【12/6 東京】Zoho Japan コミュニティMeetup Round 3 - 2019年最後のミートアップにぜひご参加ください
Zoho をご利用中の皆さま、 ご好評いただいているZoho Japan コミュニティのミートアップ（交流会）、東京での第3弾は、12月6日（金）18時、品川にて開催します。 Zoho からのプロダクト最新情報や使いこなし術に加え、ライトニングトークとパネルディスカッションも行われ、参加者同士で交流いただけるまたとない機会となっています。 参加費は無料。2019年最後のミートアップとなります。ぜひお申し込みください。 ＜東京＞ 日時： 2019年12月6日(金) 18:00〜21:00 ＊開場：17:45 お申し込みください https://www.zohomeetups.com/ZohoJapancommunityMeetupRound3 Zoho Japan コミュニティチーム一同
Cleaning up your non-migrated social portals
In August, we announced a new and improved version of the Social Module within Zoho Desk. We hope that you have found the time to migrate to this version and are finding the updates useful. If you haven't migrated yet, then this announcement is for you. We will be cleaning up all old social module portals as on 1st November 2019. This is the last opportunity for you to migrate, so we urge you to do so at the earliest. To migrate, please click on the 'Social' tab within Zoho Desk. A pop-up notification
Tip 17: How to add an image to the pop-up that appears on successful form submissions.
Hello folks, In Zoho Creator, any time you submit a form or add a new entry to a form, a window appears with the message—"Data Added Successfully". It's the default message shown to all users for all forms that you create on Zoho Creator. In this tip, we'll show you how to add an image along with that default message. Using a Page to add the HTML script Step 1 First, let's create a dummy form and upload the image we want to display in the pop-up window. Now go to the report, right click on the
New Features rolled out on Sep 13, 2019
Introducing Geo Heat Map Zoho Analytics now provides a new geo chart type: Geo Heat Map chart. This can be used to display data in a geo-map, color-coded based on the density of points in a particular area. Geo Heat Maps makes it easier to identify spatial patterns in geographic data. This map can be used when you want to draw attention to the pattern of occurrence, for example, region with most deforestation and climatic changes, density of traffic by location, region with most sales, etc.
Live Webinar: Foster effective team collaboration and maximize productivity
Whether you are working with just one department or across several teams, collaboration is a necessity in the workplace. So how can a team achieve their goals while simultaneously creating a positive collaborative environment? Join us for a free webinar on Thursday, November 14, to find out how Zoho’s content collaboration tool makes it easier for you to streamline your entire file management process. In this session, you'll be introduced to our latest offering - WorkDrive that'll help you: 1.
Zobot turns 1 - The best chatbot that redefines the customer service experience!
Zobot is a chatbot building platform offered by Zoho SalesIQ. With which, you can build intelligent command / conversational bots to assist your website visitors. It has been a year since we released Zobot and we are pleased about the overwhelming response
Community Digest - October 2019
Product announcements Recent announcements in Zoho CRM Multi-language support is available in the Zoho CRM android mobile application Migration of Zoho CRM APIs and Functions to v2.0 - Updated Benefits of using relay servers to send emails from Zoho CRM Zia Data Enrichment isn't supported in Marketplace Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators
What New this November in Zoho Subscriptions
We are back with a set of new amazing features lined up for you this month. We are continuously looking for ways to provide you the best subscription management experience. So without further ado, let's dive in and take a look at the features and updates we've worked upon the past few months. Secure Export of Data Are you worried about security when it comes to exporting your data? You can now choose whether you want to include any sensitive Personally Identifiable Information (PII) while exporting
Zoho Meeting Latest update: Gmail add-on for meetings, raise hand and allow talk feature for attendees from iOS app
Hello, We are so glad to share that G2 has named Zoho Meeting one of the best webinar software solutions this year. Here are the updates for this month. As we gear up for more feature additions and enhancements, we want to thank you all for your feedback and support. You've been great evaluators of Zoho Meeting and a source of motivation for us to make it better every day. Now, let's take a look at the updates this month. Meet online from Gmail Collaborate in online meetings directly from your Gmail
InteGreat 1: Integrate Zoho Creator with Zoho CRM
Hi everyone, Today, we'll look at how to integrate your Zoho Creator application with Zoho CRM. As you might already know, we offer pre-built integrations that you can use to integrate with most of our Zoho products and other third-party services. So that, you don't have to spend a lot of time writing code to integrate them. Also, you always have the option to use REST API to connect all your favorite apps, if you don't find a pre-built integration defined for it. Understanding the Integration field:
