What's New – May 2020
Hello everyone, This month saw a lot of countries easing their pandemic-imposed lockdown rules. Communities everywhere are starting to open back up while maintaining strict restrictions on social interactions. And though it looks like virtual events are here to stay, event organizers are hoping to get back to live events by late Q3 or early Q4 of this year. A lot of them are also looking to hybrid events as a possible option for the future. At Backstage, we've been working on making event management
Improve reliability by adding live chat links to your email signature
Fast, uninterrupted live communication is the essence of excellent customer service, but this is hard to come by when you are carrying out a service through email. When you send out an email campaign or reach a prospect through the email, you can add your signature as a connection to reach you. Yes, you can add a live chat button to your Signature in the emails that let your customers connect with you instantly. Effortlessly accelerate your customer service using instant chat Signatures. You can
Tip 41: Global Planned Vs Actual reports in Zoho Projects
The Global Reports helps you big time when you want to assess the progress or if you want information about tasks across all projects. Global Planned Vs Actual is one such report with which you can find the time spent for tasks. To view this report, navigate to Global Reports widget in Zoho Projects Home page. Global Planned Vs Actual report provides the task work hour details of the individual user by distinguishing the work hours planned for the tasks versus the work hours actually spent on the
Tip 47: View dependent tasks and dependency status
Projects can have multiple tasks that need to be carried out in sequence. This results in task dependency, for example an invoice can be sent only if the quote is ready. Therefore, the predecessor task must complete in order for the successor to begin. To take early and proactive action, you should be able to view the dependent tasks. In Zoho Projects, you can see the dependency status in the task details page. You can hover over the status and view all the dependent tasks. Clicking on the individual
Zoho Workerly is now integrated with Ytel and Vonage!
Hola! We value your time and are constantly working toward bringing features that can ease your temp staffing process. Zoho Workerly's marketplace is now equipped with Ytel and Vonage extensions for better communication with your temps and clients. Please note that the extensions are available only for the US DC users. Here is a quick brief on both APIs: Ytel API is for adding SMS (available in Zoho Workerly) and voice communications to your application. With several unique endpoints, it can be
Zoho Meeting Mobile Apps Update: Attend webinars from your mobile device and launch meetings from iOS
Hello, In the last few years, the fields of education and business have evolved so much that workplaces and classrooms have expanded not just to our homes, but everywhere we go. In the latest update of Zoho Meeting, we have enhanced the Zoho Meeting iOS and Android apps to enable our users to meet, collaborate, and attend webinars from anywhere they want. Take a look at the new improvements. Sign in and meet from the iOS app You no longer have to remain tied to your desk or laptop to host an online
Zoho Inventory Digest May 28, 2020
Hello all! Another edition of Zoho Inventory digest is here. Find out what we have got for you this week and what are the latest updates on Zoho Inventory. 1. Ask The Experts Initiative: This week we will be discussing on the much awaited topic of integrating your Amazon Seller Central account with Zoho Inventory including the FBA integration. The FBA session goes live on May 28, 2020 at 9am PDT / 3pm BST with our panel of experts from engineering, product management, technical support and marketing
Annotate your thoughts on images, now using Zoho Projects mobile app
Hello All, To all the users who were looking for options to annotate your thoughts on the images and add them as attachments to Tasks and bugs from within the Zoho Projects mobile app, in the latest version of the app (both Android v3.2.18 and iOS v.3.2.14), we have brought in support for the Annotator feature. I have attached a GIF below for your reference: Do try out the feature and share your feedback in the comments section! Regards, Sri Priya.R.K
See how Zoho ShowTime can be the right virtual classroom platform for your school.
In recent months, an increasing number of teachers are exploring online training methods to build a digital campus for their high school or university, deliver online classes for students, and create a more collaborative learning experience for everyone. Focusing on this e-learning shift, let's look at how Zoho ShowTime can help you transition seamlessly from your traditional classroom setup to a virtual learning environment. Manage your school from a single console In ShowTime, you can add
Introducing Github, OnePage CRM, and 4 other Zoho Desk extensions
Zoho Marketplace releases Github along with 5 other Extensions for Zoho Desk. Here's a list of all new releases for Zoho Desk, April 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Github for Zoho Desk Powered by Zoho Flow
Implementation of pandemic relief related EPF changes in Zoho Payroll
In view of the COVID-19 pandemic, the Government of India has announced a few financial relief measures. One of these, is the reduction in employer and employee PF contribution rate from 12% to 10%. The new rate is applicable for three months: May, June, and July. According to the existing configuration, the employer contributes 12% of the PF wages towards the employee's Employee Provident Fund (EPF) and the employee also contributes 12% of the PF wages towards the EPF. Under the new rule, the employee
What's New this May 2020 in Zoho Invoice?
