Tip 8 : How to dynamically add rows to a subform via script.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically add rows to a subform via script. To understand how to do this, let's put ourselves in the shoes of an event manager. As an event manager, we need to regularly keep track of on-going events and the number of registrations received for each of the events. For this we need to create a form to record the details of all our events. Let's name this form as Events. This form would have the following
Los meet-ups de Español Zoho Community de febrero, en fotos
¡Hola, usuarios de la comunidad! En esta publicación quiero hacer un pequeño homenaje a vosotros, los que formáis nuestra comunidad Zoho, ya sea participando en los foros, acudiendo a nuestros meet-ups, o hablando de Zoho con otros usuarios. La semana pasada fue especial para nuestra comunidad, ya que pudimos hacer un pequeño tour por varias ciudades - Valencia, Madrid y Barcelona - y conoceros. Pudimos charlar, comentar cómo aplicábamos cada una de las aplicaciones a vuestros negocios, compartir
Customizing the modules listing screen, is now supported in the CRM Android App (v3.4.3)
Hello All, Here's an update to the users who were looking to restrict some of the modules from getting listed in the mobile app. In Zoho CRM Android app, we now have the option to hide the modules from within the modules listing screen, based on your requirement. However, the changes that you make here will be applicable only to the CRM mobile app. If you would like to avail this feature, please update the app to the latest version from the Play Store. After updating the app, you will find an option
Setting up cross-domain tracking in Zoho PageSense
Hello everyone, We're excited to introduce yet another useful setting inside Zoho PageSense that lets you to quickly enable or disable cross-domain tracking on your website based on the individual needs of your project. Cross-domain tracking is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor's journey from one website to another and further achieve greater
Community Digest - January 2020
Product updates: Tags: Tag your work items using common keywords to help users quickly find the modules that are associated with those keywords. Clicking on a tag will then list all projects, milestones, tasks, task lists, status, and forums associated with that tag in the search result. New custom fields: Use new task custom fields - Currency, Checkbox, Percentage, and Date & Time, to capture respective data types in the task form. Project custom views: Customize the project list view based on selected
The Zoho People newsletter is out!
Hello everyone, Get an exclusive look at Zoho People’s new features, events and upcoming features. Check out the newsletter for the month-February, here!
A sneak peek into Zoho Vault's new and improved user interface
Hello Zoho Vault users! After over 6 years of our product's launch, Zoho Vault has evolved from being a simple team password vault to a full-blown enterprise password management solution. Over 10,000 companies from across 80 countries use Zoho Vault on a daily basis to manage millions of passwords and securely log in to their everyday apps. We believe in the continuous improvement process and have now decided to revamp our existing web interface with a completely refreshing v2.0. Customer feedback
Ask the experts: Online Q&A on Tags and Teams in Zoho Projects
Hello folks! We are back with the "Ask the Experts" series! This month we will focus on two of our recent features: Tags and Teams. Our product experts will take questions on: Creating and managing teams Associating teams with projects Using teams in filters Creating and associating tags with various modules in Zoho Projects Searching for information using tags Or any other questions related to Zoho Projects *Please note that this is not a webinar. So go ahead and start posting your questions
Live Webinar: Fostering teamwork for seamless collaboration
Whether you're dealing with interdepartmental or cross-functional teams, working collaboratively can significantly improve the quality of outcomes. Yet, while most organizations recognize the value of collaboration, many struggle with putting it into practice. Collaboration enables innovation. It’s what makes teams push their limits and learn new things. Join us for a free webinar Fostering teamwork for seamless collaboration on Feb 13, 2020. We'll explore how moving to Zoho WorkDrive will help
[Updated] United States - Zoho Campaigns Community Meetups
Hello everyone, This 2020, we're coming to 20 cities in the United States to spread email marketing. Here are the details of the first round of meetups that are happening from January 28 to March 28. Cities: Houston, Austin, Dallas, Denver, Minneapolis, Milwaukee, Chicago, Indianapolis, Cleveland, Novi, Seattle, Portland, Salt Lake City, Pleasanton, San Jose, Las Vegas, Phoenix, San Diego, Irvine, Los Angeles. In this meetup, we'll be discussing how: - Email functions in the age of contextual automation.
