New Features and Enhancements in Zoho Vault - May 2018
Hello, Today we are happy to announce a bunch of new features and enhancements in Zoho Vault. Most of these features are built to improve the application security and privacy. Security alerts: Administrators will now receive alerts via email when a user is trying to access vault from restricted IP addresses. Users will also be alerted when their account has had five unsuccessful passphrase attempts. Audit activity: Actions performed on audit and report tabs such as view and export are now captured
Leverage the power of chatbots and messaging extensions for Zoho CRM to converse with your leads.
Listening out to your leads' requirements is the first step towards solving them. And, effective communication tools can help focus more on your customer and less on the process itself. With #ZohoCRM extensions, you can use chatbots, and text and voice messages to reach out to your clients, right from your CRM dashboard. With a seamless integration between third-party apps like Catalyst Connect Chat and Amplify Reach, drive more sales, keeping your clients well-informed. Check out this webinar on
Tip#50: Follow-up with only those contacts who haven't responded to you
Hello folks, Here's our tip for the week, on how you can exclude contacts from autoresponders to schedule follow-ups only with those contacts who haven't responded. Let's say you're hosting a webinar to generate leads for your business. To promote this webinar, you could be using autoresponders in Zoho CRM to send automated emails to a bunch of contacts, urging them to register for the webinar. Some of these contacts might sign up for the webinar right after your first email, while there are others
Contenu du RGPD - Présentation des demandes des personnes concernées et d’autres préférences en matière de conformité au RGPD dans Zoho CRM
Bonjour à tous, À la suite de notre précédente publication, nous revenons avec quelques fonctionnalités supplémentaires pour le RGPD dans Zoho CRM. Traitement des demandes des personnes concernées Les personnes concernées peuvent exercer leurs droits par le biais d'un portail ou par e-mail ou par téléphone. Vous pouvez désormais suivre les demandes de vos personnes concernées et les traiter en temps opportun depuis Zoho CRM. Allez à l’onglet Confidentialité des données dans la page des détails de
GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM
¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically? A - Yes. This can be done while configuring an approval Steps: From your home page, navigate to Settings > Approvals > Add Approval Select the form and give a name Set criteria (If required) and configure approver Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need If you have selected 'Repeat', enter the frequency in which the follow-up should be done Configure email template
DSGVO – Fortsetzung - Wir stellen vor: Anfragen von betroffenen Personen und weitere DSGVO-Konformitätsvoreinstellungen in Zoho CRM
Hallo Leute, Im Anschluss an unseren vorherigen Beitrag hier ein paar weitere DSGVO-relevante Funktionen in Zoho CRM. Anfragen betroffener Personen handhaben Betroffene Personen können ihre Rechte über das Portal oder im Zuge der E-Mail- und telefonischen Kommunikation wahrnehmen. Ab jetzt können Sie Anfragen Ihrer betroffenen Personen nachverfolgen und diese fristgerecht in Zoho CRM bearbeiten. Wechseln Sie zum Datenschutz-Register auf der Eintragsdetails-Seite (DSGVO-fähiger Module). Dort finden
Zoho ShowTime for Teams!
Hello everyone! We love working in teams here at Zoho, and that's why we've come up with the new ShowTime for Organizations. Zoho ShowTime's admin console helps you create and manage your team of trainers within a single unified portal. Be it HR, sales, or training, you can invite users to join your organization portal and host multiple sessions simultaneously. Here's everything you need to know about the update: As a user you can now purchase a single ShowTime account for your organization and manage
Ask the Experts #1: A 5-hour live forums discussion on Filters in Zoho Mail
We are happy to launch a live 'Ask the Experts' community series focussing on a new topic every month. The monthly topics will focus on the features that are used/ asked by majority of users and also based on the topics frequently discussed with the customer support teams. We are kickstarting the 'Ask the Experts' event on 21st November, 2017 between 8:30 - 1:30 P.M (EST), with the topic: All about Rules and Actions in Zoho Mail Filters Filters in Zoho Mail is a largely discussed topic, and we
Zoho PageSense Community Meetup in Mumbai and Delhi
Hello marketers, Join the Zoho PageSense team in its latest round of community meetups in India. Learn insiders' tricks on increasing website conversions, network with other marketing leads, and get an exclusive tête-à-tête with the members of our team.
What's New this May 2018 in Zoho Subscriptions?
Hello Everyone, May is here, and we are back with a stack of new features that we've rolled out this month! So saddle up and read on to know more about the updates! Introducing Metered Billing Have you ever added extra charges to a subscription in case of excess usage of a service by your customer? Now, you can invoice your customers based on their usage by adding the additional charges to their existing subscription. Also, you can automate this using APIs or add the charges manually. Learn more.
