Zia - AI Assistant is now integrated with Zoho Projects iOS app
Hello All, Zoho Projects, your favorite project management application now supports Zia. Zia is an AI assistant that helps you to perform various actions like adding tasks, assign bugs, change bugs status etc., effortlessly. You can use Zia either via voice/ chat commands. Zia can be accessed from the Home page of the app by tapping the Zia icon at the top right corner of the screen. Below are some of the commands that the Zia functionality supports: Assign bug Assign task Bug due days
What's New this July 2019 in Zoho Invoice?
Hello everyone, We're six months into 2019, and as always, we have been bringing in updates each month to provide a better invoicing experience. Read on to know about the enhancements made to Zoho Invoice for the month of July. Choose SMS template for notification messages If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates for each of the SMS notification that you send, based on your business
Spotlight 12: Market your event with affiliates
Affiliate marketing has gained a lot of popularity in the last decade, and almost all businesses—big and small—are including it in their promotional strategy. It's efficient, cost-effective, and has been known to yield outstanding results. Also, with
What's New in Zoho Inventory - November 2019
The following are the new updates added to Zoho Inventory in the past month. Add Item Header You can now easily categorize items in your invoices and give them a common title using the Item Headers feature. To add an item header: Go to the Invoices module. Click the + New button in the top right corner. Under Item Details, click the drop-down button next to Add Another Line and click Add Item Header. Add the header name and press tab. The Item Headers can be dragged and placed above any item.
Tip #3: How to delay sending emails in Zoho Mail - Enabling Outbox delay
"Ignore my previous email" .. How often have we sent this, after sending a wrong email to someone? To avoid such email mishaps, you can delay your sending for a minute or two by enabling Outbox for your account. How Outbox works? When Outbox is enabled, you can specify a time duration in minutes as Outbox delay. When you 'Send' an email, the email is placed in Outbox for the specified time duration before it gets actually sent. Hence after you send an email, if you realize that you made a mistake
5 Ways to pull off holiday events like a pro using online forms
Hello fellow form builders, This is the fifth post of the five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday events are suppose to be fun, and so is hosting them. So if you are overwhelmed and it seems like your event organizing is all over the place, then something has gone wrong. Yet, sweat not - we've got you! The entire event planning process can be made easy by automating
Thank you for making Zoho CRM the world's favorite!
This is the season of gratitude, and we'd like to thank you for making Zoho CRM the world's favorite CRM–powered by the love of over 150,000 customers worldwide. How? Zoho CRM is consistently recognised as one of the highest-rated CRM applications by our users, and we've received several customer choice awards as a result. This year, PCMag surveyed their readers for their opinions on CRM software, according to which Zoho is the most recommended CRM and the only one with a positive NPS score among
Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions
To import your data successfully, you will need to ensure that the rows and columns in your import files match with our sample import files, which can be downloaded from any import screen in Zoho Subscriptions However, even after doing this, you could still run into validation errors, which prevent your data from being imported. This could happen if Zoho Subscriptions has not been configured for the data in your import file. Here are a few examples of validation errors: You try to import transactions
Ask the Experts 07 - How was your email marketing experience in 2019?
Ask the Experts is a virtual, 5-hour Q & A session, more like a live chat. You ask us your questions and our experts will help you out with answers. You are given the option to start asking your questions now, while our experts will be answering them only during the specified hours. Hello everyone, We are all set for the final 'Ask the Experts' session of 2019. This was an eventful year for Zoho Campaigns with many updates and features rolled out. In this session we will round up on the year long
Create meetings with your clients using the GoToMeeting extension for Zoho CRM
Virtual meetings enable businesses to work smarter and more productively. Web conferencing can help sales people reach out to their world of customers while working at their desks i.e., it offers the opportunity to host or attend business meetings using
SalesIQ for Backstage: Touch base with website visitors
You probably spent a lot of time and effort building your event microsite and making sure everything is just right. Now that it's built, you're likely wondering how well it's relating to your audience. Who's visiting it? Where are they from? What do they find interesting there? What's stopping them from buying a ticket to your event? So many questions and not enough answers. We've got some good news for you. Backstage is now integrated with Zoho SalesIQ to help you get answers to all of these questions so you can understand
What's new this October 2019 in Zoho Books?
