【Zoho CRM】サンドボックス機能に関するアップデート：タグの使用
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の機能アップデートにより、Zoho CRM のサンドボックス内でタグ機能が使用できるようになりました。 ◎Zoho CRM のサンドボックスとは？ Zoho CRM のテスト用の環境です。本番環境とは別の独立した環境であり、さまざまな機能を本番環境と同様に追加できます。追加した機能をリアルタイムでテストすることが可能です。
Zoho Campaigns - édition pour les agences de marketing
En tant que spécialiste du marketing numérique, vous êtes conscient des défis que représente la gestion de campagnes pour plusieurs clients à la fois. Entre la planification du contenu, la conception de modèles, l'obtention de l'approbation du client,
Zoho Campaigns: Nu nog toegankelijker
Als je de e-mailmarketingactiviteiten van je team beheert, weet je hoe vaak er dingen kunnen gebeuren terwijl je niet op kantoor bent. Dit betekent dat het essentieel is om volledig operationeel te zijn vanaf je mobiele apparaat, of je nu een lijst met
Early access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and money
New Features rolled out on April 13, 2016
Use 'Look-up' Fields in Formula columns Zoho Reports now supports 'Look-up ' fields in formula columns. Previously, it was not possible to use formulas on a lookup field. You can refer to the Defining lookup section in this help documentation to learn about creating a lookup. Note This functionality will be applicable only if the lookup column has been created with the delete criteria set as No Action on this (child) table . You can use the lookup field to create both custom and aggregate
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
'Advanced Campaigns' and 'Regular Campaigns' are now merged!
We are here with the first update of 2022. These changes in Zoho Campaigns are designed to make the user experience simpler for our customers. The changes will reflect from March 22, 2022 onwards. However, it will not affect any of your existing campaigns
【5/12(木)14:00〜】Zoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう
こんにちは、みなさまいかがお過ごしですか？ 次回のオンラインもくもく会のお知らせです！ ▶︎▷ 申し込みはこちら：※締め切りました！ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト） ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Introducing Direct Feedback on Zia Recommendations
Dear All, Hope you are well! We have a quick update on Zia's Recommendation feature. Zia recommends suitable records, products, or services to help you cross-sell, seamlessly. Now, to assess if these recommendations are helpful to individual users or
Create Jobs right from the Shifts module
Hello, Even though you knew what and when a particular temp works, you still had to go to the jobs module, select a job, find matching temps, and then assign them. We just made your job easier. Select your temp or temps, and create a job from under the
Joyeux 15ème anniversaire à notre partenaire historique ZSphere !
Toute l'équipe Zoho est heureuse de célébrer les 15 ans de notre plus ancien partenaire : ZSphere. Depuis 2007, leur équipe a centré toute son activité et son énergie sur les applications développées par Zoho. Ils sont toujours aussi passionnés aujourd'hui,
Zoho Expense: Product Updates - May 2022
Hello customers, Happy May! This month we have two new integrations and a few interesting mobile updates for you. Read on to learn more about how you can use them in your organization. Sage Accounting Integration Zoho Expense is now integrated with Sage
What's New this May 2022 in Zoho Invoice?
Hello, everyone! Whether it's a new feature or a few tweaks to an existing one, we are always on the lookout to improve your invoicing experience. Here's a run-through of everything that was added to Zoho Invoice in the past month: Display QR Code in
Community Digest - abril de 2022
Community Digest de abril de 2022 ¡Buenas, comunidad! ¿Cómo os ha ido el mes de abril? Por aquí hemos estado trabajando en varios proyectos, los que ya han salido, pero sobre todo en los que están por venir. Así que esperamos que sigáis atentos al foro
Latest Updates in Zoho Meeting
Hello all, We introduced a few enhancements in Zoho Meeting last month and we would love to share those with you. Enhancements You can now access chats and meeting notes along with the participants list in a single tab. Super admins can now set up and
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Comment directly on PDF and image files using Annotations
When collaborating with WorkDrive, you probably use comments to give feedback and exchange ideas on shared files. You may also use the @mention option to notify collaborators. Wouldn't it be perfect if you could share feedback specific to a particular
Zoho Desk : nouvel URL du domaine du centre d'aide
Bonjour à tous, Si vous avez utilisé le centre d'aide sans faire correspondre votre sous-domaine (par exemple, support.monentreprise.com) au domaine par défaut, cet article est pour vous. Lorsque vous vous inscrivez sur Zoho Desk, l'adresse par défaut
Community Digest: Samenvatting van April 2022
Beste Community leden, Het is alweer Mei, en dat betekent dat het tijd is om terug te kijken op wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch Community. In April hebben we weer verschillende Tips & Tricks mogen delen. Daarnaast hebben we
New: Track Vendor Credits in Zoho Books
