Multiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:
What's New this July 2020 - Zoho Books
We are back with another set of updates to enhance your accounting experience. Let's take a look at the updates for the month of July. Update tool to accommodate the 15% VAT hike in KSA (Saudi Arabia Edition) The government of the Kingdom of Saudi Arabia has announced a raise in the VAT rates from 5% to 15%. To help you stay compliant with the revised VAT rates, Zoho Books has come up with an update tool. You can change the VAT rates of your items, recurring bills, recurring invoices, and recurring
UK’s New Policy Measures and Configurations in Zoho Books (UK Edition)
Dear customers, As Covid-19 has adversely affected businesses of all shapes and sizes, the Government of United Kingdom has introduced several measures to keep people in work, protect their incomes, and support businesses. In the Government’s second phase of response, it has focussed on protecting jobs with the Plan for Jobs program which includes several policy decisions with various schemes. Among them, one of the policy decisions deals with the hospitality and accommodation businesses. For businesses
Quick and Easy live chat in your WordPress sites
Like many of you, we are among the millions of WordPress fans, which is why we are excited to announce our live chat plugin for WordPress. We know you love WordPress because it is easy to setup, easy to configure to fit your specific needs and extremely powerful. Which is exactly why LiveDesk is a perfect fit for WordPress sites--easy, customizable live chat for your easy, customizable publishing platform. With the release of our WordPress plugin, you can add live chat capabilities to any WordPress
What's New – July 2020
Hello everyone, We're always working to improve the Backstage experience for you. In pursuit of that, we've recently rolled out features to help you effortlessly host online events, along with a few other updates as well. Here's everything that happened this month in a nutshell. Host online events with Backstage OnAir Create events that can be hosted virtually with Backstage OnAir and help your attendees stay engaged throughout the event. When creating an online event, simply select Backstage
Community Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich your
Community Digest: un resumen de julio de 2020
Community Digest de julio de 2020 ¡Hola, miembros y lectores de Español Zoho Community! A las puertas de agosto, es tiempo de actividad para algunos, y tiempo de descanso para otros. Pero antes de sumergirnos en este nuevo mes, y como ya es tradición, vamos a hacer un repaso de lo que ha sucedido en nuestra comunidad en este Digest. Este ha sido el mes de julio de 2020 en Español Zoho Community: En el apartado de Eventos, este mes hemos podido disfrutar de un webinar muy interesante para los usuarios
Community Learning Series | Digest #3 - July 2020
Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
Introducing Xoxoday and 6 other Zoho products for Zoho People
Simplify and automate HRMS workflows by integrating Zoho People with extensions from Zoho Marketplace. We released Xoxoday and 6 other extensions last month. Here's a list of the extensions released in July 2020. Xoxoday for Zoho People Xoxoday partners with several third-party services to provide a vast collection of reward experiences, digital gift cards, benefits, and more. Integrate Xoxoday with Zoho People to launch a scalable rewards and recognition program based on employee performance. Learn
Introducing Stripe, Slack and 4 more extensions for Zoho Subscriptions
Connect Zoho Subscriptions to your existing payment gateways, accounting solutions, support desk software and more using extensions from Zoho Marketplace. Razorpay for Zoho Subscriptions Start accepting secure one-time or recurring payments online with ease by integrating Razorpay with Zoho Subscriptions. Razorpay also enables you to to accept credit card payments. Learn more Stripe for Zoho Subscriptions Integrate Stripe with Zoho Subscriptions and start collecting one-time and recurring online
Introducing Toggl, Alegra and 3 more Zoho Desk extensions
Improve your support workflows with new extensions for Zoho Desk on Zoho Marketplace. We introduced Toggl and Alegra along with 3 other extensions for Zoho Desk powered by Zoho Flow. Here's a list of all new releases for Zoho Desk, July 2020. Toggl for
Introducing Asana, WhatsApp Business, Servetel and 8 more Zoho CRM extensions
Ease your daily workload by streamlining workflows, automating manual tasks, and making the most of Zoho CRM. Here's a list of new releases for Zoho CRM, July 2020. WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including
What's new on Zoho Marketplace for July 2020
Zoho Marketplace houses a wide range of extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2020. Zendesk for Zoho Subscriptions This integration allows you to access customer
WFH Tip: 16 Make your conversations more interactive with response cards in the Zobot!
