Tip 23 - Global view in Zoho Sprints
Global view in Zoho Sprints gives you a complete view of all the work items across the projects in your team. It is comprised of two different views - Default and Custom view. Default view lists all the work items in the open and closed statuses across the projects. Custom view helps you customize the work items based on your requirement. You can categorize them under Public, Private, and Shared views. Default view Default view has two different views: Team View and My View. Both the views display
Compute Your Salespeople's Incentives Using The Commission Management Extension
Sharing a part of your prosperity gained from friendly competition to the sales process is important for developing sensible morale and relighting the flames of friendly competitiveness. You can have great sales representatives but if you can’t keep them
Zoho ShowTime Integration with Zoho CRM: The smarter way to engage and convert leads
Ever found yourself longing for the perfect product that lets you manage your training leads, follow up with them to make successful conversions, and engage with them remotely through virtual training sessions? The wait is over! We're excited to announce that ShowTime is now integrated with Zoho CRM to help you intelligently manage your contacts and close deals faster. ShowTime users can now view participant data in a designated CRM module, filter the attendees based on metrics like engagement,
Live Webinar: Exciting new features and updates in Zoho ShowTime.
Monetizing your trainings and generating revenue from paid sessions is vital to the success of any training organization. Zoho ShowTime now allows you to set up paid trainings by configuring tickets and receiving payments for all your online sessions. Also, your web conference tool will soon integrate with Zoho CRM and enable you to follow up with registrants via social media, prioritize invitation emails, and manage leads better than ever. Learn about all our upcoming features. Register now for a
Free Webinar: How to configure helpdesk and cloud backup integration in Zoho Vault
Zoho Vault has released two new features to enhance your organization's productivity while also safeguarding your security with the Helpdesk and Cloud backup integrations. If you're using helpdesks to manage your IT service requirements, you can now integrate Vault with popular helpdesk solutions like Service Now, JIRA, Zendesk, Zoho Desk, and ServiceDesk Plus OnDemand. This allows users to request access for critical passwords that have been enabled with access control simply by referencing a valid
Nuevas mejoras en Zoho CRM Plus
Hola a todos, Tenemos el placer de anunciar el esperado lanzamiento de Zoho CRM Plus, preparado para ofrecer una experiencia unificada al cliente. Hemos agregado algunas mejoras a los módulos Desk, Social, Analytics y Salesiq que le ayudarán a dirigir sus procesos de negocio con más eficiencia. Además, nuestra plataforma unificada está diseñada para proporcionar al cliente una experiencia mejor y fluida gracias a la interfaz de usuario unificada, el panel de administración, las opciones de configuración,
What's New in Zoho Expense - February 2019
Hello Everyone, We are back with some wonderful features and enhancements. Without any further delay take a look at everything we’ve enhanced in Zoho Expense in the past month. PAGE LAYOUTS Page layouts allow you to customize the expense creation page for your users based on the expense categories. You can choose whether you would like to show certain fields in the expense creation page by enabling or disabling them, adding default values or hints to specific fields based on categories This feature
Customizing the Status and Workflow in Zoho BugTracker
Customization is being touted as the "next big thing" and is poised to take the manufacturing world by storm, turning it on its head and in the process revolutionizing business like never before. Keeping up with this trend Zoho BugTracker gives you the option to customize nearly every detail of your interface and this includes the Status and Workflow. Read on to know everything about customizing the Status and Workflow and how it can help you keep track of your bugs more efficiently. Significance
Zoho CRM - Twitter chat
Hi, We (@ZohoCRM) are super excited to host our first twitter chat on generating and maximising sales leads on March 12 [Tomorrow] 11:30 AM - 12:30 PM EDT. It's a twitter conversation. We post questions as Q1, Q2, Q3, Q4 and you answer it with A1, A2, A3, A4. We have some amazing panel experts too! Check them out: Brent Leary (@BrentLeary) Brent Leary is a CRM industry analyst, advisor, author, speaker and award-winning blogger. He is a co-founder and Partner of CRM Essentials LLC, an Atlanta
What's New in Zoho Expense - December 2018
Hello, Here are all the updates for the month of December in Zoho Expense. Zoho Expense - Uber for Business Integration You can now integrate Zoho Expense with Uber. With this integration, any ride completed under Uber for Business profile will automatically forward the receipts to your Zoho Expense account and expenses will be created correspondingly. Along with automatic expense creation, employees can also add Uber ride expenses to expense reports and submit for approval. All you need is an Uber
Announcement - Changes in Custom login page
In continuation to our efforts in protecting your Zoho Mail account we have made a few changes in the custom login page. We are making some enhancements in the browser to server communication to make it more secure. You may be aware of the most of the modern web browsers mandate certain security practices to showing the webpages as 'Secure'. We are rolling out the security related enhancements ensure that our custom login page accessed only in https mode and the authentication is securely done
What's New this February 2019 in Zoho Books?
