Digest Februari 2025 - Een terugblik op de Zoho Community van Februari

Beste Zoho Benelux Community,

Elke maand brengen we de Community Digest uit om onze gebruikers te informeren over de mijlpalen en talloze updates in onze producten. Februari markeert de start van de langverwachte Zoholics kaartverkoop, de viering van 100+ WordPress plugin integraties in Zoho Flow, de 10e verjaardag van Zoho Social, de nieuwe mogelijkheid om direct mail te versturen binnen de Cases module in CRM en de officiële release van LiveCase in Zoho Show. Laten we samen ontdekken wat er in de maand februari heeft plaatsgevonden in de Zoho Benelux Community!

Bestel vandaag nog uw tickets voor Zoholics 2025!

Zoholics Benelux en Nordics is eindelijk terug, en u kunt uw tickets nu hier bestellen! Met twee jaar in de planning, kunt u een echt  bijzonder Zoholics ervaring verwachten in 2025... 

Gedurende twee dagen voorzien wij u van informatie over onze nieuwste productreleases, actuele masterclasses van experts en inzichtelijke klantenpanels. Uw favoriete 1-1 sessies met technische experts zullen ook terugkeren, evenals een hal vol bruisende stands en interactieve ervaringen in ons expocentrum voor Zoho Partners. Het bekende lekkere eten, de geweldige goodies en de overvloedige netwerkmogelijkheden zijn vanzelfsprekend.

Maar we introduceren dit jaar ook een aantal nieuwe elementen voor Zoholics. We hebben een nieuwe locatie (hallo NBC Congrescentrum!). We organiseren een nieuwe awards ceremonie om bijzindere prestaties van onze klanten in het zonnetje te zetten. En de grootste verandering is dat we de traditionele tracks hebben ingeruild voor gecertificeerde productworkshops, zodat elk lid van uw team zijn of haar softwarevaardigheden kan verbeteren.

Bestel vandaag nog uw tickets voor Zoholics 2025 hier!

We vieren 100+ WordPress plugin-integraties in Zoho Flow

We zijn verheugd om een belangrijke mijlpaal met u te delen - Zoho Flow ondersteunt nu meer dan 100 WordPress plugin integraties! De Zoho Flow plugin in WordPress heeft ook 4000+ downloads bereikt. Deze prestatie komt slechts zeven maanden nadat we de 50 plugins in onze WordPress integratie galerij hebben overschreden. Met deze integraties kunt u workflows automatiseren tussen uw WordPress ecosysteem en meer dan 1.000 zakelijke apps. Van e-commerce en online formulieren tot marketingautomatisering en CMS, u kunt nu taken stroomlijnen tussen afdelingen en teams zonder afhankelijk te zijn van meerdere integratieplugins, aangepaste code of verschillende integratieplatforms. Ontdek alle plugins hier.

​

​

​Zoho Social wordt 10 jaar!

In de afgelopen tien jaar heeft Zoho Social zich ontwikkeld tot een krachtige tool voor het beheren van sociale media. Van LinkedIn tot WhatsApp tot Threads, de software stelt bedrijven van alle groottes in staat om eenvoudig hun social media accounts bij te houden en te beheren.

Er zijn belangrijke mijlpalen bereikt, zoals meer dan 10 miljoen verzonden berichten en meer dan 100 miljoen gepubliceerde posts... Dit wakkert het vuur van onze ontwikkelaars aan om te blijven groeien en de functionaliteit van Zoho Social te verbeteren, en er is ons verteld dat automatisering hoog op de prioriteitenlijst staat voor de komende tien jaar.

Van harte gefeliciteerd Zoho Social!

Lees de volledige aankondiging hier.

​

Direct e-mails versturen via de Cases module in CRM

De mogelijkheid om e-mails te versturen vanuit de Cases module, waar gebruikers reikhalzend naar hebben uitgekeken, is nu beschikbaar, net als in de andere modules. Cases is een module in Zoho CRM die speciaal is ontworpen voor het beheren van supporttickets. Als uw organisatie een helpdesk of een vergelijkbare tool heeft, kan een gebruiker de tickets direct vanuit de Cases module oplossen.

Voorheen moesten gebruikers naar de module Contacten gaan om een e-mail te versturen over een case. Bovendien verschenen bij het bekijken van gegevens van een contactpersoon alle e-mails die aan de contactpersoon waren gekoppeld, waardoor het lastig was om e-mails te vinden die betrekking hadden op een specifieke zaak.

