How to create a flexible learning culture with on-demand training
The best training systems should always allow trainees to choose the training modality most suited to their educational needs, learning style, and personal schedules. As technology continues to evolve, the need for on-demand training has also grown. We’re used to having information at our fingertips and finding the answers we need within minutes. This immediacy has dramatically changed people's expectations of traditional learning. In contrast to traditional classroom structures, more and more
What's New in Zoho Books - August 2020
Hello, everyone, At Zoho Books, we're always trying to simplify your accounting and provide you a hassle-free experience while you manage your finances. Here's a quick round-up of the updates we've made to Zoho Books in the last month: New reports: Reconciliation status report Get a detailed report of your reconciliation in the Banking section of the Reports module. You can view the reconciliation summary and statement lines, filter for matched, unmatched or categorized transactions, and export each
Spotlight 24: Glean audience feedback for sessions
Feedback forms are great tools to know what your audience thought at the end of your session. Enabling attendees to provide input that is useable is fundamental when it comes to understanding where they stand and where you should improve. With Backstage, you can collect feedback at the end of every session and customize your feedback form to further help you evaluate your audience and improve your presentation. Allow attendees to rate a session To display this form for attendees, go to the Sessions
WFH Tip: 18 What are Questions in the Zobot and how are they defined?
The SalesIQ Scripts platform in the Zobot has a response type called "questions" that is an array of objects in which each question is an object. You can include any number of questions in each array. It accepts only a collection as the value. The collection, in turn, must have at least one map which should include a name for the question that will be unique for a context, the text which will be the question that will be sent to the visitor and optional "input" or "suggestions". These questions
Announcing 1000+ extensions on Zoho Marketplace!
Zoho Marketplace is now bigger and better than ever! It houses 1000+ extensions that extend the power of 18 Zoho products across 40+ business categories, including sales, marketing, customer support, accounting, and back office operations. Easily connect your favorite business tools with Zoho to add new capabilities in a snap, with zero coding required. Read the complete announcement
[Webinar Alert] What if you could analyze 1000 hours of session recordings in 15 mins? We’ll tell you how on Aug 26!
Hello, Session recordings can be extremely valuable in your quest to increase conversions. However, rummaging through thousands of recordings to uncover your visitor behavior could be like looking for a needle in a haystack. We at Zoho PageSense wanted to save you this effort and that's why we've come up with our next webinar – " 1,000 hours in 15 minutes: Optimize your session recording analysis " as a part of our CRO Mastermind series. Join us in a free live session on August 26 at 9:30am PT |
[Webinar] 3 steps to powering your Marketing Life Cycle with Analytics
Hi there! New advancements are taking marketing technology to the next level. The marketplace is flooded with tools to harness technology to drive business results. However, deployment is no guarantee that businesses will achieve their marketing goals. A business must be able to build a layer of mission critical insights over its marketing life cycle. Join this webinar to learn how analytics is powering the 3 stages of the marketing life cycle with business insights. Register now. And don't worry,
[Webinar] Introduction to Cloud Accounting
Hello everyone, If you are new to cloud accounting or have just migrated to a new accounting environment, it is vital to set up your accounting system correctly to avoid problems in the future. Even for experienced bookkeepers, this can be a big task, but it doesn't have to be. To help streamline the process of setting up your accounting system, the Zoho team will host an Introduction to Cloud Accounting webinar on August 19, 2020 at 9 am PDT. Register now for the webinar! In this session, we'll
Say goodbye to Zoho Motivator—Zoho CRM brings motivation back (in)to selling.
Back in 2016, we understood that sales teams need to be nurtured to be successful. Simply providing a platform to sell wasn't enough. So we created Zoho Motivator, the sales activity management tool, as an add-on for Zoho CRM. It combined gamification
TLS v1.2 Upgrade for Zoho Desk
Keeping your data safe is our top priority. With that goal in mind, Zoho Desk will be discontinuing support for browsers, APIs, and Plugins with old protocols including TLS v1.0 and v1.1. Going forward, we will only support TLS version 1.2. Here's why this is happening. Older versions of TLS don't meet security standards anymore. They have certain vulnerabilities without any viable solutions and are being replaced with a set of more secure protocols. According to PCI standards, TLS 1.2 is the most
Global search functionality is now made available in the Zoho Bug Tracker Android mobile app!
