Zoho Desk Community Digest - July 2021
Enhancements Finance and Pagesense integration for Marketing plus accounts. With multiple JS domain support for ASAP JWT Authentication, you can now add up to 5 domains. Important Community Discussions Create a contact with custom fields in a ticket
Introducing Import of Users to CRM
Hello Everyone, Greetings! We are here with a simple yet productive feature enhancement, again! Thus far, users were added to the CRM system manually by the administrators. Also each user had to be assigned a role and profile to enable them to perform
Embed insightful and actionable data in your slides using the Zoho Analytics add-on for Show
Hi All! Clients and stakeholders often need to interpret lots of data in order to make strategic decisions. Let's say you imported numbers from a wide range of data sources into your Zoho Analytics workspace to facilitate better analysis. You further
Community Digest: Samenvatting van Augustus 2021
Beste Community leden, Het is alweer een maand geleden sinds we de Zoho Dutch Community hebben gelanceerd. Aan het eind van elke maand zullen wij een Community Digest met jullie delen, dit is een samenvatting van wat in er de afgelopen maand is gebeurd
Zoho ShowTime will no longer be a part of Zoho Workplace. Here's why.
Dear customers, We hope you are doing well and keeping safe. We have some important news from Workplace. Zoho ShowTime, our virtual training tool within Workplace, is approaching its end of life and hence will no longer be a part of the suite, w.e.f
Bigin Astuce #8 : Workflows
Bonjour à tous, Découvrons aujourd'hui comment la fonction Workflow dans Bigin vous aide à automatiser les tâches répétitives. Lorsque vous lancez une vente, votre tâche principale est de répondre aux besoins de vos clients. Mais parfois, vous perdez
Tip #5: Customise your widgets to display data from external apps
Did you know that you can customize widget information based on the customer? There is always a need for something dynamic. This is possible only when we pass the context to the widget code. SalesIQ allows you to pass a bunch of contexts to the widgets
Private Extensions in Zoho Projects
Extensions are used by developers to build and host their applications. In Zoho Projects, users can add new features or host third party applications using extensions. By integrating with Zoho Sigma, these extensions can be shared within the product among
Tip #4: Prioritize and narrow your focus by removing contacted visitors from the rings
Ensure that all the visitors on your live view are ready to be contacted by hiding the visitors connected to other operators. When a prospect appears on your live view rings, it is ineffective to manually check if they are chatting with other operators
Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM
Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is
Action Cards in Zoho Projects Bot
If you are a Microsoft Teams user who is also a part of the Zoho Projects portal, you can now access the Zoho Projects Bot and start working on projects directly from your Teams workspace. Consider a scenario where you would like to add a comment to an
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
New Charts introduced in Webform Analytics
Hello Everyone, Greetings! Webform is an interesting avenue to collect information from prospective customers and further connect with them. The webform analytics, have been extensively put to use to identify its performance and understand customer behavior.
Tip of the week #14: Respond to event invites in Zoho Calendar.
The term RSVP is the abbreviation of the French phrase “répondez s’il vous plaît” (please respond). An RSVP is a polite request for you to inform the host whether or not you’ll be attending their event so they can plan accordingly. This will in turn help
Zoho Creator Community Webinars | October - November 2020 [Completed]
Hello everyone, I’m happy to announce that Zoho Creator is hosting a new Community Webinar Series starting this October. This series is a learning initiative aimed at our developer community, where every session will take spotlight use cases focused on
Meet Zobot, your appointment scheduling assistant!
Great to see you! We have another simple yet efficient Zobot for you this time. This one is a Zobot that showcases the services available in the organization and schedules appointments for your clients. As an example, we have taken the healthcare industry. You can customize the Zobot according to your website/Industry needs. Bot Requirements: Initiate chat/ Trigger a welcome message. Lists out the services and doctors available inside the hospital organization. Schedule consultation appointments
Zoho Inventory Community Digest June 2021 - a monthly rundown
Hello all! Zoho Inventory has been busy this month! It was exciting to see so many product updates get rolled out. Because of your feedback, we were also able to bring you some much-awaited features and fine-tune them over the last few weeks. Lastly,
Multi-Layout (Beta) release
Creating a layout for customer support teams that share several processes under one common department is a challenge. First thing that comes into the agent's mind is the number of fields that are irrelevant to ones process. This challenge also extends
Start met Zoho One
Welkom op de community-pagina van Zoho One, hét besturingssysteem voor bedrijven. Op deze pagina geven wij een korte introductie over Zoho One. Daarnaast geven wij een aantal tips om te starten met deze besturingssysteem. Tegenwoordig zijn Cloud-oplossingen
CRM Blueprint #4 : Consultez les rapports d'utilisation de Blueprint
Bonjour à tous, Continuons notre série sur les Blueprint en approfondissant la fonction rapport. Les rapports Blueprint vous donnent des informations sur vos processus commerciaux et leur exécution et vous aident à mieux les optimiser. Il existe 2 types
Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a task
Introducing Canvas: A no-code design studio available in CRM Plus
Hello everyone, We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription. Now
Final Notice - Deprecating Authtokens in Zoho Analytics
In our commitment to continuous improvement, we've been working on to upgrade Zoho's authentication method from authtokens to a more secure OAuth. We have been communicating about this important migration process in the recent post. This is the final
Zoho Recruit's Affiliate Program
Hello! We are happy to announce Zoho Recruit's new Affiliate Program. Refer friends, colleagues, clients, etc., to Zoho Recruit and get rewarded. For more details, please read our blogs at: Get Rewarded with Zoho Recruit's Affiliate Program Regards, Rina
Zoho People Newsletter - August 2021
Hello Everyone! I hope all of you are safe and well! The latest edition of Zoho People's HR Newsletter is out now! Check out our all-new HR newsletter to know everything about our latest features, upcoming features, insightful HR blogs, informative
Tip #3: Start with a template and build your own Zobot
Need a chatbot for your business to generate leads, support customers or answer FAQs? Then, Zoho SalesIQ has the right solution for you! SalesIQ has a number of tailored, industry-specific and functionality-specific templates that you can choose for
Tip of the week #13: Invite attendees to the events in Zoho Calendar.
