WFH Tip: 26 What are the different ways of defining proactive messages on the Zia Skills platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions.The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. Today's tip will focus on the different types of trigger messages that you can create for your visitors on the Zia Skills platform. Trigger messages in Zia Skills:
Zoho Desk now integrates with Jira
Consider the different roles in a software company. Product managers and designers decide how the software will look and feel, while engineers build for functionality to implement the vision. Of course, customers then adopt and use the software, often providing valuable feedback. With rare exceptions like Linus Torvalds or Richard Stallman, most customers can't code, which means they can't directly modify or improve the apps they use. But, the feedback they give is incredibly valuable. On the other
[Webinar] Setting Up & Migrating Accounting System
Hello everyone! If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. So, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on October 20th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti & Naegele Accounting Technology Consultants will walk you through the migration process and cover the best practices for setting up a new accounting
Zoho Forms integrates with Zoho PageSense - Improve your conversion rate using form analytics
Hello everyone, Getting your audience to fill out and submit forms can be tricky. Have you ever wondered why no one's filling your forms, or why the volume of leads generated was lower than your expectations? These pain points can be influenced by various factors, such as difficulty in completing your form, the nature of questions asked, your form's design, or even its length. Using a powerful form analytics tool, you can gather insights about the issues your audience is facing when filling out a
Video Tip #19: Back up your data using ZIP files
Hello 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. Creating a ZIP file allows us to combine multiple
[Webinar] Financial Analytics: Empowering businesses at every stage of growth
Hi there, In a data-driven world, contextual business insights are integral to business growth. At every stage of a company's journey, greater and faster access to insights can help generate new business, and improve profitability. One of the key business
What's new on Zoho Marketplace for September 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 September 2020. CloudTalk VoIP for Zoho Integrate with CloudTalk VoIP to enable telephony features
Tip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
Don't miss our #WednesdayWisdom tips
Hola! Have you been following us on LinkedIn and Twitter? If you have been, thank you for being a part of our community. If you aren't yet, we'd love to add you to our growing community of temp staffing professionals. This year has certainly been challenging for businesses around the world. We know it's difficult to stay afloat during these uncertain days. For temp staffing agents managing temporary employees during the ongoing pandemic, we've created a small token of appreciation from the
Tip 51: Time log restriction based on work hours
Timesheets are used for tracking time logs of task, issues and approving them. You can control the number of hours a user can log into timesheets. Businesses enter into agreements with their customers that stipulate the number of hours a job can take and the rate at which it is billed. Logging additional hours would mean an increase in billable hours. Zoho Projects lets you restrict time log entries based on work hours (planned hours) allotted for tasks. A user cannot log more than the allotted
Change of flow in the configuration of Unsubscribe Link
Hello everyone, Configuration of Unsubscribe Link has been revamped. Below are the list of changes that you will notice: Entering return URL Earlier you had to give the return URL in the configuration page. Now you can create unsubscribe URLs and maintain a list of the same. Creating the unsubscribe link During creation of unsubscribe link, you have to enter: 1. Location URL: The web page URL where the unsubscribe link will be hosted. You can choose a standard page designed by Zoho CRM, that will
Recent Enhancements in Webforms and A/B testing
Hello everyone, Here are some recent enhancements that we have made to the Webforms and A/B testing. Cloning of webforms: We are now allowing you to clone an existing webform within the same module. They can clone it across the available layouts. In case
Not receiving any incoming chat requests? Here are four possible solutions.
After a fantastic weekend, you return to work, expecting outstanding sales, new deals, and lots of customer engagement. Instead, you get no incoming chat notifications. Wondering what went wrong? If you're facing a similar problem, here are few solutions that might solve this problem and help extend your support to your users without any hassle. 1. Operators not associated with website department: You must associate websites and operators with the same department to enable your operators to track,
【初心者の方向け 15名限定】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。 ※当トレーニングの10月開催は、恐れ入りますが定員に達したため締め切らせていただきます。 来月以降も開催予定ですので、次回のご案内までお待ちいただけると幸いです！ 8月のMeetupでは、コミュニティに対するたくさんのフィードバックをいただき、ありがとうございました！ その中で、 「まだ初期設定が完了していない」 「基本機能がわかっていない」 など、初心者向けのイベントやコンテンツを希望される方が多くいらっしゃいました。 そこで！ Zoho CRMを導入して1年以内、またはインポートや項目のカスタマイズといった、基本設定を完了していないユーザー様を対象に、 Zoho CRM オンライントーレニングを開催いたします。 今回は対象と人数に制限がありますが、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 オンライントレーニング 詳細ーーーーーー Zoho CRM の初期設定を一緒に完了させ、また基本的な機能をひと通り紹介します。 ＞https://www.zoho.com/jp/crm/crmtraining1026/
Introducing an easy way to access resources defined in the resources.json file
Dear Zoho Desk extension developers, We heard you; it is next to impossible to access the Zoho Desk resources created by an extension without knowing their unique values. For example, to access the fields created by an extension, you must know the ID or apiName of the field in the Zoho Desk organization. Without knowing either, it becomes challenging to access the information required. But worry not. We have now made it easy for you to retrieve resource details. We take pleasure in introducing
Changes in Cliq iOS app notification due to iOS 13 and Xcode 11
Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy. Changes in iOS 13: With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
Multi-select and Multi-user custom fields are now available in the Zoho Projects iOS app!
