Walk-through 3: Setting up a multilingual event
Hello everyone, As your event gathers more interest, it's important that you offer an engaging experience for a wider group of people. Tailor your event microsite for a particular audience by localizing it. Incorporating languages that your event participants are comfortable with will help you achieve this. In today's post, we'll discuss setting up a multilingual microsite for your event. Backstage lets you import languages and make the event microsite available to audiences in 78 different languages.
Voice Recorder: Let your visitors send out voice messages!
Did you know that you can let visitors hitting your site send out voice messages to your operators right away from their audio call windows? Well, this feature of Zoho SalesIQ was primarily introduced to aid at times when: Your operators are quite busy that the calls made by your visitors go unnoticed. Operator hangs up the calls initiated by visitors. As there might be situations in which the operators are busy assisting another visitor over a call or screen sharing session. The issue that the visitor
Data Privacy with Platform Consents
Data Privacy of customers is our utmost concern and with Platform Consents —our newest update, we are taking data privacy to the next level. Cliq Platform enables users to interact and customise the interface and workflow right within Cliq. With components like Commands, Bots, Message Actions, Buttons ,Schedulers and now Forms , the Cliq Platform enables you or your team to automate everyday work activities by connecting Cliq with different applications. We're introducing Platform Consents to let
[Webinar] Guide to Dropshipping - November 19th 2018
Join us for a webinar series to learn about Dropshipping and how Zoho Inventory can solve your Dropshipping needs. Dropshipping using Zoho Inventory Topics Covered: How Zoho Inventory helps you: Sell to customers through different channels Streamline inventory management Manage your order fulfilment process Handle your vendor bills and customer payments When is it? Date: November 19th 2018, Monday Time: 10:00 am PST You can register for the webinar here.
Ask the Expert 5: 5-hour live discussion about integrating payment workflows to your apps.
Hi everyone, As you might already know, every application that you create on Zoho Creator can be connected with other services — be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. In this upcoming Ask the Experts, we would like to address all your questions related to integrating your Zoho Creator application with a payment gateway like PayPal, Razorpay, Authorize.net, and more. In this session, we would cover the following topics: How to configure payments using
What's New in Zoho Inventory - September 2018
We are back with a set of nifty new features lined up for you this month. We continuously look to evolve and bring in additional features which not only enhances the product but also ensures a smooth user experience. That said, let's find out what's cooking in Zoho Inventory! 1. Select and Add Items in Bulk Until now, you were limited to adding only one item at a time to your transactions. To keep up with the fast-paced businesses, we've introduced the 'Add Items in Bulk' option in all transaction
Campaigns Community Meetup at Paris and Lyon
Bonjour à tous! Here's some news about our next Campaigns Community Meetup. We're coming to France—come, join us at Paris on November 13th, 2018, and Lyon on November 15th, 2018. What can you expect? Let's talk email marketing—our experts will be telling you how to build your brand and drive more sales. What more when you have a hands-on session to get adept with the product! (Do bring in your laptop) Agenda: Introduction to Campaigns Community Learning. How to build your brand and drive more sales
Live Webinar : Latest features in Zoho ShowTime!
Gear up for our next Zoho ShowTime webinar, where our product experts will give you a glimpse of a much awaited feature: adding Co-trainers to your training sessions. Co-trainers can act as moderators, presenters, and subject matter experts, assisting you, the session host, in delivering the perfect learning experience to your trainees. A complete overview of all the in-session engagement features like Questions, Polls, Chat rooms, and Open Mic will also be demonstrated live in this webinar.
V 2.0: Introducing webinars, embed registration widget, and Google Chrome extension, hot-fixes for time zones, calendar events, and audio conferencing
Hello there, After our announcement on adding webinar features, we received plenty of queries related to webinars, following which we have now introduced a separate tab to schedule and manage webinars apart from your meetings. Introducing webinars When you log in to your Zoho Meeting portal, you would have noticed the all-new My Webinars tab. You can now schedule webinars, promote the registration link and allow attendees to register for your webinar. Get registered users list (export as CSV option
What's New this October 2018 in Zoho Invoice?
