Zoho CRM : modifiez le code couleur des listes de sélection dans tous les modules !
Bonjour à tous, Zoho CRM modernise sans cesse l'expérience utilisateur. Récemment, nous avons eu quelques améliorations esthétiques notables dans le CRM pour l'interface utilisateur avec Canvas, la vue Kanban, la vue en Liste et les couleurs pour les
Introducing Do Not Disturb (DND) status in Cliq
Annoyed at the sight of work notifications on a weekend? Tired of being bombarded with notifications while you are working on a critical issue? Cliq introduces DND to your rescue. Enabling DND in Cliq will block all your Cliq notifications, pop ups and
Live webinar: Expo management in Zoho Backstage—October 2021
Hello everyone, We have planned to host another live webinar where we talk about Expo Management. Here we will explain all the features you can use to handle exhibitors at your events. Join us for this live webinar on Thursday, 7th Oct 2021, where
Zoho Desk iOS app now supports task reminders
Hello All, In the latest version of the iOS Desk app (v2.6), we now support task reminder notifications. You can customize push notifications for task reminders in the Zoho Desk app and choose to set reminders on a particular day (or) set it before
Zoho Projects Android app now supports the option to search Documents, Status and Events
Hello All, In the latest version of the Zoho Projects Android app (v3.3.15), we have enhanced the Global Search feature to include Documents, Status, and Events. Please refer to the screenshot attached below for your understanding: Tasks and Bugs
Timers are now supported in the Zoho Sprints iOS app
Hello, All! In the latest version of the Zoho Sprints iOS app (v1.2.4) we have brought in support for timers in the item detail screen. You can now view, start, pause, resume and stop the timers within the item’s detail screen. Please refer the screenshot
Zoho Desk Community Digest - August 2021
New Feature Multilingual support for the ASAP web widget is now available in Zoho Desk. You can now buy Zoho Lens inside Desk with 20% discount. Ticket Archiving - The Ticket Archiving flag is removed as the feature is now enabled for all accounts.
Work Item Followers
Zoho Sprints has introduced a feature called Followers that allows you to follow or to be added as a follower to a work item. Once you're a follower, you will automatically receive notifications whenever there's an activity in the work item. David is
Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021
After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon. At this event, we will explore the topics which
Workflow Rules for Tasks - Business cases
Hello! I am back with another update on Task Automation. I believe you are all using Workflow Rules for Tasks to create rules and trigger actions automatically based on your project requirement. Today, let's see some simple business cases using Workflow
Zoho Desk Feature Roundup
Dear Customers, We hope you had a great time during the holidays. Before we step into the new year, we wanted to give you a quick update of how far we've come since Zoho Desk's release. So, here's a roundup of all the new features and enhancements we've introduced in Zoho Desk in 2017. Stay tuned for more exciting features to come!
Webinar: Power up your CRM with SalesIQ for skyrocketing conversions
Greetings from Zoho SalesIQ! We hope you're staying safe and healthy. We are back with another compelling session - one on how you can effectively reach out to your leads using the Zoho SalesIQ-CRM integration. Zoho SalesIQ is a super-powerful, real-time
Zoho User Group meet-ups for Australia and New Zealand!
Greetings from Zoho SalesIQ! We hope you're having a great week. As all of you might already know, Zoho SalesIQ has a refreshed look and feel in its all-new version 2.0 with a big bunch of brand-new features and we couldn't be happier about it! We wanted
Virtual Community Meetup over Canvas voor Zoho CRM
Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt
Tips & Tricks #01 Top 10 Zoho CRM Integraties
Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan
Voice Notes and Attachments in CRM App for Android & iOS Devices
If you are traveling or in a meeting, collaborating with your team is important. Keeping that in mind the Zoho CRM app for Android, iPad and iPhone gives you the option to log calls, add notes, tasks and events. A significant addition to this list is the option to attach documents to CRM records. Brochures, PDF docs, RFPs, invoices, comparison docs, presentations, forms… these are just some of the many documents that sales teams use frequently in business. Using the Attachments option, you can now
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Books. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
Webinar - Nieuwe Canvas Functie voor Zoho CRM
Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden
Screen sharing functionality is now supported in the Zoho Meeting Android app
Hello Everyone, In the latest version of the Zoho Meeting app (v2.1.8), screen sharing feature has been supported. Users can start a screen share as a participant or as a host and, a host will also have an option to terminate an ongoing screen share
Anunciamos meet-up virtual: ¡Canvas para Zoho CRM!
