Community Digest: un resumen de julio de 2021
Community Digest de julio de 2021 ¡Hola, comunidad! Ha llegado agosto, mes de vacaciones para muchos, o de preparar proyectos para la siguiente temporada. Sea cual sea tu situación, en Español Zoho Community seguimos disponibles para resolver tus cuestiones,
【8/5(木)】Zoho CRM もくもく会、開催！手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう
こんにちは、蒸し暑いお天気が続きますがいかがお過ごしですか？ さて、8月5日17:00より、Zoho CRM オンラインもくもく会を開催します！ 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） 今回のZoho のもくもく会では、日頃手つかずになっているが本当は片付けたいZoho CRM の設定やカスタマイズを、ユーザーさまとともに作業します。
Sortie de nos guides Zoho One
Bonjour chère communauté ! Afin de vous apporter toujours plus de contenu, nous sommes très heureux de vous annoncer notre toute nouvelle page ressource, bien en français dans le texte : nos guides Zoho One. De quoi s'agit-il ? Nous avons créé des
Configure permissions for Survey in Marketing Plus
Hello everyone, Earlier, while creating roles, you were able to give access to manage all surveys or just the surveys created by the user in the Survey module. We've now added various permissions to manage and publish surveys in Marketing Plus to help
Tip of the week #10: Create an all-day event/ multi-day event.
We use our online calendars every day to create and add events to our schedule. What will we do if an event lasts all day or several days? Adding such events by specifying start and end times in the same way we would for a regular meeting or event will
Ask the Experts - live forum-based Q&A discussion on building customer insight with Zoho CRM
We are excited to open the stage for this month's open house discussion. Zoho CRM 2020 release included 16 robust features that covered developing customer insight, experience, intelligence, and foundation in Zoho CRM. We're happy to see a lot of you
Integration with IFTTT
We're excited to announce the most requested integration from Notebook users: Integration with IFTTT. Yes, Notebook is now integrated with IFTTT which allows you to improve your productivity and focus on what matters to you the most. Save your favorite
Capture more leads with Realtor Zobot, the real estate bot assistant!
With the real estate Zobot, you can literally close more deals than humanly possible. It engages, nurtures, and converts buyers and sellers into clients. Say there is a visitor on your real estate website who is on the lookout for a new place to move in to or is looking to sell his/her property. The visitor is pretty lost and is seeking for help. You, being a real estate agent who is endlessly juggling old and new properties, evaluating properties and chasing goals, miss out on this potential visitor.
Introducing new features and enhancements to Analytics and Social in Marketing Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho Marketing Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced
Zoho Bookings has a new pricing - Pay per user
Dear customers, Businesses around the world use Zoho Bookings. Customers have booked 1.5 million appointments and over 200K online meetings using Bookings. We are only set to cross more milestones, thanks to your support. We are excited to introduce to
Support for auto-upgrade in TrueSync (for Mac)
Last month, we released the auto-upgrade feature in the TrueSync app for Windows users. (Read the announcement post here) WorkDrive TrueSync app now supports auto-upgrading to the latest version for Mac OS. Download and install the latest TrueSync app
Tips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can help
Introducing new features and enhancements to Analytics and Social in CRM Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho CRM Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced self-service
Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux
Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres
CRM Blueprint #2: Créer un Blueprint
Bonjour à tous, Découvrons comment créer un Blueprint en 3 étapes : 1. Saisir les informations de base 2. Définir le flux du processus 3. Configurer les paramètres de transition ETAPE 1 : SAISIR LES INFORMATIONS DE BASE Allez dans les Paramètres > Gestion
Tip of the week #9: Create recurring events for meetings that occur on a daily, weekly, monthly, and yearly basis.
Recurring Events Recurring events are events like milestone meetings, conferences, team-lunch, etc., that occur repeatedly based on a specified pattern. Zoho Calendar makes it simple and easier to create such recurring events. Instead of creating an event
Zoho Desk Community Digest - June 2021
Product Enhancements Added a "Discard" option to the Article List and Article Detailed view page. You can also view the time that the article was last modified in the Article List view. Added Telugu to the list of languages supported in the multilingual
Zoho CRM and its Integrations
We've planned a series of free online workshops for our Indian 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. Our next
Introducing the all-new Webforms
We're happy to announce the release of Zoho Recruit's enhanced Webforms. We’ve listened closely to your feedback and incorporated your top requests into the revamped feature. Listed below are a few enhancements that will make you want to move to the new
Webinar: Learn how to instantly clean your spreadsheet data
Hello! Do you find it tedious to get rid of duplicate entries, inconsistencies, and missing values in your data? Join our webinar and learn the trick to clean up your data in an instant. In this session you'll be introduced to the smart data cleaning tool in Zoho Sheet followed by a live demonstration. In this session, you'll get to know: What's new in Zoho Sheet About a smart tool to clean your spreadsheets in an instant How to find and remove duplicate records from your data How to get rid of
Effortlessly implement and manage SalesIQ for your business with Brands!