Hello, everyone, Last month, we worked on multiple updates and enhancements to make Zoho Books finer. Read on to check out if we've added a feature that might make accounting easier for you. Plan and track your spending with Budgets A long-awaited feature--budgeting, is finally here. Preparing a plan of action for how you will be dealing with money in your organization can be quite demanding. It involves checking the previous years' performance, calculating how much it has grown, setting limits on
Tips and Tricks 06: Enrich your on-demand sessions with a wide variety of training content
Self-paced learning, with access to easily-digestible and effective content any time, anywhere, is key to empowering your learners. So, when you have your training session ready to go, and you’re eager to get out there and start sharing your expertise, the next question is: how? What can I use to deliver all that information? Zoho ShowTime supports a variety of content types, such as PDFs, videos, and more,., so you can choose the medium that best suits the learning needs of your students. From lecture-based
What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactions
Zoho Campaigns - Community meetups in the US (Midwest)
Hello everyone, Zoho Campaigns team is under way and ready to have a closed group meetup with you all. Join us for our next round of community meetups in the US from September 10, 2019 - October 3, 2019. We've got product demos and smart email marketing tactics to help you through every step of your email marketing. We can't wait to meet you all! Cities: Houston, Austin, Dallas, Phoenix, Denver, Salt Lake City, Minneapolis, Indianapolis, Novi-Detroit, Cleveland, Chicago Topic: How to enhance customer
The halloween CRM admin and sales fails contest
This Halloween, we're trading scary sales stories. Keeping with the good ol' Halloween theme, let's discuss the biggest fails we've come across in sales. We're talking the lowest of the lows, the horror of horrors you've come across, or those that you somehow managed to brave and make it to the other side. For trick or treat, we're ditching the candy this season and offering five gift cards instead. The top five most interesting answers will get the following gift cards. $100 BestBuy Gift Card $50
Social CRM revamp and migrating to new social accounts
Dear All, We have revamped the social CRM to give you a better, intutive, and organized platform. Some of our new users may be already using the new UI and referring to the help documents for the same. However, its time to extend a uniform experience for all the users, as such, we will be migrating the old Social Accounts to the new version. This migration will take place in batches and we will begin the process next week starting with the US region. Here are the list of changes that you will see
My Zoho Story #1 - Zoho CRM for Real Estate businesses - Interview with a soloprenuer
Imagine being the one-man-show for your real-estate business. That would mean juggling several tasks such as gathering requirements from buyers, showing houses, following up for purchase, keeping track of sales, and much more. The number of activities associated with one buyer or seller by itself might be overwhelming. How then do you manage to keep advancing as an individual agent in the residential real estate business? Customer Relationship Management tools do your multi-tasking for you so you
It's raining integrations here at Zoho Campaigns
One of the biggest advantages of email marketing is that it helps you harness your data across different platforms. We're in harmony with this philosophy, and therefore have integrated Zoho Campaigns with platforms catering to different business needs. Let's walk you through the list of new integrations according to the functional areas. Customer relationship management If your business has a conventional sales and marketing structure, chances are you're already using a CRM software. So in addition
5 ways to improve your holiday fundraising with online forms
Hello fellow form builders, This is part four of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Asking for money isn't easy, yet it's a crucial step for any fundraising group or organization. During this holiday season, make collecting donations fun and more effective with our list of the top five ways to improve your overall fundraising process. Let's dive in. 1. Create
Manage your sales queue efficiently with the Lead Queue extension for Zoho CRM
Time management is essential for salespeople in any organization. Faster conversion of leads into customers will pave the way for more sales and therefore more revenue. Tracking how much time each operation takes in conversion and translating these results
Permanently Removing the organizationName Key
If you are someone who extensively uses Zoho Desk APIs, you would have already known that the organizationName key has been deprecated. We have mentioned this piece of information in the documentation of our organization-related APIs. This is to let you know that we will be removing this key permanently and stop supporting it in our APIs. Going forward, the responses to the Get organization and List organizations APIs and the input payload for the Create/Update organization APIs will not include
One Launcher - The application superhighway
As businesses start using more and more applications, it gets harder for employees to track, adopt, and use them all. According to a recent survey by Pegasystems, an average employee switches applications over 1,100 times a day, toggling between as many as 35 applications. That means 35 different bookmarks, tabs, websites, and sign-in pages. This is a relevant concern for Zoho One users, as you're already just a few clicks away from activating an enterprise-ready solution for any requirement. In
The Ruby SDK for Zoho CRM is released!
