Zoho Desk Community Digest - February 2021
Product Enhancements The Activities module now has an option to manually mark individual tasks, calls, and events as spam. The spam marking also automatically happens when an associated ticket, contact or both entities are marked as spam either manually
Task Workflow Rules
Workflow rules are used for triggering an action when a specific criteria is met. In Zoho Projects, you can create a criteria and perform three actions, updating a field, association a webhook and sending an email. For instance consider a scenario where
The month that was at Zoho Workplace | April 2021
Dear community, This post brings you some interesting Workplace updates that saw the light of day the past month. Hope you find them useful! Hit that snooze We don't want to get crowded by less important emails, and at the same we don't want to risk missing
Help visitors address their own queries effectively with Articles in SalesIQ
What are Articles? Articles in SalesIQ are a collection of self-service materials that you can draft inside your SalesIQ dashboard and display in the chat window or share with customers during a live conversation. Articles help you add all the questions
Introducing Bybrand, Leaflet, Ship Station and 5 more extensions for Zoho CRM
Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. We released Bybrand along with 7 other extensions for Zoho CRM in April 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit,
【5/26〜5/28】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。 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！ ーーーーーZoho CRM オンライントレーニング 詳細ーーーーーーーーーーーーーーーーーーーー Zoho
Focus Group Webinar: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar brings into focus Widgets in Zoho Desk. Learn how to build and implement widgets that integrate seamlessly with other internal and external applications. During the session we will discuss how to: Create widgets Configure the
Say hello to the new version of SalesIQ in CRM Plus
Hello everyone, We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2B
APAC Online Workshops - What Are Zobots And How Can They Benefit 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. Zoho SalesIQ
Upgrade now to Zoho Creator 5
Hello App Creators, We've officially started the Creator 5 upgrade process and will be upgrading all Zoho accounts to Creator 5 by February 1st, 2021. For reference, please refer to our previous announcement. The upgrade wizard To reach this goal,
What's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. Configure
What's new — April 2021
Hello everyone, We spent April working on a couple of under-the-hood improvements and squashing quite a few bugs in order to enhance our existing features for you. Here's a quick rundown of everything we've done this month. You can now modify your event's
What's new on Zoho Marketplace for April 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 April 2021. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk) CallerDesk is
Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!
Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message
Tips and Tricks #49: Five slide layouts to help you create a perfect presentation
Hi All! It is important to place your content neatly on your slide to make your presentation readable and engaging. This is when layouts come in handy. They contain placeholders for every element, including title, text, and image. You can quickly add
Tag management feature is now supported in Bigin iOS mobile app (v1.2.11) and macOS (v1.0.8)
Dear All, Hope you all are doing good. In the latest version of Bigin iOS app (v1.2.11) and macOS app (v1.0.8), we have brought in support for Tag management feature. Tags help you to segregate records on various categories or genres. You could simply
Move ahead from Docs to WorkDrive - WorkDrive is now available in all Workplace plans!
Dear all, We are glad to announce that WorkDrive is available across all the Workplace plans, with added storage and extensive team features. Zoho WorkDrive is now available for all users, including those who subscribed before Zoho WorkDrive was introduced
What's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance Search
New: A faster, better mobile app for event organizers on the go
Event management is one of those jobs where people are never in one place, be it before an event or during it. We built the Zoho Backstage for Organizers mobile app as a companion to the web app so event organizers can stay on top of their event, wherever
Introducing Business Holidays and other enhancements in holidays
Hello everyone, In Holidays, you can create holiday lists for the org or for individual shifts. Shift holidays are helpful when you have multiple teams working at different time zones (For example: UK, Europe, US shifts) and thus require to follow the
Setting Task Dependencies in Zoho Projects
Task dependency is created to link tasks in order to manage them better. This relationship between tasks drives the project schedule. Here are some of the most frequently asked questions on task dependencies in Zoho Projects: What type of task dependencies does Zoho Projects support? Zoho Projects supports Finish To Start dependencies in tasks. This is the default dependency type that Zoho Projects uses. In a Finish-To-Start dependency, the dependent or successor task can’t begin until the predecessor
Community Digest: un resumen de abril de 2021
Community Digest de abril de 2021 ¡Hola, comunidad! Como cada mes, hoy vamos a hacer un pequeño resumen de lo que ha sucedido en Español Zoho Community el mes de abril de 2021. En el subforo de Zoho CRM y Zoho CRM Plus nos encontramos con dos consultas.