¡Hola comunidad! Ha llegado el momento de volver a encontrarnos. Nos hace muchísima ilusión poder hacerlo en uno de nuestros meet-up: un espacio abierto a la interacción creado especialmente para la comunidad de usuarios de Zoho en español. Esperamos
Zoho Desk Tips & Tricks #01 Het kiezen van de juiste kanalen voor jouw klantenservice
Beste Community leden, Vandaag geven wij een aantal tips over hoe je het juiste klantenservice kanaal kunt kiezen. Het kan lastig zijn om een keuze te maken tussen: e-mail, live chat, telefonie, social media en webformulieren. Daarom geven wij eerst een
CRM Blueprint #5: Glossaire
Bonjour à tous, Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,
Zoho Sprints Android app is now HIPAA compliant
Hello Everyone, Zoho Sprints app now encrypts the mobile database and shared preferences adhering to HIPAA policy You can update the app to the latest version either from the Play Store directly or using the link given below: Zoho Sprints app for
Bigin is now on iOS 15 and iPadOS 15
Hello everyone! Our iPhone and iPad apps have been upgraded with the much-awaited features of Apple's latest iOS 15 and iPadOS 15. Check out the new features below. Smarter and secure widgets Say goodbye to idle widgets that just sit on your home screen
'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)
【9/28〜9/30】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
What's New in Zoho Payroll [India Edition]: June 2021
Hello everyone, We hope you're doing well! At Zoho Payroll, we're constantly working to keep all aspects of your payroll up to date and relevant. Here's a look at our latest addition to our payroll application. Revoke portal access for outdated email
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Subscriptions and Zoho Checkout. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot
Zoho One - Un outil complet de gestion des activités RH
Bonjour chère communauté, Nous vous invitons à participer à une série d'articles pour découvrir comment centraliser toutes vos activités RH , du recrutement jusqu'au départ d'un employé sur notre outil Zoho One. Pour cela nous nous appuierons sur Zoho
Zoho Desk stays updated with Apple's latest iOS 15 and iPadOS 15 release
Feature upgrades for enhanced productivity, focus and multitasking capabilities on-the-go! Apple has announced it's latest iOS 15 and iPad OS 15 updates for its users. The update comes with several functionalities to improve productivity, focus and multitasking
Business Hours, Skip Weekends and Holidays
After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrence
Announcing Zoho Sign Credits - a revamp of our add-on pricing
Hello, We are pleased to announce a revamp of the existing add-on structure and pricing in Zoho Sign. In the coming weeks, we will be introducing Zoho Sign Credits, a common add-on which will apply across features and integrations that incur additional
Zoho Campaigns is now HIPAA compliant
Hello, Everyone! We take this opportunity to inform you that Zoho Campaigns will be HIPAA compliant from now on. We are going to follow HIPAA regulations from September 21, 2021. HIPAA(Health Insurance Portability and Accountability Act) initiated
Tips &Tricks: Jouw online boekingssysteem in 5 stappen!
1 Creëer een afsprakenkalender die past bij jouw branding Met Zoho Bookings behoud je de kleuren van jouw merk in alle applicaties. Je kan kiezen uit vier voorgedefinieerde thema's (Modern Web, Nieuwe Opmaak, Klassiek en Nieuw) met daarnaast opties om
Update : Zoho Marketing Automation is HIPAA compliant now!
Hello Everyone, Hope you are doing well. We're glad to announce that Zoho Marketing Automation is now HIPAA compliant ! Zoho Marketing Automation is HIPAA compliant from September 21, 2021. The Health Insurance Portability and Accountability Act
Video tip # 03: Import, edit, and export PowerPoint files using Show
Hello everyone, We're back with another video tip to help you get even more out of Zoho Show. In case you missed our previous post in this series, you can find it here. Zoho Show allows you to seamlessly import PowerPoint presentations and continue
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
See what's new in Zoho Mail- part 2
Hello everyone! As promised, we are back with more updates. Try these features out and let us know what you think. Start a conversation in the folders shared with you! Don't miss messages which need attention. Don't scroll back and forth to see the follow-up
Tip #7: Power of form controllers in SalesIQ - various outputs of a form
Form controllers in Zoho SalesIQ can be used to customize your forms to collect multiple structured data as inputs from your operators to perform a particular action or push the data to any application. This post will talk about how powerful these form
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