[SESSION ENDED] Ask the Expert 6: 5-hour live discussion on launching multi-device applications and Customer Portals in Zoho Creator
Hi everyone, I'm happy to announce that the Zoho Creator #AsktheExpert initiative is back this year with a new session focussing on "Launching multi-device applications and Customer Portals in Zoho Creator". Every application built on Creator is automatically available for access on our native mobile apps for Android and iOS - no re-coding required. Creator also provides developers with tools to customize, extend, rebrand and distribute applications as they see fit in a device specific, and stakeholder
Emails classified as Spam Office 365 - Reasons and recommendations
We noticed that the emails from some of the accounts in Zoho Mail end up in Spam folder for recipients using Office 365 email. The issue is caused due to Exchange Online Protection server in Office 365, wrongly identifying a genuine email from Zoho Mail as Spam, i.e, due to a case of 'false positive' in EOP. This issue caused our IP range to be classified as Spam, and hence all the emails from those IP addresses were classified as Spam by Outlook (Office 365) servers. Our engineering and abuse monitoring
Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox to
Bigin: Product Updates
Hello everyone, We have released a bunch of enhancements recently. Here is a small introduction to each of them. Zoho CRM to Bigin Migration: Migrate data from your Zoho CRM account to Bigin account in a single click. This feature is available to Express edition users (trial and paid) and Zoho One users. Read more about it here. Zoho Sites Integration for Bigin: You can now integrate the web forms in your Bigin account with your Zoho Sites website without any coding. The integration seamlessly
Update your Zoho Desk domain-mapping details (CNAME) at the earliest.
When you map your own domain to the default Zoho Desk address, you're required to point it to a given canonical name or CNAME, as provided by us. If you've been a user of Zoho Desk for some years now, the chances are that your domain's CNAME record is pointed to an outdated URL such as customer-support.zoho.com, customer1-support.zoho.com, or something similar. If you find that this is true for your portal, we encourage you to point your CNAME to desk.cs.zohohost.com at the earliest. We will be discontinuing
Community Learning Series | Digest #5 — September 2020
Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
What's New This June 2020 in Zoho Books
We are back again with a set of new features and enhancements lined up for you this month. From introducing the ability to lock individual modules during the end of an accounting period to adding a wide range of enhancements for reports, read on to know
Browser Versions in CRM are Upgraded
Hello everyone, We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance improvements available in the latest version. The old version will not be supported from October 15th 2020, we request you to inform your clients to upgrade their browsers by this date. After October 14th 2020 users will be restricted
Spotlight 26: Host interactive virtual sessions with Backstage OnAir
According to a recent survey by Markletic, two of the biggest challenges organizers face when hosting online events are attendee engagement and interaction. Where in-person events bank on the impact of face-to-face communication to engage attendees, virtual
Zoho Desk Virtual Meetups: India, October 2020
Adding to the ongoing series of Zoho Desk Virtual meetups, we are now opening the registrations for our customers in India. The meetup is planned for: Date: October 6, 2020 | Tuesday Time: 02:30 PM - 04:00 PM IST At these meetups, we will explore the
Introducing: Page-level permissions for your event microsite
Your event microsite is the digital one-stop-shop for anyone interested in your event. However, it's not necessary for everyone to have access to all microsite content. As event planners know, exclusivity can be a big incentive, and restricting access to content can make it all the more enticing. Another reason not to allow everyone access is security. With the increase in virtual events—especially free ones—it's easier than ever for trolls to access your event, so having some form of gatekeeping
Video Tip #16: Upload and manage your files on the go
Smartphones and productivity apps have helped us embed ourselves into our daily work, no matter where we are. They keep us connected with our emails, business chat, documents, and more, ensuring constant access to all our tasks. Today's video tip is
WFH Tip : 23 How to validate the information provided by visitors during conversations with Zobots?
