Tip #4: Add related lists to Zoho CRM records using form responses
How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list. You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
Introducing enhancements in Social for Marketing Plus
Hello everyone, We've come up with some new updates in Social for Zoho Marketing Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. Zoho Social eWidget for Zoho Mail If you've received an email from a contact or prospect,
Autoscan is now available for all Zoho Expense users
Hello users, Enhancing customer experience has always been our prime focus. We are delighted to announce that our Autoscan feature is now available for all Zoho Expense users. All Free plan users can use up to 20 receipt scans in a calendar month, and
カスタム関数マスター講座 お役立ち情報まとめ（2022年10月〜2023年3月開催）
皆さま、お世話になっております。Zoho コミュニティチームです。 2022年10月から月に一度のペースで開催していた「カスタム関数マスター講座」ですが、先日全6回の開催を無事終えることができました！ 毎回約2時間、多くの熱心なユーザーの皆さんに参加していただきました。このイベントが、カスタム関数のスクリプト作成に挑戦するきっかけや、Delugeやクライアントスクリプトに関する情報交換の場、今後のZoho サービスのカスタマイズへの動機づけになったのであれば嬉しいです。 さて、今回はこちらのカスタム関数マスター講座で共有された、カスタム関数のお役立ち情報が紹介されているURLと本イベントの様子を撮影した写真を掲載します。
Introducing Collections
Create collection links to easily request any number of users to upload files to a particular folder. Once users upload their files, you will be able to view their submissions and manage their files effortlessly. Users don't need a WorkDrive account to
Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration
You have streamlined your business’s engagement and customer communication by implementing versatile engagement software like Zoho SalesIQ. And now, you have your customer relationships, engagement, analytics, and more overseen from a single dashboard.
Enhancements to make your portals more powerful
Greetings from Zoho Creator! We're happy to announce the rollout of some exciting enhancements to the Portal. We've designed these enhancements to ensure compatibility with new upcoming features that we're working on, which will be available later. The
Community Digest - marzo de 2023
Community Digest de marzo de 2023 ¡Hola a todos! ¿Qué tal? Parece que la primavera nos ha dado un extra de energía para afrontar los nuevos proyectos en los que estamos trabajando (y que vamos a desvelar muy pronto). ¡Espero que a vosotros también os
Project Dashboard is now made available in Zoho Projects mobile app
Hello folks, Here's to the users who were looking to get a comprehensive overview of your projects with our neat and elegant dashboard widgets. I am glad to inform you that we have brought in support for 'Dashboards' in the latest version (v3.3) of the Zoho Projects Android app. To view the Dashboard in the Zoho Projects mobile app, follow the steps mentioned below: 1. Go to Zoho Projects mobile app. 2. Click the hamburger icon (3 lines at the top left corner). 3. Select 'Projects'. 4. Go
[Upcoming Webinar] What's new in Zoho Analytics: Q1 2023
Hi there! Are you looking to level up your BI game and stay ahead of the analytics curve? Look no further, as we are back with another webinar on What's new in Zoho Analytics for Q1 2023! Register now In this webinar, our analytics experts will discuss
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
コミュニティダイジェスト 2023年3月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上でのディスカッションやZoho からの製品アップデート情報やイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。 3月の活動は以下のとおりです。 ディスカッション [ 開発者向け ] 商談タブ内のルックアップの項目から連絡先をかんたん作成する場合に、郵便番号を入力すると自動で住所が反映されるようなことは関数を活用すれば可能でしょうか。 kyさん、松尾さん、質問とコメントをいただきありがとうございます。
What's New—March 2023
Hello Backstage users, We're always looking to improve the Backstage experience, so we've worked on some enhancements to the ticketing and exhibitor features. We've also made a few other general updates as well. We hope that this will help you organize
Free webinar - Getting started with Zoho Sign
Thank you for taking the first step toward digitizing your paperwork. Join us on our upcoming interactive webinar session to know more about how Zoho Sign can help your business streamline your document signing process and make most out of your Zoho Sign
Priority work mode is now supported in the latest version of the Zoho Desk iOS mobile app.
Hello All, In the latest version of Zoho Desk iOS app (v2.6.17), we have brought in support for Priority work mode as well: In this mode the tickets are listed according to their respective priority. Please update the app either from the App Store or
Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to mark
Introducing Blueprints
Hello App Creators, Greetings from Zoho Creator! We're happy to inform you about a new feature called Blueprint—Zoho Creator's process management tool. This feature enables you to customize every detail of every process you design in your Creator application.
Add your brand logo to your forms
What's in a logo? Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru? A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to
GPS Geo-fencing is now live!
Hello, A very happy new year to you all :) The most awaited Zoho Workerly feature is finally here! With GPS Geo-fencing in Zoho Workerly, you can now setup virtual perimeters around your clients' place and get real-time updates of your temps' check-in,
Automate business workflows with the Show-Zapier Integration
Whether you are scheduling a presentation on the results of your marketing campaign or you want to populate your presentation with data from your CRM leads, you need an effective tool for connecting your apps with Show. Introducing Zoho Show's new integration
【Zoho CRM】直近のアップデートまとめ＋バックアップデータに関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下3つのアップデートが行われました。今回はこの中からバックアップデータに関するアップデートをピックアップし、詳細を見ていきます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
Celebrating 15 years of Zoho Invoice!