In deze verbetering kunnen gebruikers ervoor kiezen om alle casusspecifieke e-mails te bekijken die naar de gekoppelde contactpersoon zijn verzonden vanuit de module Zaken, waardoor extra context wordt geboden. Gebruikers kunnen nu ook individuele e-mails en massamails rechtstreeks vanuit de module Zaken naar de gerelateerde contactpersoon sturen.

Bekijk deze verbetering hier in meer detail.

​

​

Maak kennis met LiveCast in Zoho Show

Naarmate de wereld digitaal verandert, verdwijnt vaak de menselijke maat in de manier waarop we dingen doen. In zo'n scenario kunnen persoonlijke contacten het verschil maken - of u nu uw volgende grote idee presenteert, een teamtraining geeft of een klantpresentatie geeft.

Eén manier om deze connecties op te bouwen is door uw publiek u te laten zien terwijl u presenteert. Om dit mogelijk te maken, introduceren we nu LiveCast in Zoho Show!

Met deze functie kunt u uw live video in dia's weergeven, zodat uw publiek zowel uw aanwezigheid als uw inhoud kan zien.

Ontdek hier hoe u deze functie inschakelt.

​

🎉 Word lid van de Zoho Benelux Community en blijf op de hoogte! 🎉

Blijf op de hoogte van het laatste nieuws, productupdates, exclusieve evenementen en nog veel meer. Bent u al lid? Blijf dan deelnemen en help de Zoho Benelux Community te laten schitteren! 🌟

Zoho Benelux & Nordics Team​

• Topic Participants

• Andre Shamray

  

• Sticky Posts

• Zoholics is weer terug in 2025! Save the date!

  Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in

• Welkom bij de Zoho Dutch Community

  U bent van harte welkom bij de Zoho Dutch Community. Deze Community is gericht op Zoho gebruikers uit Nederland en andere Nederlandstalige gebieden. Wij zullen hier de nieuwste updates en verschillende Tips & Tricks over onze diverse producten met u delen.

• Community Digest: Samenvatting van December 2022

  Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren

• Community Digest: Samenvatting van November 2022

  Beste Community leden,   Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community.   Tijdens de Zoho Creator Meetup hebben onze gebruikers

• Community Digest: Samenvatting van Oktober 2022

  Beste Community leden,   De maand Oktober is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze afgelopen maand is gebeurd binnen de Zoho Dutch Community.   Na Zoholics zijn wij direct aan de slag gegaan met het organiseren

• Recent Topics

• Filtering Tickets based on Email headers

  We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

• Error 550 5.4.1

  I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 

• Billing Management: #2 Fair way of Billing- Prorated Billing

  Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated

• Automatic Matching from Bank Statements / Feeds

  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

• Has Anyone successfully integrated Zoho and Sage Intact?

  Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

• How can I filter a field integration?

  Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

• Adding image in HTML report page

  Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market

• How to change view of HTML report based on device but always print in A4

  Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always

• Age Calculation

  I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.

• Search on Custom Field

  We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a

• Sendmail function / custom action?

  I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered

• API to post drafts for social media

  I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

• Canvas View in Zoho Recruit

  Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

• What impactful sales coaching techniques have you used to boost your team's performance?

  I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned

• Adding Taxes to paid consultations in Zoho Bookings

  I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

• Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

  Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

• Feature Request - Insert URL Links in Folders

  I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

• How to Calculate MTTR (Mean Time to Resolve)

  We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

• Possible to bold or indent text in the description field?

  As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

• How can I setup Zoho MCP with Chat GPT

  I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

• Formatting of Balance Sheet and Profit & Loss Reports

  The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

• UK MTD reports concerning turnover and cerash accounting

  Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are

• Retainer Invoice.

  Why ZOHO not have facilities to deduct partially advance payment from an invoice.

• IMAP Server not responding.

  Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• GST Slabs Redefined: Stay Compliant Using Zoho Books!

  Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

• Kanban view on Zoho CRM mobile app!

  What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• No practical examples of how survey data is analyzed

  There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within

• Zoho Creator as LMS and Membership Solution

  My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each

• Adding Chargebee as a Data Connector

  Is it possible to get Chargebee added as a Zoho Analytics data connector?

• Webform & spam

  Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

• Dropbox to Workdrive

  Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work

• Deals by Stages Funnel not showing in correct order

  Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Confirmation prompt before a custom button action is triggered

  Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

• How to create auto populate field based on custom module in Zoho CRM?

  Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• Office 365 and CRM mail integration: permission required

  Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

• Next Page