What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We'veImplement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceWeekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access couldZoho Deluge Online Training Workshop 2025
Master Deluge and Automate Zoho Applications An Extensive Online Training The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers, business users, and automation enthusiasts who want to master Deluge—Zoho’sZoho User Group Meetups 2025: Mis de eerste editie van het jaar niet!
Beste Zoho Dutch Community, Bij Zoho geloven we in het belang van het aanbieden van gratis trainingen, zodat u het meeste uit uw Zoho Apps kunt halen bij het beheer van uw bedrijf. Daarom komen de ZUGs (Zoho User Groups) Meetups in maart terug naar NederlandInitiate conversations anytime with WhatsApp's Templates
Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start[Training] Zoho Deluge Online Training Workshop
Hello Everyone, We are much elated to invite you all to our upcoming Zoho Deluge online training workshop. Master deluge and automate Zoho applications The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers,Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZoho Finance Workshop 2025 is Happening Now!
Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeImportant update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comZoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support
We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.Zoho Finance Workshop 2025 is Happening Now! 🎉
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeZoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23
Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the newFunction #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent overZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberAgents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Introducing WhatsApp Marketing with Zoho Marketing Automation
Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketingThe difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you.What is Zoho Marketing Automation? AEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeZDC Hackathon 2024 Category-wise Winners – Zoho Creator
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho Creator – Product Category award for their outstanding innovations! Team 1: Wonderboy Thandanani MthiyaneTeamZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeZDC Hackathon 2024 Category-wise Winners – Zoho CRM Client Script
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1: Marcin Duchnowski TeamZDC Hackathon 2024 Category-wise Winners – Zoho CRM Custom Function
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Custom Function – Product Category award for their outstanding innovations! Team 1: Onur Gulay Team 2: YonathanZDC Hackathon 2024 Category-wise Winners – Catalyst
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Catalyst – Product Category award for their outstanding innovations! Team 1: Raghavan P, Santhosh Kumar K, and JayabalanZDC Hackathon 2024 Category-wise Winners – Extensions
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Extensions – Product Category award for their outstanding innovations! Team 1: Puneet Chandhok, Parv Kumra and AkritiZDC Hackathon 2024 Category-wise Winners – Zoho SalesIQ Zobot
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho SalesIQ Zobot – Product Category award for their outstanding innovations! Team 1: Naveenkumar M, TulasidhasanAnnouncing the Zohotshots of the ZDC Hackathon 2024
Hey everyone! After 46 days of innovation, collaboration, and intense competition, the first-ever Zoho Developer Community (ZDC) Hackathon has officially concluded! 🎉 With 1079 participants, 797 teams, and representation from 45 countries across 6 continents,CRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementIntroducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequentZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeClient Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal nameZoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)
The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe PremiereZoho Desk app update - Reply via email option for IM tickets
Hello, everyone! We're excited to introduce the 'Reply via Email' option for IM tickets, in the latest version of the Zoho Desk Android(v2.7.4) and iOS(2.9.5) app update. You can now respond to IM-based tickets via email within the mobile app. This featureNext Page
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What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We'veImplement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceWeekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
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Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online sessionClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithError when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I selectZoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
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Weekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access couldImportant update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
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