Free webinar: A complete overview of Zoho ShowTime.
Hello, Join us for our next webinar where our product experts will give you a complete overview of Zoho ShowTime and its features to enhance your virtual training experience. We recently rolled out an exciting new feature called the " Co-trainer " which lets you have multiple presenters during a session. Along with this, we also have a lot of other new features like Viewer notes, Duplicate sessions, and Recording sharing , that will help you better engage with your audience, enhance traction,
Tip #1 - 30 Days Money Back Guarantee
Hello everyone, As discussed previously in this thread, we are going to come up with a custom function every week to address specific business scenarios. To start off, this week we will be looking into one of the most famous requirements - 30 Days Money Back Guarantee. Business Scenario: Most business organizations have cancellation policies and the most common one is the money back guarantee. It is a simple guarantee that if a customer is not satisfied with a product and cancels the subscription
Canadian customers can now print cheques in Zoho Books.
Hi All, Do you prefer writing cheque to pay your vendor bills? If so, here comes the time saver for you. Zoho Books now supports an easy way of printing cheques to pay your bills. For that all you have to do is get cheque stocks from cheque vendors, fill up the payment details in Zoho Books and then print the cheque directly from Zoho Books. You can also customize cheque alignments to suite your printer settings. To pay a bill via cheque Goto bill details, hit Pay via Cheque
Cliq's 2019 Update : #1 Be in the know of your data with Cliq's new Consents
Hello everybody, It's been a while since I've made a post for y'all, and I come bearing news (obviously good news). Our team has put together new and exciting features, packed it into an update— the Cliq update for 2019. In this post we are gonna talk about one key feature in this update—Data Privacy. Security and Privacy existing in Cliq: 1. Encryption: Your data is securely encrypted in transit and in storage, thus safe from prying hands (minds as well)! 2. Turn off Chat History: Users can turn
Community Digest - November 2018
Product Updates: Check out the latest Zoho CRM enhancements for this year. Introducing the long-awaited Maven distribution for Java SDKs. More Zoho CRM releases last month. Take a look at them all here. On Zoho Forms and its integration with Zoho CRM. Ask the Experts With Zoho CRM's API migrating to v2.0, and v1.0's deprecation at the end of this year, December's Ask the Experts session centers around migration from API v1.0 to v2.0. This live Q&A forum can be viewed here.
Focus Group: Migrating from Zoho CRM API Version 1 to Version 2
We're in the deprecation phase of API Version 1. As we announced since the beginning of the year, API Version 2.0 is available and Version 1 will be deprecated on the 31st of December. The reason for the transition is simply that we've come up with a better version of our APIs that trumps existing features. Here are a few reasons why API V2 is advantageous: 1. Increase in the daily limits of API calls (up to 1,000,000 calls) 2. Multi DC support 3. Adherence to REST standards 4. Easy JSON parsing
Zoho CRM Developer Training in 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 from 18,Dec 2018 - 21,Dec 2018. This intensive training will enable the developers to build additional functionality in Zoho CRM. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises, use case scenarios, Q&A
Webinar 1: Blueprint for Customer Service
With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing
Zoho Desk Community Digest - November 2018
We had a big release earlier this month as a part of the Zoho CRM Plus Unified Customer Experience Platform! This unified platform is designed to connect your sales, marketing, sales, and customer support operations, more deeply, and allow information to flow from one operation to another across the entire customer lifecycle. Here's a sneak-peek to the latest addition to Zoho Desk as a part of this release: Artificial Intelligence – Zia Service Process Automation – Blueprint Mobile Apps For Supervisors
Walk-through 4: Promoting an event online
Hi everyone, With your event planned and your microsite ready, it's essential to have a good turnout, for your effort to pay off. Although your event microsite is online, you'll need to guide the right traffic—whether they're potential customers, partners, or patrons. Promote your event online on different platforms to get people talking, increase ticket sales, and encourage them to attend. In today's post, we'll discuss promoting your event online. With Backstage, you can publicize your event with
Export all essential data before Dec. 31st, 2018 to avoid losing it during our cleanup process.
You'll no longer be able to hold session-related data older than a year in Zoho Assist. Please export all necessary information and download essential session recordings from Reports to avoid losing data. You can export data from Reports as a CSV or PDF file by clicking Export as in the top right corner. To download the session recording, click Download beside the session whose recording you need to download. If you have questions about how to backup data, please contact us at support@zohoassist.com.