Hello All, In the latest version (v1.2.1) of the Zoho Bug Tracker Android app, we have now introduced the 'Global Search' option. You can now efficiently find out what you are looking for by searching across modules like projects, bugs, comments, and more with ease. You can filter the search based on the Projects as well, by clicking the 'Filter' icon available in the Search bar. A recently searched keyword can also be picked to carry out a search in the app. I have attached a GIF below
Global search functionality is now made available in Zoho Projects Android mobile app!
Hello All, In the latest version (v3.3.1) of the Zoho Projects Android app, we have now introduced the 'Global Search' option. You can now efficiently find out what you are looking for by searching across modules like projects, tasks, bugs, comments, and more with ease. You can filter the search based on the Projects as well, by clicking the 'Filter' icon available in the Search bar. Recently searched keyword can also be picked to carry out a search in the app. I have attached a GIF below
Share files directly from your favorite Cloud
Team collaboration and communication has greatly improved over the years—playing a vital part in today's workplace—and from daily reports to growth charts there's almost nothing that you can't share. We've been there many times, after all what is so complex in sharing files from cloud? Yet this simple task, turns out to be difficult and monotone when often done—open cloud, download file to desktop, attach it in Cliq, and share it—leading to repetition of this process every time you want to share
Bigin: Product Updates
Hello everyone, We have released a bunch of enhancements recently. Here is a small introduction to each of them. Import notes into each module: Instead of adding notes one at a time to each record, you can now import them and get them associated with relevant records. You can import up to 250 rows at a time under free plan and up to 5000 rows at a time under Express plan. Read more about it here . Add-on for Additional Records: Users in Express plan can now purchase additional records if their
New: Cancel your event in three simple steps
Sometimes, despite your best efforts, the show cannot go on as circumstances beyond your control might force you to cancel your event. Over the years, natural disasters, political crises, and, more recently, COVID-19 have all caused many events to be canceled. We know it is, quite possibly, the single most difficult decision any event organizer has to take and a painful one at that. At Backstage, we'd like to help smooth the process for you, at least a little. And so, we've introduced this new
Sub-concurrency for Complex APIs
Hello everyone! We all know API calls are metered through credits. Concurrency and sub-concurrency limits are applied based on the CRM edition and the type of request, respectively. Earlier, we applied sub-concurrency to only a few APIs individually, as mentioned in an older post. However, to maintain optimal performance, avoid slowness, and maintain resource availability, we have now grouped the below as complex APIs, and set the sub-concurrency limit to 10 for this group. This sub-concurrency limit
Migration of Zoho CRM APIs and Functions to v2.0 - Updated!
Hello everyone, A year back, we released the CRM API Version 2.0 that provides a lot more than what we have in API v1.0. Along with that, we also announced the deprecation of API v1.0 and its sunset on December 31, 2019. Here is the link to the previous announcement. We would like to remind you to migrate to the latest version of CRM APIs as soon as possible, as the older version will not be available next year onwards. If your code still uses the version 1.0 of the APIs they will stop working from
What's New in Zoho Inventory - August 2020
Hello all, Hope you are safe and well. We are back with a new set of updates rolled out to Zoho Inventory in the months of June and July. Integration with QuickBooks Online - UK Edition Zoho Inventory's integration with QuickBooks Online is now supported for the UK edition! This seamless integration helps export the sales, purchases, customer and stock information from Zoho Inventory into QuickBooks instantly. Similarly, the accounts from QuickBooks also gets imported into Zoho Inventory which you
Zoho People newsletter is out!
Hello everyone, The Zoho People newsletter of the month-August is here. Check out our handpicked articles, exclusive videos, what's new and next, and other monthly updates of Zoho People.
Free webinar: Setting up Zoho Sign API automation in under 5 minutes
Businesses around the world are continuing to go remote, but in spite of the availability of tools for remote work and collaboration, working from home still poses a challenge for business professionals. With numerous distractions vying for one's attention at home, conducting business can quickly become stressful, especially when there is paperwork involved that needs signatures. This can be easily overcome with a digital signature app like Zoho Sign that enables users to completely automate their
SalesIQ iOS app gets a massive makeover - Experience the full potential of SalesIQ in the palm of your hands.