Streamline holiday leave requests with online forms
Hello fellow form builders, This is part two 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. The best part of the holiday season is taking that much-needed break from a stressful work environment. However, the process of approving leave in an organization, also known as time off, is not as easy as it sounds. This process is highly prone to delays due to chaotic paperwork
Free Webinar: Expedite business paperwork with smart document automation using Zoho Sign + Formstack Documents
Zoho Sign–our complete digital signature solution for business signatories–now integrates with Formstack Documents (formerly WebMerge), a cloud-based document generation and automation tool that leverages an extensive list of integrated services with over 150 third-party applications spanning categories such as payments, accounting, CRM, HRMS, and online forms to help streamline paperwork. In this webinar, experts from both Zoho Sign and the Formstack Documents team will explore how you can use Formstack
Recent enhancements in Zoho CRM
Hello everyone, We recently released a few enhancements in these features: Validation rules, Calendar booking, SalesSignals, and Scoring Rules. This post will give you a brief description of the updates. Creating a validation rule using functions Until now you were able to create validation rule using criteria. Now, you can use functions to validate any value that is not stored in the CRM database. For example, account numbers, SSN details, registration numbers, etc. need not necessarily be stored
How Zoho protects you from breached passwords?
Cyber attacks, password breaches, and hacked online accounts have been recurring news for quite some time now. In the last decade alone, dozens of companies ranging from social media giants like Facebook and LinkedIn to software tycoons like Adobe became major victims of cyber attacks. Zoho is constantly monitoring these security-related incidents closely and have added an extra layer of security to protect your data. One such feature is the Breached Passwords Check. What are breached passwords?
5 ways to secure your Zoho One organization
In observance of National Cyber Security Awareness Month, we'll discuss all the ways you can protect your Zoho One organization in this article. 1. Monitoring incidents The first step in securing your organization is monitoring and identifying your weaknesses and vulnerabilities. Zoho One's new Dashboard is a handy tool that identifies threats faced by your organization. The Sign-in Details graph lets you assess the sign-in attempts of all users, the location and time of the attempt, and even the
Spotlight 11: Present your sessions efficiently
Every session at your event needs to be properly planned to provide value for your attendees. Previously with Zoho Backstage, getting your presentations in place and delivering them on event day was done from the Sessions tab in the Manage dashboard view
Tips and Tricks #14: Find & Replace Text in a Presentation
Hello everyone! When creating a presentation, you may sometimes find that you’ve accidentally used an incorrect phrase throughout the document. Locating every occurrence of this error can be both difficult and time-consuming. With the Find and Replace
Deprecating a Key from Responses of Time Entry APIs
This is to inform you that we are deprecating a key from the responses presented for time entry APIs. This change relates to the way agent names are returned. Now, the details... The owner object in responses to time entry APIs returns the name of the agent and URL of the agent's profile picture. These data points are presented through the name and photoURL key respectively. The name key returns both the first name and the last name of the agent together. However, in APIs pertaining to other Zoho
5 tips to boost sales during the holiday season
Hello fellow form builders, This is part one 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. With the Holiday season around the corner, it's high time to start using your forms to drive conversions. Customers always look forward to this time of the year with excitement. They are ready to start shopping and are on the lookout for deals. To help make sure your forms are in
Let salespeople do only sales using the Webmerge extension for Zoho CRM
What happens when an efficient salesperson has been drifted away from the sales process and made to focus on administrative duties such as generating a contract or invoicing? The more time they spend on those administrative tasks, the less time they could
5 years of Zoho Subscriptions - Thanks to you!