Brands! Previously known as Websites, is the new smarter way to manage your business by categorizing multiple brands (websites) inside your SalesIQ portal to provide versatile support and engagement. An organization that runs multiple brands (websites)
Join us for a live webinar on the all new Codeless bots - the fastest way to build chatbots!
Hello everyone! We hope you are all staying safe during the pandemic. We are happy to announce the introduction of our all new Codeless bot platform in SalesIQ 2.0 that lets you build chatbots for your website with absolutely no coding skills! In the
Latest updates from Zoho Workplace
Dear community, Here are some latest updates from apps across the Workplace bundle. We hope you find these features and enhancements useful! Send feedback to the team right in the middle of a chat Do you have a question to ask, a bug to report, or an
Codeless Bots : Storing data with context and visitor fields
The Codeless bot platform in Zoho SalesIQ helps your build virtual assistants for your business website the easy way - the no-code way. All you have to do is design a flow chart that will define the flow of your bot using drag and drop elements and you're
Learn all about the advanced Zoho SalesIQ tools that you can use for your business!
Greetings from Zoho SalesIQ! We are back with the second part of the Zoho SalesIQ event series for the MEA region that will talk about all of the advanced features in the all new SalesIQ 2.0 that will help you improve customer engagement on your business
Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
Custom Functions And Automation For Smarter Docs And Spreadsheets (Powered by Zoho Writer, Sheet, and Show)
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. Our next
Deprecating Support for Authtokens
Hello! Zoho Creator's APIs enable you to access your Zoho Creator account and includes an authentication process to secure your data. The v1 APIs use authtokens, while v2 APIs are based on OAuth verification, which is much more secure. To enhance the security of this process, we are now deprecating our v1 APIs (that will reach their end-of-life on February 3rd, 2021) and disabling new authtoken generation in an effort to use only Zoho OAuth authentication. Existing v1 API users If you are using
Community Learning Webinar - Zoho Creator Blueprint & other release updates | July 29, 2021
Dear developers, This June, the Creator team unveiled a slew of updates including UI enhancements to the Detail View of reports, an new capabilities in Data Import and Connections, and most important of all, the release of Blueprint in Creator. Customize
Introducing Notebook for Google Workspace
Hi All, Zoho Notebook is now available for Google Workspace, allowing you to increase your productivity without having to switch across tabs. You can save your important emails, back up your File Cards, turn your ideas into documents, and create new
Creating Widgets in Zoho SalesIQ using Webhooks
What are Widgets? Widgets are user interfaces that can be built as a part of SalesIQ's platform to display information related to a conversation and also to do certain actions They are basically used inside SalesIQ to display different categories of
Learning Series for Zoho Learn
We're excited to announce that we are starting a new learning series for Zoho Learn on Monday, Jul. 19, 2021. Watch this space and get useful information, tips, and tricks to improve your overall Zoho Learn experience.
Finding similar records during conversion using unique fields of Contacts and Accounts.
Hello everyone, Until now during lead conversion, similar records in Contacts or Accounts module were found based on the values present in the system-defined fields like Lead's email address, company or name. Now, we are also using the unique fields
Drive Your Team's Remote Productivity (Powered by Zoho WorkDrive)
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. Our next workshop
Automating Repetitive Sales Processes with Blueprint - Powered by Zoho CRM
We've planned a series of free online workshops for our Indian 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. Blueprints
Zoho DataPrep is now launched!
We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service. Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data
Tip of the week #8: Set color codes for the calendars and events to make them distinct from each other.
On a daily basis, we add events to multiple calendars. Won't it be confusing if all of those events and meeting schedules have the same color on the calendar grid? In Zoho Calendar, you can set color codes for a calendar as well as the events you make
Zoho People Newsletter - July 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 the newsletter to know all about our newest features, upcoming features, webinars, HR blogs, and many more exciting things. Click
What's New in Zoho Inventory - June 2021
We're back to inform you about the latest updates to Zoho Inventory. Let's take a look at what's new this June. Update/Delete AfterShip Tracking Details We have provided the option to update or remove the AfterShip tracking details like Carrier, Tracking
Status and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new status
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