What's New in Zoho Inventory - August 2018
As always, it gives us great pleasure in commencing the month with a set of new releases. Let's jump right in and find out what's new in Zoho Inventory! 1. Partial Drop Shipment Let's say your customer has placed an order for five different items, out of which you generally don't keep stock of two of them. For prompt delivery, the best solution at hand would be to drop-ship the two items from your sales order. Zoho Inventory now supports partial drop shipping of items. Here, instead of drop shipping
The day when Client Portal spoke your language!
A month back, we rolled out Client Portal to enhance your relationship with your customers. Soon enough, feedback and suggestions came pouring in from you all and we realized that we could do more! So, after several brainstormings and discussions, we decided to make Client Portal more expressive and engaging. And, what’s better than language to be expressive. So, we started again. Gulping down dozens of Red Bulls and crunching Pizzas, our developers started from the first line of code and did an
Ask the Expert 4: Live Q&A: Find out all about using Execute Xpath builder to fetch data from third-party services.
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 way, you can ensure there is a constant flow of data between all your productivity apps. Also, Zoho Creator provides you with an option to fetch data from any third-party service in general web data transfer format (either XML or JSON format) and parse it using our Execute Xpath builder.
Introducing the all-new Zoho Survey
The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before. Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questions
Zoho Meetups to make a pit stop in Canada!
Hello Canada! 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 four different locations 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 | Outlook Plugin |
Ask the experts 9 : A 5 hour online Q and A about your domain setup for Zoho Mail
DNS setup for domain is every user's nightmare. When it comes to email, right from SPF/ DKIM to MX, every entry for the domain needs to be updated in the DNS manager of the domain. DNS manager of the domain is an independent entity and it can be changed only using the credentials of the DNS manager of the domain. The various DNS settings that are involved in setup of for Zoho Mail are: SPF/ DKIM/ DMARC entries for sending authentic and reliable emails that are not marked as Spam. MX entries for
Tips and Tricks 01: Pick your participants
A simple interface with exciting features always contributes to a great experience. We at Zoho feel that our users should always encounter smooth and clear workflows when they use our software. And so, to help you utilize ShowTime to its full potential, we're introducing a brand new "Tips & Tricks" series! Tip #1: Pick your participants. With ShowTime, you can now pick and choose your participants. You may want to invite specific trainees directly or avoid competitors from accessing your training
Zoho Community Meetups coming to Switzerland!
Zoho User Group Meetups, Switzerland - Zurich and Vaud Hello Everyone! 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 in Zurich and Vaud are getting together for a meetup to discuss 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
Pick the topic for the next Ask the Expert Session.
Hi folks, We hope you enjoy our monthly Ask the Expert sessions! We're eager to host our next ATE session, that will be held at the end of this month. Below are a few topics that you'll find useful. Which one would you like us to cover next? Go ahead and pick one!
Temporary glitch in STOCK() function.
Dear users, Due to the unexpected termination of stock data API service from Yahoo! Finance, we are sorry to inform you that the STOCK() function in Zoho Sheet will be temporarily disabled. The STOCK() function will return #ERROR! from our next update. We're working on bringing back the function and will update you once we're done. Please bear with us until then. Thanks, The Zoho Sheet Team
Tip #15 - Predict the end date of your sprint
"I'm half-way through the sprint, how can I predict the end date of my sprint?" - The frequently asked question by the teams that are new to agile. Well, this post will walk you through the basic agile metrics and how Zoho Sprints helps you track the sprint progress. Your team has moved the prioritized work items from the project backlog to the sprint and the sprint has started. What's next? It's time to track its progress on a daily basis. You can track the Ideal, Actual, and Predicted progress
Live webinar: An overview of Zoho Backstage
Hello everyone, Holding an event for your business can be one of the most important forums to kick-start or enrich your professional connections. Planning an event though, is easier said than done. We understand the mountains that one has to scale for this, and Zoho Backstage is here to make event organizing as effortless as possible. Join us for a live webinar on Wednesday, 12th Sep 2018, where we'll give you a complete overview on how to get the most out of Zoho Backstage. At the end of
First Zoho WorkDrive Community Meetup in Chennai - September 2018
We have some great news! Our first community meetup will be held in Chennai on Sept. 19th, 2018! Zoho WorkDrive is an online file management platform built to radically change the way teams work together. It gives your team a secure, shared space to work,
Layouts just got a whole lot more customizable!
Dear Customers, Layouts help you organize your fields in each module. They help you quickly get to the information you care about the most. Until now, you could modify layouts and create custom fields only at the organization level. Today, we've made layouts more customizable. Each department can now have its own layout. Agents can create and use custom fields within each department, without interfering with those in another department. They can also configure department-specific picklist values
Free Webinar: Experience ShowTime's fresh UI and exciting features.
