Feature announcement: Email domain verification using DKIM in Zoho Sign
We are glad to announce the general availability of the email domain verification feature in Zoho Sign. Administrators already have an option in the account settings to send emails from Zoho Sign using their company's email address. This feature was developed to help companies improve the authenticity and credibility of their message with the recipients. However, when a third-party service like Zoho Sign sends out an email on your behalf, there are many times these emails were considered as spoofing,
A Beginner's Guide to Dropshipping
Join us for a webinar series to learn about Dropshipping and how Zoho Inventory can solve your Dropshipping needs. 1st Webinar: Topics Covered: What is dropshipping? How is it different from a typical retail model? How does dropshipping work? What are the benefits and challenges of dropshipping? What online selling channels are best for dropshipping? How do you select a dropshipping supplier? What type of products are best for dropshipping? When is it? Date: October 31st 2018, Wednesday Time:
Cliq Bots - Create preset actions for your bot using the menu handler
Menu Handler provides an easy way to trigger actions with just one click! Imagine a news bot having the list of categories as a menu, instead of asking the bot to get the news for a particular category, the user can click on any particular menu action and get the details. For example, a custom menu action 'Help' dedicated to educating the users about the bot's functionality and how to interact with the bot will provide to be of great use! Working of the bot menu handler The workflow for the menu
Take your presentations anywhere with the Zoho Show app for iOS
We're excited to announce the launch of the Show app for iOS. Our new presentation app gives you the power to view and present slideshows on your iPhone and iPad devices wherever and whenever you want. The Show iOS app has a host of features that will make your presentations engaging and dynamic: Access all your presentations with a single tap Sign in to your Zoho Show account to view your slides and deliver presentations on-the-go. The app stores all the presentations you've created in the My
Tip #19 - Track performance of sprints without estimation points
Wondering how to track the performance of your sprints without using estimation points? Well, this post can help. In Zoho Sprints, the progress of your sprints is evaluated either based on the estimation points or the count of work items. Team's that setup estimation points for calculating the effort of the work items can track the progress using Estimation Points. Team's that do not use estimation points can track the progress using the Count of work items. We've an inbuilt 'View By' option across
Get the privilege to decide the type of fields that you would like to put up on the chat windows!
Not a big fan of the choices that we provide you with, when it comes to the input fields that you put up in the chat windows on your website(s)? Find those fields prompting for name and email address of the visitors every time to be old school? Cool, we have a JS API which would help you guys! Shall we just consider a quick example on how to use this cool API? .customfield.add() Today let's consider two scenarios, Customer support perspective: You run an online restaurant and provide your customers
Zoho CRM Community Meetups in US - Nov' 2018
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the USA, through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Features covered: CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Dallas Houston Austin
Walk-through 1: Planning an event schedule
Hello everyone, Organizing an event is a challenging feat and no walk in the park. We're launching our first community learning series to take a look at some common parts of planning and hosting an event. You'll learn how Backstage helps you take on these tasks effortlessly to help you craft the best event experience for attendees. Today we'll focus on planning your event schedule. An event schedule lets everyone know what your event entails. Putting out this schedule well in advance can draw in
Vintage White is here!
Vintage White is here! For those who loved the simplicity of our old UI, we present you the Vintage White theme in Zoho Mail. The minimalistic color palette of white and grey shades is sure to reminisce you of the older interface. We’ve also implemented the other enhancements mentioned on our previous post. Now you can experience the look and feel of the older UI in Zoho Mail 2018! Vintage White with Horizontal preview We have included this special theme in Zoho Mail, after you expressed how much
What's New in Zoho Books - September 2018
Hello everyone, We're back with new updates! For the past month, we've worked on numerous usability improvements and features to help shape a better experience with Zoho Books. Let's take a quick look at some of them. Horizontal Balance Sheet (Indian Edition) The Horizontal Balance Sheet brings better readability by displaying your liabilities on the left and your assets on the right--a format that some people are already accustomed to. Improvements to Project-based Invoicing You now have the option
Zoho People integrates with greytHR
We are adding a new feather in our cap. HR management becomes full fledged now as we integrate with greytHR for easy processing of payroll. You can now push specific data of the leave module to greytHR and facilitate faster payroll processing. Visit this page to know more.