Hello Everyone, We're pleased to let you know that we've set off 2019 with some exciting feature updates and enhancements. So here's a sneak peek to some significant updates we rolled out this January. MTD VAT Pilot (United Kingdom) HMRC now allows all businesses to sign up for the MTD VAT Pilot and to file your returns online. Sign up for the pilot in Zoho Books by clicking Join MTD VAT Pilot on your Dashboard. The HMRC also recognizes Zoho Books as a VAT Compatible software so, all you have to
Auto-syncing Projects and Timesheets from Zoho Projects
The Zoho People-Projects integration just got a lot more seamless. In Zoho People, you can now automatically sync your Projects, Tasks, and Timesheets from Zoho Projects. Learn More.
Spotlight 1: Cloning an event
When you are hosting a series of events, or the same event every year, having to plan it from scratch every single time can be exhausting. With Backstage, you can now save time by cloning an existing event that you've previously created, checking if everything is in place, and going live in an instant. Build from any of your events Creating a new event involves keying in basic event details, setting up the agenda, inviting other organizers, adding speakers, configuring tickets and sponsors, designing
Tip of the fortnight 2 - Acknowledge customers with a PDF copy of their submitted form
Hello fellow form builders, I believe the previous tip gave you insights on the different ways of form redirection. Today I've come up with a tip that aims to help your respondents be aware of the data they enter! Have you come across a circumstance where you need to give away the form along with the entire response and the answer choices being entered? Well, rather than consuming time to send the raw form submission through manual emails, you can do it in a much simpler way. Yes! The form submissions
Live Webinar: Learn how to improve your team's productivity and manage all your team files efficiently!
The way your organization collaborates inspires every aspect of your business. Teamwork, productivity, creativity, and decision-making all hinge on the collaborative culture and the processes you employ. Join us for a free webinar on Thursday, Mar 14, 2019 to get introduced to the foundation of virtual teamwork that keeps everyone's status and work visible. In this session, you'll be introduced to a new product that'll help you: 1. Give your team a shared space to work together. 2. Monitor your
Get potential leads delivered to your mailboxes!
Save the time that you spend on our Visitor History tab examining the logs, and filtering out hot prospects, by scheduling emails at periodic intervals of time. Let's see what you will have to do to get this done! Now quickly scoot back to your Zoho SalesIQ, and schedule periodic emails right away! Best, Bala
What's New in Zoho Inventory - March 2019
We have made some enhancements to add more value to the existing features in Zoho Inventory. Let's jump right in to find out what is new! 1. Shopify Multi-store Integration You can now integrate up to five Shopify stores with a single Zoho Inventory organization. Doing so allows you to sync items and orders from all your online stores into Zoho Inventory simultaneously. Learn more. 2. Instant Invoicing We have added the 'Instant Invoice' option with which you can create an invoice without the hassle
Zoho Subscriptions: Product Updates - February 2019
We've kickstarted this year with lots of new and amazing feature roll-outs and product updates. At Zoho Subscriptions, we are listening to every customer request and we make it a point to deliver. And when we deliver, we want you to know all about it. Now, let's look into all the updates we worked upon in the last month. List View for Credit Notes The much-awaited enhancement is finally here! One feature request we’ve heard from all of you was the ability to view all your customers' credit notes
Tip 39: In-built chat for tasks and issues in Zoho Projects
Molly, a senior analyst, is stuck on Electrical rough-wire task and is unable to resolve it. Instead of sending mails and delaying the task, Molly decides to start a discussion via the in-built chat channel in task. Her peers responds quickly and help her troubleshoot. People tend to respond immediately on chat, whereas they don't feel compelled to respond to long email threads. Here's what you can do with the in-built chat in task and issue, In the task or issue details page, click and then
New UI Enhancements in Zoho CRM
Hello everyone, We are excited to announce that in the early next week we will roll-out some exciting UI enhancements in Zoho CRM. These minor enhancements will guarantee a better visual appeal. The UI changes will reflect in all the modules except: Activities Blueprint Workflow Approval process Actions Schedules Criteria The focus point of the enhancement is that, all the "Line Style UI" display fields are replaced with "Box Style UI". To extend an unified experience we have introduced the "Box
Old APIs Fully Deprecated
