Using Cliq forms to add a task in Projects
Forms in Cliq are platform components that can take in multiple user inputs in a single go, standardize the way work gets kicked off in an organization and helps you automate your everyday workflow. Let's understand forms better by considering the following scenario. Scenario Assume, your team is now working on a new project and your lead decides to assign the tasks to the concerned person in Zoho Projects. As a first step, let's connect Zoho Projects with Cliq and add tasks right from the Cliq
What's New in Zoho Inventory - December 2019
For this joyous holiday season, we are back with a bunch of product updates to make your day merrier! Let's take a few minutes to check out what's new in Zoho Inventory. Zoho Inventory - Zoho Sign Integration Add a layer of authenticity to your invoices by embedding your digital signature. This will prevent users from making unauthorized changes to a document. Zoho Sign makes the process of digitally signing documents as simple as it can get. Here’s what the integration with Zoho Inventory
Community Digest: un resumen de diciembre 2019
Community Digest diciembre 2019 Hola de nuevo usuarios, ¡Bienvenidos al 2020! Para despedir el 2019 también de nuestra Español Zoho Community (por supuesto, no definitivamente) os dejo un repaso de lo que ha sucedido en la comunidad durante el pasado mes. Esto es el Community Digest de la comunidad Zoho en español para el mes de diciembre de 2019. Este mes hemos tenido distintas consultas sobre diversos productos. En el forum de CRM y CRM Plus podemos encontrar una consulta sobre la integración de
Notebook issues on iOS 13
Dear Notebook users on iOS, We have recently released an update for our app mainly to optimize with iOS 13. Unfortunately, post the update, we have identified the following problem which occurs constantly: 1. App Crashes when using keypad suggestions: When you are inside a note and tap any suggestions from the keypad, the app crashes instantly. 2. Connectivity issues using Smart Keyboard on iPad: Inside a note, tapping the arrow keys from any smart keyboard that's connected to iPad doesn't respond.
Tips and Tricks #17: How smart can you be with Smart Elements?
Hi Everyone! Zoho Show has added an interesting new feature for you to try out: Smart Elements. Text isn't the ideal medium for all ideas. Visuals can be an effective means for conveying ideas to your audience. With the help of the right presentation
Zoho Inventory gets a refreshing new facelift
You may have noticed that on reloading your screen, Zoho Inventory had also refreshed itself with a new look and feel. The following are the most prominent changes that could be found at first glance: 1. Separate modules for Customers and Vendors During the initial instalment, we had split the Contacts module into Customers and Vendors for easy accessibility of the desired contact without confusion. Take a look at the related forum post to learn more. 2. Price List moved to the sidebar
What's New – December 2019
Hello everyone, Another year gone and what a year it was! This month, we worked long and we worked hard because, as you know, work happens a lot faster when it's the end of the year. There were gaps to fill, loose ends to tie, and projects to finish. We hope you're happy with the result. So here we go with the latest updates from Backstage. It's here — BadgeUp for event badges! If there's one event trend that's truly classic, it's probably the badge. It's a good conversation starter, makes
Adding users with ease
As we discussed in our last forum announcement, the simplest way to onboarding employees is adding them individually. Let's take a closer look at the process of adding users. You can add users from the Users tab, from the Quick Actions menu, or from any screen where you need to select a user. For example, if you're assigning an app to users and realize you haven't yet added the user who'll need that app, you can add them from the User Picker field. To learn about the conventional way of adding users
Community Round-up: 2019
We've just entered a brand new year and it feels like the right time to take a moment and thank you all for being an integral part of this community. It was quite an eventful year and to get a sense of just how much happened, let's look back at the year that was. 1222 new users visited our community page last year - let's make them feel welcome so their numbers keep growing! We made 51 significant announcements. This included major feature releases like: New channels for support: 3CX, Exotel, Ubity
A REWIND OF 2019 - ZOHO EXPENSE
