Video Tip #3: Managing Team Member Roles
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 various interesting features of your online collaboration software. Zoho WorkDrive is designed to boost productivity by helping teams work together more efficiently. Be it a cross functional team or a single-discipline team, role-based permissions are critical to the success of your project. If you think a team member is ready to take a higher level
Latest releases in Zoho Sprints
Hello all, Hope things are going great from your end. We are almost in the middle of the third quarter and we are excited to walk you through some of the latest releases. Work Item checklist Checklists are the to-do-lists that will help you complete the work item. You can create prerequisites for your work item and complete them easily. In Zoho Sprints, you can create checklist groups as well. Read more. Custom tags Tags are the essential element that help in identifying a particular set
Tip #6: What are aggregated charts? How do they improve visualizations?
Charts, as we know, are vital data visualization tools. Pivot tables, on the other hand, are useful for giving you a summary of your entire data set. Aggregate charts, in turn, allow you to create visualizations of your pivot tables, giving you the best of both worlds! What's the difference between an aggregated chart and a normal one? Consider sales data from across three Regions, by three agents, selling three Items. Here's a regular chart on units sold by item. Here's the same chart, after an
Free Webinar: Getting Started with Zoho Sign API: A Live Q&A with Our API Experts
Every company has different e-signature integration and workflow needs based on the nature of their business and the desired level of automation. For most companies, the primary needs involve signing documents, requesting signatures, and automating forms and data, all directly from their existing in-house apps and websites. Zoho Sign offers powerful REST APIs to help companies build their own custom integration and workflows to serve this purpose. Join our upcoming webinar, hosted by our API
Zoho Communityの英語のページからZoho Japan Communityに瞬時に飛ぶ方法
Zoho Japan Communityをご利用の皆様 Zoho Japan Communityにアクセスしようとして、 Zoho Communityの英語版のページに入った場合、ワンクリックで日本語版のページに進めます。 Zoho Communityの英語版ページの右上のボタンを押して、 「Japan (Japanese) 」を選択します。 これで、日本語のページに素早く移動することができます。 是非こちらの機能をご活用ください。
Announcing Zoho Campaigns' integration with Zapier
We're elated to announce that Zoho Campaigns integrates with Zapier to help you customize and automate various email marketing process. Zapier is a platform that allows you to connect important business apps and create automated workflows. With the Zoho Campaigns - Zapier integration, you can run your email marketing in tandem with other platforms, create a path for data flow, and save time. A bit more about Zapier: In Zapier, everything is centred around smart workflows called Zaps. To create
Service Interruption: Incident Alert for Zoho SalesIQ
Problem: We are facing a problem with our dependency messaging server. Effects: Customers might face slowness in sending and receiving Messages/Notifications. Our developers are looking into this with high priority. Sorry for the inconvenience caused. Follow the thread for more update on the same. Regards, Elsi.G
What's New in Zoho Subscriptions - June 2019
Hello Everyone, Zoho Subscriptions is feature-packed this June! In the past month, we've worked to provide a better experience while using Zoho Subscriptions for both you and your customers. Here's what's new: Retain charges for later with Unbilled Charges You can now retain your customers' subscription related charges instead of invoicing them immediately. The retained charges will be available to review and invoice later. This is applicable for new subscriptions, one-time add-ons and additional
We're now Gartner Peer Insights Customer Choice 2019!
We're super excited to announce that we have been recognized as an August 2019 Gartner Peer Insights Customers’ Choice for CRM Customer Engagement Center! All thanks to our wonderful customers! We are grateful for your support. Read some excerpts from customers that contributed to the distinction here.
