Feature releases and enhancements in Zoho CRM.
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a look at some of them. Sharper Insights on Workflow Usage You can now receive and view insights on the usage of workflow rules that have the action to send email notifications associated to them. Based on the open rates of the email template that is associated with your workflow rules, the best performing workflow rules are listed for each week. In the Workflow Usage page, you can: View the list of top performing
Video Tip #1 : Save drafts and publish them when you're ready
Hello everyone, We are excited to launch our video tip of the month series in the WorkDrive community to help you learn about and use various interesting features of your online collaboration software. Great ideas start as a seed and you can nurture them even before you share it with your team. In this month's tip, let's look at a useful feature on WorkDrive that gives you the time and freedom to work on your first drafts without letting others in your team to view or comment on them before you
Attention: Your Zoho Show community has moved to a new home.
Hello everyone, With the release of the All New Zoho Show, along with the Show apps for Mobile and TV devices, we recognized the need to move the Zoho Presentations sub-forum into a stand-alone community. This new centralized community platform will help to support various questions and information relating to this online presentation software. The new Zoho Shows community is a place for you to discuss and share anything and everything related to Zoho Show Presentations. It includes users from all
Ask the experts - A live Q & A discussion on Zoho Recruit
We are thrilled to launch the third edition of 'Ask the Experts' community series. This edition will be focussing on the new features that we've launched in the month of April - Employee Referral (BETA), Client Portal, and Facebook Job Posting. Use the
What's new on Zoho Social for Instagram
Hey everyone, Today, I have some exciting news for those of you who use Instagram for your marketing. You can now do a LOT more with Zoho Social for Instagram. We've brought back some of our popular Instagram features that were temporarily rolled back due to API deprecation. Let's take a look at the update: Firstly, Hashtag Search is back! This is one of the most important features from Instagram and now you can use it right within your Monitor tab by setting up your own columns. Although Instagram
Zoho PageSense - Twitter Chat with Conversion Rate Optimization Industry Experts
Hello all, We are thrilled to host our first Twitter chat on the 9th of May at 10:00 AM PDT, and the topic for the chat is "All about conversion rate optimization". Twitter chat? A one-hour live chat where we will ask a couple of questions related to website conversions and you can answer them. We also have a panel of industry experts who will share their experiences with you. How does it work? We will host the chat from our Twitter handle @ZohoPageSense The questions will have prefixes Q1,
Live Webinar: Streamline your Teamwork & Collaboration
Whether you're managing teams globally or just working with a group of people in the same city, odds are that at some point you're going to need to collaborate on a marketing collateral, client deliverable, or your own internal document. Join us for a free webinar on Thursday, May 23, 2019, to find out how Zoho’s new content collaboration tool can help you improve communication with stakeholders, get your team and clients on the same page, and manage everyday tasks. In this session, you'll be
Community Digest - April 2019
Product updates Set up recurring tasks and reminders in the Task Module in a new and enhanced way Read on about our new additions to the API circle - Query API and Bulk Write API Calender bookings made easy with Zoho CRM - Check out how Associate and dissociate records from related lists in Zoho CRM Read on about the Zoho CRM and Zoho Backstage integration Zoho Community Meetups Register for the upcoming Zoho Community Meetups across US East, Canada and Australia Tips and tricks
Zoho Sheet with a colorful new UI, 2 million cells and .xlsm excel file support
We have come up with a number of improvements in Zoho Sheet that enhances your overall experience. A colorful new user interface We are excited to present the new, elegant Zoho Sheet UI. The UI features new tabs, more colorful icons, and a look and feel that enriches the user's experience while retaining functionality. The design is in line with other productivity applications from Zoho. Old UI vs New UI You can write to support@zohosheet.com with your feedback. Two million cells Get ready for
Tips and Tricks #20: How to prevent contact duplication with existing leads from Zoho CRM
In this week's tip, we'll be taking a look at how you can prevent contact duplication when existing leads from Zoho CRM subscribe to one of your plans in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about the 3 C's of data in Zoho Subscriptions, go ahead and check it out. Business Scenario Managing and qualifying leads is an important part of any business' sales routine. The Zoho Subscriptions-Zoho CRM integration offers
Ask the Experts : An exclusive Q&A session with our team on the World Password Day
Hello folks! As some of you may know, World Password Day is observed on the first Thursday of May. As the amount of critical data that we store online continues to grow, this day marks the importance of online security and the need for strong, unique passwords across online accounts. This World Password day, we’re back with our Ask the Experts community series to focus on all your issues and questions related to password management. Feel free to join us anytime on May 2, 2019 to learn more and
The Slash Command Series - Build a command to create polls!
