Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. Go
Zoho Sprints - A walk down the memory lane of 2019
Have you ever traveled back in time to run down your sweet old memories? Well, everyone would have. We are here with one such memory of Zoho Sprints. This year has been a productive one with a mix of new features and estimable enhancements. By turning the pages back in months, we have got some interesting updates that we ended up delivering in 2019. Here's a glimpse of it. That's our 2019 album for you! Get an extensive knowledge on all the new features and enhancements in our what's new corner
Breaking Change Related to Time Entry APIs and Webhooks
Dear Zoho Desk API users, This is a heads-up about a breaking change coming up soon. This change impacts the responses to time entry APIs and webhooks. Read on for more details. Currently, time entry APIs/webhooks related to contacts, accounts, agents, calls, tasks, and events return the string value "null" for the associatedTicketId key, if there are no tickets associated with them. We have planned to change the string value "null" to just null, to denote that there are no tickets associated.
Professionally Designed Website Templates
Build beautiful and professional websites for your business. We now provide templates designed for specific industries such as real estate, finance, restaurants, health care, interior decoration, and photography. We also provide single page sites for you to use as promotional portfolios. Templates come with headings and filler content relevant to your industry. Visit our blog to learn more.
Send as Email, Rich Text Editor features are now supported in Zoho Desk Android app!
Hello All! We are delighted to announce about the new feature 'Send as email' in the Zoho Desk Android app (v2.3.11). Agents can send outbound emails to new or existing contacts at the time of ticket creation. You can also convert the emails into tickets and track their progress. Furthermore, such contacts do not receive the new ticket notification. This feature will be available in the mobile app if it is enabled on the desktop site (desk.zoho.com). You can enable this feature on the desktop
Introducing: Pause and Resume Subscriptions (Early Access)
Dear customers, Zoho Subscriptions now allows you to pause and resume subscriptions as per your preference. If your client wants to suspend their subscription temporarily, you can quickly pause and resume it, rather than canceling and re-activating it. Canceling a subscription will impact your churn reports, whereas pausing it will not. Being the holiday season, your clients might want to freeze their monthly or quarterly subscription until they are back from a vacation. By pausing and scheduling
Ask the Experts - Live Q&A discussion on everything Zoho CRM
Hey everyone! We're almost done with the year and we're grateful to have witnessed the Zoho CRM Community thrive and grow this past year. If you feel you've been using Zoho CRM to its fullest potential, kudos to you! However, If you've had any questions about CRM at all, or if you'd like to learn something specific, we're hosting a 12-hour long live Q&A session right here on the CRM Community and you're welcome to come and participate. Post your questions as comments below, (absolutely anything
Introducing Egnyte extension for Zoho Desk
Support teams face problems with document management every day. The bigger the business and the customer base, the more documents will be in the database. Identifying and sorting such a huge volume of documents without the right tools is tedious. Now
The Zoho People newsletter is out!
Hello everyone, Our newsletter for the month-December is out, so you can make the most of Zoho People. Get information on everything new in Zoho People, what we have in the cards and also best practices. Check it out here!
Zoho Desk Community Digest - October 2019
Top Product Announcements Cleaning up your non-migrated social portals Deprecating a Key from Responses of Time Entry APIs Customer service made simple with Zoho Desk, now with iOS 13 experience Deprecation of XML/JSON APIs in Zoho Desk mobile app Other Enhancements In Classic theme, Community home page layout now changed from Single column to Two columns Ability to use Zia keywords in the criteria section of the assignment rules Ask the Expert Sessions Ask the Experts 1: Setting up departments
Final reminder about removing organizationName key
Dear Zoho Desk users, This is the final reminder about permanently removing the organizationName key and stop supporting it in our APIs. About a month ago, we announced that the responses to the Get organization and List organizations APIs and the input payload for the Create/Update organization APIs would not include the organizationName key. The key will be replaced with the portalName key in these cases. The organizationName key has been deprecated already, and it will be removed entirely on
Increase your learner's content retention with handouts in ShowTime
In the field of teaching and training, it's important to make sure your learners are adequately equipped for their tasks, such as having the necessary prior knowledge, and motivation to follow the lesson. Smart use of supplementary handouts can compensate for lack of preparedness without spoon-feeding. Useful handouts often provide an outline of the lecture to help learners follow it more easily and allow them to concentrate on listening and processing the information. These offline materials can offer
What's New on Zoho Marketplace for November 2019
In November, Zoho Marketplace, catering extensions for all Zoho products, introduced 20 new extensions to help you improve productivity and collaborate better by extending the power of Zoho. C-Zentrix Telephony Extension for Zoho CRM Accelerate your business
Zoek Will be a Sponsored Job Board Starting Jan 2020
Dear customers, With effect from 1 January 2020 Zoek will become a ‘paid-only’ job board for existing Zoek users, i.e, you won’t be able to post organic/free posts onto their feeds. To continue posting jobs on Zoek from within Zoho Recruit (after 1 Jan 2020), make sure you’ve configured Zoek’s Sponsored Posting in the Setup > Job Board Hub > Job Board List. For users who sign-up after 1 Jan 2020, organic/free postings will be available for their ‘first three months’. After the three-month trial
Video Tip #5 - Configure your Team settings
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help the WorkDrive community learn more about the important features of your online collaboration software. Zoho WorkDrive is designed to customize and suit your organizational policies. Basic team profile settings can be configured to enable or manage restrictions at an organizational level. Decide who gets to create Team Folders, share content externally, or download files to their devices We hope you
Spotlight 13: Keep everyone in the loop
Events are predictable in their unpredictability. Things will change, plans will go astray, and you'll have to make a lot of last-minute decisions to get your event going without a hitch. At the same time, you also have to pass the news on to your event
What's New this December 2019 in Zoho Invoice?