Ask the Experts 2: Integration options in Zoho Vault
Hi folks! We're excited to announce the next Ask the Experts session. Our entire team was really pleased with the engagement and responses we received from so many of our users in the first session. We're hosting our second session, Integration options in Zoho Vault, on Nov. 20th, 2018 from 9am - 12pm PST. Zoho Vault integrates with over a dozen of popular applications for easy user management, single sign on, and importing and exporting secrets. Therefore, we felt that our community users would be interested in
Adopting OAuth2 Tokens for Authentication
To strengthen the security of user data in Zoho Desk APIs, we have decided to move on from auth tokens to OAuth2 tokens. The reasons for this move are as follows: 1. Stronger Data Security To enable data access to third-party apps in the previous authentication model, users had to trust the apps with their auth token, which had permanent validity. There was always a possibility of the app being malicious or unsecured. To revoke access, the user had to delete the auth token and generate a new one.
Spotlight 1: How can Blueprint help you manage your service processes?
When your software doesn't accurately capture a process that your business follows offline, the flow of your work can become inconsistent. Blueprint in Zoho Desk helps you solve that. It allows users to create a flow based on pre-defined processes or even customize processes based on individual needs. Blueprint help you streamline service teams' approach and minimize the risk of bottlenecks. Everything follows your requirements, and scaling a process between teams is just a click away. Let's take
Tips and Tricks 02: Using Notes to Enhance Virtual Learning
Welcome back to ShowTime's Tips and Tricks. In our previous post, we learned how to select participants for training sessions. Today we'll learn how to take notes during an online session in ShowTime. Note taking always improves learning. It keeps students engaged and helps them understand information faster and in greater detail. Even in virtual classrooms, note taking is an effective learning tool. This is why we created the Notes feature in Zoho ShowTime. ShowTime's Notes feature lets students write
Ask the Experts #1: 5-hour knowledge exchange marathon on 'all about emails' in Zoho CRM.
Zoho CRM's Community is launching 'Ask the Experts' on 31st August, 2017. Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. Emails in Zoho CRM being one such widely queried topic, will commence the launch of the session, inviting in any related doubts or issues you'd like to discuss. Have trouble with your POP/IMAP config? Emails sent from Zoho CRM are not syncing with ‘Sent items’ in Outlook? Want to create email workflows to notify an
Help us find out where CRM developer training is needed!
Hi there folks, As you might know, we've launched a series of developer training sessions to cover developing custom solutions for Zoho CRM. The first few sessions were held in our Chennai office, and we're now planning to offer them in other cities. So we decided to let you guys help us pick our next location! Fill out the survey below to tell us where you'd like us to offer training: Developer training location preference survey Thanks, Seethalakshmi, Technical trainer, Zoho Marketing.
Neue Verbesserungen in Zoho CRM Plus werden fortgesetzt
Hallo zusammen, Als Fortsetzung des vorherigen Beitrages gehen wir hier kurz auf die Erweiterungen ein, mit denen SalesIQ und Social ergänzt wurden. Erweiterungen in SalesIQ In SalesIQ gibt es jetzt Chatbot- und Sprachanruffunktionen, mit denen Sie mit Ihren Websitebesuchern interagieren können. Chatbot : Mit Chatbots bei Desktop- und Mobilapplikationen können Sie mit Websitebesuchern in Verbindung treten. SalesIQ-Sprachanrufe : Durch Sprachanrufe können Sie telefonisch Kontakt mit Websitebesuchern
Neue Verbesserungen in Zoho CRM Plus
Hallo zusammen, Wir freuen uns, Ihnen das neue Zoho CRM Plus vorstellen zu können, das Anwenderfreundlichkeit auf eine neue Stufe erhebt. Es gibt etliche nützliche Verbesserungen der Desk-, Social-, Analytics- und SalesIQ-Module, die Ihren geschäftlichen Abläufen sinnvoll unter die Arme greifen. Darüber hinaus sorgt unsere praxisorientierte Plattform mit vereinheitlichter Oberfläche, Administratorpanel, Einrichtungsfunktionen, Suche und Nutzerpanel für ein rundum angenehmes Anwendungserlebnis. Da
Les améliorations apportées à Zoho CRM Plus se poursuivent