Zoho is not only about building great products. We believe that empowering users to flex our software according to their requirements increases productivity. This is possible when we build customizable features for our users to play around with. ShowTime believes in enabling our trainers to have more control over their sessions, engage with their attendees better, and reflect on the effectiveness of their training. We would love to help you understand the new personalized settings such as registration
Meet the Zoho Campaigns team in Hyderabad, Mumbai, Delhi, and Chennai
Hi everyone, After organizing a successful Community meetup at Bengaluru a couple of days back, we're back with yet another good news! Zoho Campaigns is all set to host its next set of meetups in Hyderabad, Mumbai, and Delhi. Join us at the Campaigns Community Meetup in Hyderabad on August 30th, Mumbai on September 5th, and Delhi on September 6th, 2018. Adding to the list, the meetup which was to be held in Chennai a few days back is rescheduled—it'll be held on September 7th, 2018. We're excited
New forum, closer community, better experience—Zoho Sheet
Hi Everyone! We've been making a lot of changes to Zoho Sheet behind the scenes, and all these enhancements will be out in a few more days. As a first step in moving to a closer community where our team and users stay connected, here's the new Community forum exclusively for Zoho Sheet. Follow the page to see all the announcements, get answers for all your questions, post ideas, and learn some tricks that can help you create powerful spreadsheets quickly, and become a spreadsheet expert! Not
The Slash Command Series - Command suggestions - The power of choosing!
Command suggestions are a cluster of simple inputs given by the system to the user. Simply put, a suggestion list displays options for the command input. The idea behind using command suggestions is to make it easy for the end user, by showing the inputs while executing a command. Most often we find ourselves in a quintessential position where we're looking for a file or a folder packed away in a corner! Think about situations where your Manager and your Mentor ask you to share two different files?
Important Terminology Change
We are doing an important terminology change in Zoho Reports today. Database renamed as Workspace From now on Reporting Database will be renamed as Workspace. You can learn more about Workspaces here. Database Owner renamed as Workspace Administrators The role Database Owner (DB Owners) has been changed to Workspace Administrator. With this change, the user roles in Zoho Reports will be referred as follow. Database Owner will be referred as Workspace Administrator Admin will be referred as Account
Freedom and Flexibility. In software, as in life.
At Zoho, we believe in empowering our users to be creative. In ShowTime's journey to becoming a customer-first product from its beginning as a features-first product, we value your ideas and the vision that you have shared with us in the past. With that in mind, we're happy to introduce a completely new user interface with great design and usability. Our product has moved to a bright, interactive user interface that combines simple workflows and engaging new features. Experience our new UI and
Coming soon: "Vintage theme" for all users who are fans of the old UI
Dear Zoho Mail users, We are glad to inform you that we’ll soon be releasing a "Vintage theme" for Zoho Mail in the coming weeks. This is primarily meant for all of our users who are not in favor of deprecation of the Old UI. We have been intently paying attention to all comments, good, bad, or ugly, and always strive to do our best to keep 100% of our user base happy as much as we can. Our development team is working hard to incorporate the most requested features that some users miss from the
Introducing Zoho WorkDrive—a Robust Collaboration Tool for Teams
Organizations are no longer limited by physical boundaries, where everyone must be present in the office to collaborate with co-workers and push projects forward. But to accomplish this, teams need an efficient solution in place—one that helps them stay on task and monitor the crucial aspects of their ongoing projects. That's why we've built Zoho WorkDrive, an online file sync, storage, and content-collaboration platform for modern teams, small businesses, and large enterprises. From 3-member startups
Benefits of upgrading your Zoho Sprints account
Hello, Do you find Zoho Sprints interesting? If yes, then it's time to upgrade your account. Before you choose to upgrade, get to know the perks. Feature availability Apart from these features we offer you enhanced experience in the existing features. Available enhancements Add unlimited projects in your team. Add 25 custom statuses for a single project. Add 5 levels of subitems. Run 5 sprints in parallel. Convert the work item type. (story to task, task to story, story to bug, bug to story,
Our Biggest Release of 2017 is here!
Hello again, everyone! We are here to finally reveal what we've been working on for months. Are you ready for it? *Cue music* Presenting... a whole bunch of powerful publishing features, as well as a brand-new edition for Digital Agencies! *mic drop*
User Access Log Details
Zoho Reports now enables you to track the activity of all users in your account, from administrator to public users, through Audit Logs. A reporting database will be automatically created in your account and the activity logs will be updated in this reporting database. You will also get an insightful Dashboard, the Access Log Analytics capturing the essentials of user activity such as Daily Access Trend, Access Count by View Type and by Users, etc. This option is available for all paid plans of
Live webinar: Introducing Zoho Backstage
Hi all, Join us for a live webinar on Thursday, 16th Aug 2018, where we'll give you a complete overview on how to get the most out of Zoho Backstage. Zoho Backstage is an enterprise event management tool to help you create memorable event experiences. It's everything you need, from website creation, ticketing, and event promotion, to attendee registration and engagement. At the end of this webinar, you'll know how to: Design your own event microsite in multiple languages Build a complete
Zoho Campaigns is now CSA certified!
