TransMail - Duplicate notification emails
Dear users, Thanks for your continuous support to Zoho and our services. We would like to apologize for a minor inconvenience caused to some of you, where you might have received duplicate copies of the same notification or alert emails triggered from our services. Zoho TransMail is the transactional email service used by Zoho Services, to send transactional emails (notifications/ alerts/ service messages) to our users. These Zoho services use the APIs of TransMail to trigger emails via the Transmail
'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN All
Community Digest: un resumen de junio de 2020
Community Digest de junio de 2020 ¡Hola, miembros de Español Zoho Community! Acabamos de dejar un mes de junio que nos ha traído muchas novedades, nuevo contenido, y nuevas consultas por vuestra parte. Hoy voy a intentar reunirlas en este post, donde no sólo mencionaremos novedades dentro de la comunidad, si no también alrededor de Zoho. ¡Así que estad atentos! Este ha sido el mes de junio de 2020 en Zoho y en Español Zoho Community: En el apartado de anuncios, tenemos dos buenas noticias en torno
Community Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API Credits
Celebrate National ESign Day with Zoho Sign
Hello, It's National ESign Day today, and there cannot be a better occasion to talk about the benefits of using e-signatures! National ESign Day is observed on the 30th of June every year since 2000 when the ESIGN Act was passed by the US Congress. This granted legal recognition for documents signed using electronic signatures and kick-started a global movement towards paperless signing across industries. Zoho Sign, Zoho's digital signature application, has already transformed thousands of businesses
Explore the new views in the Zoho Projects iOS mobile app
To easily organize the tasks/bugs, we have now brought in support for some new predefined views in the 'Home' page of the mobile app. The new views are available in the latest version (v3.2.16) of the app. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/in/app/zoho-projects/id511887920 Below are the views that are added newly in the 'Home' page of the app: Task views: ➤ My tasks due today ➤ Tomorrow's Tasks ➤ Tasks within next 7 days
What's New in Zoho Inventory - July 2019
We're already halfway into approaching 2020 and in the past few months, we've been steadily rolling out new features and making improvements to the existing ones with the aim to provide you with an unparalleled inventory management experience. Let's find out what's new in Zoho Inventory in the month of July. Apply Tax on Shipping Charges (UK Edition) We have provided an option to apply VAT on shipping charges in the UK Edition of Zoho Inventory. As you create a sales order, you can enter the shipping
Timeline feature is now available in the Zoho Desk Android app!
Knowing the history of the tickets raised by the customers is one of the best practices of Customer Service. Timeline is one such feature that helps the agents to get a complete list of the tickets sent by your customers. We have now brought in support for 'Timeline' feature in the latest version (v.2.4.7.1) of the Zoho Desk Android app. You can access this feature by going on to a ticket > click the more option (hamburger icon) > Timeline. You can update the app directly from the Play Store
Execute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the Transition
Remotely free to use till September 1, 2020
Welcome to Remotely's Community space. We launched our remote work toolkit in the second week of March, 2020 at a time when the Corona virus pandemic was just breaking up. We wanted to open up all the remote work tools we had always been within Zoho. We identified 11 different apps which we felt will give teams/organizations their best change in swifly moving to remote work mode. We had initially announced that the remote work toolkit will be free until July 1, 2020. But it is now evident that things
Working remotely with Cliq: How to host a meeting efficiently via GroupCall and Live Video Feed in Remote Work.
Accessibility and engagement are the two main essentials for workplace productivity. Remote Work in Cliq brings you Live Video Feed and Group Call to help you make sure, you are accessible and available for collaboration. In this post, we will share some exclusive tips on how to host a meeting efficiently via Remote Work. Group Call in Remote Work Nothing better than a live team interaction to brainstorm new ideas but working remotely the next close thing is group call. Group call in Remote Work
Introducing custom member roles and privileges
A team isn't always the same when it comes to its members' roles and responsibilities. This is especially true in the event world. Given the wide range of event types, distinctive roles that fit the shoes of every event member in the team are definitely needed. Say you would like to restrict the decisions made for branding your event to just a few people in your team. Or perhaps you only want the event organizers taking care of ticket payments for events. You can easily manage these needs by making
Automate lead generation using SalesIQ and CRM integration
Integrate SalesIQ with Zoho CRM to get the max out of your lead generation process. Zoho CRM can help you perform deeper analysis on your leads and enriches your customer data by providing valuable information on prospects. This integration allows you to manage all the needed CRM data within the SalesIQ app. This can help you to automate your workflow and target prospective customers. Many features in SalesIQ can be customized based on the CRM values, by combining both the data from SalesIQ and
SMS Notifications—Keep your respondents posted with quick updates
Hello everyone, Notifications and status updates are an important facet of maintaining a robust information channel with your form respondents. With SMS Notifications, sending them a confirmation message when they submit or update a response is now made easier. Be it an order confirmation, service request update, appointment confirmation, or anything that needs you to send a quick update, use text messages to keep the communication going. You can also set up workflows using form rules to send them
