Introducing the Rich-Text Editor for Comment Boxes
One of the latest enhancements to Zoho Desk is the introduction of a rich-text editor for comment boxes across all modules. A rich-text editor provides users with the options to format text the way they want and highlight important portions in the text. While it proves to be beneficial for end-users, this enhancement also demands a change in the APIs associated with comments. Currently, comment content is delivered in API responses via the content key. The content is delivered in plaintext format
Announcement Regarding Notification Emails
Hello Everyone! This announcement is regarding the admin notification emails which you've been receiving from the email address "support@zohosubscriptions.com". From the 1st of October, 06:00 GMT, the emails with the following subjects will be sent from "no-reply@zohosubscriptions.com". Unable to send invoice for the profile - {profile_name} Unable to process auto payments. If you have set up any filters or workflow in your email account, please add "no-reply@zohosubscriptions.com” and “support@zohosubscriptions.com”
Improve subscriber engagement with new feature updates from Zoho Campaigns
Hi everyone, A new month comes with a new set of updates from Zoho Campaigns! We have introduced fresh features that help you emphasize on your brand's authenticity, maintain transparency with your subscribers, and easily manage the product usage. Here's a walk-through of what's in store for you: 1. Keep subscribers informed about your terms. It's important for your subscribers to know what they're complying to, when they choose your brand. To help you convey your company's terms and regulations,
Introducing New features on Notebook's iOS version(1.2)
Hello there, We are glad to announce the release of the Notebook's iOS version(1.2.), which comes with several iOS 10 optimized features, including iMessage support, Siri integration, audio card search, Scribble support for Watch, and more. 1) Search Audio Cards: Audio recordings are automatically text searchable: Using iOS 10's audio to text conversion feature, for the first time audio files are text searchable. Now you no longer need to remember which recording is titled what. Type the keywords
Security Enhancement for APIs!
Hello fellow geeks! We’re making some security enhancements to the API framework. On Apr 8, 2017, we made an announcement regarding this enhancement and gave users a specific time frame to modify any existing APIs by encoding all the characters in question. To ensure that unsafe characters used in API calls don't result in any security issues, we required users to encode some characters of a parameter value. This year during our security audit, we found additional characters that users will need
Session Recording is here!
Session Recording is a simple way to know your customers' journey at your website. You can see your customers' behaviour at your website like click patterns, mouse movements, page scrolls on your web page etc. How does it help you? See exactly what your visitors see : PageSense will be the industry first to deliver an exact recording of visitor actions, including navigation between different tabs and pages within the browser. Goals in session recording : View the business goals achieved by visitors
Tip #17 - Replanning a sprint
Welcome back to our tips and tricks series! Your team has already begun the sprint and is half-way through. Suddenly you find a drop in performance. What will you do? You can always replan a sprint and start it again. When should you replan a sprint? You end up replanning a sprint only when there are a lot of work items that you cannot finish within the specified duration. Solution: You can overcome this by conducting proper sprint planning meeting, prioritizing the work items effectively,
The Most Awaited of All, the Big Reveal—Power Up Your Collaboration.
Hello folks! Hope you're all doing great. We at Cliq keep track of all feedbacks and requests made by you, our esteemed customers , and we do our best to offer you the best of internal communications. Now no more struggling to find the perfect software to give quick demos or to instantly explain something, as Cliq's real-time collaboration just got better. The Most Awaited Feature, the Big Reveal of Today—Screen Share. Yes, you read it right. Cliq now offers screen share right from within the chat
What's New this August 2018 in Zoho Books?
Hello Everyone, Continuing from where we left off last month, we've added a bunch of new features to Zoho Books this August! Read on to know more. Enhanced Manual Journals We've made the following updates to the Manual Journals section to make recording journal entries easier than ever. Record journals as drafts so it does not reflect in your reports. You can publish it any time. Select multiple journal entries and publish them in bulk. Import or export journal entries along with their status,
New Features and Enhancements in Zoho Vault (Aug, Sep)
Hello, In the last two months, we have rolled out a bunch of new features and enhancements in Zoho Vault which will help our users to simplify their day to day password management operations. 1. Administrators can now view the next data backup time on the Configure Backup Schedule page. This will help administrators know the next backup time at a glance. 2. Users can now export secrets from a particular chamber on the Export Secrets page. This feature will come in handy when you want to export particular
Join us for a free webinar!