Our new renovated app is a refined and powerful tool with a design of a modern-day application. Utilize the full potential of SalesIQ right on the mobile app to track, communicate, and sell on the go. Advancements and updates with the user interface: This app is completely re-designed to feel fluid and aesthetically pleasing, simultaneously making it simple and straightforward to use. Enhanced Navigation: Navigation is simplified to a greater extent by making all the essential elements with just
Sprint users field is now supported in Zoho Sprints iOS mobile app
Hello All, In the latest version (v1.1.19) of the Zoho Sprints iOS app, we have brought in support for 'Sprint users' field. Sprint users are users who will have access to the sprints. With this option, you can now choose the Sprint Users for Sprints from within the mobile app. I have attached a GIF below for your reference: You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/sprints-agile-projects/id1279756583 Do try out the feature
What's new in Zoho Cliq - Our 2020 updates
Hi Everyone! We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end. Remote Work - Set up your office workspace with Cliq We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space
Announcing Backstage OnAir, our in-house virtual events solution
These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexible
Get your customer's survey responses into your Zoho CRM using SurveyMonkey extension
Importance of surveys Surveys help marketers have a better understanding of their customers. Online surveys are a key tool for obtaining information about customers and prospects, which can then be used to drive sales pitches. The real success of a survey
Zoho Sites Webinar | Integrations
Join our FREE live webinar to learn how to integrate both Zoho and third-party products with your Zoho Sites website. Our product expert will demonstrate how to use these integrations to grow, manage, and retain the customers you bring in. Learn how to take your business forward and build stunningly robust and efficient websites. Register here: https://www.zoho.com/sites/webinars/
WFH Tip : 17 Integrate your Zobots with third-party services using Connections in SalesIQ
Zobots in SalesIQ are radically changing end-user experiences and developer frameworks and thus business models, how we monetize, and how we advertise.They have taken over a myriad of industries ranging from aviation to hospitality. All these industries need integrations with multiple products and services to keep their customer base intact and to stay updated about customer activity on the website. To facilitate this, Zobots in SalesIQ have a feature called Connections. For example, you can take
Introducing Co-trainers in Zoho ShowTime
Zoho ShowTime is excited to announce the release of the much-awaited Co-trainer feature for your training sessions. Co-trainers can assist you, the trainer, in many ways to keep the training lively and productive. Co-trainers help answer questions and manage chat discussions when the session host is busy presenting. They can also contribute their relevant subject expertise by delivering a segment of your training. Adding co-trainers greatly helps increase the attendee engagement level during a
Zoho Mail service inaccessible!
Hi Zoho users, We are currently experiencing issues accessing Zoho Mail services. Our development team is looking into it with high priority. We will keep you updated on this. As of now there is no specific ETA. Apologise for the inconvenience caused. Regards, Barath KR Zoho Mail Team.
A Spreadsheet is enough to create and update your QnA bot. Check how!
