What's New—February 2023
Dear Backstage users, This time we've rolled out a new feature to help you with further customizing your microsite in order to provide more flexibility for collecting information from event participants. Along with this, our existing features have also
Customer Newsletter - March 2023
Hello Everyone! We are thrilled to announce our customer newsletter for March 2023! Check out the March newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and a lot more. Click here to read our latest newsletter!
Focus Group Webinar - Integrating Zoho Forms with Zoho CRM
Hello form builders, Bringing you a new Focus Group Webinar focussing on Zoho Forms - Zoho CRM integration. This webinar will give you a quick data collection solution for your Zoho CRM. Learn how you can collect data online seamlessly, add customer records,
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023
Hello everyone, We're happy to announce public early access to PathFinder, Zoho CRM's new journey discovery tool. With PathFinder, you can discover your customers' journeys across multiple touchpoints and channels, and understand how they interact with
Tip #7: Four things you didn't know you can do with Conditional Formatting
Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are
[Upcoming 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
Attn. Custom Domain Users
Hi All, This is an important announcement for the users of Custom Domain feature in Zoho Wiki, who have pointed their own domain to wiki.zoho.com. We have been permitting the custom domains pointing to wiki.zoho.com and customer-wiki.zoho.com ( 74.201.154.119 ) . We have decided to permit only customer-wiki.zoho.com to support secure access as default. Hence, if you are using custom domain feature and are pointing to wiki.zoho.com as your CNAME/A Record, we request you to change it to customer-wiki.zoho.com
Meeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, it
Introducing independent categories, many-to-many mapping, and more in the community module
Hello all, We are super excited to announce some new enhancements in our community module. Zoho Desk's Community module is a support channel that provides people with a platform to collaborate and discuss topics of mutual interest. It serves as a better
Voice-based forecast analysis in Zoho CRM | Public Early Access 2023
Hello Everyone! We are happy to introduce you to yet another exciting update from Zoho CRM. This time, it's about the addition of a valuable dashboard component in Voice of the Customer called "Voice based forecast analysis" This feature is a sequel to
Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!
Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to
Build readable, reusable custom functions with LAMBDA()
LAMBDA, the new addition to Zoho Sheet's function gallery, has the potential to change the way you work with formulas in your spreadsheet. The function helps make your formulas more readable and reusable. You can create custom functions that fit your
Introducing enhanced analytics suggestions, powered by Zia
Dear All, Zoho CRM offers various types of analytics components for user dashboards, like charts, KPI, comparator, anomaly detector, cohort, target meter, and so on. We're excited to announce that you can now use Zia's advanced suggestions to build these
Revamped UI for Groups in CRM
Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups Dear All, Creating groups in your organization helps you assign records easily, approve
Announcing early access for PathFinder in CRM Plus
Hello everyone, We're happy to announce we're launching early access to PathFinder—our journey discovery tool—in CRM Plus for all users. Every customer traverses a unique journey with your business that includes different touchpoints and channels. It's
Celebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who've
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
【Zoho CRM】キャンバス機能に関するアップデート：別のZoho CRM の組織へテンプレートの共有が可能に
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ Zoho CRM のキャンバスは、Zoho CRM のUIを再構築できる機能です。従来、Zoho CRM 内でカスタマイズできるのはタブのリストビューのみでしたが、こちらの機能により、詳細ビューもカスタマイズできるようになりました。
Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.