We have some exciting product updates and enhancements for October. Keep reading to know about them! Zoho Invoice - Zoho Mail Integration No more switching tabs to check emails and transactions simultaneously! Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. This integration simplifies the process of attaching email documents to your transactions and all the mail activities can be viewed within your Zoho Invoice organisation. You can checkout
Zoho Reports to be renamed and launched as Zoho Analytics 4.0
We made the Zoho Reports 4.0 Beta announcement a few months back. As we worked on new features in 4.0, we realized we are moving away from just Reporting, and getting more and more into the Analytics realm. And that's the reason why we have decided to rename Zoho Reports as Zoho Analytics. This post is just to give you a heads up on the Zoho Analytics 4.0 launch in mid November 2018. As present users of Zoho Reports, be assured that the new product will continue to work the same as the current one.
Zoho Desk Community Digest - October 2018
Top Product Announcements TLS v1.2 Upgrade for Zoho Desk Zoho Desk integration with Zoho SalesIQ Option to set a default home page Ability to turn off the Private Thread handling in Configuration Other Useful Discussions Zoho Desk Provider for PHP OAuth 2.0 Client
Get your CRM events on your iPhone, MacBook and Apple watch.
Why go through the process of constantly logging in to your Zoho CRM account to view or edit your daily appointments? Enable CalDAV sync from your respective Apple devices to receive notifications and reminders of upcoming events that you have entered in Zoho CRM's calendar. Here's what you get with CalDAV One calendar for personal and work appointments. Managing more than one calendar is tedious. While most of you can manage office appointments and personal ones easily, it doesn't have to be difficult
New Features rolled out on Oct 15, 2018
New settings to customize Interactions in Dashboards As part of Zoho Reports 4.0 release, we are introducing a new set of options to customize the interactions in dashboards. You can customize the following: Enable or disable drill down option for all charts in a dashboard. Enable or disable view underlying data option for all reports in a dashboard Provide sort option for all grid views such as Tables, Pivots etc., in a dashboard Enable or disable the Show/Hide Columns option for all tabular views
Recent enhancements in Zoho CRM
Hello everyone, In this post, let's look at the recent enhancements that were released in Zoho CRM. Add Data Subject Request automatically Earlier, your customers had to get in touch with you to raise a data subject request. Now they can place the request by themselves through the Data Subject Request link. You can share the link via email or add the link in one of the email templates before sharing. Click here and learn how to send data subject request link to your customers. View Details and
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 20th - 23rd Nov, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
Knowledge Base enhancements that let you rest assured.
To any writer, the option to make changes brings a level of flexibility and reassurance that little else can. Especially if you can pull up older editions of your writing. And that's exactly what article versioning in Zoho Desk's Knowledge Base lets you do. Versioning helps track and manage all the revisions you've made to an article. Any time you change the body of an article, a new version is created. Here are some benefits of this feature: You can compare any two versions of an article to see
What's New this October 2018 in Zoho Books?