Hello customers, 2019 was a remarkable year for all of us at Zoho Expense. We reached some major milestones while ticking off many other additions and enhancements. Here is a recap: You can see the rest of our 2019 updates in our What's New page. Also,
What's New in Zoho Inventory - September 2019
We have introduced a slew of new features, integrations and value-added enhancements to Zoho Inventory in the past month. 1) Zoho Inventory - Amazon CA Integration The much-awaited update on the Amazon integration is here for the Canada edition. Now you can integrate Zoho Inventory with amazon.ca and effortlessly sync items, orders and stock updates between the two platforms. 2) Zoho Inventory - Zoho Analytics Integration Integrate Zoho Inventory with Zoho Analytics and generate over 75+ insightful
Twelfth day of Christmas - Zoho One
Check out the eleventh day of Christmas post. The twelfth day of the 12 days of Christmas relates to Zoho One. "On the twelfth day of Christmas my true love sent to me: twelve drummers drumming, eleven pipers piping, ten lords a leaping, nine ladies dancing, eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree. " The twelve drummers drumming with Zoho product logos on their
Spotlight 15: Include legal policies for your event
You owe it to yourself and your participants to put on events responsibly, especially when it comes to covering the bases from a legal standpoint. This will help protect both you and them. To accomplish this, you should have two legal documents in place:
Introducing BadgeUp for event badges
As every event brings together many people, badges are useful tools to improve attendee experience. They enable participants to easily identify a person's role, get initial introductions out of the way, and establish an instant connection. An attractive badge can also be a good keepsake for attendees to remember your event's brand long after the event is over. Zoho Backstage is happy to release BadgeUp, our new solution to design and generate event badges that you can customize and download in minutes, facilitating
Free Webinar: 5 Must have inventory reports for online sellers | Zoho Inventory & Zoho Analytics
Hey everyone! Hope you are all doing fantastic today! I am Ajay from the Zoho Inventory team, and I am so glad to tell you that we are back with yet another holiday webinar, but this time in collaboration with the Zoho Analytics team on "5 must have inventory reports for online sellers". During this session, we will discuss and demonstrate how product based companies, including online sellers can measure some key performance indicators (KPIs) with Zoho Analytics using the data they have inside
Related Emails in Zoho CRM iOS app (v3.4)
Dear Customers, We are happy to announce that the much asked for 'Related emails' is now made available in the latest version of the Zoho CRM iOS app (v3.4) in the Appstore. With 'related emails' you can now keep track of customer emails within records and stay on top of all interactions. You can also send out contextual emails to your customers right from the app. Please update to the latest version of the CRM app directly from the Appstore or from the link given below:- https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
Kickstarting email marketing 2020 with new updates from Zoho Campaigns
Dear users, Along with wishing you a happy and prosperous 2020, we're here to announce some exciting updates to simplify your email marketing process. One key aim we resorted to is to help you achieve more in less time and with better focus. The creative enhancements we've made in Zoho Campaigns reflect this, and you can be prepared to increase your customer engagement just as 2020 gets started! Here's a quick walk-through of our updates: Email campaign updates: 1. One-page campaign creation: No
Zoho Subscriptions - What changed in 2019
Hello everyone, Zoho Subscriptions gets updated frequently, in an effort to provide you with the best subscription management platform. From feature releases to patches, there's always something cooking backstage. So, here's a list of our notable updates in 2019—just in case you missed any of our monthly What's New posts. These are just some of our key updates from this year. To view a full list of our updates, check out our What's New Timeline. Our Android and iOS mobile apps have been updated
New Year wishes from Zoho Campaigns team!
Dear Customers, With the end of anything, comes reflection. On this new year eve, we reflect how in the last decade, this user community became a platform to share ideas, ask questions and importantly an ecosystem of mutual learning. Zoho Campaigns wishes its customers a great year ahead with your business reaching new heights and success. Happy and prosperous New Year 2020! Best regards, Zoho Campaigns team.