The new face of ShowTime is all about pairing an enriching user interface with advanced customization. You can now filter out unfavored session registrants, invite enthusiastic trainees directly, and limit the crowd for your training sessions. You can also record and share your sessions to allow self-paced learning. All these exciting elements alongside in-session engagement features like Questions, Polls, Chat, and Openhouse will be demonstrated live in our upcoming webinar "A complete overview
Critical Path in Zoho Projects
Hard to manage tasks within your project deadline? Not sure of the task delaying your project? Critical path is here for the rescue. Using critical path, you can focus on tasks that need to be prioritized and manage your resources based on the critical and non-critical activities. Learn more on Critical Path If you have any questions, do comment below or mail to us at support@zohoprojects.com.
Tips and Tricks #02: Create stunning sales chart in a minute.
Hello! We're back again with another Show tip! Let's say your company's sales performance across various countries (Japan, Russia, Canada, India, and China) is measured for the first quarter of the year. Now, you decide to plot them on a pie chart to show
Meet the Zoho Backstage team in London - October 2018
Hello everyone, We're all set to have our first London community meetup for Zoho Backstage on Tuesday, 2nd October, 2018. Join us to network with Zoho partners, product experts, and other Backstage users from the London user group. Share and learn from each other while our experts walk you through: The features in Zoho Backstage and how to use them to run your event successfully Effective and cost-efficient ways to market your event Creating a free event on Zoho Backstage Venue: Etc Venues
Webinar on "Impact of VAT on Advance Payments Received from Customers"
Join Mayank Sawhney, a VAT expert from the UAE, who will walk you through the impact of VAT on advance payments received from customers. This webinar will deal with the: Requirement to issue Tax Invoice for receipt of Advance Payments. Time period allowed for the issuance of Tax Invoice from the date of receipt of Advance Payment. Requirement to account for VAT on Unadjusted Advances as on the date of implementation of VAT. Accounting Treatment for recording Receipt of Advance Payments in Books
Power your Self-Service with Google Analytics
Analyzing metrics related to your Help Center is crucial to maintaining a good self-service system. It's important to keep your Knowledge Base updated with relevant content, that's helpful to your customers. The Knowledge Base Dashboard available in Zoho Desk gives you limited information about existing customer interactions; like page views, popular keywords, and keyword success ratio. This is where Google Analytics can help you out. Google Analytics provides a variety of tools for everything
Say goodbye to typos from today!
Be it in a chat with the boss or among colleagues, we've all been there—embarrassing, mortifying typos. Though we try to pass it off as a joke, it still is embarrassing. As a good smooth fix for this, the Cliq team has brought in the much requested feature— editing a sent message! Yes, you will now be able to edit the messages you have sent in one-on-one chats, group chats and channels, across Cliq web application, desktop apps and mobile apps . Just hover on the message you want to edit, choose
New Features rolled out on Sept 19, 2018
New Advanced Summarizing Functions for Pivot Table Zoho Reports new supports the following advanced summarizing functions in Pivot Table to enhance the analytical ability. % of Row in Group - Displays the data in each cell as a percentage of the total value, of each row within a group. % of Column in Group - Displays the data in each cell as a percentage of the total value, of each column within a group. Lookup Value - Displays the data in each cell by fetching value from any of Previous/Next/First/Last
Ask the Experts: Q&A session on automation in Zoho CRM
Automation is necessary in any business, and even more so in sales. Keeping track of all your leads and contacts, mandating fixed processes, and setting down rules manually can be challenging. Zoho CRM provides the ability to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. It also allows you to create custom workflow rules to trigger specific alerts, tasks and field updates. Additionally, you can set up case escalation rules and assignment rules
New Features rolled out on Sept 14, 2018
Cool Preset Themes for Dashboards As part of Zoho Reports 4.0 release, we are introducing a set of six cool preset themes for Dashboards. These elegant preset themes applies specific colors for every element in the Dashboard with single click. Previous Dashboard themes were single color based. Customizing themes has also been enhanced now. The entire dialog has been revamped. A new magic band option, to auto suggest matching colors for all elements based on the selected Dashboard background color,
Security Update: Zoho Reports is phasing out TLS 1.0 and 1.1 by 30-Sep-2018
As a part of our continuous endeavor to make Zoho services safe, secure, and reliable to our customers, we wish to bring to your notice an important security update. Change Summary: We will be phasing out the support for TLS protocol version 1.0 and version 1.1 by 30 September 2018 due to identified security vulnerabilities. We are upgrading to latest TLS protocol version 1.2 which is more secure and meets the updated PCI standards. Action to be taken from your side: As end user of Zoho Reports
Changes to your Setup page within Zoho Desk
Over the last few months, we've introduced several new features and integrations that have added to Zoho Desk's capabilities. To incorporate these items into the existing Setup page, we've regrouped some features, and renamed some groups. Here's a guide to help you navigate your new Setup page. Some changes that we've made: - The Organization group has been renamed to General. Some items have been retained under this group, while some have been shifted to a new group called Users and Control.
