Revamped Analytics module is now supported in the latest version of Zoho CRM iOS mobile app!
Hello All, In the latest version (v3.6) of the Zoho CRM iOS app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down
Track Project completion percentage now from within the Zoho Projects and Bugtracker Android app
Hello All, In the latest version of Zoho Projects (v3.3.3) and Bug tracker Android app (v1.2.3), we have brought in support to track project completion percentage based on 'Task percentage completion and Completed issue count' or 'Completed task/ issue
Getting your forms ready for the holidays
Hello fellow form builders! With the holidays coming up, we've all started to get the hang of the new normal as people get ready for all the festivity around. This year is different from others in the past, which means businesses are trying out new ways
Reminder - Deprecating Support for Authtokens
Dear Zoho Desk API users, We would like to remind you that we're discontinuing support for authtokens from our APIs. As mentioned earlier in this post, after the 30th of November, 2020, you won't be able to generate new authtokens. Further, any authtokens
TLS v1.2 Upgrade and Client Component Update for Zoho CRM
Hello folks, Please note that, we will be deprecating support for browsers, APIs, and Plugins with older protocols from today (13th May 2019). Please be informed that we will be retiring support for browsers, APIs, and Plugins with older protocols by October 31, 2018. After this date, you will be required to use browsers, APIs and Plugins that support TLS v1.2 and the latest client component updates we've made in Zoho CRM. We have made some changes in our client components for better performance
The Zoho Vault Beta Championship
Zoho Vault is built on years of customer trust and feedback. We've consistently reinvented ourselves to meet modern password security requirements and this year, we have designed a brand-new user interface to compliment our best-in-class security features. This quicker, simpler interface is built to help your entire team become even more productive. As always, we would love to hear about your experience with the new UI as well. We're inviting all our users to become a part of our online event: The
Trick or Treat, Post a Pic, Grab your Goodies!
Ghouls, ghosts, and creatures of the night, Get ready for the Halloween fright! This haunted Halloween, we are inviting you to the Virtual Halloween Costume Contest. To participate, take a selfie/picture in your Halloween costume and post as a comment
The “Zoho Backstage for Admins” virtual training program is back
Hello everyone, Sometime back, we hosted our first ever virtual training session to help you learn the ins and outs of Zoho Backstage. We hope those of you who attended found it useful. For the people who missed it, we’re back with another session.
【ZOHO】12月開催予定の「オンラインMeetup」の日時についてご意見を聞かせてください！
Zoho Japan Communityでは、今年度最後のオンラインMeetup（ユーザー交流会）を12月中旬に開催いたします！ 開催日時は、12月17日（木）または18日（金）、時間帯は16:00〜18:00、17:00〜19:00を検討しています。 特に後半の1時間では、なるべくZohoやユーザーさま同士など双方向でコミュニケーションがとれるよう、カメラやマイクONでお話できるような環境でご参加いただくことを想定しています。 その場合、上記にあげたどちらの日時ですと、みなさまは参加しやすいでしょうか？
Celebrating 500+ extensions for Zoho CRM
Zoho Marketplace now houses over 500 Zoho CRM extensions for each stage of your sales process, from calling to closing. Zoho CRM users can find extensions across 10+ categories, including sales, marketing, finance, customer service, collaboration, and
Zoho Meeting Updates | Video feeds in webinars, better recordings, and performance enhancements
Hello there, We hope you're safe and well. During the last month, we introduced multi-video feed support for webinars and rolled out some performance-related enhancements and bug fixes to continue improving your experience with Zoho Meeting. Let's take
Zobot Tip 1: Keep your visitors from waiting with chat forward action in the Zobot!