Greetings from Zoho SalesIQ! This post will throw spotlight on what cards in the Zobot are and how they can make conversations more appealing and efficient. The Zobot not only allows you to use text during conversations but also widgets like calendars, articles, URLs, etc to ease customer experience and reduce operator workload. For this, we have features called Input cards and Display cards. These cards are elements that the bot can use as a part of the message that it sends out to visitors. Let's
Video Tip #13: Easily share files or folders with multiple people using WorkDrive Groups
Hi 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. WorkDrive Groups are groups created within a WorkDrive team of users from the same team or the same grade. Team Admins can assign team members to multiple Groups, allowing them to provide access to a set of data or share data with a specific selection of people with a single click. Each Group will
Spotlight 23: Connect with your attendees over photos
People love taking photos at events. A quick selfie with a speaker, exaggerated poses near fancy signage, and planned-to-the-tee candid shots—we've all either done these at events or at least seen other people do them. So why not leverage people's love
New Feature rolled out on April 30, 2020
Smart Data Alerts now via Slack, Microsoft Teams, and Webhook! Until now, any anomaly or change in your key business metrics were brought on a snap to you via Email and In-app notification channels. In addition to the already existing channels, new to join the line of channel notifications are: Slack Microsoft Teams Webhook Get data alerts any time, anywhere. Stay well-informed and prepared. Click here to learn more.
Introducing the Learning Management System (Beta) of Zoho People
Workplace learning just got a lot easier! The Learning Management System(LMS) of Zoho People is here to facilitate a comfortable learning experience, at your organizations. Try our new LMS today and let us know what you feel. You can explore more here or watch our walk-through videos.
New Features rolled out on Jul 22, 2020
Ask Zia - our AI assistant with cool new features A set of cool new features has been added to our already smart Ask Zia. The enhanced AI assistant will now support: Ability to Understand Unstructured and Incomplete Queries: Ask Zia can now interpret grammatically unstructured queries appropriately. In the example below, although the query is not properly formed it will still be interpreted rightly as "show me sales by region in the previous year". Typo Tolerance: Ask Zia is now typo tolerant. It
Enhanced Date field in Zoho Forms
Hello everyone, If your business uses online forms for bookings or reservations, avoiding scheduling mishaps is a must. The date field on your form has to be flexible enough to display customized calendars to your customers, giving them a better idea about the availability of your services. With this in mind, we've enhanced the Date field in Zoho Forms to add more depth to its functionalities and make it possible to handle a wide range of use cases. With this latest update in our product, you can
Tip #23: Task Custom View in Zoho Projects
As part of our tips and tricks series on using Zoho Projects, we are back with a tip for this week on task custom view. Perspective is everything! It’s all about what you see and the way you want it to be. We’ve rolled out our new feature that helps you tailor your view with defined conditions. Task custom view is an option with which you can create your own view and scrutinize it with various criteria. Custom views can be advantageous to sort what you see, making it easier to find the most relevant
Contextual collaboration, with Zoho Projects for Microsoft Teams
We are delighted to announce Zoho Projects for Microsoft Teams. You can introduce context from Zoho Projects and continue collaborating on your tasks from within Teams. There are three ways in which you can leverage this integration and transform the way you work: 1) Task conversations in channels You can use the Zoho Projects messaging extension to start a conversation in your channel about a task that you are tracking in Zoho Projects. To get the details of a task, you don't need to depend on
An Update to Zoho Recruit's URL Path System
Dear Customers, As of today, 23 July 2020, the Zoho Recruit's URL path system will be changed. Your Zoho Recruit Account ID will be included to your Zoho Recruit URL. This will enable us to support multiple org's in a single account. Important Note: Update any Zoho Recruit links you have bookmarked or included in email templates. As of now, we'll support both new & old links. Support for old links will be retired in the coming weeks Also, make sure you switch to OAuth authentication as support for
Introducing activity logs to review action history
Hello everyone, In today's world, most of our data is online, and a lot of people use multiple devices to do their day-to-day work. Many industries, such as the event industry, have a need to amp up the security and transparency for team members who are a part of your event. With this in mind, we're introducing activity logs in Zoho Backstage to provide you more visibility of actions taken by your event team members on the platform. Trace user activities The activity log for any portal can be found
Changes in SalesIQ iOS app notification behavior
Hello customers, With iOS 13, Apple has updated its policy on the usage of VoIP push notification. Now the notifications in iPhone running on iOS 13 or above will not get cleared automatically after being viewed from other clients (Web, Android, desktop app). The stagnant notifications will clear out only after the iOS application is open. We have complied to Apple's new policy and made some changes to our iOS app notifications as follows: In our previous implementations, notifications will get cleared
Client Portal is now available in Zoho Invoice
Hello Zoho Invoice users, We are excited to let you know the Client Portal feature available in the new version of Zoho Invoice. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal
[Live Webinar] How to get more visitors to complete your web forms
Hello all, Web forms are a powerful means for generating leads and customers. We all know this and that's why we spend a fortune and drive people to our forms. But a whopping 67% of visitors who start filling out your forms don't complete it. Have you wondered why people who initially show interest in interacting with your forms, abandon it? Join us on our next webinar on Wednesday, July 29th at 9:00 am PT, 9:30 pm IST, and 4:00 pm GMT to find out why! Count me in We will discuss, Reasons why visitors
Introducing Connectors for the Show Android app
Hi All! We at Zoho Show are pleased to announce Connectors are now available in the Show Android App. Connectors are lines that link two shapes using the shortest route in a slide. The ends of the line detect and neatly attach to objects to help you form connections and draw complex work flows in presentations. Using Connectors, you can draw flows for any scenario, including business, engineering, medicine, and software development. All you need to do is simply drag the ends of the line towards
Video tip #12: 3 ways to share your work with the world
Hello everyone, We're back with another exciting tip for you all. Today's video shows you how to effortlessly share your work with anyone using WorkDrive. WorkDrive offers multiple ways for you to share files with both internal and external stakeholders.