Hello All, In the latest version of the Zoho Projects iOS app, we have brought in support for multi-select and multi-user custom fields within the app. I have attached a GIF of the Multi-select picklist field below for your reference: Below is a GIF of the Multi-user picklist field for your reference: You can add the above custom fields from the web app (projects.zoho.com) and the same will reflect in the mobile app after carrying out a portal refresh in the mobile app. Please follow the
Create many-to-many association between records within a module
Hello Everyone, We are now allowing many-to-many association between records from the same module using the multi-select lookup field, that is, a record from a module can be associated with another record from the same module. For example, in an employee database you can use a multi-select lookup to associate other employees as manager or subordinates of an employee (record). The related list of the employee's record will display his manager and subordinates. You can click the + Assign button to
Free webinar: Cybersecurity best practices for using digital signatures
The U.S. Department of Homeland Security and the National Cyber Security Alliance (NCSA) has designated October as Cybersecurity Awareness Month every year since 2004. During this month, they encourage government and private organizations to educate their
New Features rolled out on Oct 06, 2020
Switch Chart Axis Dynamically Interactive capabilities of charts has been further enhanced with the new Switch Axis feature. Now you can switch the X-Axis column dynamically as required and view the chart in different dimensions. Click here to learn more. Set Alternative Text for Web URL in Grid Views From now on you will be able to display an alternative text for Web URL columns, instead of actual URLs, in the Pivot Tables and Summary Views. This can be set as part of the column formatting,
Sandbox Available For Trial Editions
Hello everyone, Users in Enterprise, Ultimate and CRM Plus trial editions can now create Sandbox accounts. Below are some important details: Deletion of Sandbox account: The Sandbox account will be deleted after the grace period of 30 days if the user or org downgrades to free edition or other editions that do not support sandbox. Refresh Sandbox: The trial users will not have the option to refresh Sandbox. The option will be disabled for them. When Sandbox account will not be deleted? In two instances
Revamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM 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 the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort Quadrants
Video Tip #18: Manage all your email attachments in a single place
Hello everyone! We're back with another helpful video tip for you. Today's video is about storing and managing all your Zoho Mail attachments. Email is one of the first tools any business would invest in. From lead generation to signing off on a deal,
WFH Tip: 25 What is Zia Skills and what are the three ways of answering visitor queries using the platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions. Zia skills platform lets you build bots that are capable of more than just merely answering the visitor chat requests. The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. More importantly, Zia skills can be developed
Zoho Meeting Updates: Bug Fixes in Meetings and Webinars, and Desktop App Enhancements
Hi there, We hope you are all safe and well. Following our previous feature release, we have added some enhancements and bug fixes for the improved functioning of Zoho Meeting. Let's take a look at last month's updates: Online meeting updates The microphone button remained active even when a user switched to phone audio. This issue has been fixed. An error caused the microphone status of participants to be wrongly displayed in the meeting toolbar and the attendees list.This issue has been fixed.
[Webinar] What's New in Zoho Analytics: Q3 '20
Hi there! Artificial intelligence (AI) is developing at breakneck speed across multiple business functions, seamlessly weaving intelligence into the fabric of any organization. Keeping intelligence at the heart of analytics, we've beefed up our augmented analytics capabilities to meet your evolving business needs. And now we're back with another edition of What's New in Zoho Analytics ! Join us to learn about the new and exciting AI enhancements and functionalities we've built into the platform,
25 new languages are now supported in Bigin Android app!
