Connect Help

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My Feed

Once you are done, editing profile start engaging with your colleagues. The my Feed wall allows you to post or share whatever you want your colleagues to be know. You can post the status of ongoing projects or what you are working on. You can even share interesting blog links, video links, images and documents.

Posting on the wall

  • Go to My Feed.
  • Click on the portion that has an imprint reading "What are you doing now?"
  • Write about what you'd like your colleagues to know.
  • You can select from the drop down menu on the right corner next to "share" button.
  • Click share once you are done and selecting the group wall or company wall where you would like to post.

Note :

  • Company Wall is the general wall that all employees can have real- time updates. Anybody can comment or like the feeds on the company wall. Group Wall is wall inside a public or private group. It's information is accessible based on privacy set while setting up groups.

Status on personal wall

  • Go to My Feed.
  • Click on the "status icon" that has an imprint reading "Write something"
  • Write about what's on your mind and make it your status message.
  • You can select from the drop down menu on the right corner next to "share" button.
  • Click share once you are done and selecting the group wall or company wall where you would like to post.

Note :

  • Company Wall is the general wall that all employees can have real- time updates. Anybody can comment or like the feeds on the company wall. Group Wall is wall inside a public or private group. It's information is accessible based on privacy set while setting up groups.

Attaching documents to wall post

  • Click on the Attach button.
  • An option tray with options will show up
  • Choose from which location you would like to upload or share documents.
  • Then click on the location and choose the document you would like to share.
  • If you wish to remove the attachment you can click on the "X"mark on the top right corner which allows you to remove the button.

From Desktop

  • Click on the Attach button.
  • A dropdown menu appears.
  • If you select the browse option, a pop- window opens.
  • Choose document type you would like to attach from desktop.
  • Then click open and the document opens on the post.
  • If you wish to remove the attachment you can click on the "x" mark on the top right corner, which allows you to remove the button

From Zoho Docs

  • Click on the Attach button.
  • A dropdown menu appears.
  • If you select the Zoho Docs option, a pop- window opens.
  • Choose document type you would like to attach from Zoho Docs.
  • Then click open and the document opens on the post.
  • If you wish to remove the attachment you can click on the "x" mark on the top right corner, which allows you to remove the button

From Google Drive

Documents that are in Google drive can be attached to status to be shared on the company wall. By following these steps, it is possible to attach documents from another online drive.

Note :

  • If you are trying to access Google drive through Zoho Connect first time, Google will trigger an authentication from you before it could allow access.

For this, you will be asked to login to Google account and only after authentication, will Google drive display the documents inside Zoho Connect widget.

If you have already authenticated, then follow these steps.


  • Click on the Attach button.
  • A dropdown menu appears.
  • If you select the Google Drive option, a pop- window opens.
  • Choose document type you would like to upload.
  • Then click open and the document opens on the post.
  • If you wish to remove the attachment you can click on the "x" mark on the top right corner, which allows you to remove the button

Note :

  • Company Wall is the general wall that all employees can have real- time updates. Anybody can access the attachment on the company wall. Group Wall is wall inside a public or private group. The attachment is accessible based on privacy set while setting up groups.

Polling Option

You can set up polls to opinions. Get instant insights to your new ideas.

  • Click on the Poll Button.
  • Fill the details of the poll in the "Start a poll" Section
  • Insert text in the "Your Option" .
  • You can also add images to your poll by clicking on the image button on the right side end of the "Your option" columns.
  • You can limit the number of options or you can also add "Multiple option" by clicking on the "Allow Multiple Options" button.

Comment on a Post

To comment on something

  • Click the Comment link under the post or in the white box with imprint that says "Write a comment".
  • Type your comment
  • Press enter or return to publish it

Tagging someone on the Post

To tag someone in your post,

  • Start typing their name with an "@" symbol.
  • Select their profile from the dropdown menu that appears (make sure to capitalize the first letter of their name).

There are three additional options delete the post, hide the post, bookmark the post and view full thread. These options are found near wall post you have posted there is a drop-down menu.

Deleting a Post

If you want to delete a post that you have posted, here is what you got to do.

  • Click on the drop- down menu.
  • Select the delete post option.
  • This will delete the post that you have posted.

Note:

  • Deleting a post will remove it from your wall and from Zoho Connect. You have the option to delete the information you post on Zoho Connect.

Hiding a Post

If you want to hide a post that you have posted, here is what you got to do.

  • Click on the drop- down menu.
  • Select the hide post option.
  • This will hide the post that you have posted.

