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
Zoho ShowTime is now Multilingual.
Zoho ShowTime has users across the globe. Our success is that of our users, so it's only natural that we would announce the new multilingual functionality of Zoho ShowTime. From the user interface to our communication emails, we have customized ShowTime to speak to you in the language of your choice. Languages supported Zoho ShowTime now supports seven new languages: French German Italian Japanese Chinese Spanish Portuguese To Enable Multi-language support Navigate to accounts.zoho.com Click My
Tip 20: How to autopopulate values in a subform
Hey folks, We know that many of you use subforms extensively in your applications, as it helps you get the job done more efficiently. In this tip, we'll show you how to autopopulate values in the subform using a special syntax called "row." Let's look at an example. Consider you have an application where you need to automatically display the price of the product in the subform field based on the choice selected when a user clicks Add New in the subform. Let's say you have a form called "Mainform"
Making more room for your remote team
With more and more teams worldwide working remotely in response to the COVID-19 pandemic, we're now increasing the storage limit for WorkDrive's Starter and Team plans to help make remote work easier. Previously, the storage limit was 100GB of shared
Introducing hybrid training: Automate your content delivery and focus more on learner engagement
Video-based learning is a widely-accepted e-learning trend, and it’s gaining momentum. What makes it trendy now and soon a staple of learning is it’s shorter, crispier and engaging nature, changing the way your audience members learn. These training videos allow you to create a sense of immersion and connect with viewers on a deeper level. With ShowTime's latest update, you can add videos to your remote trainings thereby helping people learn from your videos as you keep them engaged with questions,
Spotlight series #1: Zoho Show: a compatible, free alternative to PowerPoint
Hi Everyone! To help you get a better understanding of how to use Show best, we have decided to share a Spotlight series highlighting specific Show features in detail. For our first spotlight series we will discuss how Show is compatible with PowerPoint.
WFH Tip : 8 Connect with website visitors and drive online sales with Zoho SalesIQ's live chat widget
Live chat on business websites can be more than just a platform for visitors landing on your website to chat with the operators of your organization. It lets visitors connect with you to know about the products/services that you offer, take your help in case of discrepancy or even make small talk. One of the most powerful features of Zoho SalesIQ is its live chat window that is stacked up with the most effective features to maximize your productivity. This post will focus on all the amazing features
New Feature rolled out on May 13, 2020
Publish Within Organization Enhancement So far you can publish views to entire web users or users within your Zoho Analytics Organization. Now you can also publish reports and dashboard to users in your Zoho Organization. Click here to know how to publish within Organization. Column Level Publishing So far restricting selective columns is available only while sharing. Now you can publish selected columns from your table. This enables you to control what data your users get to see. This will
Table view just got better!
Almost a year ago, we released a new layout for ticket viewing in Zoho Desk in the form of “Table Views”. It gave your support agents an array of field level information that’s easily accessible from the ticket listing screen. Back then, a lot of our customers wanted the ability to sort their columns in a table to reorder their ticket listing at their convenience. Our product team assessed all your feedback and put it on production. We are happy to introduce the ability to sort columns in Table
New in WorkDrive: Manage your email attachments efficiently with the WorkDrive add-on for Gmail
Email has always been the nerve center for business communication. In fact, it is one of the primary tools that companies use to share information and documents. However, uploading and sharing large files has always been a challenge. Well, not any more! Introducing the WorkDrive add-on for Gmail. Share documents without worrying about the file size and manage all your attachments in a single place. With the WorkDrive add-on for Gmail, you can: Pick files from WorkDrive and send them as email
[Webinar] A Holistic Approach to Sales using Analytics
Hi there! Recent volatile business cycles have forced a rapid evolution of business-critical functions, like sales. We're officially in the Sales 2.0 era, where technology augments sales, but the big question is, "what lies ahead?" Join this webinar to prepare your teams for Sales 3.0—a holistic approach to sales. Learn about the skills needed to look beyond sales numbers for insights, using analytics. Register now. And don't worry, we've set up multiple time slots to ensure everyone has a chance
Welcome to the Zoho WorkDrive Community!
