Ask the Experts 3: Live Q&A: Find out all about sharing your Zoho Creator application with other users.
Hi everyone, As you might already know, every application that you create on Zoho Creator can be shared with other users — be it people within your organization or even outside. As an admin of the app, you can share the entire application or specific components of the application with your users. You can add users and permit them to access, edit, and modify relevant data and app components. In this month's Ask the Experts session, we would like to address all your questions related to sharing your
Ask the Experts #7: A 5 hour live discussion on using the new Zoho Mail 2018
We have received a mixed response to the launch of 'Zoho Mail 2018' - our recent revamp of the Zoho Mail interface. While some of you loved the interface and found it amazing, we also received some critical feedback from the users who have been using the traditional interface for quite a long time. We will focus on making it easier for you all to use the new interface in this month's 'Ask the Expert' series. In this month's 'Ask the Experts' we would like to cover everything about the new interface:
Live webinar: ShowTime gets a new-look with advanced customization
Hi all! We love everything new. That's why we're happy to announce an exciting product with great functionalities and a revamped user interface that is richer and simpler. That's what the new ShowTime is all about. The usability, aesthetics, and design elements guarantee an intuitive experience. Enjoy customizing registration, granular analytics, advanced session settings, and personally inviting people to your session. Wish to get started with all these latest features? Join us for a webinar here
Tip#47: Using Custom links
Hello folks, For your tip this week, we are going to show you how you can quickly get more information about your prospects and their companies from third party applications by using custom links in the record page. When you are ready to call your prospects and make your killer pitch, it helps to know a little bit more about them and their business. So you switch to Google search, enter the lead or company name and browse for information like say their contact number, the size of their company, the
Live Webinar - Drive your team towards tighter collaboration
Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed. However skilful your team might be, a collaboration platform can make them even more efficient and productive. With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page. To
Thanks for putting us on the map.
The happier your customers are, the better your business grows. Today, Zoho Desk is awed by all the happy reviews that our customers have given us. We have truly grown by leaps and bounds, thanks to your feedback. Multiple software reviewing platforms agree with us. To name a few, Zoho Desk has received the "Editor's Choice Award" from PC Magazine under the "Best Help Desk Software, 2018" category. It has also sealed its spot under the "Leaders" category in G2Crowd's "Best help desk software of
Campaigns Community Meetup - Join us in Chennai and Bengaluru this August!
Hello, everyone! Zoho Campaigns has been successfully hosting some community learning events, thanks to our enthusiastic user community. We're all set to conduct our next round of Campaigns Community Meetup in Bengaluru, on August 8th, 2018, and in Chennai, on August, 9th, 2018. We're excited to meet you in person and discuss about some emerging email marketing trends and best practices. Also, we'll be telling you how Zoho Campaigns can be used for 'building your brand and driving more sales.' Look
TLS v1.2-Aktualisierungen und Client-Komponentenaktualisierung für Zoho CRM
Hallo Leute, Bitte beachten Sie, dass der Support für Browser, APIs und Plug-ins mit älteren Protokollen ab heute (13. Mai 2019) als veraltet markiert wird. Bitte beachten Sie, dass wir die Unterstützung der TLS-Versionen 1.0 und 1.1 zum 30.9.2018 einstellen. Nach diesem Datum müssen Sie Ihre Verarbeitungslösungen auf TLS v1.2 aufrüsten, um weiterhin sichere Datenübertragung genießen zu können. Wir haben einige Änderungen unserer Client-Komponenten vorgenommen, die für bessere Leistung und ein noch
Mise à jour en TLS v1.2 et mise à jour des composants client pour Zoho CRM
Bonjour à tous, Veuillez noter qu'à partir d'aujourd'hui (13 mai 2019), la prise en charge des navigateurs, API et Plugins avec des protocoles plus anciens sera désactivée. Nous vous informons que nous retirons le support des versions 1.0 et 1.1 de TLS le 30 septembre 2018. Après cette date, vous devrez mettre vos solutions de traitement à jour en TLS v1.2 afin de bénéficier d’un transfert sécurisé des données. Nous avons apporté certaines modifications à nos composants client pour des performances
Actualización de TLS v1.2 y actualización del componente cliente para Zoho CRM