Your team has decided to go for lunch and you're in charge of the menu. But before you decide on the menu, it's important to know their preferences. For instance, what if somebody is vegan and you haven't taken that into account! Now now, we know hard it is to arrange the menu for a small group of 4, let alone for 50. How can Cliq help this situation you may ask? Ah, simple. Create a poll using Cliq's slash commands! With /poll command you can just post a message in channel, ask everybody to vote
Zoho MarketingHub and Zoho Campaigns Community Meetups - Australia - May-June, 2019
Hi everyone, We're all set to conduct Zoho MarketingHub Community meetups (along with Zoho Campaigns) in Australia during May-June, 2019. Cities: Brisbane, Sydney, Melbourne, Adelaide, and Perth Title: Graduating from single-channel to integrated multichannel marketing. Agenda: - Introduction to Campaigns & MarketingHub Community Learning - Email as a channel: Overview and benefits (ft. Zoho Campaigns) - Why do you need to move from a single-channel to multichannel setup? - The world of multichannel
Zoho Campaigns and Zoho MarketingHub Community Meetups - Australia - May-June, 2019
Hi everyone, We're back again, this time with the set of meetups going to happen in Australia during May-June, 2019. Cities: Brisbane, Sydney, Melbourne, Adelaide, and Perth Title: Graduating from single-channel to integrated multichannel marketing. Agenda: - Introduction to Campaigns & MarketingHub Community Learning - Email as a channel: Overview and benefits (ft. Zoho Campaigns) - Why do you need to move from a single-channel to multichannel setup? - The world of multichannel marketing: All about
Ask the experts 15 - A live forum Q & A on Security and Compliance in Zoho Mail
Providing our users with the best emailing experience has always been our goal. Ensuring the Security and Privacy of your account and data is a huge part of that. Zoho Mail is constantly evolving to protect your data by employing industry-standard privacy practices. In this month's Ask the Experts, we will be discussing the following topics: Physical security - Data Centers, Hardware Data Protection - DMARC, Spam filtering, Encryption Secure Access to your account - TFA, IP Restrictions Industry
Tip 26 - Item reminders in Zoho Sprints
Managing your tasks and delivering them on time is a challenging process. What if you are overloaded with tasks? You cannot remember every single task assigned to you. The easiest way to effortlessly remember and track everything is by setting reminders. Whether it's a new feature plan or a bug fix, just set a reminder and go ahead with your day. When it's time, Zoho Sprints will notify about your work item so you never miss out anything. We offer six different reminder types: Remind Daily
New Features rolled out on April 26, 2019
Geo Maps Visualization Enhancements Zoho Analytics Geo Map Visualization has been enhanced with the following features. New Map Themes Map themes has been enhanced with Satellite map theme and a custom theme. With Satellite map theme you can now plot a geo map chart over Satellite map. The custom theme allows you to design a theme with your own colors and apply the same on a map chart. The map themes now support an option to invert the land and water color using the Invert Color toggle button.
Tips and Tricks #19: The 3 C's of Data in Zoho Subscriptions
With Zoho Subscriptions, your customers can sign up for a plan by entering their details in the hosted payment pages. By default, customers will be required to enter certain basic contact information like their name and billing details. This information will be used to create new customers and subscriptions automatically in Zoho Subscriptions. However, your business requirements may vary, and you might need additional information from your customers when they sign up. This can easily be achieved
What's New this March 2019 in Zoho Books?