Dear Zoho Invoice community, We are thrilled to announce that Zoho Invoice celebrates 15 years on March 28, 2023. It has been an incredible journey, and we are grateful to have had your support throughout the years. We have come a long way since our inception,
New enhancements in the latest version of the Zoho Meeting iOS mobile app
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.5.0), we have brought in the below enhancements. Recording consent : To enhance privacy, we have brought in the recording consent option in the mobile app. Henceforth, when a user
The Future of Live Chat: Essential Customer Engagement Features for 2023
It has been more than 20 years since live chat for support and engagement became mainstream. Almost all websites these days have some sort of live chat tool embedded, and most website builders come with an integrated live chat software solution. So, if
Deluge in Zoho services #5: Zoho Connect
Hello everyone, Greetings from Deluge! Whoosh 🌬️ That's how quickly the first two months of 2023 came to an end, and now we're in full speed ahead! We hope you found the previous post in this series useful and are now back with our latest post. Basically,
【3/17 (金)】Zoho ユーザー交流会（Meetup）｜大好評のユーザー事例共有のほか、ミニプレゼンテーション大会も開催決定！
こんにちは、Zoho コミュニティチームです。 このたび、2023年第一回目となるユーザー交流会（Meetup）のご案内です。今回は、「バックオフィスにおけるZoho の活用方法とは？」 をテーマに、 ハイブリッド形式（品川会場、またはオンライン）にて開催します。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼詳細・参加登録はこちら（無料） https://zoho.to/JPMeetup2023v1_forum ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Import data from Bigin
Dear All, Zoho CRM provides you with multiple options to migrate data from your existing systems into Zoho CRM with the help of our data migration wizard, thereby reducing the hassle of manually importing data. In line with that, we've now added the option
Tips and tricks #53: Four Zoho Show add-ons to help you create quality content in your slide decks
Hi All! In order to improve the efficiency of our web application and enhance your user experience, we have integrated Show with select third-party tools. These add-ons are available for free from the the Add-On Store which can be accessed the toolbar
Focus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
WhatsApp template category update: March '23
Effective April 1st, Meta will reduce the number of available WhatsApp template categories to three. Meta will start migration on March 27th, and all your existing template messages will be reviewed and re-categorized. NEW: Supported template categories
【開催報告】ユーザー交流会 in 東京 - 3/17（金）
皆さま、こんにちは。コミュニティチームの中野です。 3/17（金）に「バックオフィス領域における Zoho の活用」をテーマに、今年1回目のユーザー交流会（Meetup）をハイブリッド形式にて開催しました！ 品川会場、オンラインいずれも大いに盛り上がったユーザー交流会の様子を共有します。 今月の開催回では、関西 青山さまによる、HRの業務領域をZoho One で構築したユーザー事例セッションのほか、Zoho サービスの活用方法を発表するミニプレゼンテーション大会「ライトニングトーク」を実施。 また、会場参加の方々にはお楽しみ会「Zoho
Manage all your team's shared items in one place
Collaboration is key to the success of any business. With WorkDrive's advanced sharing feature, you can securely share items with your team members, partners, vendors, and other third-party service providers without any restrictions. At the same time,
Removal of Unsplash integration—Zoho Campaigns
Hello everyone, We're writing to inform you that Zoho Campaigns is discontinuing the Unsplash integration on March 31, 2023. Read on for more information. What do I need to do? No action is required from users. As of March 31, 2023 the Unsplash option
【Zoho CRM】直近のアップデートまとめ＋新バージョンのメール構文解析に関して
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下3つのアップデートが行われました。今回はこの中からメール構文解析に関するアップデートをピックアップし、詳細を見ていきます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho
Introducing Cloud Functions
Hello App Creators, Greetings from Zoho Creator! We are happy to inform you about a new feature in Zoho Creator called Cloud Functions . They are functions which are executed serverless, supported only by Creator's infrastructure, and hence the name Cloud Functions. The new cloud functions support two languages: Java and Node.js. This feature will be available under the Functions section of the Workflows module. Once these functions have been configured and written, they can be called from any of
Zoho Payroll's Latest Updates : March 2023
At the heart of our work is our customers. We aim to provide payroll software that not only fulfills your needs but also surpasses your expectations. We believe in constantly challenging ourselves to create functional and appealing software, providing
Webinar: 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolving
The month that was at Zoho Workplace | February 2023
Hello Community, Hope you're all doing good and staying safe. The applications in Zoho Workplace had few enhancements and feature releases in the month of February. Let's take a look at them! Zoho Mail Adapting to Zoho Mail made easier Are you someone
Update: Removal of Unsplash integration - Zoho Marketing Automation
Hello there, We have an update for Zoho Marketing Automation on the way. We are removing Unsplash integration from Zoho Marketing Automation—a decision made in light of some recent changes to Unsplash's policy. We are removing the integration on March
Share your forms with multiple groups
Sharing a form with groups in an organization can help you eliminate the tedious task of sending forms individually or sharing them with the whole organization. When working in an enterprise and when there are many departments in play, it is more efficient
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