Enhancements in Zia recommendation
Hello everyone, You must be aware of Zia recommendation and its benefits. We have made few updates to the features and here are the brief description of the same. Recommendations for portal users Zia's recommendations can be shown to the portal users.
Important Announcement: Deprecation of support for Authtokens and Outlook plugin from December 15, 2020
This post is *applicable* only for users who use *Outlook Plugin* and 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 Active
What's new in Zoho Cliq - October/November 2020 updates
Hey everyone, Cliq brings you some noteworthy and useful updates that you do not want to miss out on. Cliq Web Updates Convert your Group Chat into Channels in Cliq You can now turn a simple group conversation into a channel with the Convert to Channel
Tips to jazz up your forms for the holiday season
Hello fellow form builders, In this holiday season, businesses are trying out new ways to connect with their customers. With most of the businesses shifting to a digital form, it would be great to have your forms speak your brand's story every time.
New: Rich-text editing comes to Zoho Backstage
Here at Zoho Backstage, our goal is simple: to give you what you need to host your events your way. And this latest feature is one a lot of our users wanted—a Rich Text Editor (RTE). It comes with all the usual formatting options like text emphasis styles,
5 ways to adapt social distancing this holiday season using online forms
Hello fellow form builders, Social distancing measures are being woven into the fabric of daily business practices, ending many forms of direct-contact business. To adapt to this, businesses might want to change their business practices, adding necessary
What's New in Zoho Payroll [Indian Edition]: December 2020
Hello everyone, This December, we hope that the holiday cheer and the news of our monthly updates will lift your spirits. We've added two new reports in Zoho Payroll this month: Salary Revision Report and Salary Revision History Report. You can use these
WFH Tip : 31 How to end chats handled by the Zobot?
Greetings from Zoho SalesIQ! Zoho SalesIQ's Zobot has been designed to handle conversations with your visitors in the absence of your operators. They can understand the intent of what the visitor says and respond contextually. To end a conversation when
Online donations: Encourage your audience to give back this holiday season
Hello fellow form builders, The holiday season isn't just about shopping and festivities. There's a special zeal to give back to the community as a gesture of gratitude. While donation boxes are still around, many businesses are focused on their online
Zoho Recruit Product Updates - December 2020
We've brought in the following updates along with a couple of improvements to Zoho Recruit this week. Read on to know more. #1 Apply with Seek (Beta): Zoho Recruit’s integration with Seek makes it easy for you to get your job openings in front of millions
What's New — November 2020
Hello everyone, This month, our existing features have undergone quite a few updates and enhancements, and we hope you can see the difference in how much better and more cohesive the overall Backstage experience is. Here we go with a quick rundown of
What's New in Zoho Inventory - November 2020
With the holidays approaching fast, we're delighted to come bearing a heap of much-awaited features which we have been busy fine-tuning for the past few months. The warehouse module being the focal point of development has been equipped with game-changing features
Upcoming updates - October-November, 2020
Hello App Creators, We'll be rolling out the following updates in the next 4-5 weeks: Support for encrypting IP addresses Applying permissions while printing and exporting Using pixels to specify font size in pages Connections for panels and Deluge integration
Bigin app is now made even better with iOS 14 experience!
Hello All, With the curtains raised for iOS 14 and iPadOS 14, we've now brought in a slew of features to help you sell even better with Bigin. Below are some of Bigin's major enhancements that we have covered in the latest update (v1.2) of the app: WIDGETS: Widgets are customizable extensions that can be added to your home screen that keeps you updated on important activities and information. Get a complete overview of your activities by simply glancing through your customizable widgets and
Community Digest: un resumen de noviembre de 2020
Community Digest de noviembre de 2020 ¡Saludos a todos! Si acabas de llegar, te doy la bienvenida a Español Zoho Community, la comunidad de Zoho para usuarios hispanohablantes. Todos hacemos esta comunidad, por lo que te invitamos a empezar debates, lanzar
Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho Marketplace
First name mandatory for CRM Users
Hello everyone, We are planning to make the first name mandatory for all the CRM users. This will be effective from November 26th, 2020. (Note, that this applies only to the CRM users and not the leads or contacts that are added to the CRM account.)
What's New in Zoho Books - November 2020
Hi users, Cheers to overcoming another month in this pandemic together! As always, we are here with yet another set of updates to simplify accounting for you. e-Invoicing (India) Push your invoices, debit note or credit note to the IRP (Invoice Registration
New in WorkDrive: Device management and app permissions
With the new Device Management feature in Zoho WorkDrive, Admins can now view and manage their team members' WorkDrive app-connected devices. This feature allows Admins to do the following: View connected devices Manage app permissions Disconnect devices,
[Webinar] Introduction to Zoho Books & Migrating Accounting Systems
Hello folks! If you are new to Zoho Books and looking for a hands-on guide to getting around the product and migrating data from your old accounting software, we've got you covered. The Zoho team will be hosting a live webinar, Introduction to Zoho
T'is the season for joy - Happy Holidays with Zoho Recruit
Dear User, 2020 has been tough on many fronts. With the pandemic impacting life across, things came to a standstill, pushing us all into a remote work lifestyle. While we quickly adapted and transitioned But, we won't let it dampen our holiday spirit.