Candidate Login becomes Candidate Portal
Hello all, This forum post is to inform you that as of 8 January 2020, we'll be upgrading you to the latest version of the Candidate Login. Henceforth, Candidate Login will become Candidate Portal. Here are a few new enhancements you'll find in this update: Candidates can now apply for jobs without having an account in your candidate portal. This reduces the hassles faced by candidates when applying for jobs, thus reducing candidate drop-off rates. The new User Interface is both faster and smoother
【開催間近！】Zoho Japan Community Meetup Round4の申し込みをお忘れなく！【東京・大阪】
Zoho Japan コミュニティのオフラインイベント 「Zoho Japan Community Meetup Round4」がいよいよ開催間近です！ Zoho Japan Community Meetupとは、日本のユーザー同士でつながり、支え合い、共に成長するためのオフラインコミュニティです。 お客様の組織を次の段階に引き上げるための学び、情報交換の機会とリソースを提供します。 また、ここでは人々が新しいスキルの学びを助けることを目的としています。 Zohoのエキスパート、および製品サポートスタッフとの出会い、企業との出会い…。 興味深いトピックについて、Zohoの知識と経験を共有しましょう。 ◇◆こんな方にオススメ◆◇ ZOHO製品を使ってる人と交流したい 他のユーザーさんのZOHO製品の使用方法が知りたい Zoho製品『アジャンだ』：Zoho Analytics, Zoho Connect ,ユーザーケース 「大阪」 2019年02月05日(水) https://www.zohomeetups.com/ZJCOsakaMeetup-R4 「東京」 2019年02月10日(月)
What's New in Zoho Payroll [Indian Edition]: February 2020
Hello users, Here at Zoho Payroll, we are excited to bring you additional features this year to enhance your payroll experience. Read on to catch a glimpse of what February brought for Zoho Payroll, and let us know what you think in the comments below. Enable or disable EPS in salary details and templates An employer is required to contribute 8.33% of total PF wages towards the Employee Pension Scheme (EPS). According to the EPF law, it's not mandatory for employers to contribute to the EPS, and
Transfer Records and Assignment configurations during User deletion
Hello everyone, We have made few updates to the Delete user option in Zoho CRM. The update will allow you to transfer the records and the assignment configurations of one user to another before deleting them from the CRM account. While deleting a user will come across the following options: Delete users without transferring their records: You can select this option if you do not want to reassign any record to other users. For example, if the records were co-owned by other users then you do not have
Community Digest - January 2020
Product Announcements Introducing edition-wise storage limits in Zoho CRM New error-code in CRM API - RECORD-LOCKED to prevent data loss Introducing edition based Data Storage limits and UI changes in Storage Space Check out how you can delete users and transfer the records owned by them Modified sign-in process of the Zoho CRM Outlook plug-in using OAuth instead of Authtokens. Kaizen Kaizen #13 - Bulk write API Kaizen #14 - Notification API Kaizen #15 - Java SDK for self client Kaizen #16 - Python
New Integration: Zoho Sign - Microsoft Office 365
Today we are happy to announce the general availability of Zoho Sign's integration with Microsoft Office 365. With this integration, users can now directly login to Zoho Sign with their existing Office 365 credentials, enjoy single sign-on access, import users from Office 365 into Zoho Sign in a couple of steps, get documents signed effortlessly, and export/import documents easily into OneDrive. This integration will also help administrators to improve productivity, security and overall user experience
Tips and Tricks #21: Insert online videos on the go with Zoho Show for Android
Hi Everyone! Visual learning is a trending technology to enhance audience experience in the presenting world. Presenters prefer videos to static images because they make presentations made more dynamic, engaging, and informative. In addition, they are
Reminder: Webinar on how to build Zobots from scratch.
Today, Zoho SalesIQ is all set to host the first webinar of the Zobot 101 webinar series - a webinar on all the basics of Zoho SalesIQ and the Zobot and we want to ensure that you successfully attend. In the webinar, you will learn about: Zoho SalesIQ's efficiency Why do you need Zoho SalesIQ for your business? The Zobot and its capabilities How the Zobot works How it can replace the operators in your organization and so much more. Webinar Details: Title : Introduction to Zoho SalesIQ and Zobot
What's new on Zoho Marketplace for January 2020
Zoho Marketplace houses over 885 extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2020. Client Portal Extension for Zoho CRM Select which Zoho apps are made visible
Tip 18: How to add scrollable Add Notes field to a form.