What's an event without participants? In Zoho Calendar, you can add participants to every event you create. The Attendees field of the Create Event, Duplicate Event, or Edit Event tab can be used to add and invite participants to an event. You have the
Refine by Zia: a smart way to improve data quality
Zia in Zoho Sheet has been helping users with recommended charts, pivot tables, and offering insights about their data. While there is an exclusive smart data cleaning tool, from now on Zia will also include data quality suggestions for error-free analysis,
Introducing CallGear, EasyPost, Shippo, Linckr and 9 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 13 more extensions for Zoho CRM in the month of July 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
Announcement: Audience Polling for Zoho ShowTime.
ShowTime polling lets the presenter create and launch polls during the session and project results to your audiences in real time. Highlights: ShowTime's polling is completely free! Your audience can connect through attend.zoho.com (on their browser) or from their smart phones by downloading the ShowTime Viewer app from the App Store and Play Store. ShowTime polls are available for Windows, iOS, Android and PowerPoint users. Set polls for a presentation in 4 quick steps: Get started: All you need
Important announcement: Deprecation of support for Zoho Mail's old Admin Console UI
Hello Administrators! Thank you all for the amazing welcome to the release of the all new Zoho Mail's Admin Console. Here are some comments about the new interface that motivated us: Many of our users who were using the older version for a long period, loved
[Webinar] 5 Growth Drivers a Modern Analytics Platform Delivers
Hi there, With a massive explosion of data across sources, businesses have embraced analytics to extract meaningful insights out of their data. While many organizations have adapted to modern BI platforms, some are still in their very early stages of
Planned Annual Maintenance EU Data Center, 15th and 22nd August, 2021
Dear customers, Our annual infrastructure maintenance for our Europe Data Center is scheduled for 15th August, 2021, between 03.30AM and 06.30AM CEST, and on 22nd August, 2021, between 03.30AM and 06.30AM CEST. This maintenance has been planned during
Upcoming Updates - June 2021
Hi all, We hope that you are all safe and in good health. It has been one of the most challenging times of our age and we, as a global community, are trying to deal with it to the best of our abilities. Zoho Creator team has always tried to stick to its
Important Update on MS Outlook Plugin using IE Browser - EOL
Hello everyone, In our previous post we had informed about the old browsers that were updated for Zoho CRM. As a result, all versions of Internet Explorer will stop working, instead Edge can be used. We hope all our users have upgraded to the new browser
What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong search
Découvrez Canvas notre nouvelle fonctionnalité !
Toute l'équipe Zoho est heureuse de vous présenter Canvas, la seule fonction sur le marché, qui vous permet de personnaliser le design de votre CRM ! Canvas est un atelier de conception intégré dans Zoho CRM, grâce auquel vous pouvez ré-imaginer intégralement
Zoho One: Go From Apps To Operating System
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. In our next
Tip #2: Bring your apps inside SalesIQ with Widgets
What would you rather do - navigate through a multitude of apps to learn about a customer or see the information right inside your chat window using a simple integration? We all know the answer to this! Navigation can lead to a lot of distractions and
Tip 27: How to upload files to Dropbox using the Dropbox API in Zoho Creator
Hi folks, It's been a while since our last tip. Hope you're all safe and doing well! This tip will talk about the Dropbox API that helps you upload files to Dropbox. It's one of the most common actions that you can perform by integrating Zoho Creator and Dropbox. To understand how this works, let's create a sample application called File Management App and learn how to upload files to DropBox by adding the Dropbox API to a workflow. Application flow The end user will upload a file to the file upload
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