New Updates in Portals
Hello everyone, In our recent post we had listed out some of the benefits of portals and few actions that you can perform within. Here we'll take a look at few recent updates in the Portals feature: Add more non-client portals Other than the default client portal, you can now add more non-client portals by opting for the payment plan based on the number of portal users. You can create these non-client portals for the Leads and custom modules. Select a portal user type during the lead conversion During
V2.7: Introducing webinar co-organizers, enhanced screen sharing quality, choosing external webcam, region based dial-in number display and more.
Dear All, Here comes the new updates from Zoho Meeting that are recently rolled out! We 're introducing co-organizers in the webinar, done major improvements in screen sharing quality and more. Introducing co-organizers in the webinar You can now invite co-organizers to help you manage your webinar. Co-organizer can launch polls, answer questions, change presenters during the webinar, record webinar, view all attendees/staff and more. Learn more. Webinar CoOrganizers Enhanced screen sharing quality
Knowing People has its perks, even on Cliq.
Have you ever been in a situation where your boss tells you to contact Emma for getting help with a piece of code that you are working on, but you don't really know who Emma is. And then starts an endless cycle of asking around to find Emma, the developer. On way you find an Emma Margaret from finance department, befriend Emma Lynn from sales department, and then you finally find a Jane Emma who's a developer, but wait no! That's not the end because she is not the Emma you've been looking for. Yup,
Zoho Community Meetups in Germany - November
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up in the below cities in Germany through November and December. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Berlin Munich Frankfurt Nov 19 Nov 27 Dec 4
Live Webinar: Manage your teams effectively with Zoho's new file management platform
In the current work environment, team members need to be able to access files freely. When the numbers of files and collaborators increase, simple tasks like storing, sharing, and working together on files can become challenging. If members can't access
Meet the ShowTime team in Birmingham!
We're thrilled to announce that Zoho ShowTime will be participating in the World of Learning Conference and Exhibition at NEC, Birmingham. Come and talk to our product experts to learn more about how ShowTime can meet your organization's end-to-end training needs. We'll have live product demos, answer your questions, and give you a sneak peek at all the exciting features that will soon be a part of ShowTime. You can find us at: Venue: NEC Birmingham Stand: E50 Date: 16 & 17 October 2018 Please
Fighting spam together - Enforcing SPF, DKIM and DMARC for '@zoho.com' accounts
In continuation to our efforts in fighting spam and preventing abuse of our service, we plan to implement stricter measures for outgoing emails, to help the recipient servers identify spam generated using @zoho.com email addresses. This will include the publishing of SPF, DKIM and DMARC records for the zoho.com domain subsequently in coming months. The reputation as a service provider and the reputation of the domain zoho.com gets affected when spoofed emails with @zoho.com email addresses are used
Signature Live chat: An instantaneous gateway to initiate chat!
Hello buddies, Today, let's see how to harness the maximum out of Zoho SalesIQ's signature chat feature. Well, let's just quickly delve into the details. Say you send out an email campaign, that discloses all the deals and offers that your customers could avail as a part of the end of season sale going on in your store. And say your team constructed the mail so brilliantly that any customer who reads it would definitely want to come down to your website and buy your products. But back to reality,
Focus Group 07 - Personalize record view with Canvas in Zoho CRM
Canvas View is one of the many new features rolled out in Zoho CRM this year. It lets you customize your Zoho CRM modules in ways that suit your unique business needs. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View displays your records based on necessity. This translates into a better user experience and greater efficiency.
