Moving all users to the new Zoho Sheet
Hello everyone! 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. The old version of Zoho Sheet will be deprecated permanently on February 29, 2020, a year after Sheet 5 was introduced. After February 29, 2020, all users of the old version will be moved to the new version, and you will no longer be able to switch back to the old version. Update: All users will be moved to
Anunciamos tercer meet-up: Barcelona, el 7 de febrero
¡Hola, miembros de la comunidad! Como habéis leído en el título, vamos a realizar un tercer meet-up en febrero y va a ser en Barcelona, el viernes 7 de febrero. Tenemos ganas de conocer a los entusiastas Zoho de la ciudad y alrededores. Si eres uno de ellos, ¡espero que ya te hayas apuntado! ¿Cuándo?: Viernes, 7 de febrero de 2020, de 9am a 1pm. ¿Dónde?: Grand Hotel Central, Via Laietana nº30, 08003 Barcelona. ¿Quién?: Especialmente recomendado para iniciados en Zoho One y usuarios avanzados en Zoho
Ask the Experts: Live Q&A forum about Zoho CRM's migration from API v1.0 to v2.0
At the beginning of this year, we announced the availability of API v.2.0 and the depreciation of v1.0 on December 31st. We're now in the deprecation phase of API v1.0. The reason for this transition is that API v2.0 has superior features. These are a few ways that v2.0 improves upon v1.0: Increased daily limits for API calls (1,000,000 calls per day) Multiple DC support REST standards adherence Easy JSON parsing A new API dashboard with better usage analytics Introduction of API names Introductions
Know your home's market value (Zestimate) with the Zillow extension for Zoho CRM
There were times where real estate agents used to be the only prime source to get the most current information about a property—sold or available for sale, property facts, and so on. Be it an individual looking to buy or sell a property, or a realtor
What's New in Zoho Books this December '19
Hello, With just a month left to bid farewell to an eventful and productive year, we are back with new updates and integrations for Zoho Books. Let's take a look at what Zoho Books has to offer this month. Zoho Books - Zoho Sign Integration We're excited to announce the Zoho Sign's integration with Zoho Books. It helps the users from your organization to sign invoices and estimates before sending them across to customers. Similarly, your customers can sign the estimates in the Client Portals to accept
Live Webinar: Boosting your team's productivity with Zoho WorkDrive
In today's collaboration-driven world, we typically work with people both inside and outside the company to complete projects and meet deadlines. However, collaboration can get chaotic when it's a struggle to keep track of everything the team members have on their plates. Whether you're a team of five or 50, the right tool can help you set goals, track progress, share documents, and monitor performance. Join us for a free webinar: Boosting team's productivity with Zoho WorkDrive on Feb 6, 2020.
API v2.0 Migration Update: Copy Customization, Extensions, and Functions
Hello everyone! As you all know, we deprecated the v1.0 APIs last year, and they will reach their end-of-life (EOL) on December 31, 2019. Please refer to this announcement for more details. We have also sent reminder emails to the primary users of all organizations that still use the v1 APIs, urging them to migrate to v2.0 at the earliest. Apart from reminder emails, we have also put up in-product banners, alerting the users of existing v1 code. For more details on the next essential steps, refer
Spotlight #2 - Part 1: 5 Custom Features you shouldn't miss in Zoho Sprints
Welcome back to our next spotlight on ' Customization'. The product's reach is determined by how well it is customized for the end user. When customization is the key element in a product's growth, a scrum project requires tailor-made features to deliver outcomes in iterations effectively. Here is the list of five custom features that will be covered in part 1 of this spotlight. Let's see how these custom features in Zoho Sprints can help Helen solve her business problems. Business background
¡Nuevo meet-up! Te esperamos en Madrid el 5 de febrero
¡Hola usuarios! Anunciamos el segundo meet-up de febrero - repetimos en Madrid, este próximo 5 de febrero. ¿Eres de Madrid y alrededores o vas a estar ese día en la ciudad? Entonces no puedes perderte nuestra quedada: una mañana conversando y aprendiendo sobre Zoho con café en mano. ¿Cuándo?: Miércoles, 5 de febrero de 2020, de 9am a 1pm. ¿Dónde?: NH RIBERA DEL MANZANARES, Paseo Virgen del Puerto, 57 - 28005 Madrid ¿Quién?: Creemos que puede ser especialmente interesante para los principiantes de
Setup menu improvements in Zoho Recruit
Hello everyone, This is to inform you that we have made minor changes in the Setup menu inside Zoho Recruit. The new menu groups similar features and decreases the time to access a particular feature. This is how the Setup menu used to look like: This is the new Setup menu: We have also included a search bar in the left panel to navigate to other features faster. Regards, Team Zoho Recruit
¿Nos vemos en Valencia el 4 de febrero?