To our community and team, Five years ago, Zoho Subscriptions started its journey toward easier billing for recurring payments. Today, we'd like to thank you, our lovely customers, for helping us get this far. While we are grateful to all of you, we'd like to extend a special thanks to Larry, Tolu, and Jaspar who have made valuable contributions to our Zoho Subscriptions community. Thanks for taking the time to help your fellow Zoho Subscriptions users and help grow their businesses, too. :) We
Introducing auto-scan for expense receipts!
Dear customers, We are excited to announce that Zoho Invoice now supports automatic scanning of expense receipts. This feature was introduced in other Zoho Finance applications a while back and we are glad to roll it out in Zoho Invoice now. No more stashing receipts in a box and waiting for your accountant to record them! Upload an image of your receipt and let us do the rest for you. :) With the auto-scan feature in Zoho Invoice: You can quickly upload receipt images and let the system scan key
Video upload for LinkedIn and Instagram is finally here!
Hey everyone! We hope that 2019 has treated you better than ever with all the new features we rolled out a few weeks back. So, sit back and hold tight because we've got some more great news for you. I'm thrilled to share that video upload for LinkedIn and Instagram is finally here on Zoho Social! This is going to make things a LOT easier for you as a Zoho Social user. Forget the days where you had to upload videos natively to social channels when you're publishing a post. All that's in the past
Introducing the Zoho MarketingHub Community Learning
Hello everyone, We're glad to be kickstarting the Community activities for Zoho MarketingHub—our latest marketing automation software. Over the next few weeks and months, we'll keep you hooked with interesting and enlightening tips, webinars, live sessions, and one-on-one events. Follow our threads for constant updates, and share your thoughts through comments. Our major motive of building the Zoho MarketingHub Community is to encourage marketing automation enthusiasts to share their ideas, product-related
Zoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • Turkish
New UI Updates in Zoho Inventory
We have split the Contacts module into Customers and Vendors. These are now positioned along with the Sales and Purchases modules in Zoho Inventory and the functionalities are divided accordingly. Important Note: These changes are currently rolled out only to a few organizations. It will shortly be available in all the Zoho Inventory organizations. Benefits of splitting the module: Reduces Clutter: Currently, the Contacts module is cluttered with the details of both customers and vendors, all saved
New Features rolled out on Oct 16, 2019
Introducing Data Snapshot We are happy to introduce the Data Snapshot feature. This allows you to capture and maintain historical data from a report. Data Snapshot periodically snapshots the data from a chosen report, and stores them in a table, for historical report creation & analysis. Let's say you have a report for Leads by Source and Status. With Data Snapshot, you can track the change in leads' status every month, week, day, or hour. Click here to learn more on Data Snapshot. Get Dependency
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Zoho Projects: Q3 Product Updates
Hello everyone, We rolled-out some interesting updates in Q3. Here is a brief description of the features: Zoho Sprints Integration Teams can now work on both Agile and traditional project management methods using Zoho Sprints integration. Project Budget We have enhanced the project budget feature. Zoho Projects now supports, task and issue based billing, milestone based budget, and forecasted cost. Formula Custom Fields Create formula custom fields by passing arguments, values, or reference to other
Video Tip #4: Keep track with detailed Team Folder activities
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 provides a detailed activity tab for you to get a bird's-eye view of everything happening in your Team Folder. The timeline shows activities such as upload, move, rename, share, trash, delete, and restore. Activities can be tracked not only at a Team Folder level but also at file level of
What's New this September 2019 in Zoho Invoice?