Greetings from Zoho SalesIQ! Ever wondered if you were dealing with only the right details/information during a live chat session? Validation is a crucial process for any business that has hundreds and thousands of customers coming in by the hour. It is essential to validate every detail that is provided by a visitor during a conversation to evaluate the genuineness of the request and to initiate the proper follow-up. A human operator can mostly identify invalid information but chatbots can seldom
What's New this August 2020 in Zoho Invoice?
Hello, everyone! We are here again to keep you up to date about the latest features from Zoho Invoice. This month, we have focused on updates that can save you time. Read on to see what's new this August. Accept online payments instantly with payment links Receiving payments from your customers is now just a link away! Introducing the Payment Links module in Zoho Invoice, where you can create and share a payment link with customers within minutes. This payment link can be used to collect miscellaneous
Zoho Inventory is e-Invoicing ready for India
A recent update shared by the Central Board of Indirect Taxes and Customs (CBIC) confirms that the much-anticipated e-invoicing requirement will be implemented in India on 1st October, 2020. If your business has a turnover of more than 500 Cr INR every year, then it is mandatory for you to register for the e-invoicing facility and use a system that supports this functionality. This new rule means that you have to generate e-invoices with systems that have a built-in e-invoicing function. Then,
The Slash Command Series - Types of Command Suggestions
Hi Everybody! I hope you guys tried the /zdocs command and now have an idea of how command suggestions with click to execute work. If you have no clue of what command suggestion is, I recommend you to take a look at all the Slash Command Series posts, especially the one on Command Suggestions ! This post is all about the different types of command suggestions. Customise your command suggestions Did you know you could customise your command suggestion list with a title, description, image? Well,
[Webinar] Power up your Unified Business Analytics with robust Data Pipelines
The ever-increasing rise in the adoption of business apps has opened up opportunities for organizations to gather data on an unprecedented scale. But how can organizations put this data to effective use? Unified Business Analytics is one of the key data strategies to help organizations unearth end-to-end business insights from multiple data sources. To enhance the functioning of this unified ecosystem, data pipelines play the crucial role of feeding enriched data into the system. Join this webinar,
Zoho Desk Community Digest - August 2020
Marketplace Updates Building Extensions #2: An introductory post on the features supported in the platform to build Extensions Other Enhancements Marketplace support now available in the Help Center. Mass actions, such as bulk assigning, updating, deleting, closing, or moving multiple tickets are now possible. You can perform these actions on up to 10 tickets at a time. This functionality is available in all paid editions. Agents can now receive desktop notifications even when they are in the idle
[Live Webinar] 11 Questions to Stop Being Afraid to Ask About Your Business
Hello, From deciding the features for your product to taking the product to new markets, you need your customers to move the needle forward. Of course, you know this! However, how many of you spend time in customer research? If you want to pivot your business or make it stand out from your competition, you need to ask the right questions and get the answers you are looking for! Join AJ Davis, founder - Experiment Zone, on 23rd September at 9am PT | 4pm GMT | 9:30pm IST as she tells you the 11 questions
Zoho Creator | Scheduled downtime for EU users on September 27th, 2020
Hello App Creators, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 3:00 AM to 3:15 AM (UPDATED) from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in our EU data centers . This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs The
Attach Files or Photos to records using Zoho CRM Developer API
Attaching files to records directly from your desktop to a record in your CRM is easy. But then, what happens if you want to attach files from an external service? Let's say - you have connected your CRM account with an Invoicing Application using our Developer API. You want to attach all invoices to corresponding records in your CRM account. Our Developer API now has methods that let you do this. uploadFile Method The uploadFile method lets you attach files to records. When files are uploaded,
Deprecating support for older desktop email clients on older versions of Operating Systems (OS)
Hello everyone, Greetings from Zoho Mail team. Who is this post applicable to: This post is applicable to you if you are accessing your emails via desktop email clients like Outlook, MacMail, Thunderbird etc via POP/ IMAP. In case you are using only your webmail via www.zoho.com/mail in a browser or/and use the native mobile apps, then this post is not applicable to you. Even when using mobile clients like Outlook/ MacMail/ Thunderbird, if you are using the latest versions of the applications
WFH Tip 20: How can you tweak the Zobot codes according to your requirements?