Hello, everyone! As we gear up to say goodbye to this year, spare a few moments to check out what we have in store for you this December. Read on to know the latest features in Zoho Invoice: Integrate with Zoho Sign to digitally sign documents The long-awaited integration with Zoho Sign is here! Link your Zoho Invoice organization with Zoho Sign to digitally authenticate your invoices and estimates. Here is what you can do with the integration: Get your Zoho Invoice user's signature on invoices and
Free webinar: Zoho Sign in 2019 - A Live Q&A with our experts
We're just a month away from the 2020s, and Zoho Sign, our digital signature solution, has come a long way in helping businesses around the globe go paperless. Time has indeed passed by quickly, and the Zoho Sign family has grown to include several thousand businesses across multiple domains. Our goal for the new decade is to help even more organizations adopt digital signatures. Our upcoming webinar will highlight Zoho Sign's 2019 additions and facilitate an exclusive live discussion between members
Be everywhere your customers are with the Sendinblue extension for Zoho Desk
Of all the channels available to a marketer, email marketing gives them the broadest reach. Moreover, it continues to perform well year after year. The benefit is apparent: For ten years in a row, email generates the highest ROI for marketers. Given the
Zoho Sign: Product Updates - Q4, 2019
Hello, The holiday season is upon us and we are just over a month away from the 2020s! While time has indeed flown by quickly, we would like to take a few minutes here to outline the recent highlights in Zoho Sign's journey as a digital signature app. We had ended our last update post by stating that there were some major exciting integrations lined up for release in this quarter, and we are not here to say otherwise. Over the past couple of months, Zoho Sign has had some of its most awaited integrations
Free Webinar: 5 Must have inventory reports for online sellers | Zoho Analytics & Zoho Inventory
Hello All, Selling goods online? These 5 inventory reports will help you make better informed decisions. Join us on this free webinar hosted by Zoho Analytics and Inventory domain experts to learn more. Register now! Friday, December 13th: 9am PST
What's New on Zoho Marketplace for October 2019
Zoho Marketplace, home to 750+ extensions, added 16 new ones in October to help you increase productivity and collaborate better by extending the power of Zoho. AeroLeads for Zoho CRM Get the data your CRM is missing with AeroLeads. Find email addresses,
Video tip 05: Host training courses under your own personalized domain and white-label your email communications.
Hello everyone, As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience. In today's video tip, we at
Use Widgets to create a polished Zoho Process
New Enquiry > Detailed BOQ Estimate > Contract > Deposit Invoice > Custom Project and Schedule in less than 12 minutes. This is our 4th Video that demonstrates how to improve Zoho process using widgets. If you haven't seen widgets in use, it's really worth watching. We wanted to create awesome affordable solutions for Zoho Customers. The install cost to our clients ranges from $195 to $495 per widget, saving clients thousands of dollars on developing solutions themselves. We are now starting
Publish posts to Facebook Groups straight from Zoho Social!
