App Spotlight: PayU for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. PayU for Zoho Books Enable instant payment collection, tracking, and reconciliation right from Zoho Books. Send invoices containing the
Introducing 'Pre-Check in' for your temps
Hola! We are happy to announce 'Pre-check in' settings for all users. First, why do you need this feature? For critical services such as nurses and other emergency services, it will be helpful to be informed if the scheduled temp is going to cover
【6/18(金) Meetup開催】長年利用のユーザーさまによるCRM 運用の失敗事例やZoho 新入社員のプレゼンテーション、Zoho サービス相談会など... 今回も盛りだくさんです！
こんにちは、Zoho Japan コミュニティチームの今成です。 6月18日（金）16:00~、2021年2回目となるMeetup（ユーザー交流会）を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol2 今回は「Zoho CRM しくじり先生ー私みたいになるな!!〜定着に悩む管理者へ伝えたい3つの教訓〜 」と題し、 Zoho を長年ご利用いただいているユーザー様が、今のCRM 運用にたどり着くまでに直面した課題や、現場の声を聞きながらどうカスタマイズしたか...などを自社事例としてお話しくださいます！
What's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have made
Codeless Bots : Data Blocks to gather information from the visitor
What are Data blocks? Data blocks in the Codeless bot platform can be used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per your flow. The details collected using these data cards will be
CRM - Astuce #1 : Top 10 intégrations 2020
Bonjour à tous, En ce début d'année nous avons le plaisir de vous faire découvrir la liste des 10 intégrations les plus populaires de 2020 ! N'hésitez pas à vous en inspirer pour profiter pleinement de votre CRM. #1 : WhatsApp Web Entrez en contact avec
Zoho Inventory Community Digest May 2021 - a monthly rundown
Hello all! Our last month has been quite interesting, with a lot of informative content passed on through our social media posts and discussions. Thank you all for your support on our community forums and for staying engaged with all the different discussions
Codeless Bots : Action Blocks to perform information-based actions
What are Action blocks? The Codeless bot platform in the Zobot offers actions similar to the ones in the SalesIQ Scripts platform. The action blocks can be used to perform actions based on the visitor's needs and information collected so far in the flow.
Liven up your presentations using the Twemojis add-on for Zoho Show
Hi All! In today's digital age, emojis are a common mode of nonverbal communication. For this reason, Twitter offers emojis in multiple different categories, including Activity, Objects, and Symbols. In order to help you connect emotionally with your
Introducing Vonage, Lusha, Google Maps, Leady.com and 10 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 14 more extensions for Zoho CRM in the month of May 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and
What's new on Zoho Marketplace for May 2021
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in May 2021. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and Bigin) Integrate Telebroad
Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actually
CRM - Astuce #10 : Personnaliser votre barre de recherche
Bonjour à tous, Comme vous le savez déjà, vous pouvez rechercher des enregistrements en utilisant l'option de recherche globale. Par exemple, si vous voulez récupérer les détails d'un contact appelé Laurent, il suffit d'entrer le mot clé "Laurent" dans
Zoho People for People Management
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
Spotlight 32: Preparing session resources
Having a captive audience that is completely focused on what you're saying and not distracted by taking notes or reading slides can help you deliver more effective presentations. To do this, you can use supplementary resources to help them understand
Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
Do more with the improved Composite Items feature!
The term 'Composite Item' in Zoho Inventory represents a single commodity that is made up by putting two or more items together. With composite items you can, Create kits and sell them for customized rates. Perform assemblies to create finished goods. During the past few weeks, we made several enhancements to the Composite Item feature to improve its utility to suit different businesses. We thought we should tell you about it. Read on to know what's new and how you can get the best out of this feature.
Zoho Inventory Community Digest April 2021 - a monthly rundown
Hello all! Hope you are doing well. We saw many updates and new features in Zoho Inventory during this month, and I am sure many of you have already come across at least some of them. Let us give you a quick synopsis of what has changed in the last month.
Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension's
Detect the profanity in messages and add a professional touch to the conversation
Keep up your business standards by automating the process of identifying and blocking the usage of profanity. During live chat, operators might face some abusers and usage of offensive language. You can prevent this by implementing profanity library features
Tip of the week #3: Add events to calendar by entering a simple phrase.