As we had announced earlier here, our old APIs have now been fully deprecated. We hope that you have switched to our REST APIs to ensure smooth functioning of your tools and processes. Please keep in mind that the old APIs will not be supported, going forward. What this means is that we will not provide any enhancements, issue fixes, or customer support related to these APIs. The sunset date for the old APIs is August 17, 2019. Therefore, it is imperative that you switch to the REST APIs if you
Zoho Desk Community Digest - February 2019
Top Product Announcements The force is strong with this integration Defining Business Hours and Holidays Integrating Zoho Desk with Zoho CRM Ticket Status Dashboard Other Product Enhancements Date picker in Reports Tags in Automation Criteria Product Link in Ticket Detail View Option to search by Product in the global search bar. New Extensions in Marketplace Asana Trello Mailchimp (Paid) Survey Gizmo (Paid) Webpower (Paid) All extensions are available in our Marketplace here. News & Updates
Zoho Campaigns: 'Subscribers' now becomes 'Contacts'
Hello everyone, We'd like to convey a significant update we've made in Zoho Campaigns. Henceforth, we'll be referring to 'subscribers' as 'contacts.' This change from subscribers to contacts was made, keeping in mind the versatility of people you can add to your mailing lists. Why did we make this change? The term 'subscribers' was interpreted by many as people who subscribe to your brand through the different forms put up on your website, blogs, etc. While these are not the only kind of people you
Community Digest - February 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in Mountain and Mid-west, US Tips and tricks On how to add videos in Zoho CRM email templates Ask the Experts Check out last month's Ask the Experts compilation on Reports and Dashboards in Zoho CRM PartnerSpeak on Zoho CRM Check out Jason's new discussion on tracking UTM Campaign information in Zoho CRM. Useful discussions On using common transition in Blueprints. On retaining email information of a user when he/she is
Migrate to the new live chat, powered by Zoho SalesIQ
A few weeks ago, we released a more flexible and customizable live chat solution, powered by SalesIQ. With this update, you can now get the best of live chat and insights right within your help desk. The SalesIQ integration runs both ways and lets users access chat tickets on either of the two interfaces. You can read more about this integration here. We're always improving our solutions, and we encourage you to make the switch to the new live chat today. If you are currently using the live chat
Tip #11 - File sharing
Here's an interesting feature that simplifies your work. Do you want to upload a file or share a screenshot with your team? Well, there are four things you can do in the attachment section. You can: Drag and drop or upload a file from your desktop. Copy and paste a screenshot. Drag and drop or attach an image and annotate it using the inbuilt drawing tools. Upload files from other cloud services. Wondering how it works? Here's a video that can help you get started. Sharing files and attaching images
Tip #20 - GitHub Integration
Do you find it difficult to manage both your code changes and work items at different places? Well, you can now integrate your team with GitHub and manage everything at one place. Map your GitHub repositories to your Zoho Sprints team. Associate projects to the mapped repository. Attach commits and pull requests from the work item details page. Use quick commands to mention work items in GitHub. Here's a video to help you get started with the GitHub integration. Integrate with GitHub and manage
Impact of Google+ shutdown on Zoho Campaigns
Hi there! This announcement is regarding the Google + shutdown and how it will affect your data. We know that Google announced the shutting down of Google+, along with Google + APIs, in April and March of 2019, respectively. According to the announcement, you'll no longer be able to create new Google+ profiles, pages, communities, or events from February 4th, 2019. For existing users, your Google+ account, and any Google+ pages, will be shut down, and account deletions will commence on April 2nd,
Ask the experts 13 - A live forum Q & A on using templates, signatures, reminders and other compose features
With emails being the primary mode of official communications, most part of your work day is spent sending out emails. While the process itself might be a rather simple one, sending the right words at the right time becomes crucial. Zoho Mail's compose features let you do just that. In this month's Ask the Experts, we will be exploring the following topics: Using templates to send emails from Zoho Mail Configuring and inserting Signatures in Zoho Mail Scheduling email for a specific time or with
Tip #2: 10 simple functions that will save you time
Functions are an integral part of a spreadsheet. With more than 350 functions available in Zoho Sheet, you might find it difficult to find ones that are useful to you. That's why we're here with a small list of simple functions that everybody can use in their day-to-day work. 1. SUM SUM is used to find the total of the given numerical values. You can save more time with the Autosum shortcut Alt+= after selecting the desired cells. 2. AVERAGE AVERAGE is used to find the mean of the given values. That