Tip #18 - New enhancements to work items
Did you check out our new enhancements in our work items released last week? Well, those who are looking to convert comments into work items and subitems into parent items, it's now available at the click of a button. For any queries, please contact support@zohosprints.com or reach us through live chat. You can also refer our help article here. Regards, Monica. R
Never miss out on prospective leads with the spruced-up version of our app!
We have re-furnished the notification system of our mobile app, and to take a look at what we've done, you'll have to upgrade your apps to the latest version available in the market. This is what our brand-new notification system can do From now on, you can choose to be notified every time: A new visitor drops by your website/app (A newbie!) A visitor drops by your website/app again (A returning one.) If you have integrated a CRM application with your Zoho SalesIQ, you'll also know if the visitor
Cliq Bots - How to involve bots in your conversation and increase productivity?
Cliq bots share a few similarities to Cliq users; that is all bots have a profile where you can set their display pictures, a status and can be mentioned in a conversation too! Just typing ' @ ' followed by the bot name will mention the bot in a conversation. We're drawing this analogy here to convey the idea behind a bot's mention handler. This handler is prompted to act when a bot is mentioned by a user in a conversation. What happens when you mention a bot? The handler will enable the bot to
What's New in Zoho Subscriptions - June 2018
Hi Folks! Summer is almost over and we here at Zoho Subscriptions have brought forth many functional and user-friendly features for the month of June. Let's take a quick tour through them. Password Protected Reports Do your reports have sensitive information? Not a problem. You can now protect the sensitive data with a password while exporting them in the CSV, XLS or XLSX formats. Workflow Rules Tired of manually performing repetitive tasks on Zoho Subscriptions? We have now introduced Workflow Rules.
Zoho Reports Release 4.0 Beta
We are delighted to announce the new Zoho Reports Release 4.0 Beta. Your favorite Zoho Reports now comes with a fresh new-look and exciting features. The new Zoho Reports 4.0 includes the following features: Dashboards in Single Click The UI has been completely revamped focusing on easy navigation. Now you can access any dashboard in a single click using the Preview Cards. Easy Navigation The main navigational elements are made bolder and bigger now. The analytics elements are organized into three
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Share your reports in a secure way!
Zoho PageSense now has a new way to share your reports. You can now share your reports securely by setting a password and expiry date for the shareable link. Here is how to share your reports: Step 1: Open the report inside PageSense you would like to share. Step 2: Click on the share icon on the top right Step 3: Enter a password and set an expiry date Step 4: Click on "Generate link" to get your shareable link Step 5: Now you are all set to share reports with your peers with more security. You
Zoho Community Meetups in the US East Coast - October
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the East Coast through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Miami Fort Lauderdale Tampa Orlando
Ask the Experts #1: A 3-hour live forum discussion over password sharing in Zoho Vault
We are happy to launch our monthly Ask the Experts community series, focusing on various areas of password management. Moving forward, we will cover all of the popular features in Zoho Vault one-by-one, as well as the topics that are most frequently discussed with our technical support team. We are kick-starting the Ask the Experts event on 4th October, 2018 between 9:00am - 12:00pm (PDT), with the topic: Best practices on password sharing Password sharing in Zoho Vault is one of our most discussed
Spotlight Series 2: Understanding Analytics in Zoho ShowTime
A trainer's learning curve depends heavily on the feedback they get from a completed training session. This feedback helps a trainer reflect on attendee engagement, the quality of brainstorming sessions, and the overall reputation of their training organization. Welcome to the next post under the Spotlight series "Understanding Analytics in ShowTime." Once you complete a training session, it's important to focus on its performance analytics. ShowTime's analytics feature offers extensive information
Live Webinar: Meet Zoho's latest content collaboration platform