We're happy to announce Zoho WorkDrive Community, a platform for anyone to exchange ideas and best practices, ask questions, and connect with other users about how to use WorkDrive. Our goal for this community is to make resources and help available to
Video Tip #7: Generate personalized file activity reports
Hi everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. When it comes to administering your team's data effectively, it is essential to have an audit trail that tracks all documents and activities from each person involved in the process. With the WorkDrive's ability to run custom reports, you can generate reliable activity reports on every action
Zoho Desk Community Digest - April 2020
Marketplace Updates Introducing Github, OnePage CRM, and 4 other Zoho Desk extensions Beta Releases Beta access to the functionality of mapping a contact to multiple accounts. This is available for Enterprise edition only. Other Enhancements Provision for creating private forum topics in the Community module. Displaying lookup custom fields in the Zoho Finance integration. This option is added to the Create Invoice/Estimate page. Importing Microsoft Office 365 contacts to Zoho Desk. You can import
Free webinar: E-Sign business paperwork using Zoho Sign and Google Apps
Hello, Despite the sudden prevalence of tools with remote working capabilities to help organizations practicing social distancing, business deals still hinge on a substantial amount of paperwork being carried out, which can prove to be a huge hurdle with the conventional pen-and-paper approach. Zoho Sign, our digital signature application, can help completely digitize paperwork in a hassle-free, legal, and secure manner while greatly reducing the associated costs and turnaround time. Furthermore,
6 Zoho Vault features you must try this World Password Day
It's World Password Day tomorrow, and there's no better time to talk about the importance of passwords. World Password Day is observed on the first Thursday of every May, with its prime focus on the importance of using strong passwords across all accounts. With the explosion on the number of applications we use when working remotely, password management can be stressful without the right solution. A password manager like Zoho Vault makes life easier for both individuals and businesses by helping
Tip 22: How to allow employees to check in and out, and then automatically calculate their total work hours
Hi everyone, Keeping accurate track of employee hours is crucial to smoothly running business. So this week, we wanted to go over how you can automate this whole process using Zoho Creator. With this tip, you'll learn how to set up a page that will make it easy for your employees to check in and out, and help you track their work hours on a daily basis. To do this, let's create a sample application called Attendance App, and show you how you can use it to track the total work hours of each of your
Data Sharing permission now include Teams!
Last week , we released an update to the Data Sharing settings in Zoho Desk. Data sharing is used to organize data (Tickets, Accounts, Contacts etc.,) accessibility between Agents based on the Role hierarchy that is configured by the administrator. This recent update enables you to make use of this feature based on your Teams configuration as well. We consider this could be a major change for accounts having both these configurations (Teams & Data Sharing) in place. We request you to go through
What's New in Zoho Payroll [Indian Edition]: May 2020
Hello, users, As we enter into a new month of persevering through this pandemic, we hope you are safe and sound. Despite the situation, we have been doing our best to keep improving and developing features for you even while working from home. This month, we have rolled out a major feature in Zoho Payroll: Perquisite Calculation for company-provided vehicles. Perquisite calculation for employer-owned vehicles Many companies provide vehicles for their employees’ office commutes and other official
Start building popup forms with Zoho Campaigns
Hello everyone, There's a plethora of good things happening in Zoho Campaigns right now and here's one for marketers to connect with people who visit your webpages. Most of you would have read our recent updates in Zoho Campaigns. Here I am throwing light on popup forms that help you turn your website visitors into contacts. Using popup forms, you can show relevant messages to your website visitors and drive them to sign up for your newsletters, blogs, and more. Moreover, Zoho Campaigns can be used
Tips and Tricks 7: Live sessions
Hello everyone, Today we will see how to view the live sessions for your event. Live sessions are exactly what they sound like—the sessions happening at the current time in an event day. When you are dealing with many sessions or are hosting multi-day events, keeping track of sessions that are running parallel can help you get a clear view of your event agenda. A Live Sessions dropdown will be seen at the top of the Present Sessions tab from the Conduct dashboard in the Event Console. This dropdown
Introducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in any
Remote Assist with Zoho Projects
Organizations are slowly adapting to remote work culture, which may soon become the norm. This requires the project managers and business leaders to be well equipped to manage their customers and resolve their concerns remotely. Zoho Projects offers tools that can help organizations reach out to their customers and resolve issues on time without physical presence. Using the Zoho Assist extension, product experts can connect with the users or customers via a screen sharing session. A technician who
App Spotlight: B2B Leads for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. B2B Leads for Zoho CRM B2B Leads for Zoho CRM powered by Red Flag Alert allows you to gather prospecting data on businesses that fit your ideal customer profile. With access to data on over 6.5 million UK businesses and seamless LinkedIn integration, save valuable time when researching your prospects with company details such as turnover, credit limits, health ratings, and contact
How to create a strong password? #WorldPasswordDay
The first Thursday of every May is celebrated as the World Password day. It was started by Intel in 2013 based on the idea of a security researcher named Mark Burnet who encouraged people to change their passwords often. On this day, let's look into the possible ways one can create a strong password: Use combination of upper and lower case alphabets Use special characters Avoid using dictionary words Avoid using the same password for multiple online accounts Use a minimum of 8 characters Avoid using
Introducing IDX Broker, Mapsly, Acefone and 10 other Zoho CRM extensions
Zoho Marketplace releases IDX Broker along with 12 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, April 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Mapsly: Map extension for Zoho CRM View and
What's new on Zoho Marketplace for April 2020
Zoho Marketplace houses 950+ extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in April 2020. Mapsly: Map extension for Zoho CRM View and edit your leads, contacts, accounts, and
New Zoho People webinar!