Live Webinar: Improve your team's efficiency with Zoho WorkDrive
From simple file storage to complex file management and collaboration, online content collaboration software is essential for modern teams of all sizes. Whether your team has three users or three thousand, your team needs to work together to produce great
Free Training: Explore Zoho Assist In-depth
Here is an opportunity to get hands-on training on Zoho Assist. Join our webinar in which our technical support expert will walk you through the on-demand remote support and unattended remote access features in detail. The training will also cover tips and tricks as well as address the frequently asked questions. Date and Time: Sept 18, 2018 11:30 AM EDT / 06:30 AM GMT Duration: 60 min Language: English REGISTER NOW Hope to see you in the training.
Tip #16 - Meetings in Scrum
"What's up for today?" "How's the work going?" "Did you finish the overdue task?" "Why couldn't the deadline be met?" "What's our next set of plans? .......Keeps loading When it comes to work, questions are often raised. Those back-to-back meeting sessions, rushing to complete the target, preparing for the next set of goals etc. - You will not know where to focus. This is why scrum teams are always in a safe zone because they schedule meetings at every
What's New this August 2018 in Zoho Invoice?
A new month means feature enhancements and new product updates from Zoho Invoice! Let's look into what's in store for August. Mail Notifications on Reaching the Workflow Limit How about knowing your workflow limit and creating workflows accordingly? Wouldn't that be more easier? From now on, you'll be notified via email when you're about to exceed the limit of your workflow count. This email would be sent to the primary email address of the organization. Additional Filters for Timesheet Entries We
InteGreat 02: Integrate Zoho Creator with Clickatell
Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Clickatell. Many of you need to regularly send SMS notifications to your users when a Form is submitted, or based on a specific set of criteria. For example, you might need to send a reminder for a task, or update the customer about an order status, or alert your customer when a payment is due. The solution is to either use the default SMS connection provided by Zoho Creator or create a new connection with any of the
New Integration: Zoho Sign - G Suite
Today we are happy to announce Zoho Sign's integration with G Suite (earlier known as Google Apps). With this integration, you can now enjoy single sign-on access, login to Zoho Sign with the G Suite credentials, import the required users from G Suite into Zoho Sign in a few steps, and sign business documents effortlessly. If you are using Google Drive, you can also open documents stored there with Zoho Sign and perform the document signing process.This integration will help companies to improve
Keep track of time and payments, now from within Zoho Desk.
Working on tens or even hundreds of tickets a day can leave your workforce lost on how much time went into what issues. This kind of information can be useful for streamlining of the team's effort, and crucial for matters like billing your customers. The Timer Zoho Desk's Time Tracker Enhancements help keep track of every second of work put in by every agent. Your team can clock in working time either manually for every ticket, or set it to automatically track the time they spend on each ticket.
