GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
What's New in Zoho Inventory - May 2019
In the past month, we had rolled out some interesting features and established new integrations. Let's dive into the post to find out what's new! 1. Package Geometry Package Geometry is a tool that computes the most optimal way of arranging your items within the boxes. You can visualize the boxes and its contents in 3D. So before you start packing, you can get a firsthand idea of how the items can be best-fitted inside the boxes and instantly generate package slips for them as well. Learn more about package
Zoho MarketingHub Community Meetups - UK | June 2019
Hello MarketingHub enthusiasts, We are glad to inform that we will be visiting the UK for our community meetups this June. The meetups will be held at nine cities—Bristol, Norwich, London, Brighton, Birmingham, Manchester, Leeds, Dublin, and Edinburgh. The event starts off with our Zoho CRM experts discussing the tips and tricks that help you streamline your sales activities. This will be followed by an exclusive one-hour session on all-things-marketing-automation (3.30 pm to 4.30 pm). What we
Live Webinar: Effective collaboration in the workplace
Today, teams—especially remote and geographically dispersed teams—face lots of challenges in streamlining their workflows and improving collaboration. Collaborative work within the workspace results in innovative approaches to projects, new processes to accomplish key tasks, and shared ideas on all kinds of responsibilities. Join us for a free webinar on Thursday, June 13, 2019, to learn how Zoho’s new content collaboration tool can help you foster collaboration, share information, and harness your
Zoho Japan コミュニティを開設いたしました。
Zohoをご利用中の皆さま、 お世話になっております。Zoho Japan コミュニティチームです。 日本におけるZohoのユーザーコミュニティは、 グローバルコミュニティの一部として6月7日に 「Zoho Japan コミュニティ」に生まれ変わります。 これまでのユーザーコミュニティに参加して いただいていた方はもちろんのこと、 Zohoをご利用中のすべての皆さま、 Zohoにご興味をお持ちいただいている方々、 Zohoに関わるすべての方がインプットやアウトプット できる場として開設いたします。ぜひ積極的にご参加ください！
Ask the Experts 16 - A live Q & A on User Administration for Zoho Mail Administrators
While Zoho Mail aids in managing your organization email, overseeing and catering to the necessities of an entire organization's users can be hectic for administrators. Zoho Mail's extensive Control Panel features enhance the ease with which you can handle your users and their email accounts. In this Ask the Experts session, we will focus on the best practices in user administration. Please post any questions that you have on the following topics: - Adding users - Allocating Roles and Privileges
Tip of the fortnight 8 - Streamline your payment form's checkout process for improved conversion
Hello fellow form builders, Successfully processing payments without you even having to enter a line of code, we are payment forms ready! Are you? Before adding a payment field in your form and calling it a day, it's important to consider the negative impact that complicated and poorly designed payment forms can have on your conversions. In today's market, customers expect the ability to easily make payments as soon as they are done adding items to their cart. Based on the above stated facts, making
Zoho Campaigns and Zoho MarketingHub Community Meetups - Uk | June 2019
Hello people, We are glad to inform that we will be visiting the UK for our community meetups this June. The meetups will be held at nine cities—Bristol, Norwich, London, Brighton, Birmingham, Manchester, Leeds, Dublin, and Edinburgh. The event starts off with our Zoho CRM experts discussing the tips and tricks that help you streamline your sales activities. This will be followed by an exclusive one-hour session on all-things-marketing-automation (3.30 pm to 4.30 pm) What we will cover: The
What's New in Zoho Books this April '19
Hello users, March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them! Templates Gallery The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates. To view these categories of templates: Go to Settings > Templates, select a module and click + New to
Introducing Zoho Sign's integration with WebMerge
Hello, We take great pleasure in announcing that Zoho Sign now supports an integration with WebMerge, a cloud-based document generation and automation tool. WebMerge leverages an extensive list of over 40 popular third-party web service integrations, allowing users to fetch data, prepare business documents (contracts, agreements, quotes, purchase orders, invoices, etc.), and deliver them to intended recipients. Users can create their documents by either building them online from scratch or by uploading
Introducing the very-first live Twitter chat for Zoho MarketingHub