We are happy to announce that you can now record credits you receive from your vendors or suppliers as a Vendor Credit Note in Zoho Books. While running a business, it's common to return damaged goods or pay excess amount in advance to vendors. The Credit Note which your vendors issue, needs to be tracked so you can use them for your future purchases . How does Vendor Credit Note work ? You can create Vendor Credit Note from Bills to keep track of returned goods or services. You
What's New—April 2022
Hello Backstage users, This month our existing features have undergone a few updates and enhancements. We hope you can see the difference in how much better and more cohesive the overall Backstage experience is. So here we go with a quick rundown of all
Introducing the Shifts module
Hello, We're back with a very useful update this time. Shifts is now a module inside Zoho Workerly! Now, you can view the shifts of assigned temps in a click. Using the filter, you can drill down into who's working when, the job they're assigned
Avril : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Nous continuons de partager avec vous de nombreuses actualités. Voici un résumé des différents thèmes abordés. Zoho CRM La partage des données L'importation des entrées de formulaires L'intégration Whatsapp Zoho Projects La collaboration
Tip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharing
Tips to build a powerful custom Widget using SalesIQ Scripts
Hi everyone! Great to see you. In our earlier posts, we discussed SalesIQ's built-in widgets and how to build real-time custom widget for e-commerce businesses. Today, we are going to discuss tips for building an effective custom widgets. As we know,
Empower your support with Signature Chat
Hi, A new way of inviting your customers to chat has been released in LiveDesk. With this, you can invite your customers for a chat, right from your E-mail replies. Where can I find this ? Go to Settings -> WebEmbed Click on the embed name Enable the Signature Chat. Scroll down to the bottom of the page to get the Signature Chat code snippet for the desired theme. Automatic signature, for the emails sent from LiveDesk. To enable, go to Settings -> Portal Settings-> Signature Chat(The last config)
Free webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight these
Get the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respective
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
Zoho Japan Community 利用規約について
日頃よりZoho Japan Community にご参加いただき、誠にありがとうございます。Zoho ユーザーの皆さまに支えられ、2019年5月のZoho Japan Community 立ち上げから、まもなく3年が経とうとしています。 皆さまにより安心してご活動いただけるよう、このたびオフライン、オンラインを含めたZoho Japan Community の活動全体に関する利用規約を制定いたしました。コミュニティに参加される方は、本規約に基づきご利用いただくようお願いいたします。詳しくは、添付のPDFファイルをご参照ください。
Zoho Mail Android app now supports Dark theme!
Hello All, In the latest version (v2.4.16) of the Zoho Mail Android app, we have brought in support for Dark theme feature. Now, the Zoho Mail app will automatically switch to dark theme when the phone is set to dark theme. This feature is available from Android 10. For the app to follow the dark theme as on the mobile device, please enable 'Follow Battery Saver' option within the Zoho Mail mobile app settings. Please refer to the GIF attached below for your understanding: Also, we’ve now brought
New Features rolled out on April 13, 2022
Enhancement in White Label Solution White Label users can now do the domain mapping and domain verification from Zoho Analytics' user interface itself. This allows them to configure the White Label Solution in a secured and user-friendly manner. Click
[Live Webinar] How to use heatmaps to turn your website into a conversion machine
Hello there, Did you know that businesses that are customer-centric are 60% more profitable than businesses that aren't? Heatmaps is a powerful diagnostic tool to understand how visitors interact with your website and thereby help make your business more
Doe mee aan de Zoho CRM Meetup op 10 mei
Beste Community, Wij nodigen jullie graag uit voor de Fysieke Community Meetup voor Zoho CRM! Op 10 mei komen we bij elkaar in Veenendaal, samen met onze klant Salespassie en de Zoho Experts van Tactick. Onze experts zullen een live demo presenteren en
Announcing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: Removes
Intégrez WhatsApp à Zoho CRM
Découvrez des applications triées sur le volet pour améliorer la puissance de vos solutions Zoho. Visitez la MarketPlace Zoho pour découvrir toutes nos applications, intégrations et extensions. WhatsApp pour Zoho CRM Suivez les ventes et le service client
OAuth authorization enablement and Other enhancements in Webhooks
Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
ZUG virtual meetup - How to effectively automate engagement using Zobot
Hi ZUGs, We hope you are great and healthy. We are happy to invite you all to discuss the scope of using Zobots to increase engagement for your business on the 27th and 28th of April 2022 for ZUGs located in the California, Pacific, and Mountain regions.
'Approvals' is now supported in the latest version of the Zoho Desk iOS mobile app.
Hello, In the latest version of the Zoho Desk iOS mobile app (v 2.6.5), we have brought in support for 'Approvals'. You can now create, review and approve/reject the approval requests for tickets from within the app. Also, you can now easily navigate
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