Hello everyone, February was gone in a glimpse but we've released numerous features and made multiple enhancements to make accounting easier for you. Noticed something new each time you logged in? Well, here's all about them: Add items in bulk and save time When customers make a huge purchase, adding items individually to your invoice can take a while. You can now add multiple items (up to 50) and even select their quantities in one go. This is applicable for all sales and purchase transactions and
Free Webinar: Getting Started with Zoho Sign: eSign Business Documents
Signing business documents using the traditional method of pen and paper lacks flexibility, increases the overall waiting period, and can affect your company's bottom line. Step up, and streamline your business with digital signing using Zoho Sign. Advantages of digital signatures include: Ability to sign business documents from anywhere and at any time Get a clear picture of who opened each document and when they signed Store and manage signed documents easily Better collaboration and higher productivity
Ask the Experts 01 - Integrated Marketing Automation with Zoho MarketingHub
Hi everyone, 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. I hope you're all enjoying the marketing automation experience with the all-new Zoho MarketingHub. Without further ado, we'd like to help you strengthen the basics of marketing automation as well as delve
Free Webinar: Best Practices for Deploying and Using Zoho Vault
Shared accounts and passwords are everywhere, in companies of all types and sizes. They provide access to company's bank accounts, social media, servers, desktops, cloud applications, and more. Zoho Vault helps companies securely store, share, and manage passwords while mitigating security risks, complying with privacy laws, and taking the stress off your staff. In this webinar, we will discuss a list of best practices and tips to optimize the value you get out of Zoho Vault. Here are a few examples
Verify your organization's domain for increased email delivery rates
Tired of the emails you send ending up in SPAM folders? We’ve got you covered! Authenticate your emails from its domain name using Zoho Recruit’s Email Authentication feature. Verifying your organization’s domain/sub domain will increase your email delivery rate as more people open the emails you send instead of your emails ending up as spam. Get your organization’s domain/sub domain verified instantly via email in three simple steps. Step 1: Add domain/sub domain to Zoho Recruit Adding your company's
Introducing the most awaited Zoho Meeting integrations: Webinar Solution with Zoho Campaigns and Zoho CRM | Online Meeting with Zoho Projects
We're happy to announce you Zoho Meeting integrations with other Zoho products to extend the availability of meeting and webinar services within other services such as Zoho CRM, Zoho Campaigns and Zoho Projects. Here is the sneak peek of the integrations. Zoho CRM - Webinar integration You can now engage your CRM leads/contacts using webinars and boost your conversion rate. No more jumping between apps for your lead engagement needs: just schedule webinar campaigns, invite leads/contacts, launch
Co-trainer Spotlight 03: Let your co-trainers take complete control over a session in Zoho ShowTime.
Hello everyone, Here is our final post on the 'Co-trainers' spotlight sub-series. Today's post focuses on how you (the Trainer or Super Admin) can allow your Co-trainers to take complete control while delivering live sessions. Allow your Co-trainers to plan better agendas using private chat rooms while having personalized one-on-one interactions with individual trainees during a live session. Conducting successful trainings together with your co-trainers One of the challenges faced by online
Manage Facebook Job Postings with Zoho Recruit
Integrate your organization's Facebook account with Zoho Recruit and post your jobs to one of the largest social networks in the world. It is fast, hassle-free, and has a wider targeting capability. You can post, view, and manage the jobs that you post on Facebook from within Zoho Recruit. This integration enables employers to create job posts easily and manage job applications. Mentioned below are benefits of using Zoho Recruit’s Facebook Integation Over 90 Million businesses use Facebook and over
Zoho Sign: Product Updates - Q1, 2019
Hello, With a lot of you gearing up to attend Zoholics Europe, we thought we could provide you with a quick update on what Zoho Sign has introduced in the last quarter. Here's a short summary of what's come your way followed by a brief note on each feature. Recently released: Quick Send in Zoho CRM Deeper integration with Zoho Recruit Embedded signing via Zoho Forms Microsoft Teams extension Field templates Quick Send in Zoho CRM The Quick Send feature available with templates inside the Zoho Sign
New Features rolled out on April 3, 2019
View Report in Zo ho Sheet Now you can view the Zoho Analytics view in Zoho Sheet. The data in each of the view will be displayed in Zoho Sheet retaining the same structure. In case of Chart, only the underlying data will be displayed and it will not be displayed as a chart visualization. The following view types can be viewed in Zoho Sheet. Table Chart Pivot Table Summary View Tabular View Query Table For more details refer here. Organize Views in Navigation Panel Now you can choose to
Live Webinar: Learn all about our new content collaboration tool
Most organizations have a vested interest in fostering greater collaboration among their workforce — as well as with suppliers, partners, and customers. However, as organizations grow, workloads expand, and employees scatter across multiple locations finding the right collaboration tool remains a challenge. Join us for a free webinar on Thursday, April 25, 2019, to find out how Zoho’s new content collaboration tool can reinvigorate organizations by fully engaging employees and increasing productivity.