Hello, everyone! Thank you very much for all of your contribution in our Community page. We’re up next with our very-first live Twitter chat, that’ll take place on 5th June, 2019, Wednesday, from 10:00 AM to 11:00 AM PDT. What's it? It's a live chat on Twitter—we ask you a question, and you reply to the question with your answer. We'll have a couple of experts such as industry specialists, partners, and knowledgeable speakers, taking part in the session too. Be sure to share as well as gain more
Cleaning up your non-migrated live chat portals
In light of our previous announcements about migrating your live chat from Zoho Desk to SalesIQ, we have an update for all those who have not yet migrated to the latest version. We will be cleaning up all existing chat portals as on 1st June 2019. This is the last opportunity for you to migrate, so we urge you to do so at the earliest. If you do not migrate before June 1st, your old chat settings will be lost. To reactivate your live chat, you will need to integrate with SalesIQ and create a fresh
Marketplace Extensions for Zoho Projects
Hello, folks! It's been a month since we launched a few extensions for Zoho Projects on Marketplace so we thought of sharing a few stats with you and what you can expect from us in the near future. We have the Checklist, Google Drive , and Zendesk extensions
Never lose track of what's going on with Zobot!
We know that you all love Zobot and we can already sense a tremendous interest in Zobot. Lately, we've been improvising most of Zobot's configurations and establishing integrations with prominent bot building platforms in the market, so that we deliver only the best to our valuable customers. So, just to make sure that you never lose track of what's going on with Zobot, we've added an exclusive webpage - Zobot changelog . We update everything on this page, right from the minute changes we've made
Zoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: During
Upgrade to the new SalesIQ live chat
We're happy to inform you that the new and improved chat solution for Zoho Desk, is now live! Powered by Zoho SalesIQ, this update runs both ways and lets you get the most out of live chat and insights, without leaving your helpdesk. If you're a CRM Plus or Zoho One user, here's a step by step guide to get you started. Follow this path within your Zoho Desk portal to enable live chat migration to SalesIQ: Setup --> Chat ---> Instant Support made easy. Clicking on the 'Try Now' option on the banner
Zoho Books - The Journey Through 2018
Hello Everyone, It's been a busy, fantastic year at Zoho Books! We've worked all year round on new features and improvements to make your accounting easier--one leap at a time. Here's an overview of Zoho Books' journey through 2018, for those of you who may have missed any of our monthly What's New posts. We've got something for our regular readers too, as the December section covers the latest features that were added to Zoho Books. So without further ado, here's a rundown of our major releases
Ask the Experts #8: Forum-based Q&A session on emails in Zoho CRM
Hello everyone, Emails in Zoho CRM is a highly frequented topic in the Zoho Community. This month's Ask the Experts session is going to be on the following aspects of using emails in Zoho CRM. 1. Associating emails with individual deals 2. Schedule your emails in Zoho CRM 3. Smart filters on Blocked/Unblocked email addresses 4. Email Parser I'm sure you have a lot of questions around these topics and more. Do start posting your questions right away as comments to this post! Our product experts
Mobilisten introduces flexible widgets that'll suit all your business needs!
A shout-out to all our Mobilisten users, We've been getting lots of requests from you all asking for an option to move the default chat widget in your mobile apps, hide them, or to customize them based on your business needs and whatsoever. Now we have a single solution for all your requirements! We've not just enhanced our default chat widget, we've also introduced a API that will let you create your own custom launcher. Before we jump over to test API waters, let's check out the enhancements that
Increase in CRM API v2 Credits
Hello everyone, We would like to inform you that we have increased the API Credits for the Professional, Enterprise, Zoho One, CRM Plus, and Ultimate editions of Zoho CRM. Edition API Credits (Previous) API Credits (New) Professional 200,000 500,000 Enterprise/Zoho One/CRM Plus 500,000 1,000,000 Ultimate 1,000,000 2,000,000 We have also introduced sub-concurrency limits (besides the existing concurrency limits) for Get Records with cvid and Convert Lead APIs, as they require more computing resource.