Happy Thanksgiving!
2020 is a year that none of us would forget. What started off as another year of opportunities and learning, perhaps transformed into a social setting that none of us could adapt into. Fast forward to today, most of us across the globe, have learnt to
5 ways businesses can use online forms this holiday season
An online data collection form is a versatile tool for your business. When you're about to face a surge in demand during the holidays, forms can help you collect and manage your data better. In the last tip, we covered how to make your forms holiday-ready.
Create and customize tables right from your Android device
Hello Everyone! Let's say you are about to deliver a presentation using your Android phone, and suddenly you realize that you forgot to include a table on one of the slides. Using your Show Android app, you can easily add a table to the slide, fill
WFH Tip : 30 How can you handle failures in the Zobot?
Small failures are bound to occur during visitor-bot conversations - operator unavailability, invalid email address entry, etc are all examples of minor failures that happen during a conversation. To handle these minor failures, the Zobot has a handler
Target a wider audience and provide personalized content based on visitors' location.
If your website has broader demographics and if you wish to show customized widget and functionality based on the visitor's location, you can use the .afterready() API. With .afterReady() API enabled, you can customize the functionality and content of
Zoho Inventory Community Digest November 2020 - a monthly rundown
Hello all! The holiday season is here! We hope you all enjoy it while still prioritizing the health and safety of yourself and your loved ones. We assume that for many of you, it's going to be quite a busy month with the different promotional offers
Attract more attendees to your virtual events with online invitation forms
The circumstances for this holiday season mean that this year's celebrations might look very different from previous years. But this doesn't have to mean not meeting up for an event. We luckily live in a time where technology allows us to connect with
Do you have a CRM Horror Story? Tell us and get a chance to win a $100 gift card.
Hello everyone! We hope all of you are doing well. In celebration of the ghostliest month of the year, we at Zoho CRM want to hear about your own horror experiences with your CRM. We are looking to hear from salesmen, sales managers, business owners
Community Webinar: Working with Zoho Creator’s v2 API: Examples and Best Practices
Dear developers, Our next webinar is a much awaited session on Zoho Creator's v2 API. Developer APIs are a core pillar of Creator’s extendability. They allow third-party applications to exchange data with Creator enabling a holistic and unified approach
[Webinar] 5 Ways Augmented Analytics Will Drive Faster & Better Decision Making
Hi there, Over the last decade, self-service business intelligence has brought analytics to more users, but data-driven decision making still isn’t as pervasive as it should be. Next-generation, "augmented analytics" capabilities are finally emerging
【初心者の方向け 先着15名様】Zoho CRM 初期設定トレーニングのご案内
こんにちは、Zoho 鳥越です。11/13のZoholicsにご参加いただいた方、ありがとうございました！ さて今回は、「Zoho CRM とりあえず導入したけど、どこから設定したら良いかわからない」「基本機能がいまいち理解できていない」そのような方におすすめの、3日間「 Zoho CRM 管理者向けオンライントレーニング」のご案内です。 対象や人数のご案内に限りがあり恐縮ですが、コミュニティユーザー様の中でも当てはまる方がいらっしゃいましたら、ぜひ参加をご検討ください。 ーーーーーZoho CRM
Current state of SCA compliance in Zoho Subscriptions
Strong Customer Authentication (SCA) is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways. SCA, as detailed in PSD2, was scheduled to go into effect from 14 September 2019, however, your local government may have extended this deadline. Note: SCA is applicable to payment gateways throughout the European Union (EU) and European Economic Area (EEA). Are payment gateways in Zoho Subscriptions SCA complaint? We've worked to ensure that
Community Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so that
What's New this October 2020 in Zoho Invoice?
Hello, everyone! In this past month, we've added an array of features and enhancements to Zoho Invoice. Here's a roundup of everything that's new. Sign estimates using its public link Your customers can now digitally sign and accept estimates right from the estimate link that's shared with them. This is convenient for one-time customers who don't have the Client Portal enabled. All they need to do is access the link, enter their email address (the one that is associated with their contact in Zoho
Your email marketing automation with Campaigns just got better!
Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automation
Hitting the customer satisfaction bullseye with SalesIQ Chat Routing
In an everyday business scenario, we get hundreds of chats from visitors. But, most of the conversations go missed or irrelevant due to inefficient workflows. Enabling chat routing allows you to precisely route visitors to specific operators based on
WFH Tip 29 : What is Context ID in the SalesIQ Scripts platform of the Zobot?
First things first, what is a Context in SalesIQ Scripts? A Context is a data definition that is used to collect multiple inputs to perform a single action. So, all the inputs defined in the context will be collected and the context handler will be invoked.
Tips and Tricks #35: Animate every element of your data table using Show
Hi Everyone! Using animation effects in Show, you can highlight different parts of a table such as a specific row, column, or even a certain cell. This is useful especially when you have a lot of complex data in your table and want to display it in
Tips and Tricks 9: Custom privileges for individual team members
Hello everyone, Today we're going to look at how to customize roles and privileges for each individual team member. Why would you need to do this? Well, even if your business's job roles have been customized for your organization at large, they still
Next Page