Hello, everyone! We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May. Manage multiple branches and GSTINs (Indian Edition) As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might have
Ask the Experts: Creating extensions for Zoho Projects
Dear users, We have scheduled an online Q&A session where you can connect with our product experts and get all the help you need in building apps for Zoho Projects or Zoho BugTracker. They are ready to address all your queries on building apps for Zoho Projects. It could be anything from getting acquainted with our cloud editor to the best business practices on where and how to use our extensions. Our experts will be available on May 21st, 2020 from 6:30 to 11:30 AM PDT | 2:30 to 7:30 PM BST to
Tip 48: Importing subtasks and setting dependencies in XLS, CSV, and JSON files
Importing files from one platform to another is a tedious job and it is necessary to maintain the structure of the modules. You can import XLS/ JSON/ CSV files into Zoho Projects. While importing a XLS/CSV/JSON files, you can now import subtasks and also set dependency between the tasks in the import file. Import Subtasks: Consider a scenario where a project owner has to import a csv file with two tasks "Roof (T8)" and "Setting & Curing (T6)". While importing the file, he must enter the PARENT TASK
Tip #6: How to manage your Bookmarks (URL/ Links) in Zoho Mail
In this age of Internet and social networking, every information reaches us via URLs of news sites, tech-blogs, social networking sites or knowledge bases. We all have an avalanche of bookmarks or shortcuts of various categories and groups. We use some of them for referring information and certain others to share with our teams, colleagues, friends or in social networks. Zoho Mail provides you a very flexible and easy way to organize and manage your bookmarks right within your Inbox. You can have
What's new in Rules? Form rules for updated records, fresh UI and more
Hello fellow form builders, Creating rules in Zoho Forms doesn't only make your forms smarter and more efficient, it also acts as the ultimate time saver in your efforts to personalize the form-filling experience. To maximize the efficiency of rules, we've made a few tweaks that you will absolutely love: Form rules performed for updated form records Shift between rules New UI Form rules for updated form records Configuring form rules for workflows doesn't necessarily stop with assigning a task
What's New in Zoho Inventory - May 2020
Hello, all! We hope you are safe and sound. During these unprecedented times, we're doing our best to continue bringing new features to you while working from home. Here is what's new in Zoho Inventory for this month: Amazon FBA Integration (US Edition) Fulfillment by Amazon (FBA) facilitates sellers to rent Amazon's storage space to keep their goods, while also fulfilling online orders and handling customer services. In Zoho Inventory, you can now designate a warehouse to track your FBA goods
Extending Unsplash, Giphy, and online videos to your Show android app
Hi Everyone! With the numerous available add-ons in your Show web application, you can easily create more impactful presentations. These add-ons help you include high quality pictures and GIFs in your decks. Not only that, they also allow you to include videos in slides to create more engaging content. We're pleased to say we are now extending the availability of these add-ons to the mobile platform as well. They are completely free and you can add any number of images, videos, and GIFs to your
Zoho Desk is deprecating support for Internet Explorer
Hello! In with the new and out with the old, right? In that vein, Zoho Desk will be discontinuing support for all versions of Internet Explorer. But worry not, Microsoft users. We still support the three latest versions of Microsoft Edge. Here's why this is happening. Internet Explorer is rather obsolete and is unable to handle a lot of our features. In fact, Microsoft themselves currently support only the latest version of the browser. This essentially means that issues—even security glitches—within
Webinar: Zoho Sign use cases in HR management
Join us for a free webinar as we explore how to smoothly get your HR documents digitally signed with Zoho Sign. Zoho Sign's integration with Zoho People can help organizations completely get rid of pen and paper and carry out all their HR-related paperwork online in a digitized manner. We will be showcasing: The need for digital signatures and an overview of Zoho Sign Setting up templates for organization documents such as company policies, employee declarations, and code of conduct that need to
Announcing Gmail Add-on for Zoho Recruit - Bring candidates and contacts to Zoho Recruit straight from your inbox
Email is the most essential part of your work life as a recruiter. It would probably be the first place you will look into when you start your daily work. And we know a lot of you are active users of Gmail to track and maintain all your conversations with candidates and clients. That's why we built this add-on to make your tasks easier. Highlights of the add-on : -- Add new candidates and contacts from your Gmail. -- Parse candidate information from your email attachments. -- Know about your existing
Virtual Community Meetups Update - United States
Hello everyone, Hope y'all are doing good. We had our virtual meetups for the United States around the last three weeks. Owing to customers asking for meetups in other regions, we have arranged a couple of sessions for a few more cities. We will be discussing how email marketing can help you keep your customers engaged. It's going to be a one and a half hour session and we will have our focus majorly on email marketing automation. Date: May 26, 2020 The agenda: Email marketing in the world of
Spotlight 20: Domain authentication for better email deliverability
For most event organizers, emails are the primary—if not the only—communication channel. Whether updating attendees with the latest event information before the event or staying in touch with them after the event, almost everything happens through emails.