Visitors on a website do not usually like to be placed in situations where they need to wait for a response to their query. The Zobot eases this situation with its instantaneous and accurate responses. But what happens when the Zobot itself is in a situation where it does not know the answer to a question that the visitor has put up? This is when chat forward comes in handy. The 'forward' action in the Zobot: The 'forward' action in the Zobot lets the Zobot transfer chats to operators inside your
Make Support rewarding for agents with Gamescope
Dealing with unhappy customers on a daily basis can take a toll on anyone. But, at end of the day, your front-line team is who your customers will interact with the most, especially when issues arise. Businesses like yours can't afford to have a tired
Notice regarding API notation changes in Zoho Sign for Zoho CRM
Hello, We wanted to notify you about a change we are making to the API notations in Zoho CRM which will affect the Zoho Sign extension for Zoho CRM. Over the next few days, we will be moving from dot-based (.) notations to double underscore-based (__)
Tip 31 - Control your Email Notifications
Do you know that you can allow and restrict the number of email notifications you receive? If not, keep reading! You can enable email notifications for the activities that you want to be notified and disable for the rest of them. Click the Setup icon
Spread your love for WorkDrive and earn rewards
You know what they say: sharing is caring! If you enjoy using WorkDrive, help us spread the word and get your friends to try WorkDrive for their business. Both you and your friend will earn Zoho Wallet credits when they purchase a WorkDrive subscription
Image sharing upgrades for multiple networks
Howdy! We've got a useful little feature update for you this week—and it's one that is going to make sharing and publishing images from your Zoho Social dashboard even easier! Let's take a look at how. LinkedIn For all your connected LinkedIn channels—including LinkedIn Company Pages and LinkedIn Personal Profiles—you can now publish and schedule up to four images at a time from Zoho Social. Just head to your New Post window and click on the image-upload button on the bottom left as always, to do
[Webinar] Why do Accounting Firms Need a CRM System, Presented by CPA Ty Hendrickson
Hello accountants! We hope you and your clients are well. For accounting firms to succeed, they need to engage consistently and directly with every client. That means having a multi-functional system for managing every client relationship so no one falls
What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone, This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored.
Video Tip #21: Authorize who creates Public and Private Team folders in your team
Hello everyone, Today's video tip will show you how you, as a Team Admin of your WorkDrive team, can control who creates Team Folders within your team. Team Folders in WorkDrive are created to store and access files created for a particular project, team,
Community Webinar: Bring your own code to Creator with Java functions | Nov 10, 2020 [Completed]
Hello all, Our next webinar is a session on using Java functions to Creator scheduled for 10th November, 2020. APAC/ MEA 10 AM IST/ 2 PM ACST Register here Americas and Europe 9.30 AM PT/ 5.30 PM GMT Register here Third-party programming languages will
Zoho User Groups Virtual Meetup - Zoho SalesIQ - November 2020 - Canada and USA
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of our User Group meetup series, we are hosting a series of online events for USA and Canada, where we plan
【ZOHO】コミュニティユーザー自己紹介のトピック
日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました！ 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。（オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません） スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前（ニックネーム）】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
Tips and Tricks #34: Animate objects along a path in Show to illustrate your work flows
Hi Everyone! Today's tip will show you how you can create your own path and animate objects along it to illustrate any timeline or a step-by-step process in your presentation. Customize motion paths in your slide Using Motion paths or Path animations
Engage and provide personalized support to visitors based on their actions on your website
Increase your triggers' precision based on the visitors' actions; you can set up Custom Action trigger and target your visitors more accurately, grab their attention, and close deals faster. With visitor.customaction() you can perform an action or encourage
Spotlight 27: Digitally showcase your event’s brand
You can measure your event’s performance on two parameters, the ROI and the “experience” it gives attendees. While the former might seem more important at first glance, it’s the latter that defines an event’s true success. The bigger, more lasting the
Shopify, Instagram, LinkedIn, Youtube and 7 more extensions for Zoho Analytics
Connect your existing tools with Zoho Analytics to analyze your data visually. Create stunning data visualizations and discover hidden insights in minutes. Shopify for Zoho Analytics Measure, analyze, and run your ecommerce business efficiently with a
Edition Based Limitations for Mail Merge
Hello everyone, The number of merges that can be performed will now depend on the subscribed edition. These changes have been brought into effect owning to the changes made by the Zoho Writer team. The new limits will be effective from November 1st 2020.