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 22nd - 25th Oct, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
Tip of the fortnight 5 - Autoresponder emails to improve customer engagement
Hello fellow form builders, Is it raining form submissions? Congratulations! But it doesn't end there. It's time to figure out a way to acknowledge that pile of submissions and possibly convert them into potentials. Instead of sending emails to a mailing list, why not build your own email service to reach customers and make it a part of your lead-nurturing efforts? In this three-part series, we will show you how to use Email Notifications inside Zoho Forms. Today we'll walk you through autoresponder
What's new in Zoho Vault Q1 2019?
Since the start of the year, the Zoho Vault team has come up with numerous exciting updates that makes online life easier and more secure for our users. We've listened to the user requests and are excited to announce some updates that many of our users have been waiting for. Seamless auto login to popular websites Vault now supports auto login for websites with two-step login process, like Google, Apple, Evernote and more! This update will save you time and effort, giving you a pleasant login experience
Customize profiles with new restrictions
In Zoho Projects, you have more control over the user profiles by customizing them with access permissions. We have now enhanced the module-level permissions such as view permission for tasks & issues and field-level permissions for tasks. You can customize user profiles to view only the relevant tasks. For instance, you can customize the manager user profile with permission to view all the tasks while the contractor user profile can view only their related tasks. Moreover, you can customize user
Tip 25 - Strict scrum settings in Zoho Sprints
We recently introduced the strict scrum settings for teams that follow a rigid scrum process. Based on your project requirements, you can choose to follow a strict or flexible scrum method. If you are from a software team bound to client's deadlines you can follow a strict scrum process. This means they can enable 'Strict Scrum' settings and complete the work based on the predefined settings. In case, if your work is flexible to the timeline, then you can opt for a standard scrum process. Navigate
ShowTime's interactive whiteboard for impactful trainings
In today's virtual classrooms, where we can learn almost everything online and even attend trainings on mobile, it's important to have an interactive learning environment for both the trainers and learners. Online whiteboards make it easy by letting you write and interact with your leaners in real time. Like traditional whiteboards where teachers would draw and illustrate concepts inside classrooms, the online whiteboards bridges this gap, by letting the trainers deliver more visually engaging trainings
Cease Emails Bouncing from Invalid Addresses
Email campaigns play a crucial role in generating leads for any business because they are a powerful tool for identifying and converting the leads by establishing stronger relationships with them. However, the success rate of the email campaigns depends
Create and Manage Twitter Lists now on Zoho Social!
Hi everyone, I'm back again with more good news! You now create, manage, and monitor your own Twitter Lists from the Monitor Tab on Zoho Social! Previously, you could only view and add the Lists you have created and subscribed to. For those of you who are completely new to creating and managing Twitter Lists, Twitter describes a List as a curated group of Twitter accounts. With Zoho Social, you can create your own Lists, add them to your Monitoring dashboard, and view all the Lists you've already
Upgrading To TLS v1.2 - Everything You Need to Know
Dear Customers, Please be informed that we will be retiring support for browsers, APIs, and Plugins using older protocols by January 07, 2019. After this date, you will be required to use browsers, APIs and Plugins that support TLS v1.2 (Transport Layer Security). If not, you will be prompted to update your browsers to their latest version. How can you adapt to this change? Web User: As an end user, if you are accessing Zoho Recruit on your PC, it must belong to one of the following specifications
UI enhancements in Gantt charts
We recently launched a bunch of new features in Projects. Our Gantt charts were revamped to accommodate the most awaited feature - four types of task dependency. Here is a brief summary of the enhanced features supported by Gantt charts that will come in handy while working with task dependencies: Drag a line to set dependency. It's that simple. Link tasks using all the four types of dependencies. Drag a line from the predecessor task to the successor task in the Gantt chart to create a new dependency.
Upcoming updates - Mar 2019 - part 1
Hello App Creators, Continuing with our recent post on Feb-2019's updates, we're here with a few more updates for you. In the coming days of March, 2019, the Zoho Creator team will be rolling out the following feature updates: Zia-powered smart data import
Auto-refresh of related elements in pages
Ability to drill down data points in pivot charts
Application of field-level permissions when viewing related data
Domain restriction
In addition to our changelog, we'll leave a comment below as each
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