Spotlight 28: Streamline session management using hosts
Anyone who’s hosted an event will know how unpredictable they are and how chaotic they can get. That’s why a lot of time is spent in planning every aspect of the event—team members are given defined roles, everything is checked and rechecked, and speakers
New in WorkDrive: Follow updates
Follow important files and folders to stay up to date on all changes made by your collaborators. For files, you will get instant notifications for version update, rename, and comment actions. For folders, you will get notifications for create, upload,
Video Tip #14: Restore deleted data in My Folders
Hi everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community learn more about the essential features of your favorite online collaboration software. Have you ever accidentally deleted a work-in-progress
Bigin - Astuce #1 : Découvrez les Paramètres de Bigin
Bonjour à tous, Voici un article vous présentant les Paramètres de notre CRM pour les petites entreprises : Zoho Bigin. Bigin a de nombreuses fonctionnalités qu'il est possible aux administrateurs de paramétrer depuis le menu, simplement et intuitivement.
New in WorkDrive: Custom Domain
WorkDrive introduces Custom Domain feature that lets admin users create customized URL for their WorkDrive account. Using a personalized domain name will allow your team members to access WorkDrive via a URL relevant to your organization or team. This
Tips and Tricks #39: Edit embed code properties of a published Zoho Show presentation
Hello Everyone! Even after you embed your presentation on a web page, you may want to adjust its size so that it fits well within the available space or border to it so that it is very prominent to the viewers. This can be done easily using Show.
Tip #12: How to get effective Email 'Notifications' - Add Sound Notifications in Zoho Mail
Never miss an email again. With effective sound notifications, Zoho Mail notifies you of emails that are important to you based on your custom folder preferences. Steps to add sound notifications for new emails: Login to your Zoho Mail account. Navigate to Settings >> System In Sound Notifications, select the preferred sound from the list of sounds available. You can choose the folders for which you want to enable sound notification. In Settings >> Folders, select the 'Notification' checkbox
Change of Flow in Creation of New Account Using Standard Lookup Fields
Hello everyone, We have changed the existing flow of new account creation through the standard look-up fields, which allows one to create an account with only the Account name. The "Account name" field present in the Contacts, Accounts, Deals, Quotes,
[Live Webinar] Improve your website conversions this 2021
Hello, As we enter 2021, marketing landscapes are changing dramatically. So if you're looking for ways to start off strong this year, and keep your website on the top of your visitors' minds, then we might've caught you at the right time! Join us next
Community Round-up: 2020
First and foremost, thank you for being a part of our growing community, and helping us build something great! The year began with much excitement and with hopes of making 2020 everything we believed our community needed and more. Though the year didn't
Show the bigger picture in small spaces: Add images in cells with Zoho Sheet
When used correctly, images and infographics can add so much value to a spreadsheet. Zoho Sheet previously had an option to insert images into your spreadsheets, but now we're taking it a little further: You can now insert images into a particular cell!
Tips and Tricks #38: Analyze presentations effectively using Show's robust commenting system
Hi All! Let's say you are collaborating on a presentation with your teammates and want to provide them with suggestions about content and design. With some presentation tools, you have to share your feedback separately, either through an email or a
Edit, Delete and Reject log hours now supported in Zoho Sprints Android app (v1.1.26)
Dear All, In the latest version of Zoho Sprints Android app (v1.1.26), we now support edit, delete and reject log hours from within the app. You will also be able to add reasons for rejecting a log hour. You can update the app to the latest version of
[WEBINAR] Setting up Books for the New Year with Joshua Bleznick
Hello folks, It's 2021, and the start of a new year is the perfect time to streamline your accounting and set your business up for success. To help you start on the right note, we are hosting a webinar on Setting up Books for the new year, with Zoho
New look for the record details page
Hello everyone, We have redesigned the record details page to enhance the visual appeal. Important Dates From next week (March 9, 2020 tentatively), you can view the new UI by clicking the Switch to New Version button at the top of the record details page. After April 15, 2020 the new UI will be available by default when you open the record details page and you can switch to the old version if required. We will retain the old UI until May 15, 2020 after which it will be removed permanently. Here
Get to your files faster with the latest Zoho Docs iOS update
With the iOS 9 update, Zoho Docs also made some new enhancements to its iOS app making it more user-friendly. Take a look at what's new here: Locate files using spotlight search In a hurry to get to a file? No need to open the app. Just type in the file name in your spotlight search and like all other apps, see the list of files from your Zoho Docs account listed in the search result. Click the file name and start working on it right away. Push notifications for shared documents Stay on top of all
【Zoho CRM】 新キャンバスビルダーのご紹介
本社のフォーラムでも公開されているため、ご存知の方もいらっしゃるかもしれませんが、 Zoho CRM のデータの詳細画面を自由にカスタマイズできる、キャンバス機能が追加されます。 以前よりレコードの詳細画面を自分の業界や業務にあわせてカスタマイズしたい、といった質問をいただいておりましたが、こちらが解決のヒントとなるかもしれません! 日本語で詳細を説明した記事がありますので、以下に共有いたします。 サポートポータルFAQ【Zoho CRM】 新キャンバスビルダーのご紹介 https://support.zoho.jp/portal/ja/kb/articles/zoho-crm-canvas-design-studio
Display text the preferred way with text rotation, indent, and wrapping options
Working with long, textual data in spreadsheets just got better! Zoho Sheet now supports text rotation, indentation, and wrapping options, which you can use to display the text and other values in your spreadsheet exactly the way you want. Set the right
Authtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
Datacenter Migration in Zoho Docs
Zoho Datacenters are available in these regions: US Europe India Australia China Read Know your datacenter for more details. When you migrate your Zoho account from one datacenter to another (for example, from the US to EU), all of your Zoho services
Heads Up: Planned Maintenance on US and IN Servers
Hello, everyone! We have planned to execute an update for the US and IN DC accounts between 6:00 a.m - 9:00 a.m, IST on 17th January, 2020. During this update, there could be intermittent email fetching delays for customers present in a few of the clusters.