Greetings from Zoho SalesIQ! As all of you know, Zoho SalesIQ has a wide range of code snippets and Sample Scripts that you can use as references when you start building a Zobot. These code structures have numerous possibilities in store for you. All you have to do is copy-paste the sample code from the respective section and make changes according to your requirements. Say, you own an online clothing store and are trying to set up a Zobot to assist your website visitors. You want the Zobot to start
Tip - 45: Custom Views in Zoho Projects
Perspective differs from person to person. Customizing your project makes it unique and helps you implement your own perspective. Besides the predefined views, you can now create your own custom views for Projects, Tasks, and Issue as per your preference. Consider a scenario. Monica owns a construction company and wants to keep track of projects that have exceeded the budget. She chooses Budget Health from the predefined fields and filters the projects with cost overruns. She saves this as a custom
Critical Change: Deprecating Support for Authtokens
Dear Zoho Desk extension developers, We would like to inform you about a critical change related to how you use Zoho Desk's REST APIs in your extensions. We are deprecating support for authtoken-based authentication and switching completely to OAuth tokens. (For more details on why we are making this switch, please refer to this announcement.) Who all must take action immediately You need to implement this change as soon as possible, if: Your Zoho Marketplace extensions use Authtoken-based authentication
WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot
Greetings from Zoho SalesIQ! Sometimes, it becomes necessary to keep visitor details recorded to make conversations more personal. For this, Zoho SalesIQ's Zobots can be configured to update details from certain fields during a visitor-chatbot conversation using the field_name attribute. This attribute can be used to update the visitor name, email, phone number, etc. in SalesIQ. Other details like ID, city, etc. can also be updated using the field_name. All information other than visitor name, email
Upcoming updates - May-June, 2020
Hello App Creators, We'll be releasing the following features in the next 2-3 weeks: API v2 Mobile SDK Federated login support for customer portal Lookup creation UI revamp Enhanced offline capabilities Support for duplicating permission sets Satellite and street views in map reports The following features from our previous posts: Freezing subform headers Beta property that brings improvements for printing and exporting records as PDFs Upcoming online training: - - - - - - - - - - - - API v2 Availability
The New Error Codes in CRM API - RECORD_LOCKED and NOT_APPROVED
Hello everyone! As you all are aware, Zoho CRM offers an option to upload images for a record. When a user uploads images, Zia vision checks if the record meets any Zia vision configuration rules' criteria, and validates them. Click here to know more about Zia vision. As a part of our upcoming enhancement, we are going to support the image processing state for the records. We have added two new error codes related to the same in the Zoho CRM APIs. 1. RECORD_LOCKED Zia image processing state In our
Custom fonts are now supported in Zoho Desk iOS mobile app!
Hello All, Here is an update to the users who would like to personalize the Zoho Desk app with some custom fonts. In the latest version of the Zoho Desk iOS app (v2.4.14), we have brought in support for Custom fonts of your choice for the users who are running the app on iOS 13 and above. You can customize the font in the app by following the steps mentioned below: Go to the Zoho Desk app. Settings. Select 'Fonts'. Select the desired font from the default font list or Custom font list.
Introducing API Edition, API and SMS Credits in Zoho Sign
Hello, Today, we are excited to announce the general availability of Zoho Sign's application programming interface (API) plan for developers and tech-savvy users. With this new plan, developers can now easily incorporate digital signatures and workflows into their own apps and systems. They can also purchase the API plan directly online and roll out their integration in less than a day. Zoho Sign APIs allows users to perform user management, document management, and other operations directly, without
[Webinar] Demystifying US Sales and Use Tax, presented by Avalara
Hello everyone, Today, (no) thanks to the internet, you can find an abundance of sales tax "advice," but there are very few places to find reliable, up-to-date information. We're here to help you build your Sales and Use Tax fundamentals in just 60 minutes. Attend our live webinar on Demystifying US Sales and Use Tax, presented by Avalara on September 10th at 9am PDT, and learn how to master your tax challenges. Register now! In this session, we'll sit down with Scott Peterson, Vice President of
Building Extensions #2: Features supported in the platform to build Extensions for Zoho Desk
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Hello Developers! Our previous post on Zoho Marketplace and Extensions gave a solid introduction for developers.