Hello Everyone, We've brought in some interesting new features and made a few enhancements this October to Zoho Books. Read on to know what's new! Approval for Timesheets A while back we had introduced approval for sales and purchase transactions. Now, we've introduced the approval workflow for timesheets so that you that your clients can verify your tasks and projects and approve them. As your clients approve them in the client portal, you can then bill them in your organization and collect payments
What's new in Zoho Expense - November 2018
Hello, We’re back with our monthly updates for Zoho Expense. We’ve been continuously working to make your expense reporting effortless. Here’s everything we’ve enhanced in Zoho Expense in the past month. Add Custom Status for Approved Advance Payments If you want to provide an alternative custom status specifically for approved advance payments, you can add a custom status under preferences in the Settings module. This option will help you set new custom statuses based on the expense reporting
Security Update: TLS v1.2 upgrade for Zoho Office Integrator
Hello folks, Please be informed that as part of our continuous efforts to keep Zoho services secure and reliable, and to meet updated PCI standards, we're phasing out the early TLS protocols—1.0 and 1.1. We will be retiring support for TLS versions 1.0 and 1.1 on September 30, 2018. After this date, you will be required to update your processing solutions to TLS v1.2 to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide
Ask the experts 10 : A 5 hour online Q and A on optimizing your team collaboration using Streams in Zoho Mail
Teams that work together are the teams that are more productive. Streams in Zoho Mail helps your organization teams to work together, in a more transparent way and helps everyone achieve more. Streams is an email centric collaboration platform inside Zoho Mail that enables your organization groups to communicate and collaborate around emails, events, tasks and notes using likes, comments and @mentions. In this month's 'Ask the Experts', we would like to focus on: Email groups (Email based distribution
Walk-through 2: Creating an event-focused website
Hi everyone, A website is a great way to promote your event. However, a website costs you money, time, and effort. An event microsite, on the other hand, is affordable, lets you focus on your event's brand, and is a powerful marketing tool that attracts your target audience. In today's post, we'll discuss designing a microsite that can be accessed by event attendees and be easily maintained. Backstage offers mobile-responsive and feature-rich microsites. All you have to do is provide your event information:
Community Digest - October 2018
Product updates Take a look at recent updates in Portals. Upcoming Meetups The Zoho CRM meetups for the month of November are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in France Zoho CRM meetups in Germany Zoho CRM meetups in Middle East Zoho CRM meetups in South East Asia Zoho CRM meetups in United Kingdom Zoho CRM meetups in United
Tip 1: Avoid the most common error while using a Lookup in Deluge.
Hi everyone, Today, we'll look at how to compare different data types. Like other programming languages, Deluge supports seven different kinds of data types -- String, Bigint, Decimal, Timestamp, Boolean, List, and Map. To perform particular actions, we often try to compare or match two different data types. Let's look at a simple example: In the below given IF condition, we are trying to check if the left expression which is a text field is equal to "Jack". if (input.name == "Jack") { alert "Hi
Ask the experts: Live forum based discussion on user management in Zoho CRM
As the admin of an account, you need to ensure that every user has access to the correct information. You're also responsible for defining user roles, assigning profiles, and adding users to team groups. In addition to basic user management and data sharing, Zoho CRM's user management offers advanced functions that include: Custom fields User lookup Roles and reporting hierarchy Profiles Data sharing rules, record-level sharing, and territory management Record-level sharing and custom fields
Zoho CRM Community Meetups in UAE - 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 Dubai and Abu Dhabi. 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 and concerns. Topics:
Enhancement: Now you can frame site exclusive trigger and routing rules!
We have incorporated a major change in our Intelligent Triggers, Chat Routing and Visitor routing section. That is, you can frame exclusive rules for every site you own rather than the entire portal. Trigger and routing features of Zoho SalesIQ are said to be day savers. As, without them your operators would be put through a great ordeal handling visitors hitting your site. However, there are still certain factors that you might have to consider. Like, Say you route the web traffic hitting all the
Live Webinar: Manage your team members and their files the right way
A company may have teams across cities, states, countries, and even continents. However, in this digital age, to best serve customers, all teams should work together despite geographical separation. In fact, they have to work closely like they're right
Zoho CRM Community Meetups in France- 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 November's Zoho User meetups in Paris and Lyon. 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 and concerns. Topics: Workflow
Zoho CRM Community Meetups in South East Asia - Nov '18
Hi there, 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 November's Zoho User meetups in Manila, Hong Kong, Ho Chi Minh City, Bangkok, Kuala Lampur and Singapore. 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
Community Digest 2 - A look into Zoho Campaigns' monthly learning initiatives
Hello everyone, The previous month has been great with a mix of our Community learning initiatives. We're grateful for the welcoming response, and we hope that our user community continues to support us in the future too. Here's a snapshot of our latest digest: Tip of the Week: Here are some key email marketing tips that can help you: - Why should you optimize your emails? - Delivering personalized emails this holiday season. - Here's how you can improve your holiday sales. Ask the Expert Sessions:
Is there such a thing as too many tweets? Yes, there is.