"Coming together is a beginning, staying together is progress, and working together is success." – Henry Ford In the current workplace culture, the need for collaboration cannot be overemphasized. Companies spend a lot of time and money on software to
Zoho Desk Community Digest - Q3 2018
Top 10 Product Announcements: Zoho Desk now integrates with Zoho Books/Zoho Invoice Power your Self-Service with Google Analytics Changes to your Setup page within Zoho Desk Keep track of time and payments, now from within Zoho Desk Collaborate without compromise, with Ticket Sharing Zoho Desk now integrates with Slack A whole new facet of Search One more step towards better data protection Knowledge Base enhancements that let you rest assured Zoho Desk Software Development Kit (SDK) for Android
#CampaignsandCRM - Join us at the meetups in Phoenix and Las Vegas, USA
Hi people, We're happy to be announcing the upcoming #CampaignsandCRM meetups in Phoenix on 14th June, 2018, and in Las Vegas on 19th June, 2018. Join us at the sessions to know more about: - Zoho Community Learning activities. - some useful tips and tricks for Zoho CRM. - highlights from the CRM 2018 release. - building your brand and driving more sales using Zoho Campaigns. - automation capabilities of Zoho Campaigns. What more? You can network with your business peers and interact with product
Provide your Customers a Unified Login Experience with Remote Authentication
Which username do I need for this service again? Wait, I am not even signed up... We've all been there. Most importantly, we know your customers hate being in that all too common position and having to create yet another account. Which is why we are pumped to introduce the newest feature in Zoho Support: remote authentication for your customers. Now you can provide your customers a seamless user experience by allowing them to access your helpdesk in Zoho Support with the same username and password
Meet the Zoho Creator Community Team in Mumbai, Bengaluru, and Chennai!
Hi everyone, We're extremely excited to invite you all to our first series of meetups in India. Whether you're a long-time customer or a new one, these meetups are the place to be. Prepare yourselves for a session packed with quality demos on various product features and key networking opportunities. Don't miss your chance to gain insights from our product experts and peers, share your experiences, and obtain helpful tips on your specific needs. Agenda 1. Registration and introduction 2. Community
Community Digest - The journey of 'Campaigns Community Learning' so far...
Hello everyone, We introduced the Campaigns Community Learning initiatives last January, and the response has been extremely good. We're glad that this helped our enthusiastic user community, and at the same time, we thank them for all the support. Here's a walk-through of our hitherto journey: Tip of the Week: Here's a collection of all our tips covering a wide range of email marketing concepts. Ask the Expert Sessions: Ask the Experts #1 - All about the new Zoho Campaigns Ask the Experts #2
Tip #16: How to make Voice/ Video calls via Cliq from Zoho Mail
Face to face conversation works magic, cutting down the number of to and fro emails. Just start voice/ video call via Cliq, in Zoho Mail, to talk to your colleagues, get their verbal and non-verbal cues, right from within the email. Use the Audio/ Video icons from the contact card to have some real-time discussions. In an email, all your contacts, the senders, the recipients all have a contact card, irrespective of whether they are in To/ Cc lists. Click on the name to open the contact card. In the
Ask the Experts 04 - Everything about our latest updates
Hello everybody, Another good news to you all! Zoho Campaigns is hosting its fourth 'Ask the Experts' session coming Wednesday. The previous sessions had overwhelming responses, and we can't really thank you enough for making them immensely interactive. We recently rolled out interesting updates to CRM sync, with which bringing in data from CRM is all instant, and Subscriber engagement, with which you can strengthen your brand credibility. Check them out right away if you haven't already. This
Announcing Zoho Backstage: Your complete event management software
With just a few months till the event, you're still racking your brain. Did you advertise to the right audience? Is your event website design appealing? How will you keep attendees engaged and interested during sessions? It doesn't matter if you're organizing
TLS v1.2 Upgrade and Changes to System Requirements for Zoho Assist
As we tighten our TLS v1.2 security update, admins and users need to be aware that supported versions of operating systems and web browsers will change after October 31st, 2018. After this date, we will retire support for clients using TLS v1.0 and TLS
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