Bonjour à tous, Suite à la publication précédente, nous aborderons ici brièvement les améliorations dans SalesIQ et Social. Améliorations dans SalesIQ Dans SalesIQ, nous avons ajouté les fonctionnalités Chatbot et Appels audio qui vous permettront d'interagir avec les visiteurs de votre site Web. Chatbot : Vous pouvez entrer en contact avec les visiteurs de votre site Web par le biais de bots conversationnels sur le bureau et sur mobile. Appels audio SalesIQ : Avec les appels audio, vous pouvez interagir
Nouvelles améliorations dans Zoho CRM Plus
Bonjour à tous, Nous sommes heureux de dévoiler la nouvelle version très attendue de Zoho CRM Plus, qui est prête à vous offrir une expérience client unifiée. Nous avons ajouté quelques améliorations attrayantes aux modules Desk, Social, Analytics et SalesIQ qui vous aideront à gérer plus efficacement vos processus d’entreprise. De plus, notre plateforme d'expérience client unifiée vise à offrir de façon transparente une meilleure expérience avec une interface utilisateur unifiée, un panneau d'administration,
Continúan nuevas mejoras en Zoho CRM Plus
Hola a todos, Como continuación de la publicación anterior, aquí describiremos brevemente las mejoras realizadas en SalesIQ y Social. Mejoras en SalesIQ En SalesIQ hemos agregado las funciones de bot de chat y llamadas de audio, que le permitirán interactuar con los visitantes de su sitio web. Bot de chat : Puede interactuar con los visitantes de su sitio web mediante bots de chat en el dispositivo de escritorio o dispositivo móvil. Llamadas de audio de SalesIQ : Las llamadas de audio le permiten
Webinars: A round-up of Zoho Desk's new features
Last week, we introduced a bunch of new features in Zoho Desk. As a follow-up to the launch, here are a few recorded webinars that will give you an overview of these features. Webinar 1: Layouts and Blueprint Webinar 2: ASAP, Zia, Ticket Sharing, Teams, On Hold Status, Time Tracking, Radar If you have any questions, feel free to post them here or you can write to us at support@zohodesk.com P.S. Private beta access to Zia is available only for customers on the Enterprise edition. To request for
Replacing the isDeleted Key with the isTrashed Key
In line with our constant efforts to provide the best experience for developers, we have decided to deprecate a key used in APIs, to ensure clarity of code. This key pertains to the deletion status of resources. When a user deletes a resource in Zoho Desk, it is only temporarily deleted -- meaning, the resource is just moved to the Recycle Bin, from where it can be restored later, if required. Permanent deletion happens only if the resource is also deleted from the Recycle Bin. Currently, API responses
Ask the experts: A 12-hour live Q&A session to learn and know everything about ShowTime!
Hello everyone, Zoho ShowTime, is happy to host, its first "Ask the experts" session, one of our community learning activity series, this Wednesday, 28th November 2018! The 'Ask the Experts' is a live knowledge-sharing session where you can type in your product queries about using ShowTime and all its functionalities directly in the comment box (at the bottom of this page) and our product experts will answer them for you . During the session, we'll also share some good training practices, promotion
Zobot: The one to redefine the reputation of chatbots
Chatbots have created quite a buzz in the marketplace. And so, we have launched our own bot building platform using which you can actually build and deploy chatbots - Zobot in your SalesIQ. What is a Zobot? Zobot is a smart AI chatbot that is incredibly customizable and streamlinable based on your business requirements. Also, our Zobot can work in conjunction with other third-party applications like - Zoho CRM, Zoho Campaigns, Google calendar and much more to nurture the data indexed by SalesIQ.
Zoho Analytics Release 4.0
We are happy to announce the much awaited Zoho Analytics 4.0 public release. Zoho Analytics comes with several exciting features and a fresh look that you will love. Here is a summary of what's new in Release 4.0 Reporting to Analytics Zoho Reports is now renamed as Zoho Analytics!! Since we offer in-depth data analytics beyond reporting already, it is only fitting that we make this name change to reflect the power of the product. Refreshed User Interface Introducing an all new user interface with
Back-to-back Audio Calls are now part of the Zoho SalesIQ mobile app!
We always love easing up your job and now, we’ve gotten better at it and therefore decided to roll out the most sought-after Audio call feature on the Zoho SalesIQ mobile app! Doesn’t that sound exciting? The audio call feature on the mobile app can
Cut out prolonging chat sessions with Zoho SalesIQ Audio call!