Community Digest - December 2019
Product announcements: Empower sales reps to sell with Zoho CRM, now with iOS 13 experience Are SPAM records troubling you? Include reCAPTCHA in your webforms with Zoho CRM All new Revamped Tax section is now available in the newer version of the CRM app! Updates in Email and Inventory templates: Cloning across modules, setting default font and more. New customize options in the module builder: Quick create and details view On including reCaptcha in your webforms PartnerSpeak on Zoho CRM Use
New Features rolled out on Dec 30, 2019
New Role - Organization Administrator Zoho Analytics now supports a new role - Organization Administrators. Organization Administrators are users who have access to all the workspaces in the Organization, and can perform all the operations inside the Organization, except deleting and renaming an Organization; and adding, activating, and deactivating other Organization Administrators. Organization Administrators are nearly as powerful as the Account Administrator (Owner of the account). You can have
Planned Maintenance of our US Data Center on December 21,2019
Dear Customers, As a part of our annual infrastructure maintenance at our US Data Center, we will be switching our apps from the Primary to Secondary data center on Dec 21st, 2019 and back to the Primary data center on Dec. 28th, 2019. We will switch apps between data centers during non-business hours. While we carry out this switching, all Zoho services will continue to be operational from our secondary data center. We do not expect any major interruption and you should be able to continue using
Invoke JSAPI - Effectuate your own thoughts to trigger an action to the website visitors
“Is it possible to implement my own trigger based on the rules set in SalesIQ”? Yes, now it is possible with SalesIQ. Today I am going to explain about a fascinating feature "Custom Triggers". We may have different types of visitors to our website every day, looking for different products, so how to treat them uniquely in contrast to one another and convert them into our customer. Follow the underneath examples to execute your own thoughts to trigger an action to your website visitors. What Is Custom
New in Zoho CRM: Zoho PhoneBridge
We are happy to announce Zoho CRM's Telephony Integration - Zoho PhoneBridge Zoho PhoneBridge helps you to connect your telephone systems (PBX) with Zoho CRM and allows you to interact with your CRM account during all your inbound and outbound calls. You can also capture all the details of the call by logging the call. The key features of this integration include the following: Manage inbound and outbound calls Log call details Single click dialing Associate existing CRM group users Manage call
What's New in Zoho Payroll [Indian Edition]: December 2019
Hello, everyone, We are excited to bring you all the new features and enhancements we've rolled out in Zoho Payroll last month. Here are the major updates: Edit or opt out of post-tax recurring deductions This feature enables you to skip or change the monthly post-tax recurring deduction (such as store bills, loans, etc.) for a particular employee. To do this: Go to the Pay Runs module on the left sidebar. Create a pay run for the payout month. Select the employee for whom you want to change the
Español Zoho Community te desea Felices Fiestas
Ya concluyendo el año 2019, queremos ante todo daros las gracias por vuestra participación en la comunidad en español. Ya sea a través de un comentario, una pregunta, o el haber acudido a uno de nuestros meet-ups, todos vosotros hacéis que la comunidad en español sea posible. Espero que esto sólo sea el principio, y que el 2020 traiga muchas más experiencias que compartir. De parte del equipo de Español Zoho Community, os deseamos unas Felices Fiestas y un muy buen año 2020.