¡Hola! Tenga en cuenta que, a partir de hoy (13 de mayo de 2019), estaremos descontinuando el soporte para navegadores, APIs y plugins con protocolos más antiguos. Tenga en cuenta que dejaremos de dar soporte para las versiones 1.0 y 1.1 de TLS el 30 de septiembre de 2018. Después de esta fecha, se le solicitará que actualice sus soluciones de procesamiento a TLS v1.2 para disfrutar de una transferencia segura de datos. Hemos realizado algunos cambios en los componentes de nuestros clientes para
New Features rolled out on July 24, 2018
Enhancement for Dashboard User Filters Now User Filters in the Dashboard will be anchored as you scroll. So far the User Filters will be available in the place you have added them in the Dashboard. When you scroll down the Dashboard the User Filters will be hidden. Now they will be retained till the end of the Dashboard while scrolling. This allows you to quickly access the User Filter when required. Support to Pick Location for Geo Data From now, Zoho Reports provides a Location picker to resolve
Scheduled maintenance for The Netherlands dial-in numbers
We would like to notify that there is planned maintenance for the phone conferencing network in The Netherlands on the following date. Start time: 28 August 2018, 03:00 GMT End time: 28 August 2018, 04:45 GMT Estimated impact: 30 minutes of outage. Sorry for the inconvenience this may cause. We assure you that there is no impact on the call via computer during these times and you can use it impeccably for your conferencing.
What's New this July 2018 in Zoho Invoice?
Hello Everyone, As we step into the second half of this year, we've made some significant feature upgrades to Zoho Invoice. Read on to know to find out if this feature is what you've been looking for this month! Hassle-free GSTR 1 Filing (Indian Editon) File your GSTR-1 without much effort using this new feature in Zoho Invoice. The GSTR-1 report deals with the outward supplies of goods or services in your business. So you don't just create contacts and record invoices that are GST compliant, but
Attention: The Zoho Writer community is moving over to a new home!
Hey there, Writers! As a part of our new community-building initiatives, this Zoho Writer sub-forum has been moved to a stand-alone community at: https://help.zoho.com/portal/community/zoho-writer This new community will be home to all the latest updates, tips and tricks, "Ask the experts" sessions, Writer Community meetup discussions, as well as product announcements. Our support team too, will be actively taking part in the talks, trying to help solve your queries and difficulties faced. All your
Zoho Community Meetups - Australia
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: Queensland Sunshine Coast Brisbane July - 30 Jul - 31 Other cities Sydney
#1 Departments: To group your operators based on their expertise and field experiences
We all know that Zoho SalesIQ has an exclusive section for " Department(s) ". But have you ever wondered what are all the values that it adds up to your business routine? Need not worry, this post exclusively throws light on all the benefits that you'll gain out of using our Department(s) section to segregate and categorize the operators of your firm based on their skill sets, specialization and field experiences. But what's the whole point of the so called "Departmentalization"? Just imagine how
Tip #13 - Project Dashboard
Welcome back to our tips and tricks series! Let's explore an interesting and vibrant module - The Project Dashboard . Track progress of your projects using the widgets displayed on the dashboard. What do the widgets do? Here's an illustration that can help you understand the different types of widgets and their purpose. Take a look at our resource page for more information. Write to support@zohosprints.com if you have any queries.
Ask the Experts 03 - Everything you want to know about automation in Zoho Campaigns
Hello everyone, Zoho Campaigns is ready to host its third 'Ask the Experts' session. The first two sessions gave us extensive knowledge about our users' product usage and actual business requirements. This time, we've decided to focus more on the automation capabilities of Campaigns, taking into account its essentiality in different industries. We also take this as a chance to convey something important. Zoho Campaigns released its new version back in December, 2017. Since then, we've had good responses
Generate Release Notes for Your Project Milestones
In Zoho Projects, you can generate release notes to view the summarized list of tasks and bugs for your project milestones. The release notes contain all the closed issues and tasks for the associated milestone. You'll find your project runs more efficiently when you are not left wondering what, how, and when things are completing in each of the project milestones. Generating release notes Select Projects from the Home page. Select your project from the list and navigate to your project. Select
The 'Quick Learning Series' - Post 26 - Announcement
Payroll is no more a pain, as we have a new payroll integration in the house. We are inspired to announce that Zoho People meets Paybooks, to make your payroll processes simple and swift at the same time, exclusively for India. Know more on this integration.