Audio call has always been the most yearned-for feature among our customers. As we've always loved to stack up customers' plates with cool new features every now and then, we thought why not put together everything we can and start fulfilling our customer's wish list. First on the list? Audio call! And we have it now. Yes, you can use audio call as a means of communication with your visitors, and you don't just have to rely on chats to resolve your visitor queries anymore. Benefits that you would
Tip 35: Rejecting time logs in Zoho Projects
Hi, do you know you can reject a time log in Zoho Projects? Points to remember: Whoever has the permission to approve a time log can reject it too. When a time log is rejected, the activity is notified via the Feed, Activity Stream, Email, and Notification panel. A rejected time log will not be listed in the Timesheet view. It can be fetched by filtering the timesheet status. When a rejected time log is edited, its status will be updated to ‘Pending’ automatically and it will be resent for approval.
Tips and Tricks #07: Crop a Picture to Fit a Shape
Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive. To help spruce
Zoho Vault Extension for Zoho Desk
Hello, Today we are excited to announce the general availability of the Zoho Vault extension for Zoho Desk, our customer service software. This extension will help users to quickly store, modify, and share passwords directly from Zoho Desk. Agents can concentrate on resolving customer queries while Zoho Vault will take care of their password problems. Pre-requisites: A valid Zoho Desk account with admin privilege. A valid Zoho Vault account with subscription. Installing the Zoho Vault extension:
Zoho CRM Community Meetups in UK - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in London, Bristol, Birmingham, Manchester, and Leeds. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions
Zoho CRM Community Meetups in Poland - Dec' 18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Wroclaw, Warsaw and Gdansk. This December, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns.
Record, share, and publish your training to encourage self-paced learning!
Sharing your expertise with the world is always an exciting experience and ShowTime makes this easy and simple. We're introducing a new update that allows you to share your recorded sessions with anyone, even if they were not part of your training—all you need is their email address. To share a recording, simply click the share icon in the Recordings tab and enter the recipient's email address. How does recording and sharing a session help you and your viewers? As a trainer, recording
Changes to Social media profile integration
Dear Recruiters, As part of new partner program updates for LinkedIn & Facebook, we wanted to make you aware that we are making changes to the “Candidate profile” feature for Facebook and LinkedIn, effectively immediately. Changes to LinkedIn Integration: Going forward, any LinkedIn profile can be accessed by clicking on the candidate’s LinkedIn URL. It will be displayed directly in the LinkedIn interface instead of a pop up within Zoho Recruit. This change will bring us in line with LinkedIn’s
New Enhancements in Zoho CRM Plus
Hello everyone, We are pleased to announce the much anticipated release for Zoho CRM Plus, that is all set to give you a unified customer experience. We have added some exciting enhancements to the Desk, Social, Analytics, and SalesIQ modules that will help you run business processes more efficiently. Also, our unified customer experience platform aims to give a better and seamless experience with unified user interface, admin panel, set up options, search, and user panel. Since the list of enhancements
New Enhancements in Zoho CRM Plus Continues
Hello everyone, In continuation to the former post here we will discuss in brief on the enhancements in SalesIQ and Social. Enhancements in SalesIQ - In SalesIQ we have added Chatbot and Audio calls features that will allow you to interact with your website visitors. Chatbot: You can engage with the website visitors through chat bots on desktop and mobile. SalesIQ Audio calls: With audio calls you can interact with the website visitors via phone calls and also convert the ongoing chats to phone calls.
Campaigns Community Meetups at Dubai and Abu Dhabi, next week!
Hi everyone, We've got some good news! For our next Campaigns Community Meetup, we'll be coming to the United Arab Emirates. Join us at Dubai on November 20th, 2018 and Abu Dhabi on November 21st, 2018. What's it about? Through our meetups, you get an opportunity to directly interact with our experts and learn about the current email marketing best practices and upcoming trends. What more when you have a hands-on session to get adept with the product! (Do bring in your laptop) Agenda: Introduction
What's New in Zoho Inventory - October 2018
After a splendid month, we're back with more value-added features and usability improvements that will elevate your experience with Zoho Inventory. Let's check out what's new! 1) Viewing the Transaction History of a Batch Number How'd you like it if all transactions involving a particular batch are displayed in one place? Wouldn't that make it a lot easier to track the activities related to that batch? For instance, a particular batch of tools that were sold turned out to be faulty and needed immediate
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