¡Hola usuarios! Estoy encantada de anunciar en nuestra comunidad que estamos realizando distintas quedadas en España para la primera semana de febrero. El primero de ellos es el meet-up en Valencia este próximo 4 de febrero, así que hago un llamamiento a todos aquellos de la zona y alrededores para que acudan a nuestra quedada. ¿Cuándo?: Martes, 4 de febrero, de 8:30am a 12:30pm. ¿Dónde?: Wayco - Carrer de l'Almirall Cadarso, 26, València, Comunidad Valenciana - 46005 ¿Quién?: Creemos que es especialmente
Tips and Tricks #19: Export files on the go using Zoho Show app for Android
Hi Everyone, Show's Android app allows you to export presentations in both PDF and PPTX formats, and share slides in JPEG format. To export PDF files in Android, you don't need to necessarily have a net connection and a zoho account. To export presentations
Sandbox (Testing) Environment is now supported in Zoho CRM iOS mobile app
Hello Folks, Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below: Zoho CRM - Sandbox feature Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment. Sandbox environment can be created on the desktop site (crm.zoho.com). To create Sandbox
Double-up your sales, conversions and retention with E-Commerce Zobots!
E-Commerce does not follow a single path. Just like how there are multiple channels you can list your products on, there’s an abundance of ways to make an online purchase — apps, email, social media, etc. This myriad of options can be disorienting to customers if there isn’t one clear route for them to reach their purchase goals. Companies today can use Zobots to eliminate the disorientation and communicate with visitors instantly and resolve their issues then and there. These round-the-clock Zobots
Zoho Projects - Recap of 2019
Zoho Projects achieved new milestones and released new features in 2019. This is how we fared: Keep track of our latest updates from the What's New page.
Updates in Email and Inventory templates: Cloning across modules, setting default font, and more
Hello everyone, We have introduced the following enhancements in email templates: Cloning templates across modules Email templates can now be cloned across modules. For example, a template present in the Leads module can be cloned to the Contacts module. The unsupported merge fields in a template will be marked in red. You can select and replace them with a suitable field or remove them from your template. Set default font You can specify a font of your choice as default for all the email templates.
Importing users - Best practices
As we discussed in our earlier forum announcement, the easiest way to onboard a large number of users to Zoho One is by importing them from a user data file. Zoho One allows you to import users from all the common types of user data files—XLS, XLSX, CSV, and VCF. It also supports ten different encodings, allowing you to import data in almost any language. To learn more about importing users from the Users tab, go through this step-by-step guide to importing users from our Knowledge Base. Meanwhile,
Free webinar: Top 7 BI trends disrupting the analytics landscape in 2020
Hello, The penchant for making analytics and insights available for all business functions is picking up steam in disrupting the BI landscape. This phenomenon is driving BI platforms to further simplify the diversity in analysing data across platforms. At the core of it lies AI, revolutionising the way businesses operate today. Join us for the free webinar to learn about the 7 BI trends disrupting the analytics landscape to prepare your business for 2020! Register now!
A glance at 2019 before 2020 takes center stage.