【ZOHO】Zoho Japan Communityオンラインフォーラムの運用と使い方に関して
Zoho Japan Communityのオンラインフォーラムが公開されてから、１年がたちました。 ここまで続いているのも、投稿・コメント・お読みいただいているユーザー様のおかげです、この場を借りてお礼申し上げます！ さて、立ち上げ初期にオンラインフォーラムの規約を投稿しておりましたが、おかげさまで、フォロワーも増えてまいりましたので、オンラインフォーラムの目的や投稿方法などをまとめたdocsを作成しました。 これからご参加ただく方も、立ち上げ当初からお付き合いいただいている方も、改めてご一読いただけますと幸いです。（添付ファイルからも閲覧いただけます）
WFH Tip 10: Embrace the power of operator chat windows for efficient customer support
Having a fully-loaded, effective chat window is the key to providing positive and exceptional customer support which in turn reflects on your company's revenue. Zoho SalesIQ owns an equipped chat window that effectuates conversations between website visitors and operators in your organization and keeps your customer base intact. This post will talk about all the powerful tools that your operator can use during live chat sessions with your website visitors. Real time, two-way translation: Chat translations
Zoho Inventory Digest May 21, 2020
Hey everybody! We are back again with a new edition of Zoho Inventory digest today. Find out what happened during this week and what all updates we have for you today.. 1. Ask The Experts Initiative: This week, I would like to introduce you to Episode #8 of 'Zoho Inventory - Ask The Experts' where we will discuss all about integrating your 'Zoho Inventory and Aftership account'. The session goes live on May 21, 2020 at 6am PDT/ 2pm BST/ 6pm IST with our panel of experts from engineering, product
Insert answer options in bulk for group choices
Hello fellow form builders, We introduced the group choices option long ago (check out the full announcement here) to cope with a long list of answers in the Dropdown field. It optimizes this field while keeping the options organized and neatly captioned. While you can create an easy form-filling process for your respondents using this option, we want to ensure less hassle for you in getting those answer choices inside forms. And here's how! Import answer choices—copy and paste your text or enter
WFH Tip : 9 Keep your spammers and harassers away from accessing your chat window with Block IPs
To keep your customer service operations efficient, you need to avoid people who artificially increase the chat volume on your website with malicious intent that includes hackers, harassers, spammers, etc. To prevent these instances, SalesIQ has a handy feature that lets you block a visitor from accessing your website's live chat widget. Using this feature will help you keep your security unimpaired also, it can save a substantial amount of time by holding off spammers from accessing your live
Tips and Tricks #27: Play around with shapes in Show
Hi everyone, Welcome back to our next Tips and Tricks post for Show. You can find our previous posts of the Tips and Tricks series here . Using custom shapes in your presentations—whether straight or curved, simple or complex—empowers you to create
Free Webinar: World Password Day Tips: Top 10 Password Mistakes to Avoid in 2020
The first Thursday of May every year is World Password Day (this year, it was on May 07), celebrated to raise awareness of the importance of password hygiene and online security. Even though security researchers, government bodies, and media are constantly educating people on password security, many of use still haven't given up poor password habits. Join our free upcoming webinar to learn the secret formula to a secure password management plan and stay a step ahead of malicious insiders and cybercriminals
WFH Tip : 7 Analyse user experience in real time and increase conversion potential with SalesIQ's tracking data
Sales and marketing strategies can become extremely efficient only if you are able to understand the traffic on your website and gain more insights about the people who are returning to your website. Only when you know where to focus your efforts, you will be able to stop missing sales opportunities and nudge the visitors on your website to make a purchase. Visitor tracking in Zoho SalesIQ will throw spotlight on your unknown website traffic and help you close deals you never realized you had.