Amidst a busy day, we create and add events or meeting schedules to our calendar on the go. We don't need to provide all the details of the event every time. Sometimes we would even love it if the calendar itself adds an event to your schedule when you
Zoom for Backstage: Hosting an online event
Hello everyone, Today, virtual events appear to be the new norm. As more and more event organizers lean toward this mode of hosting events, we at Backstage are also keen to offer you as many options as possible to help you do just that. Earlier, we
Zoho Sprints iOS mobile app now supports custom fields in Epics
Hello All, In the latest version (v1.2.2) of the Zoho Sprints iOS app, we have brought in support to display custom fields in Epics. I've attached a screenshot below of the custom fields in Epics for your reference: You can update the app to the latest
Timesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.
Simplifying Payment Collection For Your Business
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
Build strong relationships with your B2B customers via SalesIQ
Introducing Company module, an exclusive feature that enhances your B2B relationship. B2B based sales and engagement have been showing steady growth recently due to the number rising startups and entrepreneurs. So, we have added an entire module dedicated
Generating an OAuth 2 token for Cliq
OAuth 2.0 protocol is a way to authorize and authenticate API requests. It allows third party application developers to let their users access and use the resources securely. This post will walk you through the steps involved in generating an OAuth 2 token for Cliq. Follow the steps given below to know more on how to generate an OAuth 2 token for Cliq. Step 1: Generate Client id and Client secret You will need to register your client app before getting started. A registered client app will be assigned
Transformation digitale - Comment faire passer votre activité dans le cloud
Bonjour à tous, Zoho France poursuit sa série de webinars sur la transformation digitale pour limiter la fracture numérique et faire connaître à ses clients les produits à leur disposition pour fluidifier leur activité quotidienne. Nous ne vous remercierons
Anniversaire Bigin : le CRM pour les petites entreprises évolue
Bonjour à tous ! Nous sommes de retour avec quelques annonces passionnantes. Mais d'abord, joyeux anniversaire à nous ! Bigin a eu un an récemment et nous avons un nouvel ensemble de fonctionnalités que nous sommes impatients de partager avec vous. Nous
Codeless Bots : Blocks for effective, enhanced interactions with website visitors
The Codeless bot in Zoho SalesIQ is a platform that was designed to ease bot building for non-techies. With this platform, you can create the bot of your dreams without any coding skills, whatsoever. Today's post will throw spotlight on the blocks available
What's New — May 2021
Hello everyone, This month we spent time continuing to improve the Backstage experience for you by adding some useful features. Here are the latest updates for the month of May: You can now upload handouts for your session audience. Handouts can be
Welcome to the Zoho Marketing Plus Community
Hello everyone, We are thrilled to welcome you to the Zoho Marketing Plus Community. Here's a brief introduction to Marketing Plus to get you up to speed and help you understand the importance of our community. What is Marketing Plus? Marketing Plus
Free webinar: Maximize productivity with the new Zoho Vault browser extension
Following the official release of our new web interface, we recently launched our completely revamped browser extensions for Chrome, Firefox, Safari, Vivaldi, and Brave. The new extension extensively focuses on improving user productivity, enhancing the
Zoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access features
Community Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7
Why Zoho Vault is the best alternative to LastPass Free
A recent update from LastPass has upset quite a few of its users. The new changes indicate that starting March 16, 2021, LastPass free users will only have access to devices of one type: Mobile devices (smartphones, tablets, and smartwatches) or Computers
Storage and external share settings in My Folders
Storage limit in My Folders Zoho WorkDrive offers a single shared storage for your entire organization. This means no separate storage for My Folders, Team Folders, or users. If you wish to restrict your team users from using a large storage space in
Tip of the week #2: Creating a new event in Zoho Calendar.
The main use of business calendars is to create or add an event to the calendar. Sometimes we create event on the go just by providing the event title and time. Many a times we need to add participants, add conferencing, create a repeating or an all day
Join us for a live webinar on the all new Zoho SalesIQ 2.0!
Hello everyone! We hope you are all staying safe during the pandemic. We are happy to announce the introduction of its all new and improved version - Zoho SalesIQ 2.0. We want to tell you more about this and so we are here with a live session that will
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