Introducing InteGreat: A dedicated series on Zoho Creator Integrations
Hello everyone, We hope everything is going smoothly with Zoho Creator. As promised, we're back with another helpful community series, InteGreat. In this series, we will take you through the different steps involved in integrating your Zoho Creator application with any other service, be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. We'll pick from a list of popular integrations, and each post in the series will focus on a different one. If you have any suggestions
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: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click Choose
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: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click Choose
Headers and footers for this holiday season
Hello everyone, The holiday season is here and 2020 is just around the corner. To help spread the cheer, we've come up with some holiday-themed headers and footers, which you can apply to the invoices and credit notes that you send to your customers. To apply these themed headers or footers to your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click Choose from Gallery and select your favorite header. If
Tips and Tricks #16: Color palettes: the pulse of good presentations
Hi Everyone! As you all probably know, color affects everything we see, perceive, and experience. These subtle visual influences are called the color psychology. The fields of advertising and marketing often use colors to influence our moods positively,
Planned Maintenance activity in US Data Centers: December 21, 2019 6.30 PM to 10:00 PM PST
Hello everyone, Seasons Greetings from Zoho Mail team. Thank you all for your continuous support for Zoho Mail. We are performing a set of planned maintenance activities and certain infrastructure upgrades in our US Data Centers on Dec 21st, 2019 from 6:30 PM to 10:00 PM PST. These upgrades will help us serve you better with improved efficiency. During this upgrade, we will be switching all Zoho services to our secondary Data Center to ensure that our services continue functioning. The email services
3 ways to onboard employees to Zoho One
Onboarding, equipping, and managing employees are all important parts of operating a business. As a unified user management interface, the Zoho One admin panel lets you do all this with ease. Let's examine the different ways you can onboard employees to Zoho One. Adding users individually This is the most common, and probably the most familiar, way of adding employees. This method is suitable for small businesses growing at a casual rate that only have to add a couple of users at a time. You can
Tip 43: Formula custom fields in Zoho Projects
The data associated with projects is enormous. It is almost impossible to evaluate data by inspecting every field. With Zoho Projects, performing complex calculations is easy with Formula Custom Fields. Calculations can be done automatically by calling the values from the specified fields. Consider a scenario where the project owner wants to compute the total cost of inventory. He can create a field for obtaining the cost per unit, the quantity and a custom formula field for finding the product
Introducing multi-currency support for payments through Razorpay integration (for the Indian edition customers)
Dear customers, Zoho Subscriptions now supports foreign currency payments through the Razorpay integration and we are glad to inform that it's ready for early access now. To start using this, kindly reach out to the Razorpay team so that you can request them to enable cross-border payments. Once it's enabled for your merchant account, you can just an email to support@zohosubscriptions.com with your organization ID and we will enable it for you :) A few more details on the update: Supported currencies:
Spotlight 14: PageSense for Backstage — Understand visitor behavior
You might have the perfect marketing strategy to get the word out on your event and direct visitors to your microsite, but for your promotional efforts to be successful, those visitors have to become attendees. That will only happen if they like what
Live Webinar: Streamline your collaboration process and maximize efficiency
Collaboration within teams in the workplace is nothing new. But when it comes to technology, it's important to determine if the tools you use help (or hinder) your team in the process. Join us for a free webinar on Thursday, January 9, to find out how Zoho WorkDrive can help teams finish important projects, meet crucial deadlines efficiently and move beyond simply collaborating in “real-time.” In this session, you'll be introduced to our latest offering - WorkDrive that'll help you: 1. Give your
Zoho Desk Community Digest - November 2019
Top Product Enhancements: Deprecating support for the default help center theme Other Product Enhancements: Comment with only the attachment will also be synced via Bug tracker. You can now encrypt the custom field values stores in your database You can encrypt the values only for the following data types: Text, decimal, integer, email, phone, percent, and url Available in all Zoho editions. Now, you can have 16 connections for a state transition in Blueprint Option to delete for the entries of
What's New in Zoho Subscriptions - December 2019
Hello Everyone, We've been busy refining your subscription management experience during the past few months with both feature updates and under-the-hood performance improvements. Read on to know what's new in Zoho Subscriptions this December: Pause & Resume Subscriptions One of our most requested features is finally here! You can now pause and resume your customers' subscriptions. Use this feature instead of canceling and re-activating subscriptions for customers who need a temporary break. Pausing
Use voice channel in Zoho Desk by integrating with Twilio extension for Zoho Desk
Customer engagement is the key for customer success. The faster your support teams respond to the customers, the more will be the customer satisfaction. Although various channels are available for customer interaction, voice service is an inherently personal
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