Ask the Experts 1: A 5-hour live Q&A session with the Zoho PageSense team
Hello all, As a part of our community learning series, we are launching Ask the Experts, a 5-hour live Q&A session on Thursday, May 23rd from 07:00 am PDT to 12:00 pm PDT. This is a knowledge sharing session, where you get to interact with the PageSense team and get your doubts cleared in real-time. Ask us all the questions you have about PageSense and we will be happy to answer them for you. We will also share some CRO hacks to help boost your website conversion rates. Can't wait for Thursday
Walk-through 9: Connecting event participants in real-time
Hey everyone, One of the main reasons why people go to events is to network with others and build new relationships. Sharing their thoughts and gaining insight from other like-minded peers helps participants get the most out of an event. How can you create an avenue for people at your event to start forging new connections? Let's discuss connecting event participants with discussion channels. With Backstage you can set up and manage discussion channels for different purposes on the event microsite.
SalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you take
Organize your commitments, deliver them on time—Cliq Reminders
There's lots to do in our workplace that we tend to miss out on a few stuffs like attending a webinar, giving a callback, and sometimes even a deadline... I'm sure everyone experiences this and try to combat it in the best way possible. In this post, I'm going to share my simple smart combat strategy to help you not miss out anymore — Reminders in Cliq. Reminders are now available in web and android app of Cliq (iOS will soon follow). So let's see Why Cliq Reminders? Ease of Use Cliq being the communication
Zoho Desk Community Meetups 2019 - Canada
Hey there! Are you making the best use of Zoho Desk? Do you think meeting and learning from other Zoho users in your city would help? If yes, then Zoho User Group Meetups is the right place for you! We're happy to announce our first Zoho Desk User Group
What's New this May 2019 in Zoho Invoice?
Hello everyone, Zoho Invoice is growing constantly as a product and we bring in updates every month to help you manage your business efficiently. Let's take a look at the new features and enhancements introduced in Zoho Invoice for the month of May. Send messages with the SMS add-on (Indian Edition) We have introduced the SMS add-on feature for our Indian customers. You can now send SMS messages to your customers regarding their payments (provided they have a valid mobile phone number). You can also configure
Thames Valley Expo - Ascot, England, May 22, 2019
Our partner Matraxis is having a booth and exhibiting Zoho Analytics at the Thames Valley Expo in Ascot, England on May 22, 2019. If you are in the UK and want to know how Zoho Analytics can help in visualising your data and in taking informed business decisions, please do meet Matraxis at the Expo. Links Expo - http://www.greatbritishexpos.co.uk/thames-valley-expo-ascot/ Matraxis - https://www.matraxis.co.uk
Introducing the Setup page Customization in Zoho CRM
The Setup page in CRM serves as a one-stop place from where you and other members in your organization can access all the features. So, it's important to list out only those features that are required and used more often in daily business practice. Besides, many organizations are compelled to use their applications to perform certain actions and may want the details to be reflected and accessed from within CRM for various reasons. In both the cases, the best approach would be to filter out and display
Tip #8 Auto-notify team via a Zoho Cliq bot whenever a sales order is created manually
Hello again, Hope this post finds you in good health. Last time we saw how to apply a preset credit card charge to your sales orders. This week, we will see how we can notify ourselves through a bot inside of Zoho Cliq whenever someone in our organization makes an offline/manual sales order in Zoho Inventory. How does this work? A user drafts a sales order or an offline order within Zoho Inventory, which then triggers a message containing the name of the customer and the sales order number (or whatever
Live webinar—Zoho's new, highly collaborative WorkDrive is here!