Hello everyone, We have been bringing out updates to Zoho Invoice regularly, to meet your invoicing needs. Read on to know about the enhancements and features that were rolled out for the month of September. Configure multi-level approval for sales transactions The bigger your organization is, the higher chances are for human errors to occur. You can steer clear of these mistakes by setting up multiple levels of approvals for sales transactions. Here's how it works: You can set up multiple levels
MailChimp Extension for Zoho CRM- Webinar
In general business operations, marketing is followed by sales. Under such circumstances, when your marketing and sales team remain independent the chances of losing out on a lead are high. THREE STAGES OF A LEAD: First, leads have to be identified, then nurtured and finally converted to a won deal. Marketing generates leads and sales win the deal. When your sales and marketing teams remain independent, a lead is not nurtured properly. Integrating your lead nurturing process with your sales
Simplify your password management with Zoho Vault's advanced features
Passwords are often the first line of defense for any account and it's essential to safeguard them at all costs. While managing and remembering secure passwords can be tricky, Zoho Vault strives to make your online experience simple and safe. With proper utilization, Vault's advanced features can tighten password security for your organization and save you thousands of dollars by preventing potential cyber threats. In our upcoming webinar, we'll be talking about the advanced features of Zoho Vault
Tips and Tricks #21: How to schedule tasks in Zoho Subscriptions using Custom Schedulers
Custom Schedulers is one of our newest features, which helps you save time by scheduling frequently performed tasks. In this week's post, we'll be taking a look at how you can set up custom schedulers to address niche use-cases for your subscription business. Missed our previous post? Give it a read to learn how you can prevent contact duplication with existing leads from Zoho CRM. 1. Schedule crucial sales reports to stay informed about your business' health Reports like Lost Opportunities, Churned
Free Webinar: Accelerate business paperwork with digital signature workflow automation
Zoho Sign–our quick and complete digital signature solution–is ready to integrate with any application that helps you run your business on a daily basis, especially if it means helping you get your documents signed in a smooth, quick, and convenient manner. However, with a plethora of applications being used by businesses across the world, a direct integration between these apps and Zoho Sign that caters to your needs may not exist! Enter Zoho Flow, our very own powerful integration platform, that
Scan hard copies of receipts and convert them into spreadsheets
While getting tables from books or numbers from reports into spreadsheets means you get to visualize and analyze the data better. However, digitizing data from hard copy sources can be overly time-consuming. Manually entering the data from receipts, bill books, or invoices into spreadsheets is tedious work. Human data entry errors and mismatching are almost impossible to avoid when manually copying information. Zoho Sheet's iOS and Android mobile applications are now available to help you easily
BCC Dropbox email address format will be revised
Hello everyone, We are in the process of revising the format of the BCC Dropbox email address. The new format will be effective from October 31st 2019. The current email address is displayed in this format: ******@mails1.zohocrm.com. We will update it to: ******_*****@mails1.zohocrm.com. The users are requested to regenerate the BCC Dropbox email address before the mentioned date, to continue receiving the emails sent to the leads/contacts in their CRM account. Note that "@mails1.zohocrm.com", is
New in Zoho CRM Plus - October 2019
Hello everyone! This post is a summary of the recent updates made to Zoho CRM Plus, aimed to help keep you up-to-date on all new and forthcoming changes. You can read through to learn about the latest updates added to different parts of our platform, such as CRM, Desk, and Social. Find out all the new ways you can utilize Zoho CRM Plus as a customer experience platform for your business. CRM 1) Fine-tune your configurations in Assignment Rules a. Selecting users based on set criteria
Spotlight 10: Channel your event discussions
Discussion channels are spaces that you or your event participants can create to talk about various topics related to your event. Private or public channels can be created to educate your attendees, enable people to develop relationships, or plan event specifics with other organizers on a digital forum. For instance, say you'd like to decide the venue for your event with another event organizer or allow attendees to network with other participants during a session. All you have to do is to form specific
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