Hello everyone! Have you been waiting to integrate your Ruby application with Zoho CRM and use our APIs? Well, here's good news! We are pleased to inform you that we have added a new gem to our collection of SDKs—the Ruby SDK! The Ruby SDK comes bundled with all the necessary classes and methods to make API calls to Zoho CRM easily. All you have to do is install the gem using the below command and use the necessary methods to make API calls from your application. gem install ZCRMSDK Refer to our
Zoho Desk Community Digest - September 2019
Top Product Announcements Introducing Goal Metrics for Zoho Desk Other Enhancements Grammarly extension now available in Reply and Help Centre editor Ability to restrict the Total Cost field Attaching files from Zoho Workdrive is now possible Ability to generate reports with the comments and contracts module too Ask the Expert Session Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts
EOL for Inbox Parsing | Resume Inbox
Hello all, This post is to inform you that as of October 30, 2019 the Inbox Parsing function of the Resume Inbox feature will be removed. After this date, you won’t be able to parse the entire content of your email account’s Inbox folder. We arrived at this decision because a lot of unwanted/personal emails are being processed by our parser as well. This started affecting the parser's performance as these emails were taking up too much space. To combat this, we've come up with a workaround for
Zoho Valencia User Group Meetup - Noviembre 2019
¡Buenos días usuarios! Tras la noticia de una nueva era en la comunidad en español, ¿qué mejor manera de empezar que con un meet-up? Estamos muy contentos por anunciar que tenemos fecha para la quedada: 26 de noviembre, 2019, en Valencia. Hablaremos sobre productos como Zoho One y Zoho CRM, y podremos compartir experiencias de las que seguro podremos aprender. Por supuesto, tendremos a los expertos en producto, a Zoho y lo más importante: vosotros. Todo en un ambiente amigable con café de por medio.
We are happy to introduce the new and improved Zoho Sites!
Whether you're a first-timer or a pro, creating websites has never been simpler. Heres a quick rundown of what the updated Zoho Sites has in store: New UI Our new UI is clutter-free and strikes a balance between clean design and usability. You'll be able to navigate within the builder easily. Pre-built website sections We understand that content is key, so if you're struggling with design, we provide layouts and templates that can help you showcase it brilliantly. Dynamic backgrounds You can now
Free webinar: Securely manage passwords on the go with Zoho Vault mobile apps
Hello, Passwords are still one of the most trusted and affordable methods of user authentication. They act as the first line of defense for our personal and work accounts, and security experts always recommend using a strong, unique password for every single account. In today's world of ever-increasing cyber threats, we can't afford to risk our personal and work data. That's where the Zoho Vault password manager app comes in. Vault helps you securely store, share, and manage your passwords, making
Reminder: Encode square brackets in plan URLs by 20 October 2019
We made some under-the-hood security updates to Zoho Subscriptions recently. As a part of these updates, we will be deprecating the use of un-encoded square brackets in plan URLs. Note: A banner message regarding this was displayed on Zoho Subscriptions' dashboard a while back. With the deadline to implement these changes just 5 days away, this post is a reminder and can be ignored if you've already made the necessary changes. How to Encode Square Brackets If you're using parameters like addon_code[0]
Zoho Projects - REST API Wrappers
If you are using our REST API, you must check out our wrappers to make it even more simple. You simply need to download the wrapper of your choice, drop into your project and start working. You need not worry about the parameters and interfacing details, everything is already bundled in our wrappers. Zoho Projects has official API wrappers for the following languages: For Java https://github.com/zoho/projects-java-wrappers For ObjectiveC https://github.com/zoho/projects-objectivec-wrappers For
New Features rolled out on Nov 8, 2019
More Authentication Types for Web Import Zoho Analytics now extends to support the following Authentication types for importing data from Web URLs. AWS signature Digest Authentication Hawk Authentication For URL authenticated using OAuth 2 Authentication, you can now specify the Grant Type . Groups UI Revamped We have completely changed the Create Group and Manage Groups user interface for enhanced user experience. Now Manage Groups is also available as part of Workspace Settings for
Custom branding for your app just got simpler
At Backstage, we've always strived to help you create impeccable event experiences. Some time back, we introduced the Zoho Backstage for Attendees app for Android and iOS to improve attendee experience on the go. The app came loaded with a ton of great features including personalized agendas, discussion channels, and session participation. We also gave you the option to rebrand the attendee app and make it all about you and your organization. This time around, we've streamlined the entire process
Ensuring Transparency of Agent Costs
At Zoho Desk, we believe that some data points must be accessible for all users (except light agents). One such data point is agent cost per hour. Right now, this value is presented through the agentCostPerHour key in time entry APIs. You can restrict which types of users can view or not view this value, using profile-based field permissions (Read & Write, Read Only, and Don't Show). Going forward, the Don't Show option will be disabled for this key and only the other two options will be applicable.