PageSense scheduled maintenance, August 24 (Sunday), 9.30pm PST
Hello all, We want to make you aware that on August 24, 2019 at 9:30pm PST, we have scheduled a period of maintenance for one hour. During the maintenance period, all the features and functionalities of the PageSense application will be accessible and we will continue tracking data for all the experiments that you have set up. We are running this scheduled maintenance over a weekend for smooth transition, and to ensure stability and uptime of the platform. We will be taking this time to optimize
A Square deal : Zoho Books integrates with Square
Square has replaced the traditional POS system with its simple app and has become a way of doing business. Square offers the flexibility to accept credit card payments without monthly fee or hidden costs and has made its way to being the popular choice among the business owners for selling, and monitoring their sales from anywhere. At Zoho, we have always tried to make accepting payments easier for our customers and with our latest integration, we have taken yet another step in this direction.
Payroll Updates from the Union Budget 2019
Dear customers, With the Union Budget 2019, the Government of India has introduced few changes pertaining to payroll. These changes are designed to reward the employees for their investments in housing and electric vehicles (EV). Let’s take a look at each of them. Tax deduction for affordable home buyers Previously, an individual who has taken a home loan can claim deduction for the interest portion of the EMI up to ₹2 lakh under Section 24. Now, the Government has provided an additional deduction
Introducing Limit Ranges for List Comments/Conversations APIs
Dear Zoho Desk users, This is to inform you that we are introducing two ranges for the limit query parameter used in list comments/conversations APIs across modules. The details are as follows. The range for the following APIs is 1-100. If you do not pass a value for the limit parameter in the API request, the default value of 50 is considered. List ticket comments - /api/v1/tickets/([0-9]+)/comments Get ticket comment history - /api/v1/tickets/([0-9]+)/comments/([0-9]+)/history List task comments
Tips & Tricks 05: Boost the credibility of your training organization by branding your email communication.
Learners tend to look for indicators of legitimacy before enrolling in a training organization. Whether they intend to hire them to teach a course, to care for their learning needs, provide a teaching service, or to give them advice, they need to see that the trainer is trustworthy. In an effort to provide opportunities for training organizations to put their best foot forward, we're working on adding some great new features to ShowTime. The ShowTime team is currently working on helping you customize
New Features rolled out on Aug 21, 2019
New Butterfly Chart Zoho Analytics now supports a new chart type, Butterfly chart (also be referred as Tornado chart or Divergent chart). This chart will be plotted as two horizontal bars with the same X-axis in the center, resembling the butterfly wings. This will be useful in comparing contrasting data sets such as male vs female, income vs expense, positive vs negative, completed on time vs overdue etc., easily. Click here to learn more. Customize Pivot Summary Position Now you can customize
IP change in Zoho's EU DC - May, 2019
Hello App Creators, There's going to be a change in Zoho's EU DC IPs. The following ranges will apply to both incoming and outgoing traffic: 31.186.226.0/24 is going to be replaced by 31.186.243.0/24 84.207.209.0/24 is going to be replaced by 89.36.170.0/24 Please ensure to update your relevant whitelisting instances accordingly. In addition to our changelog, we'll update here once these changes are live. Best, Lakshman | Zoho Creator
Free webinar - Integrating Zoho Vault with Okta and OneLogin
Modern enterprises use an ever-increasing number of apps to do business. Authenticating with each of these services can be a major hindrance on productivity. As a result, multiple companies have migrated to federated identity management solutions like Okta or OneLogin to simplify the user authentication process and increase their productivity. If you're already using Okta, OneLogin, or a similar identity management solution that supports SAML 2.0, you can now integrate with Zoho Vault and streamline
Live Webinar: Collaborative workspaces for any organization
The days of everyone working in the same physical space are gone. Some work remotely on a permanent basis and others just work from home a few days a week. The amount of information these teams are sending and receiving every day can become overwhelming if not managed properly. Join us for a free webinar on Thursday, Aug 29th, 2019, to find out how Zoho’s new content collaboration tool can help bring everyone—whether in-office or remote—together in one unified space. In this session, you'll be
Slowness in receiving message and notification
Hello everyone, One of our dependency servers had a slowness issue from 2:30 to 3:40 PST. So, the users who have pointed to the particular server might have faced some slowness in receiving notification and messages. The issue has been fixed, and all the servers are up and running. We regret the inconvenience caused. Regards, Elsi.G
Upcoming updates - April 2019
Hello App Creators, During April, 2019, the Zoho Creator team will be rolling out the following feature updates: Updates w.r.t. Address and Location Panel builder and Gauges in Pages Kanban Report customizations Ability to search and sort records using the subfields of Name and Address fields Currency field formatting In addition to our changelog , we'll leave a comment below as these items are rolled out. - - - - - - - Updates w.r.t. Address and Location Applicable to : Zoho Creator 5 Note : This
Folder Upload In Zoho Docs
Zoho Docs has further enhanced its uploading functionality with the Folder Upload option (Chrome 7+) and the Multiple File upload option that is now supported in Chrome 7+, FireFox 4+ and Safari 5+ browsers. Uploading Folders With the Folder Upload option you don't have to go through the mundane process of selecting individual files within folders to upload, as you will be able to upload whole folders directly from your desktop into Zoho Docs. If the folder has sub-folders, then the folders will
Now access emoji menus from anywhere on Zoho Social!