Facebook Groups are great spaces to set up community activities and discuss shared interests. It's no wonder that many brands actively use it as a platform to collaborate on ideas and utilize it for engaging audiences. Unlike Facebook Pages which are public-facing, Groups can be a private space to have discussions, source ideas, and get feedback on brand activities. You can create Facebook Groups with your loyal customers, or even bring your team together to collaborate on projects by choosing to
New Features rolled out on Dec 2, 2019
Mark Reports as Filters in Dashboard Zoho Analytics now allows you to set Reports to act as filters in your Dashboard. With this, you can dynamically filter the entire dashboard by clicking on any data point of a report. This further enables enhanced user interactions with the Dashboard. Click here to learn more about Reports as Filters. Activity Logging Zoho Analytics' new Activity Logs feature can now enable you to track user actions/activities performed in your account. You can track activities
Community Digest - November 2019
Product announcements Zoho CRM's Social revamp and migration to new social accounts Zoho CRM's mobile application now supports our testing environment, Sandbox Ruby SDK for Zoho CRM is out E-sign your documents with the Zoho Sign extension for your CRM Kaizen Kaizen #4 - Troubleshooting OAuth 2.0 Kaizen #5 - Environments and domains in Zoho CRM (1) Kaizen #6 - Environments and domains in Zoho CRM (2) App Spotlight App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho
What's New – October and November 2019
Hello everyone, We're always working to improve the Backstage experience for you. And this time, we've rolled out some pretty amazing features and updates to make your event planning a little more effortless. Here's everything that's happened the past few months in a nutshell. Get specific answers with custom forms Maybe you want to find out a little more about your audience or get to know your sponsors a little better, and you've prepared a list of questions but don't know how to get it to them. That’s
Community Digest: un resumen de noviembre 2019
Community Digest, noviembre 2019. ¡Hola usuarios! Damos la bienvenida al primer Community Digest de la comunidad Zoho en español, el de noviembre 2019. Para aquellos que no hayan oído hablar del Community Digest, se trata de una recopilación de los temas más relevantes del mes anterior, comentados en la comunidad. Mi visión general ha sido positiva, ya que entre todos hemos conseguido que la actividad en la Español Zoho Community sea mayor. Además, hemos compartido un Tips and Tricks cada semana,
Now, customize and edit images with our new image editor
Hello everyone! It is a well-known fact that many a time email marketers consider images to be an integral part of promotional campaigns. And these images need to look good to complement the content of your email campaigns. Now, here's an easy-to-use image editor from Zoho Campaigns that helps you gather your email recipients close, communicate your message and connect with them visually in your own way. What makes us special? 1. Add text to your images - Now you don't have to move out of Zoho
Nos ponemos cara: meet-ups de Valencia y Madrid, noviembre de 2019
Hola a todos, Después de ver lo útil que puede ser la Español Zoho Community durante los meet-ups, y ya que todos la conocéis, quería daros las gracias por este canal. Gracias por asistir a nuestra quedada, por participar y comentar vuestras experiencias y por hacer de Zoho Community una realidad. Lo prometido es deuda, así que os dejo las fotos de grupo que nos hicimos tanto en Valencia como en Madrid. ¡Espero vernos en los próximos! Meet-up Valencia, 26 de noviembre 2019 Meet-up Madrid, 27 de noviembre
Live Webinar: Boost productivity with real-time collaboration
Collaborative tools within the workplace are a must-have for any organization that wishes to increase team-work efficiency, in addition to saving valuable time and resources. Join us for a free webinar on Thursday, Decemeber 5, to find out how Zoho WorkDrive helps team members to work together in real-time and from anywhere in the world, creating flexible, modern work environments. In this session, you'll be introduced to our latest offering - WorkDrive that'll help you: 1. Give your team a shared
Foolproof tips to gear up for the holiday season with online forms
Hello fellow form builders, We hope you've enjoyed hosting forms throughout the year. If you're hoping to ease your data collection and business workflows this holiday season, we're here to help! To help show you how to use forms as part of your best holiday strategy, we have exclusive tips and tricks based on several different scenarios. Take a look! 1. Improving online sales: Want to build trust and provide the best ordering experience while you attract new customers and nurture existing relationships?
Automate your marketing campaigns using the Mailchimp extension for Zoho Desk
One of the challenges faced by businesses today is to find a cost-effective way to market their product to a broader audience. This is where email marketing comes in. Be it a small startup or an already well-established enterprise, effective email marketing
Introducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
Zoho Madrid User Group Meetup - Noviembre 2019
¡Buenos días a todos! Estamos felices por anunciar el segundo meet-up del mes: ¡Zoho Madrid User Group Meetup! Tenemos ganas de conoceros, de que compartamos experiencias y novedades relacionadas con los productos Zoho, y de poner cara a los usuarios que cada semana nos brindan ideas y nuevos usos a las aplicaciones Zoho. ¿Cuándo? El 27 de noviembre, 2019. ¿Hora? De 9:30 am a 13:30 pm. ¿Recinto? Meliá Hotels International S.A., Calle de Atocha, 83, 28012 Madrid. ¿Cómo puedo registrarme? Utilizando este
Work locations: make them work for you
Organizations are usually composed of smaller units, working in tandem with each other. Consider a small, family-owned cafe: it might be composed of a kitchen, a dining area, and a cash register. Now consider a multinational manufacturing conglomerate; it might be composed of a corporate headquarters, several factories, and multiple sales outlets. Most organizations, no matter how big or small, operate from multiple work locations. For this reason, Zoho One now gives you the ability to digitally
Zoho SalesIQ experts are coming to South Africa! Come meet us there!
Greetings! We hope you are all doing great. As a part of our User Group meetup series, we are hosting a series of events in the cities of South Africa, where we plan to focus on teaching you how to synergize your Zoho CRM with real-time engagement using Zoho SalesIQ. What will you take away from this experience? You will learn how to Use Zoho SalesIQ to enrich your sales team with more information, Setup Zobots that can automate the process of lead generation, Increase engagement with smart workflows
What's New in Zoho Inventory - August 2019
The much awaited product updates is here for the month of August! Let's take a look at what's new in Zoho Inventory. Multilevel Approval for Purchase Transactions You can now have more than one supervisor double-check the transactions created by your staff members. Doing so ensures that the transactions are verified thoroughly by each appointed personnel before it can ultimately be sent to the intended recipient, leaving little to no room for errors. If the transaction is successfully approved
What's New this November 2019 in Zoho Books?
Hello, users! Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month. View template in a gallery pane You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template. To associate a template:
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