Events Renamed As Meetings
Hello everyone! As events in CRM are synonymous with one-on-one or team meetings conducted for different sales activities, we have decided to rename the Events module to Meetings. The term "Events" has often been misinterpreted as major business gatherings like user conferences or hackathons. So, to avoid confusion, "Events" will be displayed as "Meetings" under the Activities module. What and where is the change in the v2 APIs? 1. Modules API (settings/modules) a. The singular_label Event is
Upcoming updates - February, 2020
Hello App Creators, Welcome back our series of upcoming updates! Here's what we'll be rolling out in the next 2-3 weeks: Custom inline error messages for fields Look up data from the same form Spreadsheet report enhancements Improvements for the Layout Designer for Print & PDF PDF enhancements for records Deluge script versioning Form workflows revamp - - - - - - - - - - Custom inline error messages for fields Many of you may have used the alert task to implement dynamic data validations. For example,
Video Tip #11: Work confidently with your team with Zoho WorkDrive
Hello everyone, We hope you and your loved ones are safe and well. We're back with another helpful video tip for you. WorkDrive offers multiple features to help you work confidently with your team, and, today's video showcases two of these features: Version History and Check Out/Check In. With more and more teams working remotely, most of our discussions and collaborative work have moved from in-person meetings to documents. In this video, we'll show how you can work with your team without
CRM: The 'Need Help?' section inside the product is revamped
The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources". Now, we have introduced a few more channels of communication: Write to us Talk with us 24*7 Priority Assistance Need a demo? Community Write to us: Users can send an email to our support team (support@zohocrm.com) from within the product itself. Talk with us: Users can dial the toll-free support numbers shown in the list and talk to the support executives available
Use Products module to track and manage your products in the Bigin mobile app
Hello folks, We are delighted to announce that we have added a new feature 'Products' module in the Bigin mobile apps (Android and iOS). You can now track and maintain records of all the products that you are selling from within the mobile app. This feature is available in iOS app (v1.1.5) and Android app (v1.1.3).You can update the app from the App Store or Play Store directly or using the links given below: App Store: https://apps.apple.com/us/app/bigin/id1454212098 Play Store: https://play.google.com/store/apps/details?id=com.zoho.bigin&hl=en_IN
Roles and Profiles in Zoho Sprints
When you run an organization, you will have 'n' number of users working for you and each will have a different set of operations to carry out. To manage these users effectively, you need a tool that lets you authorize and control their activities. Zoho Sprints has come up with Roles and Profiles that lets you define roles for each user and set permissions for their profiles. Roles are the designations in a team. A user's role is the same throughout the team and cannot be changed for each project.
[Live Expert Webinar] 7 Deadly Copywriting Sins (and How to Avoid Them)
Hello, All successful landing pages have one thing in common—powerful words. In other words, good copywriting. At the same time, writing a winning copy that resonates with visitors every single time can be really challenging. But, here's the catch! Knowing what mistakes to avoid while writing can make the job a lot more easier for you. And that is why, the next webinar in our CRO Masterminds series will be about "7 Deadly Copywriting Sins (and How to Avoid Them)" . Join us for a free live webinar
[Webinar] Align IT monitoring metrics and business KPIs using Advanced Analytics
Hi there! The rapid shift in the way organizations function in the current business world is driving them towards data-driven decisions to ensure uninterrupted operations. Join this webinar to learn how integrating Site24x7 (an IT monitoring solution) with Zoho Analytics (BI and analytics software), gives you a complete overview of your IT monitoring metrics and relevant business KPIs. These exhaustive business intelligence reports and dashboards can be used to correlate data and make better business
New Features rolled out on June 11, 2020
Fill Chart with Pattern Now you can apply attractive patterns over your chart to enhance the visual appeal of your chart. You will find a set of prebuilt, pattern-based palettes. You can also create your own pattern palette to apply in your chart. This feature is of immense benefit for users with difficulty in identifying colors. Click here to learn more about the Pattern Palette. Import Data from Cloud Databases into an Existing table So far, Cloud Databases were listed as data source only when
Ask the experts - A live Q & A discussion on Zoho Recruit
We're back! After a long gap, our panel of product experts is here to answer the questions you ask, LIVE. Zoho Recruit has added many outstanding features to its arsenal over the past few months, and we're happy to discuss them with you. Brand new Careers Sites Gmail Add-on Enhanced Outlook plug-in Many marketplace integrations And much more. We are delighted to launch the sixth edition of 'Ask the Experts' community series. This edition will be focussing on the whole product and the future of remote
Learn from Home - 1-Minute Marketing from Zoho Campaigns
Hello everyone, By now, learning must have become an innate skill for most of us, thanks to the resources available online. We, from Zoho Campaigns, would like to make learning an enjoyable experience for you! With that, comes 1-Minute Marketing, our video project that helps you quickly grasp the email marketing basics through less-than-a-minute lessons. We've covered the basics of email marketing, under the categories of: - Beginner Zone - Personalization and Inclusion - Optimization and Deliverability
Zoho Desk now integrates with Zoho Sprints!
