Add unsubscribe link to your email, Import from Insightly and more!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Add unsubscribe link to your email You can now add unsubscribe links to emails you send from Bigin. When a contact clicks the unsubscribe link, the Email
SalesIQ Wrapped #2022
Warm greetings from SalesIQ! This holiday season, we're looking back on the tremendous year we've had at Zoho, as well as Zoho SalesIQ. Zoho has earned $1B in profit revenue this year while remaining completely self-funded. Meanwhile, SalesIQ has recorded
Enhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! Regulate
Tip #6.1 Notify vendors whenever you receive goods automatically
Hello, Hope you are doing good. Last time, we saw how we could automate the process of giving discounts at item level to customers based on the total number of items per item group on a sales order. Today, we are going to see how we can send out email notifications to vendors whenever purchased items reach your store or warehouse. This post has been divided into 2 parts. In this part, we will only talk about delivery notifications. In part 2, we will tell you how you can send reminders to vendors
Collaborative spreadsheets on your smartphone.
Waiting till you're at your laptop to get your work done is a thing of the past. Stay on track with the mobile world with the Zoho Sheet app for iPhone, iPad, and Android devices—watch the video. Now you can: View and access all your spreadsheets—both owned and shared. Perform calculations in a snap with more than 350 functions. Visualize data with charts and conditional formats. Share and collaborate in real time with your team. Distribute files with shareable links. Insert hyperlinks, checkboxes,
Epics module is now supported in the latest version of the Sprints Android mobile app
Hello, In the latest version of the Zoho Sprints Android mobile app (v1.2), we have brought in support for Epics module. Epic: It is a larger user story that contains multiple stories across different sprints. In agile methodology, every requirement from
What's New—December 2022
Hello everyone, As we head into the new year, here are the latest updates from December 2022. Reminder emails can be scheduled from the Reminders tab to inform participants about upcoming activities for your event or prompt them about something they should
What's New in Zoho Inventory - December 2022
Hello customers, This month, we've added new statuses for shipments, shipment tracking in the Client Portal, the ability to invoice your customers in multiple currencies, and more. Let's take a look at all the updates made to Zoho Inventory. Introducing
Zoho CRM connector's export functionality enables end-to-end CRM data pipeline
We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,
The Customer Experience Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Nieuwe oproepbalk feature in Zoho CRM
Beste Community, Onlangs hebben we een verbetering aangebracht voor onze ingebouwde telefoniegebruikers. Bij het instellen van de ingebouwde telefonie krijgen gebruikers de telefooninstellingen onder aan het scherm te zien. Het helpt hen om hun beschikbaarheidsstatus
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Zoho CRM Tips & Tricks #06 | 8 tips om je customer journey effectief op te bouwen
Het belang inzien van hoe je een customer journey ontwerpt, kan zijn vruchten afwerpen in hogere conversieratio's, hogere klanttevredenheid en een gezonder bedrijfsresultaat. Uit een recent, door McKinsey gepubliceerd, onderzoek bleek dat een brede en
Tip #10: 3 helpful ways to use data validation in your spreadsheet
Data validation in spreadsheets makes data entry processes more efficient, while helping reduce inconsistencies and errors in your data sets. In this article, we'll look at three ways you can use data validations to create useful dropdown lists in your
Community Digest - diciembre de 2022, y un propósito para el 2023
Community Digest de diciembre 2022 ¡Hola, comunidad! Estamos en las últimas horas del 2022 y como cada año tomamos estos días para echar la vista atrás, durante los cuales recopilamos nuestros hitos del año y reflexionamos sobre lo que hemos conseguido,
Community Digest: Samenvatting van December 2022
Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren
Zoho Sign in 2022 - A recap of product updates
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
File upload size is now increased in the latest version of the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.6.3), we have brought in the below enhancements. File upload size for the task/bug & documents module has been increased to a maximum of 20 MB per file. You can attach 10 files with a
📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
What's New this May 2020 in Zoho Books.
Hello Users! The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most important
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Zoho CRM's V4 APIs are here!
Hello everyone! We hope you are all gearing up for Christmas and New Year. To make this season sweeter, we are thrilled to announce the release of Zoho CRM's V4 APIs! With every version, we offer something new to satisfy your business needs. V4 is no
New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key
Spotlight 35: Curate your event gallery
The event gallery on the microsite gives your attendees a space to share their experience through pictures. These pictures can show other attendees what transpired at the event. If you have a theme or criteria for what pictures should be showcased for
Configure separate sender email addresses for staff and customer notifications
Hello everyone! We have made an enhancement to improve your scheduling experience. You can now configure sender email addresses separately for staff and customer email notifications. It may be a good idea to CC a Super Admin on staff emails, but not on
Feature Announcement: Enhanced recipient customization settings
Hi Zoho Sign Community, We are happy to announce that we've made enhancements to the Send for Signature option in Zoho Sign to facilitate a better signing experience. These enhancements are readily available across all editions. Key benefits Users can
Zia, l'assistante IA de Zoho Writer, maîtrise maintenant le français !
Nous ne cachons pas notre plaisir de révéler la version française de Zia, l'assistante d'écriture par IA. Zia eu son petit succès depuis qu'elle a été ajoutée à Writer. En fait, la popularité de Zia fut telle que nous avons reçu constamment des demandes
Gear up for the Customer Experience Workshops in 2023
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Verzamel leads op één plek
Leads komen in verschillende soorten en maten. Omdat leads uit zoveel bronnen kunnen komen, bevat Zoho One een groot aantal marketing apps waarmee je leads via je marketingkanalen kunt verzamelen en naar Zoho CRM kunt doorsturen. Hieronder staan een aantal
What's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information from
Free webinar: Zoho Sign in 2022 - A quick walkthrough and a live Q&A with our experts
Hello, Has Zoho Sign actively helped in your business's pursuit of digital transformation? Or does it play a big part in how you do business or transact in general? If so, we invite you to join us next Thursday, December 15, for an exclusive webinar and
Introducing seasonal slides in Show!
Hello everyone! It's the time of year when we send seasonal greetings to the people in our lives. To serve this purpose, Show has added Seasonal Slides to its slide template categories. These pre-designed slide templates will help you save time designing
Zoho Webinar is now available as a new and separate dedicated app.
Hello All, We have separated the webinar functionality of the Zoho Meeting app into a new dedicated mobile app. Onboarding carousel in Webinar mobile app iOS platform: Onboarding carousel in Webinar mobile app Android platform: Joining a webinar session:
The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
Introducing hashtag groups and supporting carousel posts for Instagram in Zoho Social
Hey everyone, In this Zoho Social update, we've introduced hashtag groups so you can manage all hashtags used across your channels. We've also extended support so you can publish carousel posts on Instagram. Here's a brief about the updates. Hashtag
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Layout & Validation rules for quick actions is now supported in the Zoho Desk Android mobile app
Hello, In the latest version (v2.6.0.1) of the Zoho Desk Android mobile app, we have implemented the layout and validation rules for quick actions from the ticket list and in ticket details screen throughout the app's tickets module. An intermediary screen
Ask the Experts - Zoho Notebook
Notebook turns six and we're hosting an Ask the Experts session to allow our users to interact with the team and share their feedback. This is our first ATE session and we plan to keep it as a general discussion, so you can share feedback about Notebook,
[Early Access] Circuits in Zoho CRM - Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
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