Content collaboration platforms take up so much of your time and effort—with little or no improvement to the efficiency or quality of your teams' work! With Zoho's new online file management tool , your teams can finally work together the right way. WorkDrive
Tip of the fortnight 7 - Tips for creating optimized confirmation emails
Hello fellow form builders, *Scenario of form submitters after they click the Submit Button* Okay. The submission seems successful. Wait! Did the buyer confirm my order? Did I change the size back to "L"? Did I enter my email address correctly? These are the kinds of things your customers think when they are left with nothing but a submission screen staring at them. Confirmation that they have placed their submission correctly is a relief, and displaying the complete purchase details builds trust.
New Features rolled out on May 8, 2019
Dashboard Layouting made easy Dashboard layout has been enhanced with the following flexible layout options: Drag and drop multiple components together to reorganize the dashboard Resize multiple components together Copy-paste desired component's dimension to other components Apply proportionate width to selected components in a row Click to resize component and fill available space in the layout Allow Export for Reports in Dashboard A new option to enable or disable export options for the embedded
Spotlight 4: Manage event communication with a primary contact
When you're an event organizer, you need to be communicating with different people constantly. This is especially true when it comes to acknowledging event participants, when they do things like buying a ticket or sending a sponsor proposal. Automating your emails for these actions reduces your workload, but gives you the added responsibility of having to respond to further questions that people may have. Directing your event communication to a primary contact is key to ensuring that every participant
Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration
Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation
Incorporate your Organizational Hierarchy and Approval Workflow into Zoho Recruit
Hello there, We've got a couple of features coming out today that'll help recruiters hire better. These features were judiciously designed and developed for corporate HR's. Reporting Hierarchy The Reporting Hierarchy feature lays out a clear organizational blueprint by incorporating your organization ladder into your recruitment process. How? Zoho Recruit enables you to assign reporting managers to the users in your organization for efficient record accessibility and data sharing. This structure
What's New this April 2019 in Zoho Invoice?
Hello everyone, It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you. PayTabs Integration (UAE, KSA & Bahrain editions) If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the
Free Webinar: Automating business paperwork using form-based eSign workflows
Zoho Sign—our quick and complete digital signature solution—has recently been integrated with Zoho Forms to leverage the latter's capabilities. You can now build workflows where entering data into a form would let the paperwork take care of itself, reducing administrative costs and turnover time. With Zoho Sign integration for Zoho Forms, you're able to: Create on-demand, self-serviced document-signing workflows for registrations, applications, quotes, purchase orders, service agreements, consultations,
Free Webinar : Single sign-on for IT needs - Configure SSO for 100+ cloud apps using Zoho Vault
Enterprises often use multiple cloud apps, like G Suite, Office365, and Box, as they offer ease-of-use and collaboration features, at a relatively low cost. This can, however, hinder productivity, if users need to authenticate every single application to get their work done. Along with dozens of benefits, cloud apps also bring challenges to IT teams, in providing secure access to these apps. This is why thousands of enterprises are rapidly switching to Single Sign-On (SSO) solutions. SSO helps users
Email statistics for better campaign management and effective session promotion
Email marketing remains the most important channel to build brand awareness, attract customers, and convert prospects with the least time and effort. According to a report by Emarsys, 81% of SMBs still rely on email as their primary customer acquisition channel, while 80% rely on it for customer retention. An email campaign helps you carefully segment your content, reach out to participants individually, and personalize your messages to best connect with your audience. But with customers receiving
Tip of the fortnight 6 - Conditional emails based on form inputs
Hello fellow form builders, If you're looking to craft hyper-personalized emails based on your customer's form input, this is the guide for you! Here's a common scenario: " I need to fire different email content to a large number of customers. Do I do this manually, analysing their form inputs and then toiling away sending them emails with different content? " Nope, not necessary. A simple, rule-based email setup can provide the solution. Email notifications in Form Rules lets you create conditions
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