Spotlight series 01: Understanding User Roles in ShowTime
Hello everyone! The ShowTime team believes that empowering our users, with better resources and techniques to use our product, helps them achieve greater productivity. With this in mind, So, here's our Spotlight feature post on "Understanding User Roles". Zoho ShowTime is designed for your entire team. You can manage them from ShowTime's Admin Console and assign specific roles to each member. Understanding how each account privilege works helps users efficiently organize their trainers and
Introducing the Zoho Sign API (Beta)
Hello, Today we're excited to announce the API (Beta) for Zoho Sign. This will help you to integrate your application directly with Zoho Sign programmatically. You can find the complete documentation here: https://www.zoho.com/sign/api With our API you can currently access and manage the following features of Zoho Sign: Document Management Create document Manage document Send documents for signature Get documents list Get document type Create a new document type Create new folder Get folders list
Zoho Backstage's first community meetup - September 2018
Hello everyone, We're thrilled to announce that we've organized our first community meetup for Zoho Backstage in Chennai on, Wednesday, 20th September, 2018. This is a chance for you to meet with Zoho partners, product experts, and other Backstage users as well. Share and learn from each other while our experts walk you through: The features in Zoho Backstage and how to use them to run your event successfully Effective and cost-efficient ways to market your event Creating a free event on Zoho
What's New in Zoho Books - July 2018
At Zoho Books, we go the extra mile for you. With a focus on enhancing our current features and boosting your productivity with new ones, we've got a whole bunch of updates to cover this month. Let's take a quick look at some of them. Calendar View for Bills The new Calendar View for bills lays out all your unpaid bills, month-wise. Clicking on any tile with an amount will bring up a list of your bills that are due on that day, giving you a clear picture to plan out your bill payments. Bulk
Security Update: Zoho Docs is phasing out TLS 1.0 and 1.1 support
We'd like to draw your attention to an important security update that will take effect on August 31, 2018. 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. What's TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this necessary? According to NIST (National Institute of
Community Digest - August 2018
Zoho CRM Meetups: The Zoho CRM meetups for the month of September 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 Canada Zoho CRM meetups in Switzerland Zoho CRM meetups in the US Automate using Functions Function #52: Automatically update the recent event date in the Accounts module. Function #53: Automatically name your deals during lead
Zoho Community Meetups in the US West Coast - September
Hello United States! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in different locations all over the West Coast this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration
New Features rolled out on Sept 4, 2018
Share Selective Columns from your Tables Zoho Reports now allows sharing selective columns from your data table to your users. So far when you share a table all the columns will be shared to the user always. Now you can choose columns to be shared. This enables you to control what data your users get to see and create reports upon. This will particularly helpful in case you have sensitive data in your table. Click here to know how to share selective column. Merging User Filters The below animation
Brief overview of our recent enhancements
Hello everyone, In today's post, we will take you through the recent enhancements in Zoho CRM. Let us take a look at each of these in detail. Enhancements in the Zoho Projects Integration Mapping Projects and CRM fields - While configuring the integration, you will be able to map both standard and custom fields from Zoho Projects with the corresponding CRM fields in the Accounts and Deals modules. This will ensure that the fields are auto-populated every time a new project is created in Zoho CRM.
Free Webinar: Integrating Zoho Vault with G Suite and Microsoft Office 365
Running your business on the cloud with G Suite and Microsoft Office 365 already gives you a handful of advantages. Now, with Zoho Vault integration, you can help your team securely share business passwords based on user roles and responsibilities, with our fine-grained password-sharing mechanism. Say goodbye to storing passwords on spreadsheets and sticky notes, and sharing them via risky methods like email, chat, and phone. In this webinar, you'll learn how to: 1. Integrate your G Suite/Office
XML/JSON APIs to be Deprecated Soon
This is to inform you that Zoho Desk's old XML/JSON APIs have reached their end-of-life period now and will be fully deprecated on Feb 17, 2019. Therefore, we strongly recommend you to switch to our new REST APIs, which were released last year. The new APIs provide richer features and ensure better performance and reliability. The new APIs work like the XML/JSON ones, but the syntax, output, and methods adhere to the RESTful architecture. Please refer to our API documentation to learn more about
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