Introducing 15 new Zoho Sheet functions
Zoho Sheet supports more than 350 predefined functions across a wide range of categories, like Text, Financial, and Spreadsheet. We released the LAMBDA function in 2021. Now, we are adding more LAMBDA functions, along with some highly convenient text
Anunciamos la integración entre Mercado Pago y Zoho
¡Hola, miembros de la comunidad! Este anuncio va especialmente dirigido a nuestros usuarios de América Latina. Desde Zoho hemos tenido la oportunidad de conoceros y de estudiar las posibles necesidades empresariales que pudierais tener. Como resultado, observamos que podíamos facilitar vuestras operaciones de negocio, y decidimos empezar por daros una mayor flexibilidad de opciones de pago. Es por ello que hoy anunciamos nuestra integración con Mercado Pago, la plataforma de pago más popular en América
4 ways to grow your business in the new year using Zoho PageSense
Hello everyone, Whatever sort of website you run, the turn of the calendar year is a great opportunity to catch the interest of new customers and work towards satisfying their needs. However, with an increasing number of competitors in the business market,
Zoho User Group Mumbai Meetup - Zoho Sign + Zoho Contracts in Zoho CRM
Hello! Are you a Zoho user that uses Zoho CRM to manage your customer data, and Zoho Sign & Zoho Contracts to send out business documents, agreements, and contracts for signatures on a daily basis? Here's a chance for you to meet, connect, and network
Zoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introduced
An Overview of All the New Updates From Zoho Vault
Hey everyone, I hope you had a great holiday season! Over the last few months, we released a few new features and enhancements to Zoho Vault. Here's an overview of all the new updates in case you've missed any. Seamless TOTP integration You can now associate
Customer spotlight: Norman Australia saves substantial time and money using Zoho Analytics
Norman manages sales and marketing in Australia, and has about 500 retailers around the country. The company uses multiple apps like CRM, financing software (Xero), Aircall, and an in-house company app. Their main objective is to categorize sales data
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Zoho Docs will be discontinued soon. Migrate to WorkDrive now!
Update: Zoho Docs access extended until March 15, 2023. Check out this latest announcement post for details. Since the release of WorkDrive in 2019, we have been moving customers from Docs to WorkDrive. We have taken the below steps in the last couple
Introducing Social eWidget for Zoho Mail, cross-brand posting and other enhancements in Zoho Social
Hello everyone, We've come up with some new updates for Zoho Social and can't wait for you to try them out. Let's take a look at what we're rolled out. Zoho Social eWidget for Zoho Mail If you've received an email from a contact or prospect, you can now
Security Policies
To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
Zoho Flow turns 5
Hello everyone, We're happy to share with you that Zoho Flow has completed 5 years since its launch in 2018. With an objective of simplifying the need for custom integrations amongst everyday cloud apps, we launched the platform supporting 100 cloud apps
WFH Tip 1: Deliver multi-lingual chat support in real time, no matter what language you speak!
Greetings from Zoho SalesIQ! With the work from home(WFH) culture beginning to set in, we are all geared up to give you a bunch of tips on using SalesIQ for your business that can prove effective during this period. So, sit tight and stay tuned to our
#BiginnersTips- 6 ways to add data to your Bigin account! - Post 3
Data is the star of your CRM, isn't it? That's what everything revolves around. So it's only right that adding or migrating data into your CRM should be no rocket science. The flexibility to add data through multiple channels is always beneficial for
Free webinar: Getting business documents digitally signed on your mobile devices with Zoho Sign
Hello everyone, Do you often conduct business on the go? With the Zoho Sign mobile app, you can carry all your business documents with you to close deals and sign digital agreements! As more and more businesses adopt electronic signature workflows, we're
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello! Are you a Zoho user that works in healthcare or with businesses operating in the healthcare industry? Here's a chance for you to connect and network with other users like you, from your industry or geography, and learn from each others' Zoho experiences.
Rules - Advanced Rules and Deny Submissions
Hello fellow form builders, Zoho Forms' automation features help a great deal in automating your workflows, reducing human error, saving time, and increasing your productivity. One such automation feature is Conditional Rules, which are a set of simple
New Feature in Zoho Sites - Member Portal
Member portal allows you to create a login for your website that restricts access to a set of pages/files for your website visitors. These files and information can be accessed by members only through login. A member portal contains an access control list, in which you can specify which member gets to view restricted pages and/or files in your website. When the Member Portal is setup for your website, you can add members to the portal by enabling registration or by inviting them to join your portal.
Zoho Desk's new archiving policy is here to stay!
Dear Customers, Using a software can get cumbersome when you have to navigate through large amounts of inactive data to find what you are really looking for. To address this, Zoho Desk is introducing a new archiving policy that aims to reduce the clutter, and make important information available to you in a faster, easier and more efficient manner. What is archiving? To put it briefly, archiving is the process of moving data that is not actively used in day-to-day operations to a separate storage
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