Hello folks, In Zoho Creator, the Add Notes field is commonly used for providing instructions or additional information to users, like to display "Terms and Conditions" or other important info. But how do you add lengthy text to the Add Notes field without making the form too long? The answer is to use HTML to add a scroll bar to the Add Notes field. Follow the steps below to add a scroll bar to your own Add Notes fields: Step 1 Drag and drop the Add Notes field into the form builder and click
Sunsetting Zoho CRM API Version 1.0 - Updated (Dec 12, 2019)
Hello folks! The progeny of Zoho CRM APIs is here and we're immensely proud to introduce the latest version, V2, of APIs. Our API team has been hard at work to bring to you an API platform that has OAuth2 support, easy to use JSON response formats and a lot more. The newer version of our APIs can do everything it's predecessor can, and a lot more! We can't wait to share what we have in store for you. Please have a look at our support documents below, for more. API V2 Help document Zoho CRM V2 API
XLOOKUP, XMATCH, and six more robust new functions!
XLOOKUP, XMATCH, and six more robust new functions! Hello everybody! Zoho Sheet has introduced eight new functions to help you create more sophisticated, efficient spreadsheets. Let's take a look at these functions and their usage. Let us know in the comments how you plan to use them in your spreadsheets! XLOOKUP (lookup_value; search_table; result_table; [if_not_found]; [match_mode]; [search_mode]) VLOOKUP, one of Zoho Sheet's most used functions, has helped people create reports or instantly look
2019 in review: A look back at the Zoho Forms Mobile App
Hello fellow form builders, As we wrap up 2019, it's time to revisit what's happened this year in the world of the Zoho Forms Mobile App and give an outline on what's coming up next year. First things first. We want to say a big thank you for your continued support and constant feedback - keep it coming! 2019 has been tremendous for us as we continued to explore new ways to bring ease and power to mobile teams. Here's a quick rundown of what 2019 offered! What to expect in 2020? We are entering
Community Digest: un resumen de enero de 2020
Community Digest, enero 2020 ¡Hola, miembros de la comunidad! El mes de enero ha supuesto un mes de nuevos comienzos y planificación para el año 2020. También para nosotros, con la preparación de los meet-ups de principio de año, o de nuestro evento estrella, Zoholics España, que se celebra este próximo junio. En la comunidad hemos podido disfrutar de nuevo contenido, en forma de consejos y trucos de CRM, y por supuesto, de vuestras propuestas, ideas y consultas. A continuación un resumen de lo que
Revamp your institution's admission model with the Edubot!
Students always have numerous questions and they need immediate assistance with respect to that. Assigning a dedicated human staff to address this may not be as effective because human resources definitely have certain limitations and they can only meet with a handful of students every day. In this case, it becomes crucial for educational institutions to improve their student communication process, especially during the admission season. Zobots can remodel your current admission structure and enhance
How to make important website content stick
Sticky content is one of our newest features and allows you to fix certain sections and elements on your page so it follows as you scroll. It's a great way to help you emphasize important website information. Check out our blog to learn more.
Australia and New Zealand Community Meetups - Round 1
Hello everyone, We have got some email marketing tips and tricks up our sleeves for 2020! Our product experts are coming to a few of your cities from February 11 to February 20, to meet and discuss email marketing and Zoho Campaigns. Cities: Auckand, Christchurch, Brisbane, Sydney, Melbourne, Adelaide and Perth The Agenda: We'll be discussing how: - Email functions in the age of contextual automation. - Consistent and personalized email designs are made. - E-commerce email marketing is a
What's New – January 2020
Hello everyone, We spent January working on a lot of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out some new features that we're sure you'll like. So in case you missed them, these are the latest updates from Backstage. Domain authentication for better email delivery Do you know what disrupts event communication like nothing else? Having your emails sent to spam. This is why authenticating
Demystifying Active Directory sync
Active Directory (AD) is an on-premise user data store that is generally used by organizations to manage user identities and groups. Organizations that have been using AD servers for a long time will have grown very dependent on the service, and will have a hard time shifting to modern, cloud-based solutions. The best way for these organizations to move to a cloud solution like Zoho One is by administering their users in Zoho One's admin panel, while maintaining their data in their on-premise AD.
Gear up for a series of webinars that will teach you how to build a Zobot from scratch!
Greetings! We hope you are all doing great. Chatbots have revolutionized the way humans interact with computers to get things done. The advances in conversational chatbot technology continue to accelerate, so staying ahead of the curve is crucial! Zoho SalesIQ has developed the highly customizable, integrable, and versatile Zobot that has been designed to meet the diverse needs of different businesses. These bots are receiving lots of positive attention and show great potential for development.