Tip #5 Applying preset discounts to sales orders items based on total quantity sold per item group
Greetings everyone! Hope you all are having a good week so far. Last time, we talked about automating package and shipment creation for your sales orders. Today, we will discuss how we can automate the process of applying discounts to your sales orders based on the total number of items from an item group sold. How does this work? E.g.: Let's suppose your condition is something like this: If total qty of items from a group is (>/= 100 but < 200), then discount given = 5%, and, if total qty of
In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.
Hello everyone! We are excited to launch the 'Spotlight on CRM' series, yet another in the Community Learning Series, aimed at helping you master Zoho CRM. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature in focus
Engage project users better with Slack integration
If you use Zoho Projects to manage your team and communicate over Slack, unite both. Everything is possible with an integration - You can now integrate Slack into Zoho Projects to communicate effectively. Slack is an ideal app for solo businesses and smaller teams (max of 4-7 members). It lets hassle-free interactions amidst teams and thus keeps the process well organized. How Slack and Zoho Projects gel together? Though Slack is an effective tool for smaller teams, with this integration you can
Authtoken Deprecation for Zoho Expense APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (4 Feb 2021): We've extended the deadline to 1 July 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate
Zoho Mail - Issues with sending and receiving mails
All, We would like to let you know that Zoho Mail is currently experiencing technical issues in sending and receiving emails. Due to this reason, the processing of emails is getting delayed and a queue backlog is currently being observed. Our backend
Zoho Sign: Product Updates - Year-end, 2020
Hello! The end of 2020 is finally here. As we look back, this year has undoubtedly been a challenging ordeal for both businesses and households. We hope that you and your loved ones are in good health and that this holiday season brings you nothing but
Ask the Experts 01 - A live Q&A on Zoho WorkDrive Features
Join the WorkDrive experts for our first ever "Ask The Experts" session! We are delighted to launch the first edition of our new "Ask the Experts" community series, conducted by our WorkDrive panelists. Our WorkDrive experts will be available to answer
Here's how you can become our MVP!
The recently launched Gamescope functionality has helped our users interact with their customers better and reward them for their involvement. In that vein, we, at Zoho Desk care for our community just as much. So, we want to take a moment to tell you that your involvement is not going unnoticed. For every comment you add and every vote you cast, there are badges and points that will be added. That’s not all, the more badges you earn the higher chances you have to become our MVP! It comes with
Chats forwarded by Zobots will now end automatically when left unattended!
Greetings from Zoho SalesIQ! The Zobot, when deployed on a website, is capable of forwarding chats to human operators, if requested by the visitor. Previously, when chats were forwarded by the bot and there were no operators to pick them up, chats were
Temp Scheduling from the Temps Module
Hola! After numerous requests to enable temp scheduling from the Temps module, we're happy to announce that we've finally made it live! You can now schedule temps and view scheduled or matching temps based on filters from the Temps module. No extra
Important announcement for REST API users - Deprecation of Authtoken support
Hello all, This post is *applicable* only for users who have built applications or integrations using REST API and use Authtoken for authentication and authorization in their REST API client. This is *not applicable* for users using POP/ IMAP/ Active
Zoho Campaigns Integration for Zoho CRM
Hello everyone! Creating a campaign is now easier than ever before. The Zoho Campaigns integration for CRM has been revamped to simplify the process of sending email campaigns to prospects and customers. Let me explain a little about Zoho Campaigns and
New Features rolled out on Jan 08, 2021
Zoho Expense - New Addition to Zoho Finance Analytics Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). With the Zoho Expense advanced analytics connector,
ZUG Virtual Zoho One Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One
ZUG Virtual CRM Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an
What's happening in Zoho Marketplace for EU DC?
" Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. In the last quarter of 2020, we released 49 new extensions for various Zoho products, including 23 extensions for Zoho CRM and 10 for Bigin.
What's new on Zoho Marketplace for December 2020
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 December 2020. Duocom for Zoho Integrate Duocom with your Zoho product and access all your telephony
Zoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,
What's New in Zoho Inventory - March & April 2020
Hello, everyone! Hope you're all safe and well. The past few weeks have been challenging not just for businesses, but for the entire world as we fight the COVID-19 pandemic. Even during these testing times, our team has been working remotely to provide you with maximum assistance. Here's a myriad of updates that were rolled out in Zoho Inventory in the past couple of months. Reporting Tags Reporting tags allow you to create customized tags and associate them with items, contacts, and transactions.
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