Zoho Creator Upcoming Updates — March 2024
Hello all! Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month! Voluminous data processing using batch workflows Importing
[Early Access 2024] Unveiling Cadences Studio: Redefining CRM interactions with automated sequential follow-ups
Last modified: Tue 23 Jan, 2024 Cadences Studio will be released in a phased manner. You can submit your request for Early Access by using the following link: Request for Early Access We have scheduled a few webinar sessions on Cadences Studio for Tuesday,
MDM Conditional Access - Sprints
Hello Sprinters! In the iOS version (v1.2.19) of the Zoho Sprints mobile app, we have bought in support for an amazing list of functionalities. Here are those: 1. MDM Conditional Access: Conditional access allows organisations to restrict employees/users
Changes in X API support for Zoho Social
Hi everyone, The platform X has recently announced that they will be discontinuing some of the API supported features in the newer API version. In effect of this, there are a few features that will be discontinued from Social: Choosing a thumbnail image
Enrich 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
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Follow Work-items and Convert a Sub-item into an Item - Sprints
Hello Sprinters! In the latest Android version (v1.2.10) of the Zoho Sprints mobile app, we have bought in support for a list of functionalities. Here are those: 1. Work Item Followers: You can now follow or unfollow a work item without being assigned
Checklists - Sprints
Hello, Sprinters! In the iOS version(v1.2.18) of the Zoho Sprints mobile app, we have introduced support for Checklist feature. What is checklist? Work items or subitems specify the tasks at hand, while checklists offer a meticulous roadmap for their
Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
Plug Sample #5 - Read and write values/data in a Google sheet with Zobot
We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price,
Speak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,
What's New in Zoho Analytics - March 2024
Hello Users, We are back with the latest update and enhancements in Zoho Analytics to improve your experience. Read on to learn more about what's new in Zoho Analytics. New Database Connectivity We've added two new database connectivity options: HFSQL
SalesIQ-Desk integration update: Seamless helpdesk ticket editing in-chat!
Did you know you can now edit your desk support tickets within SalesIQ? Happy to announce the latest update to the SalesIQ-Desk integration. Managing your customer support tickets within SalesIQ just got even smoother and better. No more toggling between
Implement JWT Authentication Mechanism for Help Center
Hello everyone! This feature is released in a phased manner and will be available only to those who request for it. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. In the
【Zoho CRM】レポート機能のアップデート:エクスポート回数の増加・定期レポートのメール文カスタマイズなど
こんにちは!コミュニティチームの鳥越です。今回はサポートチームが作成した「Zoho CRM アップデート情報」の中から、以下を紹介します。 【Zoho CRM】レポート機能に関するアップデートのお知らせ *適応環境:すべてのデータセンター、プラン 1.グループ化オプションの追加:月ごと、日ごとのグルーピングが可能に レポート作成時におけるデータのグループ化において、以前は年月別(例:2023年1月、2024年1月など)で括ることは出来ましたが、それに加えて"1月、2月"など、年を問わない月単位でのグルーピングができるようになりました。
Integrate check in/check out notifications in Zoho Cliq with Zoho People
Hello everyone, Today, we wanted to share with you a useful tip on how to integrate check in/check out notifications in Zoho Cliq with Zoho People. By integrating these two Zoho apps, you can ensure that your team members receive timely updates on the
Introducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similar
Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube
Hi email champs, As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability. Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Enhance your shortlisting process with Zia's Refine Match
Are you tired of sifting through endless candidate profiles to find the perfect match for your job openings? The Refine Match option is here to streamline your candidate search and make your hiring process more efficient. With Refine Match, you can easily
Improved Temp visibility with the enhanced Roster View
We're excited to announce a significant enhancement in Zoho Workerly that makes it easier than ever to see who is assigned to your shifts. Now, instantly view the number of temps scheduled for a shift, along with their profile pictures. Simplify your
Launching Zoho Marketing Automation 2.0
Dear marketers, We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this exciting
Set Work Hours, Track Progress, and Manage Resources
Multi-tasking is the norm of the day and not all tasks are the same. Some tasks require more time and effort than others. But how do you set and track the time a resource spends on a task? Set Work Hours Zoho Projects lets you set work hours for individual tasks. Work is calculated based on your organization's business hours. • work hours per day - number of hours to be spent on a task each day
• work % per day - percentage of business hours allotted for the task in a day
Now you can set default properties for the Email Composer in Bigin
Greetings, Previously, when you sent an email in Bigin, you had to set the font style and size, sent from address, reply to address, and reply details manually. With this enhancement, however, you can set default preferences that will be automatically
Announcing Zoho Developer Community Bootcamps in India | Zoho Extensions
Hello everyone, We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listing
Announcing the all-new Offers Module and Offer Approvals in Zoho Recruit
We're happy to introduce - Offers as a module. As we all know, Zoho Recruit is a powerful Applicant Tracking System that can help us. One of its key features is the ability to generate and approve offer letters. When a candidate is the right fit for a
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Configure ChatGPT in Zoho Cliq
If you have been on the internet for the past few months, you have probably heard of ChatGPT. It has been making waves across the world as the next big technological revolution in artificial intelligence. ChatGPT is an advanced language model developed
Featurecast Story 17 - IM via the Desk mobile app
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 17 - IM via the Desk mobile app Carry your support desk wherever you go! We're delighted to introduce you to our Zoho Desk's IM mobile software development kit (SDK). Zoho Desk is the first
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Automation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits a support ticket, it is assigned with a status to map its journey. Zoho Desk provides you with four default statuses: Open, Oh hold, Escalated, Closed; along with the option to create your own statutes which can then be mapped to these default ones.
Important updates to Zoho CRM's email deliverability
Last modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains will have their newly created mass emails and other email notifications associated with newly
Webinar | How to execute and schedule test cases with Zoho
Hi team, The second webinar of the Zoho QEngine 101 series is here and we are excited to pick up where we left off in the previous webinar. Recap: Webinar #1 In Webinar #1 of the Zoho QEngine 101 series, we introduced Zoho QEngine and all of its important
Introducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to come back with another edition of 'Ask the Experts' community series. This edition, we'll be focussing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
Telephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
Introducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,
We are making preparatory changes to the Ticket ID field type!
Ticket ID field in Zoho Desk serves as one of the key elements of the system. Our current implementation only supports numerical values for Ticket ID. This certainly limits our customers from customizing the Ticket ID. With the above challenge in mind,
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
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