What's New in Zoho Payroll [Indian Edition]: November 2020
Hello everyone, We hope you are all doing well. At Zoho Payroll, we have been adding even more new features and updates to enhance your payroll processing. Check out our updates for this month: View employee termination report We have now introduced an
Sync form submissions to sales pipeline: Introducing Zoho Bigin integration for Zoho Forms
Hello fellow form builders, If you're a small business, then you know how important customer relationships are for success. Right now, you might be using spreadsheets to view and manage your form leads. However, as your business grows, it's often less
ユーザーさんが自社活用例をざっくばらんに話す、ミニMeetupを開催します！（電話連携 編）
普段よりZoho サービスの活用事例を投稿くださっている西尾さんから、「もっと気軽に活用例を紹介する機会が欲しい」という持ちかけをいただきました。 せっかくですので、11月5日(木) 16:00より、西尾さんから活用例をざっくばらんにお話いただく、「ミニMeetup事例共有会」を開催したいと思います！ 前半は、自社で使われているZoho CRM の電話連携(Twilio 連携）について、後半は、皆さまからのご質問や最近使っている機能などを話していただく時間にする予定です。 ご参加人数によって、開催方法を検討したいと思います。現時点で結構ですので、ご興味のある方は以下のフォーム入力にご協力いただけると幸いです。
Track Project completion percentage now from within the Zoho Projects iOS app
Hello All, In the latest version of Zoho Projects iOS app (v3.2.2), we have brought in support to track project completion percentage based on 'Task percentage completion and Completed issue count' or 'Completed task/ issue count'. You can configure the
What's New – October 2020
Hello everyone, We’re in the final quarter of 2020, and the event world is starting to take a turn for the better. With more and more countries relaxing their lockdown restrictions, live events are finally back, albeit on a smaller scale. This month, Zoho
Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challenges
WFH Tip: 28 How to update visitor information on the Zia Skills platform?
The Visitor Object in the Zobot: The visitor object is a map that contains the profile information of the website visitor. This will be available inside the messageData map across all scripts inside Zia Skills.It contains properties like name, email,
Zoho Creator positioned as a Visionary in 2020 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms
Hi folks, We come bearing good news! We are delighted to share that Gartner has named Zoho Creator a "Visionary" in this year's Gartner Magic Quadrant for Enterprise Low-code Application Platforms (LCAP). Gartner Magic Quadrant for Low-code Application
11月13日（金）、Zoho による自社イベント「Zoholics」（ゾーホリクス）がオンラインにて開催されます！
Zoho が開催している年に一度の自社イベント「Zoholics」（ゾーホリクス）が開催決定です。 例年ならばオフラインで開催しておりましたが、今回は新型コロナウイルスの感染拡大防止のため、オンライン形式での開催となります。 今回のZoholics Japan 2020 Online では、コロナ禍におけるみなさまのビジネスプロセスの変化や多様な働き方をバックアップし、かつ顧客との信頼関係を築くためのヒントを、様々な観点からご提供いたします。 詳細/お申し込みはこちら： https://www.zoho.com/jp/zoholicsjapan2020/
What's new on Zoho Marketplace for October 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 October 2020. ChARM Health for Zoho CRM Synchronize patient information between ChARM Health and
Zoho CRM for Facebook - Connect with your Customers!
After the release of the LinkedIn Integration, we now bring to you Zoho CRM for Facebook. Facebook, a social networking tool has its presence in the corporate world also. It is another great way to connect to customers and build business relationships. Keeping that in mind, with Zoho CRM for Facebook, we've brought the Facebook profiles of leads' and contacts' inside your Zoho CRM account. All you need to do is, associate Facebook profiles to your leads and contacts to connect socially with the customers
Email Customization, Recurring Meetings, and mobile app updates
Hello there, We hope you are staying safe and healthy. This month we're excited to share some major feature updates with you. In addition to introducing email customization, recurring meetings, and recurring webinars in Zoho Meeting, we have added some useful features and enhancements our users have been asking for in our mobile apps. Let's take a look at what's new: Features Email customization: Customize the content and design of your webinar invitations, registration confirmations, and follow-up
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