In a typical software company, the development team works alongside other teams such as marketing, product management, and design, each performing a variety of unique tasks that help build a product. When customers use the product, they often provide valuable feedback about their experience. However, they may not have enough coding knowledge to modify the apps they use. Engineers, on the other hand, are equipped to build and code software. This creates a gap between the people who build the software,
Community Learning Series | Digest #2 - June 2020
Dear customers, We launched the #CommunityDigest series a couple of weeks back and received positive feedback on edition #1. Thanks for your support! We are glad to bring to you the second edition of our digest. 1. Upcoming Webinars [On-demand webinar] 6 ways to use a recurring billing tool as a customer retention system Watch Now 2. Tips and Tricks In the previous digest, we looked at implementing a "30-day money-back guarantee" strategy for your business. Here's your takeaway from this edition:
Zoho Vault's extension for Safari is now available on App Store
Hello everyone, We're happy to announce that our all-new Safari extension is now available on the App Store. You can download the extension from the Apple store and access all our new features and enhancements. The new extension encompasses a multitude of enhancements such as: The stylish design of our new interface A full-page extension Swift loading time Organized access You can read about the enhancements in detail from our recent announcement. If you're currently using the beta version of the
Spotlight #03: Three extensions that make your remote working easy
Did you know we have a few extensions handy that help you conduct your meetings and webinars while you manage your projects remotely? Yes, if you use Zoho Meeting or GoToMeeting to manage your online meeting sessions and use Zoho Projects to manage your business, you need not shuttle back and forth between these applications to collaborate with your team. We have got dedicated extensions to take care of your meetings right from your Zoho Projects account. Check out the following extensions on Zoho
Zoho Inventory Digest, June 19 2020
Hello all! We have another edition of Digest for Zoho Inventory here for you. Check out all the updates we have for you this week. 1. Ask The Experts Initiative: Keeping the current remote working strategy in mind, this week's Ask The Experts discussion was on Zoho Inventory - Zoho Cliq integration. You can find more details to this session here and also post your questions on this topic to discuss your ideas with our team or the community. 2. Integration Spotlight: To find out more on this
Spotlight series #2: Enrich your presentations with ready-made designs from Show's Gallery
Hi All! Welcome back to our Spotlight series for Zoho Show. In case you have missed our earlier post in the series, you can find it here. In today's post, we'll discuss the Gallery feature in Show's Listing page. Zoho Show's Gallery offers
Tip #1: Convert form responses into Zoho CRM leads
How to convert a form submission into an entry for your Zoho CRM account? If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Fortunately our Zoho Forms integration with Zoho CRM makes turning form submissions into CRM entries a snap. This article will show you how to create a new record in your Zoho CRM account using a form entry. Setting up an integration Once you've created the form , setting up an integration between the form
Tip #5: Create or update Zoho CRM records using a single form
How to create or update Zoho CRM records through a single form using the Upsert option? In the past, inserting or updating a record using form entries required two different actions. Sometimes, an existing record in Zoho CRM can be duplicated when the same information is again added as a new entry from the form. The solution in this situation is to use the newer values entered in the form to update the existing CRM record, rather than creating a new record (duplicate record) with the updated values.
Zoho CRM 2020 Feature Edition - Post Four
Zoho CRM 2020 Feature Edition - Post Three Improve work environment for your employees Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce. Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control
Zoho CRM 2020 Feature Edition - Post Three
Continued from Zoho CRM 2020 Feature Release - Post Two Evaluate how your business processes are performing Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer
Zoho CRM 2020 Feature Edition - Post Two
Continued from Zoho CRM 2020 Feature Release Post one Offer a personalized selling experience The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing
Zoho CRM 2020 Feature Edition - Post One
The much awaited Zoho CRM 2020 feature edition is here! Our exciting new set of features will help you to: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment of your employees Download the help documents and read more about the 2020 features here. Understand customers' expectations Businesses are now more focused on understanding customers' behavior and putting their interests first in order to
Working remotely with Cliq: Using the department view and statuses effectively
The Remote Work view in Cliq is aimed at providing a smooth transition from workplace collaboration to real time virtual collaboration from anywhere. The whole idea is to bring your office into Cliq by mimicking your office set up for efficient translation of productivity, collaboration and communication. In this post we will focus on how you can up your remote working game with Check In, Check Out, Statuses and Department View. Lets consider a typical workday, you walk into your office, swipe your
Video Tip #10: Manage all your Team Folders in one place
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. Team Folders are a common space where your team members can create and access business data. You can add members who share collective responsibility to specific Team Folders, as well as set the right access controls for the files and folders in it. You can create multiple Team Folders for individual
Tip #4: Five important statistical functions, and when to use them.
=AVERAGE (number1; number2; ... number30) The sample mean is probably the easiest piece of information one can extract from a data set. To calculate sample mean in Zoho Sheet, all you have to do is key-in =AVERAGE and select the range of cells you'd like to find the statistical mean for. Zoho Sheet supports a few handy variations of the average function as well. =TRIMMEAN (number_list, fraction) Say, for instance, you want the sample mean. However, you want to exclude the maximum and minimum values
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