There is an update on this bot, and it is not available for new implementations. If you have implemented it already, it will work as expected. Yes, now you can create and update your QnA bot with the help of a spreadsheet. We've built a Zobot that can
Meeting for Backstage: Present virtual sessions, captivate your audience
Virtual events have seen immense growth in the last few months—almost 1000% according to one study—and most event organizers and marketers believe they'll remain popular even in the future. This decision to retain virtual events is completely understandable
[Live Webinar] What you can learn from analyzing your visitor's behavior
Zoho Webinar Hello, What's the one direct invaluable resource that can help you make the most of your website? The answer is simple, it's your visitor data. When it comes to website optimization, visitor behavior is a gold mine that keeps giving. The more you dig, the more precious material you can find to make your pages shine. Our next webinar "What you can learn from analyzing your visitor's behavior" will show you how exactly you can read, analyze, and utilize user behavior data. Join us next
Launching Zoho BackToWork | Future-proof your workplace
Dear all, Since April, the Zoho Creator team has been working with NGOs / Government bodies / and other non-profit communities to help them fight the COVID-19 pandemic. As the fight continues, our interactions have led us to understand that businesses now face a paradigm shift in office culture. A robust, ready-to use solution is the need of the hour to help make the transition to this new normal. True to our vision empowering businesses, we made Zoho BackToWork, an application built on Zoho Creator,
【8/28(金) 16:00-】Zoho Japan Community オンラインMeetup vol.3 開催のお知らせ
ついに梅雨が明け、暑い夏がやってきました。みなさまいかがお過ごしでしょうか？ 本来であればオフラインで開催するMeetup(ユーザー交流会)ですが、前回に引き続き、オンライン形式のMeetupを企画いたしました。 毎回好評のZoho ユーザー様事例では、「属人的BtoB営業の脱却としてのZoho CRM」と題し、Zoho CRMを活用して、属人的な営業やスプレッドシートの限界から脱却した運用方法についてお話しいただきます。また、「Zoho CRM 2020」の新機能紹介のセッションもございます。 詳細/お申し込みはこちら： https://www.zohomeetups.com/ZohoJapanOnlineMeetup3 日時： 2020年8月28日(金) 16:00〜18:00 参加費： 無料 オンラインのため場所を問わず、柔軟にどなたでもご参加いただけます。 Meetupでしか聞けない生のユーザー様の活用事例やZohoに関する情報を、ぜひこの機会に聞いてみませんか？ 日本中、世界中の皆さまのご参加をお待ちしております！ Zoho Japan Communityチーム
COVID-19 business resources: Navigating the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL)
Hello everyone, With the deadline for the Paycheck Protection Program (PPP) loan application just around the corner (August 8), small businesses across the United States are in a race against the clock to apply for the loan. As you might know, the Economic Injury Disaster Loans (EIDL) and the forgivable PPP loans are part of the US Small Business Administration's (SBA) economic assistance programs to businesses impacted by the COVID-19 pandemic. Over the last few months, we have written in detail
Video tip # 02: Create dynamic presentations using Show's Gallery of presets
Hello everyone, We're back with another video tip for you all. In case you missed our previous post in the video tip of the month series, you can find it here. Show's Gallery offers a wide range of pre-designed Themes, Templates, and Slides for your presentations. Each section allows you to select from the available presets and preview the chosen design on the right panel. Pick the category that best suits your purpose. Themes help you quickly create presentations without worrying about choosing
Final Reminder - Enhancement to Agent/Team-Related Permissions and Corresponding API Changes
Dear Zoho Desk API users, Close to a year ago, we made a few API enhancements in line with GDPR guidelines. These enhancements relate to agent profiles and teams, providing a way to control who can view Personally Identifiable Information (PII) of your agents. (Click here to read the announcement.) We hope you went through the API changes detailed in the post and tweaked your API-based tools accordingly. If not, please read the announcement once again and make necessary modifications before the
What's New in Zoho Subscriptions - August 2020
Hello everyone, This month's update brings features that streamline your everyday usage of Zoho Subscriptions. Let's dive in. Share Hosted Payment Pages Easily The new share pop-up for hosted payment pages lets you quickly generate a URL for a hosted payment page, or an embed code to embed the entire hosted payment page as an iframe in your website or web application. The best part? The add-ons and their pre-filled quantities that you configure on this pop-up are part of the generated URL or embed
What's New in Zoho Payroll [Indian Edition]: August 2020
Hello everyone, We hope you're doing well. This month, we've rolled out a couple of new updates in Zoho Payroll to enhance your payroll processing experience, and we're delighted to share them with you. Bulk download payslips and TDS worksheets from prior payroll Once you've imported your prior payroll details in Zoho Payroll, payslips and TDS worksheets will be generated for employees in their respective payroll files. You can now download all these payslips and TDS worksheets at once. To download:
Updates to Functions and the Activities Module
Hi everyone! This post is to inform you of the following enhancements we have made to our Developer Space. 1. Functions a. Request object binding b. Update in argument mapping for CRM variables 2. Buttons a. Creating buttons in the Activities module's View page b. Accessing the users' location through buttons in mobiles 1.a. Request object binding We have introduced an object called Request in the argument mapping section of functions that are associated with buttons and custom
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