Zoho Creator Workshops 2018 - Around the US in 11 days
Hey all! Hope everybody's having a great week! I'm happy to announce that the Zoho Creator team is doing a Roadshow around the US to conduct training workshops, helping people build their very own apps. The events will take place across four US cities over a period of 11 days starting from August 20. Here are some specifics. Los Angeles August 20 - 21, 2018 Link: https://events.zoho.com/CreatorWorkshop-LosAngeles Chicago August 23-24, 2018 Link: https://events.zoho.com/CreatorWorkshop-LosAngeles
New Features and Enhancements in Zoho Vault (June, July)
Hello, We have recently rolled out a set of new features and enhancements in Zoho Vault which will help you to simplify your day-to-day password management activities. 1. You can now configure/deactivate access control for secrets in bulk from the All Secrets page. 2. The new search option provided in the All Secrets page filter will help you find your secrets than ever before. 3. Language options: You can now select the language of your choice by navigating to Settings >> General Settings. Right
Look through our recent feature releases and enhancements
Hello everyone, In this post, we will take a look at three feature enhancements that we recently had in Zoho CRM. View CRM user's role and profile in Zoho Projects While creating or associating projects in CRM you can view what role and profile a CRM user holds in Zoho Projects. You can either proceed with allotting the project to the user or change their role or profile based on the requirement of the project. For example, Smith Jones's role in Zoho Projects is Trainee Sales Rep and his profile
Gear up for our next webinar!
Hi all! Nothing beats a good demo and realtime interaction with a product expert to get to know a product or feature better. Here we have our next webinar for a complete overview of Zoho ShowTime! We have the latest Open house feature that brings the benefits of a realtime classroom experience. We also have the Admin console, which helps you organize all your trainers and collaborate with them to conduct effective sessions. Excited to know more about these features? Join our webinar here! After
Live Webinar: Collaboration Made Simple with Our Brand New Tool
Creating successful work groups when a team is geographically dispersed can be quite challenging. The process of keeping work and tasks in order becomes difficult and collaboration between team members can go haywire. As a result, companies have shifted the way in which teams traditionally manage and organize their work. More organizations now want an exclusive, convenient place to work together, one that’s accessible by both internal and external collaborators. That is why we have developed a
One more step towards better data protection
Hello! With the enforcement of GDPR, all of Zoho has undergone a massive upgrade in security measures. In addition to the initial set of features, Zoho Desk has put out two new features towards the protection of data: delete and anonymize agents. When agents in your organization quit or move to a different business unit, you can delete their profiles after transferring the ownership of their open records. You can find the list of deleted agents in Zoho Desk's setup interface. You can also anonymize
Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,
Tip #12 - Reports view and export
Reports are used to track the progress of your team. They help teams to forecast progress by evaluating the performance of the team members. In Zoho Sprints, you can either view reports by estimation points or by number of work items. Choose 'View by Points' to track the number of estimation points completed. Choose 'View by Count' to track the number of work items completed. Refer our guide for more information on reports. What if you want to export the reports and charts? Yes, you can
Updates to Department and Agent APIs Will Be in Full Effect Soon
In one of our previous posts, we had mentioned that the associatedAgentIds key will be deprecated from the response to the Get all departments API. We would like to inform you that this omission will be fully in effect from the upcoming hotfix. Here's a quick recap of the earlier announcement: The response to the Get all departments API will no longer contain the associatedAgentIds key. The response to the Get a department API will contain the key. The Get all departments and List all agents APIs
The 'Quick Learning Series' Tip-Post 25
Approvals are no more a crick in the neck for Administrators. Approving at multi-levels, in a single click, is now a possibilty for users of Administrative roles. Know more
Tip #22: How to search and edit contacts from the Mail app