[Webinar] E-invoicing in India
Hello folks, From 1st October 2020 e-invoicing will be mandatory for businesses in India with turnover above 500 crore, as per the recent notification by the Central Board of Indirect Taxes and Customs. To keep all our customers updated on these changes, we are organising webinars in Hindi and English. There will also be a live Q&A session where you can ask your business-related queries to our industry experts. The details of the webinar are as follows: Webinar Name: E-invoicing in India: क्या
The Zoho People newsletter is out!
Hello everyone, The Zoho People newsletter of the month-September is here. Check out our handpicked articles, exclusive videos, what's new and next, and other monthly updates of Zoho People.
Tips and Tricks 08: Smarter ways to manage your training content
With the recent advancements of cloud-based training systems, instructors today can create courses that are more cost-efficient and distribute them to a larger audience. Similarly, offering cloud storage and online content collaboration within an e-learning solution eliminates the need for additional course development tools. In this tips and tricks post, learn how efficient content management helps trainers with added flexibility, fine-tuned controls, and affordability in the online training environment.
【ZOHO】機能要望のご投稿に対するZoho側の対応につきまして
連投失礼します。 オンラインフォーラム上でZoho サービスの機能要望をいただくことも多くなりました。(ユーザー様からの声は貴重です、いつもありがとうございます！）当件に関し、コミュニティチームで整理をしまして、２点ご案内いたします。 1. "機能要望"のサブフォーラムを追加しました。 以前より機能要望の投稿を分けて確認したい、というご要望もいただいており、 また、その方が他のユーザーがどのような機能要望をしているか確認しやすくなるため、サブフォーラムを追加しました。 今後、機能要望に関する投稿をする場合は、"機能要望"のサブフォーラムを選択いただけると幸いです。 ・投稿（トピック）の追加方法に関して：https://zurl.co/Fc6X 2. 機能要望をいただいた際の対応に関して ◎有料ユーザー様から機能要望の投稿をいただいた場合 ・ゾーホージャパンでは、有料ユーザー様からいただいたお問い合わせ、お声に関する本社とのやりとりはサポートチームにて承っているため、コミュニティメンバーからゾーホージャパンのサポートチームへ、内容を共有します。 ・その後、本社への機能要望依頼の判断、進捗などは、サポートチームにて対応します。
【ZOHO】オンラインフォーラムのご利用について
こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。 製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 ＜製品に関する質問に対し、確実にZoho側からの回答が欲しい場合＞ ・ご購入前：sales@zoho.jp
Expand possibilities and engage effectively using JS APIs
SalesIQ comes with many powerful tools out of the box to help you boost business performance. You can further customize and increase the effectiveness of SalesIQ by using JS APIs. JS APIs are flexible and can be customized based on your requirements. How to use JS API? Just copy, customize the attributes to fit your brand and paste the JS API code below your SalesIQ widget code on your website. Yes, that's all you have to do to implement JS API on your website. Few JS APIs that can boost your business
Focus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)
Hey everyone, A couple of months ago, Zoho CRM pushed out its 2020 feature edition release - a collection of 16 massive, brand-new features. All these features spread across different avenues in CRM, aim to collectively enhance and drive long-lasting customer relationships. We've categorized these features based on their function in developing customer insight, experience, foundation, and intelligence. More on the individual features that fall under each of the above categories, can be found here.
WFH Tip 21: How to edit sample codes with connections and use them for your business?
Greetings from Zoho SalesIQ! SalesIQ has a great collection of Sample Zobot Codes that you can use for your own business by making a few minor tweaks. Some of these Sample Codes come with code that is built to establish connections with services other than SalesIQ. This tip will tell you how you can quickly make changes to that code and establish connections with services of your choice. Let us consider an example. The Webinar Zobot can help website visitors quickly register for webinars that you
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