CRM - Astuce #6 : Organiser ses remarques
Bonjour à tous, Aujourd'hui nous allons voir comment organisez vos remarques dans votre CRM Zoho selon vos préférences. Les remarques font partie intégrante des informations contacts et jouent un rôle essentiel dans votre utilisation de Zoho CRM. Vous
Community Digest - Résumé d'avril 2021
Bonjour à tous, Un nouveau mois se termine au sein de la communauté Zoho France. Faisons le point sur cette période. Dans la série Trucs & Astuces, de nombreux sujets ont étés abordés ! Zoho One : Comment redéfinir sa stratégie de marketing digital ?
APAC Online Workshops - Plan, Collaborate, And Execute Projects Efficiently
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
What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authority
What's new — March 2021
Hello everyone, This month we've worked on improving our existing features so that you can plan and conduct your events in a better and more cohesive way. Here is a quick rundown of all that's happened in March. Enhance any section in your microsite
[Update - April 30, 2021] Zoho CRM Authtoken Deprecation
Hello everyone, The deadline for migrating from Authtoken to OAuth has been extended until May 31, 2021. Please switch to OAuth tokens before May 31 to prevent code breakage. Thank you. Hello everyone, This post is regarding our upgrade to OAuth authentication for all
Community Digest - April 2021
Announcements Webinar Alert: Register for the upcoming Focus Group webinar series on Widgets 101 - learn how to create widgets from scratch Zoho Marketplace houses more than 500+ Zoho CRM plug and play extensions. Here is the list of 29 new CRM extension added,
Rolling out the 'UNDO-REDO' buttons, the most awaited feature in template editor
Hello everyone, Hope you're all staying well and happy! We, at Zoho Campaigns, have been making a lot of critical improvements to our product, and the 'UNDO' and 'REDO' option in our campaign template editor is one of the much awaited options. The template
Filters and Search for items in Boards module is now supported in the Zoho Sprints iOS app
Hello All, In the latest version (v1.2.1) of the Zoho Sprints iOS app, we've brought in support to filter and search for items within the Boards module. Please refer to the GIF attached below for your reference: We have also added the Search function
Bigin - Astuce #4 : Gestion des e-mails
Bonjour à tous, L'un des principaux modes de communication dans les entreprises est le mail. Et si vous décidiez de visualiser toutes les conversations par e-mail liées à un contact ou à un compte directement depuis Bigin ? Vous pouvez configurer votre
Introducing Evaluation and Assessment in Zoho ShowTime
Hello everyone, Once again, we're happy to introduce a new feature in Zoho ShowTime. Our newest addition is "Evaluation and Assessment" so you can see how effective your training truly is. Assessment systems help you effectively evaluate course-related knowledge and skills on a regular basis. As a trainer in ShowTime, you can gauge your trainee's attitude, his/her awareness on a subject, and their reaction to the trainings at the end of every session. You can also conduct tests with MCQs, research
What's new in Zoho Mail: Part 1
Hey there, everyone! I know it's been a while but we're back to give you a round-up of all things new in Zoho Mail. If you're new to Zoho Mail, this post will help you know the latest updates in Mail. If you're a regular Zoho Mail user, you've probably
Introducing custom Subform for Inventory Modules
Hello everyone, In our previous post, we had announced about changing the product line item to subforms. Now, in addition to the standard line item subform we are providing an option to create custom subform across the Inventory modules (Quotes, Sales
Types of Budget in Zoho Projects
Zoho Projects budget feature allows users to track costs at a project, milestone, and task level. Budget could be based on either amount or hours. If your project is based on hours then the Difference column shows the difference between planned and actual
EVM in Zoho Projects
EVM or Earned Value Management allows Project Managers to measure the progress of the project in terms of costs and its schedule. Zoho Projects lets users to evaluate projects by automatically calculating key metrics such as Planned Value, Earned Value,
Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time. Email solves many of
Recalling the recent update on deprecating a few features in Zoho Campaigns
Hello customers and partners, Hope you are fine. We had announced in our recent post that we are removing a few features as they were either redundant or had very less usage. The goal was to: Have a clear positioning of both Campaigns and MarketingHub
Speed Up Your Project Activities Using Chrome Extension
Zoho Projects lets you manage your project activities on the go with chrome extension. Today, let us read through a simple, cool and interesting post on - How setting up a chrome extension in your browser increases your project management voluminously. What are the benefits of installing chrome extension? To ease the process of managing your projects, Zoho Projects introduces chrome extension which helps you to access your projects across the web pages. Easy to accomplish your project activities
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