Engage in effective communication via 'Forums' in Zoho Projects iOS app
Hello Folks, We are excited to announce that our new updated version (v3.2.5) of Zoho Projects iOS mobile app is live. The new version of the app covers one of the most asked for features. Zoho Projects iOS app now supports the 'Forums' module. Forums, is a place where you can collaborate with project members and brainstorm new ideas. Unlike emails, you can check out the topics in a central location. In Forums, you can start conversations using the Q&A section, sticky posts and make announcements
Top 5 reasons to choose online forms for your holiday orders
Hello fellow form builders, This is part three of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday sales can be fun but also stressful. Why so? Whatever charm the holiday season brings, businesses work relentlessly to acquire new orders and customers, create excellent customer experiences, and retain their loyal buyers. This can easily get disorganized when not done
EMM Integrations Now in Cliq and a Host of Enterprise-Grade Tools For You!
Hey all, Today we are gonna see about the latest addition to Cliq's Admin Panel — EMM Integrations and Mobile Management! With internet available far and wide, the usage of portable devices has risen and employees now use a host of devices in their everyday life to conduct their work. EMM abbreviated as Enterprise Mobile Management is basically an approach to secure the use of mobile devices, keeping the exchange and use of data safe and secure on those devices. EMM in Cliq Cliq is where your
What's New this November 2019 in Zoho Payroll - Indian Edition
Hello, users, We have rolled out new features and made some enhancements to Zoho Payroll in the past two months. Read on to know them in detail. Export termination payrolls If you have processed any termination payroll, you can now export it separately in CSV or XLS format. Also, you can view the termination payroll in the Payroll History and they are posted as separate journal entries in Zoho Books. Enable or disable ESS portal for employees in bulk You can now perform bulk operations like enabling
Notebook update: Introducing Notebook for Linux, Gmail Add-on, New Integrations and more.
We’re back once again with a set of brand-new additions, including the much awaited Notebook for Linux. This update also contains functional integrations between Notebook and other apps. For those who want to migrate from Google Keep to Notebook, there is good news for you too. Notebook for Linux For all you Linux heads, your thoughts, ideas, memories, and plans have a new home. Th at’s right, Notebook is now available on Linux and is packed with the features that you love on other platforms. Get
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Zoho Japan コミュニティの第3回ミートアップ（交流会）を、12/6（金）に東京都内で予定しています。このコンテンツのひとつとして、ライトニングトーク（1人あたり5分のショートプレゼンテーション）を企画しており、ご登壇いただける方を募集いたします。 テーマはZoho に関することであればなんでもかまいません。 例えば…… ・Zoho CRM 導入時に私が心がけた5つのこと など、成功体験だけではなく、途中経過やアイデアの共有も歓迎いたします。 ライトニングトークは現在のところ3枠を予定しております。 ご応募いただける方は、お早めに下記までコメントでお知らせください。 それではひきつづきZoho Japan コミュニティをよろしくお願いいたします。 Zoho Japan コミュニティチーム
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