Hello everyone, We're happy to be sharing some good news with you all—Zoho Campaigns is now CSA certified! Certified Senders Alliance (CSA) is a quality certification for mailbox service providers like Campaigns and it adds more value to the brand, making them enter the trusted senders league. Zoho Campaigns is now an approved CSA member and a trusted sender in the Europe region. This recognition comes along with a set of benefits. With Zoho Campaigns, there'll be: - A professional and certified
Zoho Community Meetups - August
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: USA Novi Cleveland Indianapolis Minneapolis Chicago Aug - 3 Aug - 7 Aug - 9 Aug - 14 Aug - 16 South Africa meetups Johannesburg Cape Town Durban Aug - 1 Aug - 7
Zoho CRM Meetups - July
Hi! We're glad to announce a fresh set of Zoho CRM meetups spread all over the US and a bunch of other cities around the world. At each meetup, we'll gather as users, product experts and partners to discuss tips and tricks, gather feedback, network and learn from each other. The goal of these meetups is to, 1. Get the Zoho community together both online and offline 2. Enable our community members to get a better understanding of Zoho products 3. Create an avenue for our community to meet product
Community Digest - July 2018
Product announcements TLS v1.2 upgrade and client component update for Zoho CRM Introducing server-less functions Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more here. Zoho CRM Meetups July's Meetups on Making the most of Zoho CRM focused on several important CRM features including Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups are
Welcome to the Zoho Backstage community
The Zoho Backstage community is a dedicated space where you can access a multitude of resources and delve into topics on how to use Zoho Backstage effectively. Feel free to get involved in this community and become an active member. Here's how you can do it: Start and contribute to discussions. Ask and answer questions. Propose ideas for new features. Report problems that you face when you use the product. As you join in on the conversations, you can benefit from features that we provide on this
TLS v1.2 upgrade
Hello everyone, We(Zoho Creator) want to let you know that we are upgrading our TLS standards to the latest version 1.2 which is more secure and meets the updated PCI standards. We will be retiring the support for TLS versions 1.0 and 1.1 on 31 August 2018. After this date, all our users will be required to update their processing solutions to TLS v1.2 for the secure transfer of data with us. What is TLS? Transport Layer Security (TLS), formerly Secure Sockets Layer (SSL), is the old security
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: July 24, 2018 11:30 AM EDT / 06:30 AM GMT Duration: 60 min Language: English REGISTER NOW Hope to see you in the training.
A whole new facet of Search
Dear Customers, We're constantly thinking of ways to make your experience with Zoho Desk better, through new features and useful refinements to old ones. Faceted Search is a new functionality added to your quick and advanced search options within Zoho Desk. It lets you cut through the clutter, and find exactly what you need in no time. When you hit "search" in Zoho Desk, your search results will now be categorized into facets like status, channel, priority etc., enabling you to quickly navigate to
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: Aug 16, 2018 11:30 AM EDT / 06:30 AM GMT Duration: 60 min Language: English REGISTER NOW Hope to see you in the training.
Ask the Experts #8: A 5 hour live discussion on the best practices in Migration to Zoho Mail
Every administrator who switches the email finds email migration from the previous service, as one of the biggest challenges. Zoho Mail provides powerful tools to manage the migration of emails from existing providers to Zoho Mail. The various options available for the migration of email data are: Migration from Exchange Server Migration using IMAP Migration tool (from any IMAP supported service GSuite/ Outlook.com/ Rackspace etc. ) Migration using Outlook migration wizard (PST file migration) EML
Tip #2: How to use 'Signatures' effectively in Zoho Mail
Hello everyone! Signatures in emails are essential and inevitable to add a professional touch to your emails. Signatures not only make your email look professional, they also reinforce the authenticity of your emails. Follow the steps below to create a professional looking email signature, and add it automatically to every email you compose. Steps to create a signature: Go to Settings. Open Signature settings Click 'Add new signature'. Provide a name to the signature Add the contents of the
Moving out announcement - Zoho Sheet!
Greetings! As a way to better interact with our users, the Zoho Sheet team is moving our forum out of the Zoho Docs community and in to its own separate space. This is the first step in creating a stand-alone community for Zoho Sheet. This will help us fit all your queries and posts about Sheet into one community and ensure you receive our forum announcements in a timely fashion. There are also plans down the line to kick-start sessions like "Ask the Experts" and "Tips and Tricks," so make sure to
TLS v1.2 upgrade for Zoho Books.
In order to maintain your communication with Zoho Books more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order 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?
Tip #14 - Four new enhancements that you shouldn't miss!
Hello all, We have rolled out a few enhancements in Zoho Sprints. Eager to check out what are those? Read on. Global View Lists all the work items across projects in your team. Categorizes work items in two different views: Team View - Lists all the work items across projects irrespective of the assignee. Only Admin has access to this. My View - Lists all the work items assigned to you across projects. Search for work items matching a specific criteria using the filter option. Sort the work
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