Hello everyone, Today, I am going to talk about a small but important update that I'm sure all our users would find helpful—that's right, now you can access emoji menus everywhere you type on Zoho Social! Using emojis gives your brand a friendlier image which will help your followers connect with it better. They can even replace text in some conversations, and make interactions more fun. We have brought about emoji menus accessible everywhere on the platform so you can add humor and a light tone
New Features rolled out on Aug 14, 2019
Advanced Analytics for Shopify Advanced Analytics for Shopify provides you in-depth e-commerce analytics on your store data in Shopify. With this connector, you can effectively track key business metrics such as product performance, shipment handling, customer preferences, order transactions, inventory management and many more.... This connector is bundled with 100+ pre-built reports and dashboards that provide deep driven insights to grow your e-commerce business. Apart from the pre-built reports,
Enhancement to Agent-/Team-Related Permissions and Corresponding API Changes
When it comes to data security, it is not just the personal information of customers that must be kept secure and confidential. Your agents' personal information is equally important too. The more personal information you collect, the higher the risk of the information getting exposed or falling into the wrong hands. Therefore, establishing robust data security measures to safeguard the agent information stored in your help desk is critical. To that end, we are excited to introduce a more granular
Final Reminder about API Deprecation
Dear Zoho Desk users, This is the final reminder about the deprecation of our old APIs. About 11 months ago, we announced that our XML/JSON APIs will be deprecated and we informed you all to switch to the new REST APIs as quickly as possible. In later announcements, we also mentioned that integration tasks in custom functions must also be modified as part of this API transition. The sunset date we mentioned in our announcements - August 17th, 2019 - is just 10 days away. After this date, the old
Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
Recent Enhancements in Zoho CRM
Hello everyone, In this post we will give a brief description about the list of enhancements that were recently released. Additional configurations in Assignment Rule Selecting users based on condition In addition to selecting users based on category, you can define conditions based on which records will be assigned to the users such as, profile, country etc. For instance, you can set criteria that all records from India and US should be assigned only to users from USA. Check user's availability
Good news! Zoho Recruit is now integrated with Zoho Workerly
Hola! We're thrilled to announce that Zoho Recruit is now integrated with Zoho Workerly, marking a major milestone in both products. Zoho Workerly has been around for 10 months now, and we've been working constantly to ensure our customers get what they need for efficient temp scheduling. We couldn't be more happy with the amazing response we've received in such a short span of time. Connecting the dots with Recruit and Workerly Predominantly, corporate recruitment and staffing agencies have had
What's New this August 2019 in Zoho Invoice?
Hello everyone, A slew of new integrations and enhancements are what awaits you this month! Keep reading to know what we've added to Zoho Invoice in this past month. Enhancements to Zoho CRM integration The Zoho Invoice - Zoho CRM integration has been enhanced to bring more context to customers when syncing them with Zoho CRM. As part of this enhancement, we've made the below changes: To differentiate between B2B and B2C customers, we have now added a field Customer Type in the contact creation page,
Zoho People integrates with Zoho Payroll
Hello Everyone! I am glad to announce that Zoho People is now integrated with Zoho Payroll for a seamless payroll processing experience. Zoho Payroll automates all salary calculations, adheres to local laws and handles all statutory compliances. Zoho Payroll is currently available in India. Click here to learn how to integrate with Zoho Payroll. Cheers!