Introducing creation of records through workflows
Hello everyone, We have introduced an instant action in the Workflow rule called "create record". The action will allow you to create records in standard and custom modules. For example, you can define a rule to automatically create a record in the Deals module whenever the contact's status is pre-qualified. Supported modules: Record creation is supported in the Leads, Accounts, Contacts, and Deals modules. When can it be executed: The action can be executed on a record action and at a particular
What's New in Zoho Books - April 2020
Hello, everyone! First off, we hope you're all staying safe during this time. The COVID-19 pandemic has impacted all businesses, both small and large. At Zoho, we've been working remotely to ensure your business doesn't face any technical setbacks during these hard times. Our teams have been tirelessly working on providing technical assistance whenever required and making the necessary enhancements to the application. Here are some of the significant enhancements we've made while working remotely
Online Workshop: Actionable insights on Customer Support Performance
Need more insights on how your customer support team is performing? With a tight Zoho Analytics integration, Zoho Desk provides you an easier way to create and analyze reports such as Time to First Reply, Closed Ticket Trend, Escalations and much more. In this online workshop focused at our customers in A/NZ region, we are bringing you an opportunity to learn from our experts and see them in action as they take you through the integration. Register now and save your spot! Date: May 21, 2020 Time:
Email Insights: Sharper insights for better emails.
In this day and age, communication needs to be quick, instant and effective. Among the many channels of communication we use, email still is one of the most cost effective and important ways of reaching out to prospects and contacts. However, just sending an email to a prospect and waiting for a response doesn't work anymore. When your emails are combined with context and analytics, you can write more powerful content and receive better responses from your prospects and contacts. Here's the gist
#2 Zoho Books Digest
Hey everyone! We are back with another edition of Zoho Books Digest! Here is a quick overview of what's cooking this week : Upcoming webinars : Essential Business Survival Guide During COVID-19 ( US and Canada) Description: We discuss the fundamentals of how to manage your company during the ongoing COVID-19 crisis. Date: 20th May 2020 Time: 12:00 PM EST Registration Link Maximizing Revenue with Online Payments (US ) Description: Learn how to boost your cash flow by integrating Stripe with Zoho Books
Video tip 6: How to use Zoho ShowTime's Screenshare feature in a virtual training session.
Hello everyone, We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training. In this month's video tip, we will show you how to use screenshare in ShowTime and how this feature is ideal for demonstrating software usage, explaining complex workflows, checking bugs, and customer hand-holding. We hope this tip was useful. Feel free to share
Tip#2: How to configure quick actions and access the records on the go?
Sales reps on the move would always like to access their routine work items easily, instead of going through multiple taps and clicks. Here is a tip that will help the reps do just that. In the Zoho CRM mobile app, we have the feature called 'App shortcuts' (Android) and '3D Touch' (iOS), using which you can set the quick actions that you carry out on a day to day basis and work with the app efficiently. Let's say, you are meeting a new lead, and if you would quickly like to create a record
Zoho Books Digest!
Hey everybody! Hope you all are safe and sound! Happy to introduce 'Digest', a brand-new section in our forums for the Zoho Books community. Zoho Books Digest is a one-stop source for updates on upcoming webinars, product news, popular discussions, and more! Here's what we have for our community members. Upcoming Webinar: 1) Boost your cash flow with AR and AP automation. (India and GCC) Description: : Join our webinar and learn how to automate AR and AP functions in Zoho Books! Date: 19th May,
Introducing: Community Learning Series | Digest #1 - May 2020
Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! Welcome to the first edition of our digest! Each edition of our community digest includes guides
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