【無料／オンライン】5/21（木）開催｜Zoho ワークアウト ― ユーザー同士で作業・議論するもくもく会
ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 5月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザーが各自のテーマを持ち寄り、 作業を進めながら参加者同士で意見交換する「もくもく会」形式のオンラインイベントです。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら（無料 / 残り3枠） URL：https://us02web.zoom.us/meeting/register/6ojuA778RqqWPOWzCaCU5Q
New in Office Integrator: Apply conditional formatting to entire rows
Hi users, We are pleased to introduce the ability to highlight entire rows based on a cell's value in Zoho Office Integrator's spreadsheet editor. For example, if your finance team tracks invoice payments in a spreadsheet, you can highlight overdue invoices
Elevate your Radar experience: Best practices part 1
In the Spotlight: Zoho Desk's Radar app Think about RADAR (Radio Detection and Ranging)? The system used to track and identify aircraft, ships, and vehicles using electromagnetic waves. Imagine what a similar “Radar” experience looks like for customer
Automation Series: Auto-update Budget When Time is Logged
In Zoho Projects, Summary fields enable instant budget sync by capturing Actual Cost and showcases it at project-level when a time log is added. This allows real-time budget visibility and helps teams stay within financial thresholds. Consider an event
Preferred Name and Email Formats: Bring consistency to user identity
A user's display name and email address are often the first identifiers that colleagues, partners, and customers see. Maintaining a consistent format across the organization helps reinforce a professional identity and avoids the confusion that comes from
Control who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
Tip #22 Three ways you can split your text into columns
When you're working with large datasets, you often have the problem of messy, inconsistent formatting, which makes analysis difficult. This is especially true when the data is being collected elsewhere and then imported to the spreadsheet, which can result
Zoho CRM Community Digest - March 2026 | Part 2
Hello Everyone! The second half of March 2026 arrived with a wave of announcements, from AI becoming more intuitive to security authorization protocols getting tighter, and a few community threads that quietly solved problems a lot of you have likely
Free Webinar Alert! Zoho Mail: An admin’s guide to email security reports and monitoring
Hello Zoho Community! Are you struggling to keep track of your organization’s email activity? Wondering how to stay ahead of potential security threats? We’ve got a session you won’t want to miss. In our Zoho Mail: An admin’s guide to email security reports
Pinned important comments and threads in tickets
Hello everyone, We are happy to announce that users can now pin important comments and threads in a ticket. This feature helps agents quickly access the customer's requirements and stay updated on the latest developments to ensure they have up-to-date
Standardize your booking forms with Centralized Customer Form
We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your
Secure your help center profile with Multi-Factor Authentication (MFA)
Hello everyone, With the rise in security breaches and compromised passwords, keeping your account secure has become more challenging. To address this and enhance security of the help center, businesses can enable Multi-Factor Authentication (MFA) for
[Free Webinar] Learning Table Series, May 2026 - Enhancing client collaboration with customer portals in Zoho Creator
Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series
Set rules for Release layout
We have now extended the support of Layout Rules to the Release layout. You can now control how information should be displayed, organized, or action to be triggered based on the conditions. This stipulates how a specific release should be carried out
Zoho CRM mobile updates: Filter for lookup, approval recall, multi-select lookup and tag support for Canvas, and more
Hello everyone, We have a few exciting updates in Zoho CRM mobile apps to share with you. Here's whats new: Filters for lookup (Android) Let's say you have a lookup field called "Contact Name." When you tap on it, you'd normally see every single contact
SalesIQ Tip: Handle Multilingual Chats Without Switching Tools
When you're chatting with visitors from different regions, language is always a barrier. It slows things down, breaks the flow, and makes conversations feel disjointed, for both you and your customer. So, how does Zoho SalesIQ make this better? SalesIQ
Avec le Sandbox dans Zoho Sign, expérimentez vos workflows de signature en toute sécurité
Le changement fait partie intégrante de tout workflow. Un processus de signature implique souvent plusieurs organisations, différentes étapes de validation et de signature, des exigences de conformité réglementaire, ainsi que plusieurs applications intégrées.
Ask the Experts 28: Handling customer support with AI
Hello Everyone, Welcome to Ask the Experts 28. This month's session is centered around what every business is looking toward—automating repetitive tasks with AI. In Zoho Desk, you have Zoho's AI assistant–Zia, working its magic. Zia, your AI companion,
Automating Real-Time Zoho Bookings Alerts in Zoho Cliq
Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is
Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!
Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
Announcement:Zoho DataPrep 1.0 has been deprecated — We have started auto-migrating your workspaces to 2.0
Zoho DataPrep 2.0 was launched in September 2024 with a brand new way to build and manage data pipelines with the new visual pipeline canvas. After the launch, we deprecated Zoho DataPrep 1.0 and asked our customers to move to 2.0. Most of our customers
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Automation Series #4: Workflow vs Supervisor Rule in Zoho Desk
This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly
Gain deeper insights with Stage History and Associated Products in Bigin Dashboards
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin' Dashboard. We'll go over each one in detail. Format Numbers with Ease Previously, dashboards displayed raw numbers like €53,670.06 or €93,034.40,
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Hello Enterprise Support Community, Advanced Analytics is now accessible to Zoho CRM's team modules. You can choose to add team modules, their notes and fields to include them for reports, insights and other analytical functions. Alongside the standard
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Aggregate & Analyze data using Summary field
Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique
DYK 3 - Day Break
Did You Know you can define different break hours within your work schedule in Zoho Projects? In an organization, most teams follow a standard work schedule with time set aside for lunch or short breaks. Without breaks added in, task durations get calculated
Announcing new features in Trident for Windows (v.1.40.7.0)
Hello Community! Trident for Windows just received an exciting update! We've made it easier than ever to bring your existing email history into Trident—so you can pick up right where you left. Let’s dive into what’s new! Import email files into Trident.
Zoho Projects Infinity : créez vos projets à votre façon
Passez à une gestion de projet repensée — une plateforme qui s’adapte à votre façon de travailler, et non l’inverse. Découvrez Zoho Projects Infinity, notre toute nouvelle version. Ce que cette version signifie pour vos équipes Chaque équipe a sa propre
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Deliver timely updates across your organization
Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training
Automation Series: Assign Subsequent Task Owner on Completion
When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In Zoho Projects, this can be addressed by automating task assignment using Custom Function, so that ownership
Zoho Mail app update: Accessing Delegated Mailbox.
Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
What's new in Zoho Social - Q1 recap
Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar
[Webinar] What's New in Zoho Analytics: Q1, 2026
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,
New Income Tax Act 2025 and Rules 2026 for India (Effective 1 April 2026)
Hello everyone, The Income Tax Act 2025 came into effect from 1 April 2026. This new law replaces the old Income Tax Act of 1961. Along with the new Act, the Income Tax Rules 2026 have also been released by the government. These updates bring practical
Zoho Mail Android app update: UI revamp
Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the
【無料/オンライン】4/30開催｜Zoho ワークアウト（オンライン勉強会）
ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 4月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら 設定・運用・活用に関する課題解決を目指すオンライン勉強会です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「相談できる相手がおらず、運用に悩んでいる」 そんな方におすすめのイベントです。 ▶︎参加登録はこちら（無料） 定員に達したため、募集を締め切りました ━━━━━━━━━━━━━━━━━━
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