Note:

  • Hiding a post will hide it from your wall but it won't remove that post from Zoho Connect. This means posts you hide are still visible to the audience they were shared with other places on Zoho Connect.

Bookmark a Post

If you want to bookmark a post that you have posted, here is what you got to do.

  • Click on the drop- down menu.
  • Select the bookmark a post option.
  • This will bookmark the post to your list of bookmarks.
  • A star will appear on the right corner of the post you have bookmarked for accessing later.

Note:

  • There is no limit for the number of bookmarks. You can add as many bookmarks as you lik

View Full thread

If you want to view the entire conversation detail, follow these steps,

  • Click on the drop- down menu.
  • Select the view full thread option.
  • You can view the statistics of the post such as- post started by, Last replied timestamp and no. of replies.
  • You can also view the particpants who took part in the conversation or who were mentioned in the post

You can connect and communicate to your employees not only by communicating via your Feed wall. You can also send messages privately and by chat .

Inbox

Inbox is repository of all the messages directed towards a specific person. It contains private messages, notifications and mentions.

Private Messages

A private message is a message sent privately and directed to a person or a group. You can send a direct message to any user in your organisation.

Sending your messages

  • Click on the Messages section in the Inbox.
  • Click on the New Message box.
  • In the address box, type the name or username of the person with an "@".
  • Zoho Connect will auto-suggest the list of users with letter in the username you typed.
  • Select the username, the message is tagged with the user whom you wish to contact.
  • Enter your message .
  • Click Send message.

Deleting a message

  • Click on the specific message you sent.
  • A Conversation detail page opens separately.
  • Just click on the"X"mark on the right corner of the conversation.

@ Mentions

If you want to direct your posts towards a particular group or person, you can do that using @ mentions.

  • A mention is any Zoho Connect update that contains "@username" at the start of post.
  • You can also be notified in the notifications tab or widget once you are mentioned in any of the posts.

Notifications

Notifications are email, onsite, or mobile updates about activity on Zoho Connect. Get quick updates about colleagues you follow. You can receive instant updates in your inbox on Zoho Connect as well.

Onsite – Notifications

  • Notifications appear in the upper-left corner of the site.
  • When you have a new notification, a red bubble will appear with the number of new notifications you've received.
  • Your notifications will appear over the the bell icon.

Email Notifications

You get notifications on email in your mailbox. You can control what email notifications Zoho Connect sends to you from your Notifications Settings:

Mobile Push Notifications

  • Notifications appear in the upper-left corner of the site.
  • When you have a new notification, a red bubble will appear with the number of new notifications you've received.
  • Your notifications will appear over the the bell icon.

Notification Settings

  • Click the My settings at the top right corner of your Zoho Connect page
  • My Settings opens into Notification Preferences.
  • Here you can set all notification preferences

Notification preferences are as follows.

  • The first section allows you to decide if you need email notifications alerts for all activities on your company network.
  • The section brings up alerts related to activities of your followers or whom you follow. Basically anything related to your personal wall.
  • The next section is group notification preference. You can choose to get email notification, or choose an option to show this post on the wall or mute the activity.
  • This page preference section is where you can set page notification preference. You can choose to get email notification, or choose an option to show this post on the wall or mute the activity.
  • Muting the activity means the user will not get any information about the activity happening in a particular group.

Note:

  • Based on the preferences selected the settings are moderated accordingly and you get to view informations of feeds, pages or groups that you have selected to view or receive notifications.

Chat

Chat is a web based integrated and collaborative application. You can instantly chat with anyone and from anywhere.

Adding a Contact

  • You can add a contact by using the email address.
  • On adding the contact, then a notification will be sent to the contact for acceptance.
  • Then you can chat with the contact once your request has been accepted.

Starting a Chat

  • Just click on a contact's name.
  • A chat window opens and you can start chatting with him/her.
  • Another way of doing this, go to the preferred person's profile.
  • When you move your cursor over the hover card, you could chat with that particular person by clicking on the Chat icon in the hover card.

Note:

  • You can participate in multiple chats at a time. A separate window is created for every chat. You can switch chat windows to converse with different contacts. You can also pop-out the chat window(s) for your convenience and easily switch between them.

Chat History

Chat History holds all your chat transcripts. By default, Zoho Chat archives all chat sessions. And these will be available under Chat History.

Delete a Chat History

  • Click on the open Conversation Icon
  • Click on Chat History
  • A window will pop- up and choose the specific chat title and click on "x" mark to delete the chat

Restart a Chat

  • Click on the open Conversation Icon
  • Click on Chat History
  • A window will pop- up and choose the specific chat title and 'Continue Chat' to restart the chat.

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