Tip of the Week: Task Dependency (Duration in Hours)
I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the
APAC Online Workshops - Multichannel Support And Time Tracking With Zoho Desk
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. A workshop
Enhancements in Zoho CRM Plugin for Microsoft Outlook (Windows Users)
Here are a few enhancements with the Zoho CRM Plugin for MS Outlook for Windows OS. Synchronization of Zoho CRM records with Microsoft Outlook Earlier you were able to synchronize only the Contacts/Tasks/Events that were owned by you. Now in addition to records owned by you, you have an option to synchronize all contacts/tasks/events accessible to you in Zoho CRM, with Microsoft Outlook. For instance, let’s consider the Contacts module. You can choose the type of Contacts you wish to sync with Outlook.
Community Digest - March 2021
Announcements Introducing Zoho CRM's V2.1 APIs New enhancements in Dashboards UI and an all new home page view New updates in deal stage and stage probability mapping Multiple location URLs and date picker are now available in Zoho CRM Webforms Announcing field
Pregunta a los Expertos #2: adéntrate en las funcionalidades CRM 2020 junto a nuestros expertos
Pregunta a los expertos #2: Funcionalidades de Zoho CRM 2020 ¡Hola, comunidad! Hoy recuperamos una de las series más conocidas en Zoho Community: Ask the Experts, o Pregunta a los Expertos en español. Pregunta a los Expertos es un evento realizado desde
Announcing IMPORTRANGE and cross-spreadsheet linking in Zoho Sheet
We are pleased to announce the much-requested IMPORTRANGE function in Zoho Sheet. With this function, you can now link or refer to cell ranges across spreadsheets in an instant. Refer across spreadsheets You can use IMPORTRANGE just like any other predefined function in Zoho Sheet. Start with an equal sign, select the function, and fill in the parameters. For this function, the source spreadsheet link and the desired cell range to import are given as input. Once you allow access to the source
Community Digest: un resumen de marzo de 2021
Community Digest marzo de 2021 ¡Hola, comunidad! Este mes, entre otros, hemos podido asistir al primer meet-up virtual de Español Zoho Community; empezado nuevas conversaciones; continuado con temas y debates existentes; y aprendido sobre nuestras aplicaciones
Tips and Tricks #47: Four types of Fill styles you can use in Show
Hi Everyone! To add visual elements to our presentations, we often add shapes and apply a color fill, to match the presentation theme colors. Likewise, we apply a background to a slide to reflect our brand color, eliminate the white space, or accentuate
Community Digest - Un résumé du mois de mars 2021
Bonjour à tous, Un nouveau mois se termine sur Community et pas des moindres ! Le mois de mars a marqué le premier événement de cette année 2021 : notre MeetUp pour découvrir les bases du CRM. Cet échange plus interactif qu'un webinaire permet aux différents
Zoho Desk Virtual Meetups: United States, August and September 2020
We hope that you and your family are safe and healthy. While COVID-19 may have forced us to take a hiatus from meeting in person, we'd still like to offer our user community opportunities for continuous learning through Zoho User Group (ZUG) Virtual meetups.
Tip #10: How to use 'Notes' more effectively - Notes in Zoho Mail
Creating lot of notes for different purposes? Finding it difficult to organize the notes created. Worry no more. Just create 'Books' to organize a set of 'Notes' of similar category. In each group and your personal Notes section, you can create Books and categorize your Notes better under the relevant books. Steps to create a Notebook: Navigate to the Notes application in your inbox. Right click either My Notes or any of the groups that you're a part of. Select Create Book from the options listed.
Introducing the Analytics module
Use data to discover and interpret meaningful patterns in your hiring process. Recruitment analytics is a combination of data and predictive analysis that provides real-time information to help you hire faster. The Analytics module helps you analyze
Administrator driven Email Sharing Permissions
Zoho CRM allows you to configure your email account and have all your customer emails inside your CRM. When those business email conversations are shared among the members of your team, it helps in more insightful communication. Earlier, the decision of sharing emails was always at the discretion of individual users. As an administrator, you can't control over their sharing to make meaningful collaborations. Now, with the enhancements made to "Email sharing permissions," we bring flexibility and
Support for AuthTokens will be deprecated from March 31st
If you are using Zoho Assist APIs, you're probably familiar with AuthTokens, which is a layer of security that helps in authorizing third-party applications to access Zoho Assist's user accounts. In the coming months, we will be deprecating support
ZUG Virtual Zoho CRM Meetups - April 2021
We have opened up registrations for the Virtual ZUG Meetups for April 2021. In these meetups, our Zoho experts will discuss a few best practices around email integration with Zoho CRM - how you can setup email integration, an overview of email configuration
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
APAC Online Workshops - Enriching Customer Support Through Automation
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. A workshop
New in Zoho CRM: Make calls using Google Voice
Hello, We made some enhancements to the Mobile and Phone number fields available in Zoho CRM. You can now make calls to the leads, contacts etc. using Google Voice. Earlier: You could not make calls to the leads, contacts etc. using Google Voice. The Mobile and Phone numbers were a link in the Record Details page. You could click the link to dial the contact using Skype. If you had Zoho PhoneBridge enabled in your organization's account, you could click the number (link) to make calls using Skype
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
[RECORDING: Community Webinar] | Build complex reports and documents with a Zoho Creator & Zoho Writer integration | March 23, 2021
Dear developers, Report generation is an essential activity to ensure decision makers have the best information available to be able to monitor and improve performance. Enterprises may need to generate and distribute stakeholder specific documents in
New folder alert will now be displayed in the Zoho Mail Android app
Hello All, In the latest version (v2.4.19) of the Zoho Mail Android app, we have brought in support to display a new folder alert if a new folder is created on web, when the 'Folder based notification' option is enabled. You can turn on the notifications
Bigin - Astuce #3 : Comment garder contact avec ses clients ?