Issues with Forum posts approval in Zoho Community
Hi All, Issue: Some of you have reported that the posts/comments made today are going for moderation. The issue started few hours ago, and the behaviour was reported in CRM and Creator Forums by a few customers/partners. We were able to see the same problem in a few other product forums too. How it impacts you: Don't worry if you find that your posts and comments are stuck in moderation. Your posts/comments are safe. Please don't duplicate them. We're keeping a tab on the development and approving
Spotlight 16: Privatize ticket classes with access codes
Whether you're conducting an invite-only event or giving special offers to VIPs and loyal customers, you'll need to have private ticket classes that are invisible to everyone but that select few. And what better way for them to access these secret ticket
The Zoho Books and Uber for Business Integration is here!
Hey Everyone! We're excited to announce an integration between Zoho Books and Uber for Business. The integration has been rolled out for our Indian Customer, and we'll open it up for other regions in phases. How does Zoho Books - Uber for Business help your organisation? Many organisations have employees who travel to connect with prospective clients or engage with existing ones. One of the most convenient ways for them to commute is Uber. While Uber rides are a blessing for your travelling employees,
Get started with Roster View in Zoho Workerly
Hola! As a temp staffing agent, it's your job to ensure clients are provided with temps that will fulfil their requirements to an optimum level. This requires frequent updates to your staffing strategies as you keep up with current hiring trends. It is definitely not an easy business! Scheduling temps is tricky. You have to juggle factors like overtime work, pay rates, scheduled jobs, schedule clashes, etc. As the number of temps increases, you need to simplify the temp scheduling process, and the
Push your Campaigns Status to Fields in CRM
Often our users in CRM want to filter contacts on the basis of their Campaigns’ status but at the same time it is a tedious task to open every contact and find the status with respect to their sent campaigns. Zoho Campaigns offers "Push Campaigns Status" option which can push the Campaign status to the text area fields in Contacts or Leads module, respectively. Now, you can create a view on the basis of status and easily filter depending upon open rate or click rate. Thus you can target the filtered
A more interactive publishing window!
Hey everyone! We are starting this new year with some fun updates, we bring to you a more intuitive way of using the publishing window when it comes to uploading your images. The two new features we have brought about is: Drag and drop images Rearrange images Let’s take a look at how these features work, Drag and drop Select image(s) from your PC and drag it to the publishing window, like this: Rearranging images You can move images around by clicking on an image and changing its position: That’s
Tips and Tricks #18: Selecting multiple objects in the Zoho Show Android app
Hi Everyone, The Android app for Show allows you to edit, format, move, cut, copy, paste, and delete multiple objects simultaneously. The bulk selection includes objects such as shapes, text boxes, symbols, smart elements, media files, and charts. You
What's new in Zoho SalesIQ! Product Updates - 2019
Hello everyone, Happy and prosperous new year to everyone on behalf of the SalesIQ team! 2019 has been a fabulous year for all of us at Zoho SalesIQ. Let us take a step back and rewind through the major updates we had last year: Keep an eye on our What's New Timeline and Zobot Changelog to update yourself about the features rolling out in Zoho SalesIQ. Cheers, Elsi
Multi-Currency is here!
Hello! Are you using the Enterprise Edition in Zoho CRM? Yes? Then you have a new reason to rejoice and make the most of your CRM account by activating the latest new feature in Zoho CRM - The Multi-Currency functionality. Many of you have been looking forward to this feature. It has been quite some time since the whole multi-currency story started. We had a lot of iterations, testing and finally the wait is over now! You can activate the multi-currency functionality and use the CRM account to manage
What's new on Zoho Marketplace for December 2019
Zoho Marketplace houses more than 861 extensions to help you improve and expand the functionality of your Zoho products. Checkout the 19 new extensions released in December. Yeastar for Zoho CRM Enjoy one-click dialing, call pop-ups, auto call logging,
Introducing Serverless Functions!!