Hello everyone, We’re happy that more than a hundred thousand users rely on Zoho Social to schedule and publish their social updates. However, we recently noticed a tiny percentage of our users misusing the publishing feature by publishing as many as 500 tweets in a single day from a single Twitter account. That's right. 500 tweets from one Twitter account within a 24-hour period. This sort of usage pattern is unexpected and clearly falls into the category of misuse of our service. Users who misuse
Keep tabs on your visitor actions and boost up the lead conversion rates!
Monitoring your visitor actions can be quite difficult unless and until you are as quick as flash. If you go about sifting through the trail of a particular visitor just to figure out what the visitor is doing on your site, you could possibly miss the potential actions that other visitors perform at the very moment. For instance say, they would've set off triggers that you had configured, responded to the proactive chat initiated, but you won't even know. Did you know that on a scale of 10 you
A series of Campaigns Community Meetups at United Kingdom this November
Hi everyone, Zoho Campaigns is all set to organize its next set of Community meetups across UK—come, meet us at London, Bristol, Birmingham, Manchester, and Leeds. Campaigns Community Meetup is a free event that gives you an excellent opportunity to learn about the product, network with partners, and meet the peers from your city. Be in the know about the latest email marketing best practices and trends, and see how Zoho Campaigns can help you build your brand, drive more sales, and retain loyal
Why you shouldn't be using spreadsheets and KeePass to manage passwords
Many companies still use spreadsheets or Keepass to store and manage passwords. This provides access to multiple pieces of confidential data in a single place. Furthermore, the spreadsheets and files containing passwords are shared with team members via chat, phone, and email. This practice is a huge security risk that many companies unknowingly commit. In fact, Verizon's 2018 annual data breach report showed: 10,637 security incidents reported because of privilege misuse 81% of hacking-related
Here comes Campaigns Community Meetup to Asia-Pacific countries!
Hi everyone, We've got a big news! We're all set to launch our next set of Campaigns Community Meetups for the very-first time in six Asia-Pacific cities—Manila, Hong Kong, Ho Chi Minh City, Bangkok, Kuala Lumpur, and Singapore. What can you expect? Let's talk email marketing—our experts will be telling you how to build your brand and drive more sales. What more when you have a hands-on session to get adept with the product! (Do bring in your laptop) Agenda: Introduction to Campaigns Community Learning.
Ask the Experts 05 - 'Tis the Season—Holiday Email Marketing
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, The "Holiday" aura has begun, and along with it comes preparation, promotion, and celebration. Let's make this season more enjoyable with email marketing—getting the best benefits than you ever expected.
TLS v1.2 upgrade for Zoho Campaigns
To maintain your communication with Zoho Campaigns more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on October 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this update necessary? According
Campaigns Community Meetups across Germany this October!
Hi everyone, We're ready with our next batch of Campaigns Community Meetup! We'll be starting with Germany, and the meetups will be co-hosted by our trusted partner Natalie Söll. Why attend? As marketers in this evolving digital world, it's important to understand the power of email marketing in customer engagement. We'll be discussing about: - The challenges involved in email marketing. - How to overcome these challenges with best practices. - What kind of role Zoho Campaigns plays in both engaging
Redacting support for TLS v1.0 and v1.1
Dear Users, We hope you are enjoying your journey with Zoho Projects. Over the last few months we have rolled out several new features and have enhanced our security protocols. To ensure that your data is transmitted securely and to conform to the latest PCI standards we will be moving to TLS v1.2 from November 1st 2018. The older TLS 1.0 and 1.1 will no longer be supported. Users who use secure servers and browsers to access data and APIs from Zoho Projects will have to upgrade to TLS v1.2 to
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