Improvements to Zoho Desk's Social Module
Leveraging social media as a support channel has been a challenge for companies large and small. Owing to its high engagement levels, the number of people taking to social media to voice their concerns has been on a steady rise. In response, brands are becoming more aware and strengthening their social support strategies to ensure quicker responses and timely action. At Zoho Desk, we have always recognized the value of social media as a support channel. Over time we've made improvements to our
New Features rolled out on Aug 2, 2019
Emailing Reports - Recipients Limit Extended Number of recipients for emailing reports & dashboards has been raised from 5 to 25. You can now specify upto 25 recipient mail ids when you mail reports. You can also add Groups as recipients and no longer need to enter all email addresses every time. Learn More... Selecting multiple views made easy Shift + Click short cut key can now be used to easily select a contiguous list of views easily in the Explorer.
Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
Sell your event tickets online with Zoho Backstage
Dear Backstage users, We're always looking for ways to improve Zoho Backstage and provide you with the best features to help you organize your events. Recently, we took on the task of helping you facilitate your event registrations more seamlessly. We're excited to introduce our very own ticketing system that's designed to enhance and further automate your user experience. Here's how you can manage the entire event registration process without a hitch: Configure a payment mode With Zoho Backstage,
Tip #31 - Dependency across projects
Dependencies across projects are often inevitable. While launching a product, there is often a myriad of functions to look into. For instance, a product cannot be pitched in the market until all aspects are thoroughly tested. Even as Sales and Testing are two different departments in a company, their tasks might overlap, causing dependency between them. Zoho Projects help you track your tasks easily and assists you in handling dependency a little more better. E.g., you can link the tasks of a Testing
Cliq for iPad — the new addition to Cliq family!
Hey everybody, if you are that person who prefers a nice big screen to type out long messages and multitask between apps, then we’ve got the perfect news for you! Our team’s worked hard for this and we are happy to announce that Cliq now boasts of a native and beautiful iPad experience! Cliq's iPad app sits right in between the mobile and desktop experience, giving you the best of both. You can, ✧ Send messages ✧ Be in the know via channel and bot notifications ✧ Connect with your colleagues through
Ask the experts 18: Email and Draft sharing in Zoho Mail
In this month's Ask the Experts, we will be discussing the following topics: Email Sharing We spend a solid fraction of a workday in our Inbox. Take a look at the number of emails that you have sent/ received and the number of forward emails. In most cases, the scales are tipped heavily towards the forwarded emails. It might seem inevitable but what if you could cut through all this clutter simply by eliminating most of the emails forwarded among your teammates? With Zoho Mail's Email Sharing, you
Zoho Invoice add-on for Gmail
Hello everyone, You can now bring your Zoho Invoice organization within Gmail, with the all new Zoho Invoice add-on. You can increase your productivity by connecting Zoho Invoice with Gmail. Read on to know how this add-on can help you. Add senders as customers With the add-on, you can add customers to Zoho Invoice without leaving your inbox. Whenever you receive an email from a customer or a potential, you can add them as a customer or contact person to your Zoho Invoice organization. Click the
Password Protection in Zoho Sites
Zoho Sites now provides website password protection, one of our most sought-after features. Now you can prevent access to pages and files by simply enabling passwords for them. Password protection is a convenient way for website owners to prevent access from anonymous users viewing their site. This feature comes in handy if you would like to maintain confidential pages and files. To learn more about this feature: Read our blog Visit our help document
Ask the Experts 06 - Smart Email Marketing with Zoho Campaigns
Note: 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! Are you looking for smarter ways to create and send your email campaigns? If yes, we're hosting our sixth 'Ask the Experts' session for you all, next Wednesday. From answering all your questions with
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