Join us for a webinar to learn how Zoho People and Zoho Recruit comes together to help manage the employee lifecycle, right from hiring to retiring. This webinar features the new Zoho Recruit add-on that can transform your hiring and HR processes, along with Zoho People. Reserve your seats now!
Reminder - Enhancement to Agent/Team-Related Permissions and Corresponding API Changes
We would like to remind you about a few changes to APIs related to agent profiles and teams. About eight months ago, we informed you about a more granular profile-based security setting for managing agents. We made a few enhancements with GDPR compliance in mind and provided a way to control who can view Personally Identifiable Information (PII) of your agents. We hope you took notice of the API changes detailed in the post and tweaked your API-based tools accordingly. If not, please read the forum
[WEBINAR] Canada's COVID-19 Economic Response Plan for Businesses.
Hello Everyone, The Government of Canada has come up with various relief measures to address the economic impact of the COVID-19 on Canadian businesses, including support for self-employed individuals. We’re pleased to bring you online learning sessions with our experts Ward Blatch, CPA, CA, and Marie-Andrée Giroux, FCPA, on Canada's COVID-19 Economic response plan laid out by the federal government as it pertains to businesses. They will be covering: Canada emergency wage subsidy Temporary 10%
Tips and Tricks #26: 3 Smart ways to share presentations on the go
Hi Everyone, Welcome back to another tips and tricks post for Show. Today we'll focus on sharing files effectively from your Android app. In Show, using Share, you can invite colleagues to simultaneously work with them on presentations, no matter where they are. Show's robust commenting system allows collaborators to provide feedback using the Add icon. The Resolve option allows you to close a comment when the discussion is complete. You can also access earlier discussions from the Archived
Video Conferencing and other updates in Zoho Meeting
Hello there, We hope you are staying safe and healthy. Zoho Meeting subscriptions have been increasing greatly since March 2020, and we'd like to thank you for choosing Zoho Meeting for your remote collaboration needs. We also want to assure you your data is safe and your privacy is protected while you use Zoho Meeting. Video conferencing with multiple feeds Last week, we released our new video conferencing feature with multiple video feeds. Several organizations tried it out and we are more than
What's New – April 2020
Hello everyone, We're in month two of the quarantine and it looks like live experiences will be on hold for the next couple of months at the very least. For us at Backstage, it felt like the right time to refine our existing features and fine tune everything. This way, when you get back to hosting real-world events after the pandemic, the Backstage experience will be better than ever. Here's what happened at Backstage this month. Keep track of all visitor queries Your microsite visitors are
Community Digest: un resumen de abril de 2020
Community Digest de abril de 2020 ¡Hola usuarios de Español Zoho Community! Empezamos mayo transitando hacia una nueva normalidad, y abiertos a nuevas oportunidades y desafíos que se nos presentan con ella. Como ya viene siendo costumbre en esta comunidad, aprovechando el cambio de mes damos la vista atrás a lo que ha sucedido en el anterior. Así es cómo se ha vivido el mes de abril de 2020 en Español Zoho Community: En el apartado de Zoho CRM y Zoho CRM Plus, hemos recibido algunas consultas. La
Zoho Sheet mobile apps forum—closer community, better experience
Hello everyone! While you may already know we post tips, make product updates, and encourage user interaction in our Zoho Sheet community, we now have an exclusive forum for our Sheet mobile app users too. If you use Zoho Sheet on your smartphone or tablet, follow our Mobile Apps forum to see all the app-related announcements, get quick answers for all your questions, post ideas, and learn a few tricks to create powerful spreadsheets
Community Digest - April 2020
Announcements: Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020. Check out the changes in the new UI of the record details page. Introducing new Zoho CRM extensions - RingCentral Video, WhatsApp Web, and 10 other extensions from Marketplace. Take a look at the newly launched Zoho CRM extensions - IDX Broker, Mapsly, Acefone and 10 other extensions Introducing new Zoho Desk extensions - Github, OnePage CRM, and 4 other extensions from Marketplace. Here's a list of the extensions
Introducing Zoho Vault’s browser extension for Microsoft Edge
Hello, We are pleased to announce that we have rolled out the Zoho Vault browser extension for Edge. You can now experience all the features that have so far only been available on Chrome, Firefox, and Safari. There's a bunch of features that we think you'll be excited about! 5 reasons why you should get the Zoho Vault browser extension for Microsoft Edge Multi-functional vault extension This extension to Zoho Vault helps you access the majority of your Vault features from your browser. This
Mass Emailing is Now Made Easy in Zoho Recruit
Hello! We are happy to announce a new feature from Zoho Recruit - Mass Email to Candidates. You can now send emails to a custom group of candidates, informing them about current job openings, seminars, tests, etc., all in a single click. For more details
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