Bringing RTL to Zoho Sheet
Taking into account the request from various Arabic and Hebrew users we have now introduced RTL in Zoho Sheet where you can work from right to left on your spreadsheets. Not sure what RTL is all about? Read on to know more. Work Right to Left If you are a user of the Arabic/Hebrew locale settings, this update is sure to make your day. Working with Zoho Sheet is now a lot easier for you as the grid, column and row headers, menu tab, sheet tabs, and even the cursor will function from right to left
Tips & Tricks #13: 5 Features That Are Exclusive to Zoho Subscriptions' Mobile Apps
This week's tips and tricks are all about actions that can be performed with the Android and iOS apps of Zoho Subscriptions. Some of these features may have gone unnoticed, but try them out and they'll definitely prove helpful to your everyday subscription management. Missed last week's post? Read about sending transaction-based messages through WhatsApp. Navigate like a Pro with Quick Actions Our mobile apps are designed to be intuitive and easy to use. However, there are some instances where you
We're discussing agent productivity, join us!
Our next ATE session is back and the topic of discussion is Agent Productivity. Head to our Community Learning Series to view the features in discussion and drop in your questions. Our experts will be live in a few hours to field all your questions! Take me there >>
Recruit Monthly (February) – Feature Updates and Enhancements
We're back with our latest feature updates and enhancements from Zoho Recruit. Learn how you can adapt to the changing recruitment landscape with our quick fixes. Interviewer's Assessment Fortify your applicant evaluation process with the all new Interviewer's Assessments. Create multiple assessments, associate them with interviews and evaluate applicants trouble-free with Zoho Recruit's central Assessments module. Learn More Default Domain Let your organization’s brand value speak with Zoho Recruit’s
Introducing Zoho Developer: An exclusive developer space to expand the functionality of Zoho products.
We're pleased to announce a brand new, cost-free addition to the Zoho family: Zoho Developer. This new suite of tools will help our independent partners grow their businesses by building extensions and integrations for many of Zoho's cloud-based business apps. The Developer Console is a comprehensive toolbox that includes all the components needed to build powerful extensions and third-party integrations. By creating pre-built, modular software components, developers can either extend the core functionality
Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to launch the first of many 'Ask the Experts' community series. The first edition will be focussing on the whole product and the upcoming editions will focus on specific topics. The topics will focus on the features that are used/ asked by the majority of users and also based on the topics frequently discussed with the customer support teams. We are kickstarting the 'Ask the Experts' event on 26th February 2019 between 11:00 AM - 2:00 PM (EST). Anything and everything about Zoho
Ask the Experts: Live Q&A on Reports and Dashboards in Zoho CRM
With sales trends, targets, pipeline stages, meetings, follow-ups, and more, Zoho CRM provides analytics dashboards and reports to keep you informed and up to date. Zoho CRM's managers will be hosting a live Q&A this month on Reports and Dashboards! This will be a great opportunity to get your Zoho CRM questions answered. Here are a few aspects of Reports and Dashboards that you might have questions about: Creating dashboards Analytical components - Charts, KPIs, Comparator, Anomaly Detector,
Tip 38: Project Custom Section and Custom Status
You can now customize your project layout with new sections, custom fields, and project status. Every project will have a default layout called the Standard Layout. All the projects in the portal will be associated with this layout. Project Information and Budget are the two default sections available in the Standard Layout. These sections consist of the default fields that can neither be edited nor deleted. You can add new sections and fields to the standard layout. How do I customize new sections
Tip #22 -Swimlanes in Zoho Sprints (Part 2)
Before we get in to know what's the new enhancement, let us have a quick glance of our previous tip on swimlanes. Zoho Sprints has enhanced this feature by adding two new swimlanes. Viewing swimlanes Navigate to your board, click Swimlane in the right corner, and choose your swimlane. Introducing new swimlanes User Swimlane: Lists all the work items based on particular users in the sprint. Track the users with maximum work items across each status. Track the work items tagged in the 'Unassigned'
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