Looking for the easiest way to locate and edit a contact? Just use the search option to directly get to the contact. Steps to locate and edit the contacts: Select the contacts from the App dropdown, near search bar Type in the contact email address/ name that you want to locate and edit. From the 'Contact' results, select the contact you want to edit. Click edit, update the details and save the contact. Hope this tip makes managing your Contacts easier. See you next week with yet another interesting
Tip #32: Deleting a portal
We are back again with a new tip. As part of our GDPR compliance, we have included a delete portal option so that you can delete your portal anytime you wish to discontinue Zoho Projects. There are certain conditions to follow which need to be satisfied before you can delete a portal. This option is available only when, You have removed/deactivated all the users in the portal. You can delete a portal user in the portal settings. Your subscription has been downgraded to the Free plan. Learn more
Free Webinar: Simplify Cloud App Logins with Zoho Vault Single Sign-On
928—that's the average number of cloud applications used by enterprises, according to a Symantec Internet Security Threat Report. Regardless of the size of the business, most employees today are using at least half a dozen cloud-based applications in their day-to-day operations. It's hard for them to remember unique passwords for all their accounts, so they go to the forgot password link, where they'll eventually end up reusing the same one for every account. Whether they know it or not, this puts
How best to align your Sales and Support teams so they work in sync? Learn from the best.
"The Customer Support desk is still a foreign country to many sales teams. Sure, they travel there from time to time when mutual interests suddenly align, but they often return from these brief expeditions with no further insight into the local customs," says Greg Smoragiewicz, a Senior Marketing Manager at Aircall. In a webinar on June 28, we'll be discussing business strategies to completely align your Sales and Support teams, in collaboration with cloud telephony giant Aircall. Join us for a
The 'Quick Learning Series' - Post 24 - Tip
Want to configure different Time Tracker settings for just a set of your employees? With 'User Settings', now you can replicate all that you have in general settings of Time Tracker for the set of Users you choose. Click here to know more.
Introducing All New Zoho Show - Create and Design Stunning Presentations.
Hello, Whether you're a first-time presenter or an expert looking to make a lasting impression, Zoho Show is the tool for you. Whatever your expertise, the All New Zoho Show's contextual user interface lets you create all kinds of slides, from plain text on a simple background to complex presentations with animations, tweets, charts, media files, and lots more. The UI doesn't leave you to figure everything out yourself, but presents something you can easily use. It's clear, obvious, and intuitive.
What's New this June 2018 in Zoho Invoice?
Hello everyone! It seems like 2018 had just begun, and we're already in the middle of the year! As time flies quickly, we at Zoho Invoice have been working on new features and enhancing them at a faster pace. Here's what we got to offer for the month of June. GDPR: To comply with GDPR , the following changes have been made in Zoho Invoice: Sensitive information will now be stored as Personally Identifiable Information(PII) in Zoho Invoice. We have brought in an option to restrict/grant access to the sensitive
Profiles and Roles
Zoho Projects has recently introduced Profiles and Roles that lets you define user access privileges and their role in the portal. Some projects require specific users to perform certain actions, while the others cannot work on it due to some restrictions or other privacy concerns. In this case, Profiles and Roles will help you sail smooth. How to set up Profiles and Roles? Take more control using Profiles and Roles With more customizing options available, you can set up multiple user roles such
New Features rolled out on June 12, 2018
Split Column Option for Data Preparation Do you have a concatenated values in your columns which you want to split for making better sense of your data and analytics? A simple example is splitting a customer name column as first name and last name. The new Split Column option helps you do this exactly. The Split Column option allows you to split the value in a column into multiple columns based on a separator. This can be applied over the columns with data type Text, Multi-line Text, Email and URL.
Zoho SalesIQ abides by GDPR for a double-checked data protection!
As we are the means for you to procure and process your visitor data, our code of functioning has always been to provide maximum data-security to our customers. By complying with GDPR (that took effect from May 2018), we've planned on protecting your
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