Hello All, In the latest version of the Bigin App (v1.1.6), we have brought in support for 25 new languages in the app. Users can now localize the app to any of the supported languages as per their desire. The list of languages that are supported are: 1. Arabic 2. Bulgarian 3. Czech 4. Danish 5. German 6. English (United Kingdom) 7. Spanish 8. French 9. Hindi 10. Croatian 11. Hungarian 12. Indonesian 13. Italian 14. Hebrew 15. Japanese 16. Korean 17. Dutch 18. Polish 19. Portuguese 20. Portuguese
Let's celebrate exceptional customer service this #CSWeek
Things have been tough this year, but we can't deny the small moments of positivity we've received, either. It may have been a front-line employee coming to your rescue, a colleague sharing your workload, a manager keeping your spirits up, or a brand coming through for you in difficult times. Every little act of kindness deserves a shout out–we have the perfect way for you to celebrate them. This #CSWeek, we're announcing an array of virtual awards for you to share with someone who lifted you up
What's New in Zoho Subscriptions - October 2020
Hello everyone, From sending out automated SMS notifications to staying up-to-date with your subscription metrics on the move, this month's update brings features that can keep both you and your customers notified about activities in Zoho Subscriptions. Let's dive in. Introducing the Twilio SMS Integration You can now integrate Zoho Subscriptions with Twilio to send your customers automated SMS notifications about new invoices, payments, and payment reminders. Learn more. Invoice Attachment Preferences
Zoho Desk Virtual Meetups: ANZ, October 2020
Adding to the ongoing series of Zoho Desk Virtual meetups, we are now opening the registrations for our customers in Australia and New Zealand. The meetup is planned for: Date: October 14, 2020 | Wednesday Time: 9:30 AM - 11:00 AM AEST At these meetups,
[Webinar] Setting Up and Migrating Accounting System
Hello folks! Switching from one accounting software to another can be a challenging task, so it is important to have a plan in place. If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. To answer all questions, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on September 24th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti
¡Webinar en español! Nuevas funciones de Zoho CRM 2020
- PLAZAS AGOTADAS - Webinar: Nuevas Funciones de Zoho CRM 2020, 9 de julio ¡Hola usuarios! Como bien os comenté recientemente en otras publicaciones, Zoho CRM ha dado un paso más para hacer que las relaciones con tus clientes mejoren. Las nuevas características de Zoho CRM 2020 se basan en tres pilares fundamentales: VISIÓN, EXPERIENCIA e INTELIGENCIA, y tienen como propósito eliminar barreras y mantenerte relevante entre tus clientes. Por este motivo, los equipos de Zoho Latam y Zoho España unimos
What's New – September 2020
Hello everyone, We spent September working on a few of under-the-hood improvements and squashing some bugs along the way. We've also rolled out a new feature to make your event microsites more versatile. So here are the latest feature updates from Backstage. Page-level permissions and smart buttons that you can customize Increase the security and exclusivity of your event microsite by setting up visibility level permission for your pages. When you do this you can control who can access a specific
Zoho Desk app is now made even better with iOS 14 experience!
Hello All, As Apple has unveiled iOS14, we have brought in support for some notable features which will help you in providing a better customer experience. Below are the features that are covered in the latest version of the app (v2.5.1): Widgets: Widgets are customizable extensions that can be added to your home screen that keeps you updated on important activities and information. Agents can now keep an eye on the metrics they care about, without having to open the app every time. The
WFH Tip: 24 Objects in the Zobot
Before you start building a Zobot for your business, you need to know about the objects that are available inside the Zobot. This tip aims to give you an idea of the core objects that are found throughout the custom bot implementation. These objects serve as a guideline for input parameters and output response formats for the scripts used in the bots. The following are the actions that can be performed by the Zobot: Handling visitor chats Forwarding chats to humans Blocking a visitor Collecting inputs
How to win back unhappy customers by transforming their negative feedbacks to positive?
Customer Feedback and satisfaction are the keys to any successful business. In the online world, feedback and reviews play a vital role in knowing the quality of the product and customer satisfaction. With the SalesIQ Feedback module, you can know how your customers feel about the product and service, and reach out to the customers who have left poor feedback on the chat session with your operator. You can apologize for the inconvenience caused and also help them get their issues solved without
Community Digest: un resumen de septiembre de 2020
Community Digest de septiembre de 2020 ¡Hola, miembros de la comunidad! Nos adentramos en el último trimestre de 2020, un año en el que, en el plano laboral, las actividades online y el trabajo remoto han estado muy presentes. Si bien empezábamos el año con meet-ups presenciales en algunas ciudades españolas, la situación actual nos obliga a idear nuevas formas de interactuar con vosotros. Por nuestra parte, esperamos que las nuevas series de Tips and Tricks para Zoho Campaigns y para Zoho Projects
Tip 44: Annotator for Zoho Projects
Images can convey any information in a more meaningful manner and sometimes you may want to annotate them for further clarity or better presentation. The annotator allows you to add more context to the images by letting you: Highlight portions of an image Write comments on them Blur or smudge confidential information The annotator option is available when you add attachments in Zoho Projects. You can also try the annotator plugin to capture and work with images from any webpage or screen.
Video Tip #17: Get notified of everything that's happening in your team and Team Folders
Hello 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. At times, notifications can distract you from
Free webinar: Leveraging form-based eSign workflows for business automation with Zoho Sign + Zoho Forms
Hello, Zoho Sign, our digital signature solution, enables businesses to completely digitize their paperwork by moving documents online and collecting signatures on them in just a few clicks. Zoho Forms, our no-code form building tool, helps businesses set up forms for quickly collecting and processing data directly through online web forms and offline mobile forms. Integrating the two apps to build form-based e-sign workflows allows routine data collection and paperwork to be streamlined and combined
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