'Sign in with Apple' is now supported in Zoho Sprints iOS mobile app
Hello All, In the latest version (v1.1.18) of the Zoho Sprints app, we have brought in support for an additional mode of gaining access to the Sprints app. You can now sign into the app using Apple ID by clicking on 'Sign in with Apple' option. It is easier than ever to go agile and deliver great products on time. I have attached a GIF below for your reference: Also, we have brought in support to add users with custom roles and profiles from within the mobile app. The custom roles and profiles
WFH Tip : 15 What are Zobot responses and how can they be used?
The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping hand, even when all your operators are busy and can't respond. This post will talk about the different types of responses that can be used in the Zobot. Before we jump in and start learning about the different types of responses, let us build
Personalize and enhance your in-app support experience with the newly updated Mobilisten
Hello everyone, We're happy to announce the new version of Mobilisten Android v2 and iOS v3, a completely re-written version focusing heavily on reliability, stability, and performance. We have now enabled the use of Mobilisten's data to create your
'Sign in with Apple' is now supported in Zoho Analytics iOS mobile app
Hello All, In the latest version (v3.2.2) of the Zoho Analytics app, we have brought in support for an additional mode of gaining access to the Analytics app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It is now easier than ever to stay on top of your data and get deeper insights on the go. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-analytics/id902365462 I have attached
Upcoming updates - April, 2020
Dear App Creators, This is an unprecedented time we're living through, and we at Zoho wish you all safety and good health. Let's all continue to do our personal best to help curb the spread of COVID-19. Remember, it's in our hands—so let's wash 'em extra carefully! :) That said, our work-from-home efforts are keeping the updates coming. By the end of April, 2020, we'll be rolling out the following features and updates: Hide/show seconds in reports Freezing the subform header Layout designer for quick
Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
[Webinar] KPI dashboards—an indispensable business enabler
Hi there! Businesses today face an imbalance caused by the growing complexity of data ecosystems and the rapid adoption of BI. So how are companies across the globe working to overcome this imbalance and drive growth? Join this webinar to learn how KPI dashboards are becoming a solution to this imbalance, and are transforming into an indispensable business enabler. KPI dashboards help you empower teams across your organization to make better business decisions. Register now. And don't worry, we've
Tip #6.2 Notify vendors of the remaining goods you are yet to receive.
Hello again, In part 1, we saw how we could notify vendors of successful deliveries made by them. Here, we will see how we can notify vendors of purchased items that we are yet to receive, whenever these vendors make partial deliveries. How does it work? Let's suppose you order items A (20 pcs) and B (35 pcs) from a vendor. Now the vendor delivers only 15 pcs of A and 7 pcs of B to your warehouse. When you record a purchase receive for these items, the custom function will automatically send out
Zoho Desk Community Digest - June 2020
New Features of the Month Now Contact account multi-mapping option is available for all themes. Previously, this was option was only available for Elegant theme. Croatian and Slovenian languages have been added for Help Center Marketplace Updates Introducing SugarCRM and 3 other Zoho Desk extensions Other Enhancements In your community, you will now be able to add a "Vote" option for the topics added under "Idea" topic type. This option is available in list view and detailed view as well. In
Enhancement in Portals: Access to Subforms and Editing record added by other users
Hello everyone, We have made the following enhancements in the portals feature: Editing records added by other CRM users: The portal users will now be allowed to edit records, added by other CRM users, which are associated with them if they have the Edit (shared) permission. For example, if an account or a deal is associated with the portal user by any CRM user, then the portal user will be able to edit those records. Access to subforms: The portal users will be able to create, edit, or delete values
What's New In Zoho Analytics: Q2- 2020 [Recorded webinar]
Hi there, Here's your recording of our webinar: "What's New In Zoho Analytics: Q2: '20." Watch now to learn about all the new and exciting functionalities we've built into the platform in Q2, 2020—functionalities that can further simplify the way you and your team work!
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