Serverless architecture, also known as "Function-as-a-service"(Faas), provides a platform for developers to write functions to integrate the CRM and any third-party application. These codes, written in Deluge, can be triggered from any other third party services or it can be triggered directly from any web or mobile app. Most applications require a server that lets them host their applications, parsing, sharing and computing data. However, having to set up a server just for the sake of providing
2019 - The year at a glance
Over the course of this year, Zoho Inventory was completely revamped to accommodate new tax laws and features and keep up with the ever-changing market. It now rivals the leading products in its category as a highly recommended inventory management app for today's businesses. Here are some of the accolades Zoho Inventory has bagged this year: Even better than awards is the appreciation we get from our valued clients. What have we done differently this year? We have incorporated Zoho's in-house artificial intelligence,
Free webinar: Zoho Sign integration with Zoho Finance apps
Hello, Zoho Sign, our complete digital signature solution for signing business documents quickly and securely, now has a slew of integrations with Zoho Finance apps that includes Books, Invoice, and Inventory. E-signatures save your business time and money while allowing you to scale operations without any hassles. In this webinar, we'll demonstrate how Zoho Sign's integration with these Zoho Finance apps can help you create and send digitally signed invoices and estimates to your customers, as well
Ask our Experts #2: A 5-hour knowledge exchange marathon on 'Projects-CRM Integration' in Zoho Projects
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Projects-CRM Integration" as it has invited many a query on the forums on topics such as: 1. What can be done in Projects after CRM integration? 2. Client account mapping 3. Importing users This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance.
Coming soon: Zoho CRM Plus workshop 2020 - United States.
Dear customers, The Zoho CRM Plus workshop for 2020 is back in the United States and we can't be more excited! 1) When and where is this happening? We have planned our workshops across the following four cities: Los Angeles | Jan 27-28, 2020 Chicago | Jan 30-31, 2020 New York City | Feb 3-4, 2020 Miami | Feb 6-7, 2020 2) Why attend this workshop? This 2-day customer experience focused workshop is aimed at helping you,
Headers and footers for this holiday season
Hello, customers, The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: 1. Click the Gear icon and select Templates. 2. Hover over a template and click Edit. 3. Click Header or Footer in the left sidebar.
Avoiding Social Media Disaster 101: Pause and Resume posts
Hello there! It's me again, and yes, that means we've added a slick new feature to our product. Now, you'll be able to pause all the posts that are scheduled for your brand and ensure that they don't go out as per plan! "Hold on a sec", you say, "Why would I even want to do that?" Because things can suddenly go out of control, and when that happens, sticking rigidly to your plan may not be the best idea in the world. It can make you look apathetic, or worse, insensitive, depending on the content
Live Webinar: Build successful team collaboration with Zoho WorkDrive
Zoho Docs works perfectly for securely storing information and sharing large files. However, when it comes to working as a team and achieving a common goal, a comprehensive, real-time collaboration tool can make a big difference. Effective collaboration—whether at the individual, team, or enterprise level—helps spark creative ideas and drive workplace performance. Join us for a free webinar, Building successful collaborative teams with Zoho WorkDrive on Jan 16, 2020. We'll explore how moving to Zoho
SalesIQ's Mobilisten (Mobile SDK) now supports React Native platform !
Hello everyone ! We're excited to announce that SalesIQ's Mobilisten now supports React Native platform. React Native is a cross platform development tool which helps you develop iOS and Android in one platform and take the maximum benefit of reusable code and easy implementation of creating user-friendly apps. Mobilisten is a smooth and simple in-app chat platform which blends perfectly with your business mobile app. With Mobilisten, you can instantly provide support and address your customer
What's new in Zoho People- Activity Log
This new year, keeping up with changes is a lot simpler with Zoho People. With the new Activity Log, you can keep a track of all changes or edits that you make in your Zoho People account.Learn more. Activity Log-Zoho People
Introducing 'Dark Theme' in the Zoho Desk Android App!
Hello All! We wish you all a Happy New Year :)! This New Year, we have given a new look to our Zoho Desk App icon to give it an all new and refreshing look. Also, we are delighted to let you know that we have brought in support for 'Dark theme' feature in the Zoho Desk Android app. You can now experience enhanced readability, save battery life and run through your tickets with ease. In the latest version of the Zoho Desk app, you can enable the Dark theme from the on-boarding screen i.e.,if
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