Zoho Meeting Android app update - v2.4.0
Hello everyone! We are excited to announce that we have brought in support for the following features in the latest version of the Zoho Meeting Android app(v2.4.0): 1. Start Personal Meeting Rooms 2. Revamp of the schedule meeting screen and meeting details5 powerful ways to boost e-commerce customer engagement with Zobot
E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucialIntroducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!
Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster thanA decade together - Thank you for being a part of the journey with Zoho Social!
A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What started as a small idea has grown to a powerful platform to help businesses across the globe reach theirExciting News: WhatsApp Templates is now available on Zoho SalesIQ!
We are excited to announce the launch of WhatsApp Templates on SalesIQ, a highly awaited feature that will take your business messaging game to an all-new level. This is going to help you enhance your communication patterns, while also allowing you toSpreading Love, One Ticket at a Time
At Zylker Techfix, customer service wasn't just about solving issues, it was about creating meaningful human connections. The team believed that every interaction was an opportunity to understand their customers better and offer solutions that truly madeCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. IfWorkDrive API Documentation
WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesRe-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism
The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelistedEnhancing self-service capabilities with AI-based Zia Answer Bot
Hello All, Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently. By leveraging knowledge base (KB) resources, the Answer Bot provides accurateCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions werePower-up your app with spreadsheet editing using Zoho Office Integrator!
Hello users, Did you know that you can create and edit spreadsheets right in your web app? With Zoho Office Integrator's embeddable spreadsheet editors, you can easily add the capability to create and edit spreadsheets collaboratively in your app. WithTime Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatSEO for your Zoho Sites Website
Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/Translation in Zoho CRM now supports various regional languages
Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, eachLaunching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since FebruaryZoho Creator User Group meetups in a city near you!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are aWeekly Tips: Get Work Done Faster with Zia AI
Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catchEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allUnified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyPower of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-【Zoho CRM】各タブ内の一覧表示画面のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から各タブ内の一覧表示画面のアップデートをご紹介します。 各タブの一覧表示では、設定条件に基づきデータを行や列で表示し、関連する詳細情報を一目で確認することが可能です。 今回のアップデートでは、タブの一覧表示で利用できる機能が増えました。 【目次】 各行の活動ラベル(ステータス)表示 「フィルター基準」オプション 項目列の非表示 URLのコピー 1.各行の活動ラベル(ステータス)表示 一覧表示内の各データの横に各業務のステータスのラベルが表示されるようになりました。Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatFree webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025
Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the followingDecode user intent and behavior patterns with Zoho PageSense Session Recording
Hello there, Join us in our upcoming webinar and learn in-depth about how to tackle conversion challenges with PageSense Session Recording. Session Recording is a powerful function that lets you record, re-create, and gather user interaction insightsEnhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance
Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.Introducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to designIntroducing LinkedIn Apply Connect for Zoho Recruit
Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidatesNow Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,Introducing bot filtering for accurate analytics
Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflectIntroducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks
Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them toFree webinar! The Zoho Sign Masterclass: The basics, latest features, and mobile apps
Hi, Are you new to Zoho Sign or looking to brush up on its capabilities? This webinar will help you master Zoho Sign from the ground up, covering everything from the basics to the latest features. Whether you're an individual managing personal documents,Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization[Important announcement] Removal of Zoho Writer's DocuFiller Add-on
Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions[Free Webinar] Enhancing your dashboards with JavaScript widgets in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedOptimize your Knowledge Base for better visibility by allowing search engine crawling and indexing
All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, itNext 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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