Bonjour à tous, Dans toutes les petites et moyennes entreprises les projets aussi divers et variés rendent souvent compliqué de créer un lien durable avec les clients. Voici quelques moyens pour utiliser Bigin au mieux et donc rester proche de vos clients.
Enhance Sales And Customer Experience Through Zoho One
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. A workshop
Online Workshops - Zoho SalesIQ for Customer Engagement and Support on Your Website
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. A workshop that will introduce
US, EU and Canada Webinar - How do we make HR agile?
We've planned a series of free online webinars. These webinars will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features. Join us for a live webinar with HR expert, Nick Holley
Introducing AI-Powered Photo Logging for Temps
Hola! We know buddy punching can be a major pain while managing temps. With our existing tap-to-click button for checking in, checking out, and taking breaks, chances of buddy punching were high. Luckily, we're here with a solution! We have developed
New look, improved usability, and more: the exclusive Zoho Sheet app for iOS and iPadOS
We are constantly working on improving the Sheet mobile app and its usability in terms of speed, design, features, and overall performance. With these aspects in mind, we are excited to announce an exclusive Zoho Sheet app for iOS and iPadOS that will
New in Zoho Recruit - Custom Portal
Custom Portals in Recruit are designed for administrators to extend Recruit access to their clients, contacts and Candidates. A portal user can access the modules and some of the associated data, such as job openings, candidates, and interviews that are
Zoholics Dubai- Our first meetup of 2021
Zoholics Dubai is a conference where you can learn, network, and get the resources you need to take your business to the next level. The event will start with a keynote by our CEO, Sridhar Vembu, and will consist of a wide range of sessions such as "Reimagining
Tips and Tricks #45: Create and deliver presentations using Show's multiple View options
Hi All! Show offers six views to help you perform specific actions in your presentation. The Normal, Master, and Sorter views help you create slide decks while the Slideshow, Presenter, and Print views help you deliver and distribute presentations.
Zoho Desk Virtual Meetups: United Kingdom, March 2021
We're back with our first set of meetups for this year! In continuation with our efforts to learn through the Zoho User Groups (ZUG), we're hosting a series of virtual meetups starting with UK. At this event, we will explore the topics which frequently
25 Mars : France Zoho User Group Virtual Meetup - CRM : Les bases
Bonjour à tous et bienvenue sur l'espace de partage de la Communauté française de Zoho, Nous sommes ravis de vous annoncer notre nouvelle série de MeetUp qui abordera de nombreux services et applications Zoho. Cette première session sera consacrée aux
ZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details of
Introducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to
BambooHR for Zoho Recruit
At Zoho Recruit, we understand how important it is for your HR tech stack's recruitment software to work together with other apps, especially the ones that can remove administrative steps from your hiring process. The fewer data entry tasks your HR team
【Zoho CRM】 ビュー画面のアップデートのご紹介
Zoho ユーザーさまへのニュースレターでも記載があったので、ご存知の方も多いかもしれませんが、 Zoho CRM 各タブの一覧ビューの画面表示がアップデートされる予定です。 個人的には、各項目列の幅の調整や、表示項目のテキストの折り返し/省略表示が選択できるようになったこと、などが便利かと感じています。 （画像をクリックいただくと拡大表示されます） 日本語で詳細を説明した記事がございますので、よろしければご参考ください。 サポートポータルFAQ 【Zoho CRM】一覧表示の画面が新しくなります。
Tab Colors and New Currency Symbol of Indian Rupee
Zoho Sheet has recently added support for the following 2 new features: Tab Colors: Since last month, you can set a color to your worksheet tabs. Use colors to quickly identify/highlight specific worksheets or to group similar worksheets together. This option is available on the right click context menu of the worksheet tab. Add color to your worksheets! Indian Rupee Currency - New Symbol: The new Indian Rupee Symbol, ₹, is now supported in Zoho Sheet. This replaces the old "Rs." currency symbol
The month that was at Zoho Workplace | February 2021
Dear community, Here's a round-up of all the features and updates across the Zoho Workplace suite last month: Reminders pane in Mail for quick access Tracking your reminders or wondering if and when you had set one is not something you should be doing.
Vuelven los meet-ups (virtuales) de Español Zoho Community
Meet-ups Virtuales de Grupos de Usuario Zoho - Marzo de 2021 ¡Hola, comunidad! Me alegra anunciaros que, tras un año desde nuestra última serie de meet-ups, volvemos con nuevos meet-ups virtuales para España. En esta ocasión, disfrutaremos de una sesión
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