New Features rolled out on Jan 31, 2020
New Data Connectors We're happy to announce two new Advanced Analytics connectors--for LinkedIn Ads and Eventbrite--powered by Zoho Analytics. Advanced Analytics for LinkedIn Ads Advanced Analytics for LinkedIn Ads, enables you to visually analyze your marketing Ad campaigns, measure the outcomes, and derive actionable insights in minutes. Quickly analyze key performance metrics like traffic, CTR, CPC, CPM, conversion rate, and much more. Apart from analyzing your LinkedIn Ad campaigns, you can
Ask the experts 20: Using integrations, extensions and latest apps in eWidget
Hey there, In this Ask the Experts session, we will be discussing the latest apps added in Zoho Mail's eWidget. Created to promote smooth integration between Zoho Mail and other Zoho and third-party applications, eWidget lets you perform various actions in those apps right from your inbox. While we've already covered a few apps in eWidget on a previous Ask the Experts session, this one will focus on the new apps added to it. Topics to be covered in this session: Using eWidget in Zoho Mail. How you
Stepping into 2020 with a new series — Functions
Hello everyone, We hope everything is going smoothly with Zoho Creator. We are now officially in 2020 - a new year, a new decade, and, a new series to look forward to. Yes, that’s right. A brand new series on Functions in our Creator Community Learning Series. Every month we will take you through a different function that you could create on Zoho Creator to automate a workflow or get a task done faster. We'll pick from a list of functions that our users usually execute on Creator, and each post
New Features rolled out on Jan 20, 2020
Happy New Year! Zoho Analytics welcomes 2020 with some cool new options. Embed / Publish UI Revamped with Lot More Options! The Embed / Publish URL dialog has been revamped for better usability and has also introduced a good set of additional functionalities. The new UI captures the following: Embed and Publish options merged in a single screen Access with Login, Access without Login, and Access within Organization / External Users permission controls in the same dialog Status of the already published
Zoho Campaigns Community Meetup - India
Hello everyone, It's our pleasure to invite you all to the Round 1 of the Zoho Campaigns Community Meetup that's happening in India. We'd like to meet you all and hear your thoughts on email marketing and Zoho Campaigns. Cities: Chennai, Bengaluru, Mumbai and New Delhi Date & Time: February 04, 2020 - February 07, 2020 | 1:00 - 4:00 PM The Agenda: In this meetup, we'll be discussing how: - Email functions in the age of contextual automation. - Consistent and personalised email designs
Zoho Office Integrator: Moving to the all-new Zoho Sheet
We introduced the latest version of Zoho Sheet—Sheet 5—in early 2019. This new version consists of a new user interface, improved performance, and an array of useful features. As a part of this, we will upgrade our Remote API integrations to the new version's editor interface on February 29, 2020. Update: The remote API integrations upgrade to the new version's interface will be done on April 15, 2020. Here are some exciting enhancements the new version of Sheet offers for our API users: An AI-powered
Introducing Race Charts: a smart way to visualize historic data
Visualizing data recorded over a long period of time just got more interesting! We're excited to introduce Race Charts to Zoho Sheet's already extensive chart family. With our built-in data visualization feature, you can quickly create a bar chart race that animates continuously where the bars race against each other based on the data—no extra coding or add-ons required! These animated bar charts jazz up your spreadsheets while you sit back and watch your data come to life. But why stop there?
Free Webinar: Kickstart your financial year with Zoho Books and Zoho Inventory
Hello everyone! Hope you are all good. I am doing great as well, and I have some great news for you. We are doing 12 new webinars that are tailor-made for the users of Zoho Inventory this year, and I am here to tell you about the first one titled "Kickstart your financial year with Zoho Books and Zoho Inventory." I am doing this webinar in association with Harsha Vardhan A from the Zoho Books team, and together, we will demonstrate some key tools that are available within these two platforms that
Tips and Tricks #20: Collaborate on the go with the Show app for Android
Welcome back! As you probably know, the ideas you come up with when you work as a team are often more creative and well-rounded than those from any single person. Working together helps a team reach solutions at a quicker pace. Most importantly, collaboration
API Update : New Error Code in CRM APIs to Handle Data Storage Limits
Hello everyone! As you are aware, we have introduced edition-wise Data Storage limits for Zoho CRM. Please refer to this announcement on the same. In continuation with this update, we are introducing the error code MAX_RECORDS_LIMIT_REACHED with the status code 400, in our APIs. After this update goes live, when you insert records via the API, and you exceed the data storage limit for your edition, you will face this error. Here is how the error response looks like for the Standard edition and lower.
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