho SalesIQ will be a customer or interested visitor. Sometimes you will find spammers or other harassing personalities will attempt to annoy you by conducting non-genuine live chats with your ...
The Operator Chat Window Settings
Here, you can configure what information you would like to show in the operator chat window. Navigate to Settings > Portal Settings > Operator Chat Window Configuration. You can enable/disable the following settings in the operator chat window. Show ...
Operator Availability Configuration
Zoho SalesIQ allows the administrator to control the operator chat activity and the idle timeout. Treat idle operators as offline - Zoho SalesIQ allows the administrator to control the idle time of an operator. This enables the chat widget to go ...
Portal Email Configurations
Other portal settings configure the e-mail communications your Zoho SalesIQ can automatically send, to keep you, your operators, and others in your company informed of important data from your support operations. To access and edit your email ...
Change Portal Owner
How to change the Zoho SalesIQ portal owner? You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an ...
Popular Articles
How to convert Date format in Deluge Script
To convert the date format from "DD-MMM-YYYY" to "YYYY-MM-DD", change the string with first format to date. Then convert that date object to a string specifying the second format. The below is the sample function which converts the format of the date ...
Asking a question in Zoho Connect
To find answers to your questions, simply post them in your network. The answers get added as comments and you get to pick the best answer for your question. The selected answer appears on top of all the other answers. How to post a question? Click ...
How do I import notes into Zoho CRM?
Notes in Zoho CRM are always associated to other records such as leads, contacts, deals etc. Simply export your existing records to a spreadsheet, add your notes in new columns and import those notes. To import notes Prepare your spreadsheet (either ...
Begin your Admin Journey
What is Your Role as an Admin? As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully. There are a list of activities that you must perform to utilize the ...
Understand your CRM Account
Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...