Live webinar: A complete overview of Zoho Meeting
Would you like to get a complete walk-in through Zoho Meeting? Learn how Zoho Meeting can empower you from conducting online meetings with your team to hosting webinars for your sales leads. Join us for a live webinar this Wednesday. Here are some of the points we'll be focusing on: Scheduling and hosting online meetings and webinars Integrating events with your calendar Using the Zoho CRM-Meeting Plus integration Recording and sharing sessions Engaging leads with polls and Q&A Switching presenters
Community Digest - May 2018
Product announcements: - Check out the new Data Subject Requests and more GDPR compliance preferences in Zoho CRM. - More features for GDPR in Zoho CRM. - Handling lawful bases for your customers using Zoho CRM - A new user interface for your email integration in Zoho CRM. Zoho CRM Meetups: We had our first set of Zoho Community User Groups at five major cities across Canada with sessions on Tips and Tricks in Zoho CRM. If you missed the meetups, we'll be back in the Country in a couple of
The 'Quick Learning Series' - Post 22 - Tip - Approval Settings
How to have approval requests auto-rejected in case of criteria mismatch. Steps: Go to Settings > Approvals Select the appropriate form Navigate to 'Approval Settings' > Configuration Select 'Auto Reject' under 'For Criteria Mismatch' Click Save
New Features rolled out on June 7, 2018
Importing from MS Access Database using Import Wizard Now you can import data from the MS Access database files you have stored in Local Drives, Web URLs, FTP servers or Cloud Drives right from the Import Wizard in Zoho Reports user interface. Previously MS Access database files can be imported only using the Upload Tool. You can choose a Single table, Multiple tables or write a custom SQL query to fetch the data for importing. You can schedule the import in periodic intervals if the Access database
What's New in Zoho Books - May 2018
Hello Everyone! We're back with a slew of new updates and feature releases for the month of May. Let's dive in! Add Annexures to Your Invoices With the new update, you can customize your invoice templates by adding an annexure at the end. This allows you to add extra content apart from your terms and conditions, such as by-laws, clauses and other related information to the end of an invoice. Filter Items Using Reporting Tags Ever wanted to know how a particular group of items are faring? With this
Join us at the Campaigns Community Meetups in Mumbai and Delhi
Hi people, Here's a good news! Zoho Campaigns is ready to organize the Campaigns Community Meetup in Mumbai on 20th June, 2018, and in Delhi on 21st June, 2018. Join us to know how to "Build your brand and drive more sales using Zoho Campaigns," through a session of product presentations and key networking opportunities. On attending, you can: -> Get a better understanding of Zoho Campaigns' capabilities. -> Engage with peers from your city and build more meaningful connections. -> Interact with
Update : Now export all your organization users from the Admin Panel in one click.
Hello everyone, We have made a minor update for Zoho CRM Plus. In the admin panel, we have now introduced an option for users to easily export the list of all users in the organization (along with their access permissions) in one click. Here's how it works - 1. Visit the Admin Panel > Users tab. 2. Click this icon to the far right to the top. Please remember that you have to be a super-admin / admin to use this feature.
Tip #10 - 3 things to track using user profile
Hello, Are you looking for a report that tracks progress by users? Well, here's 'User Profile' that helps you track progress of the user from a single location. Track the total, completed, and pending work items and estimation points assigned to the user. Using this feature, managers can evaluate user work load and allocate resources. Velocity meter helps users evaluate their performance by tracking the progress of the completed sprints. Using this chart, managers can evaluate the performance of
Free Webinar: Getting Started with Zoho Vault - Protecting the Keys to Your Kingdom
Passwords are the keys to your digital kingdom and poor password management can lead to loss of confidential data, money, and reputation. One of the most effective ways to keep passwords secure is to store them in a centralized vault and automate password management tasks. In this webinar, we will teach you how to safeguard both personal and enterprise passwords using Zoho Vault and make managing your passwords less challenging. In this webinar you will learn how to: 1. Store and manage all your
GDPR Cont'd - Introducing Data Subject Requests and more GDPR Compliance Preferences in Zoho CRM
Hello folks, Continuing from our previous post, we are back with some more features for GDPR in Zoho CRM. Handling Data Subject Requests Data subjects can exercise their rights through portal or through email and phone calls. You can now keep track of your data subjects' requests and address them in a timely manner from within Zoho CRM. Go to the Data Privacy tab in the record details page (for GDPR enabled modules) and you will now see a section called Data Subject Requests. When you receive
The 'Quick Learning Series' - Post 21 - Zoho People integration with Zoho Projects
Import your list of Projects from Zoho Projects, track time for them and push approved time logs to Zoho Projects. Learn more
Scheduled maintenance for United Kingdom dial-in numbers
We would like to notify that there is planned maintenance for the phone conferencing networks in United Kingdom on the following dates. Start time: 2018-06-23, 20:00 GMT End time: 2018-06-24, 04:00 GMT Estimated impact: 30 minutes of expected down-time during hardware replacement on the 23rd after 22:00 GMT. 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.
New Features rolled out on May 28, 2018
GDPR Compliance In compliance with the General Data Protection Regulation (GDPR) effective from May 25, 2018, we have made the following enhancement in Zoho Reports. Marking data columns as Personally Identifiable Information (PII) Right to Data Portability Right to Erase and Forget Data Enhanced Data security on export and private URLs Follow the below links to know more Zoho Reports GDPR compliance enhancements GDPR Compliance Corporate Statement Zoho new Privacy Policy New Enhancements in Dashboards
GDPR-related feature updates from Zoho Campaigns
The General Data Protection Regulation (GDPR) is fast approaching and it is time we rethink the way we do email marketing. This regulation gives the citizens of the European Union countries complete control over their personal data and urges organizations to value every piece of information they have about their customers. Whether it is data collection, storage, or usage—everything needs customer’s approval. In addition to our double-opt-in sign-up forms, opt-out and update profile options, we have come
Scheduled maintenance for the US and Switzerland dial-in numbers
We would like to notify that there is planned maintenance for the phone conferencing networks in the following regions on the corresponding dates. The United States dial-in number maintenance Start time: 06/03/2018, 08:30 GMT End time: 06/03/2018, 10:00 GMT Estimated impact: Brief service disruption lasting a few minutes. Switzerland dial-in number maintenance Start time: 2018-06-02, 22:00 GMT End time: 2018-06-03, 04:00 GMT Estimated impact: Service will experience interruptions during maintenance
GDPR Contd. - Announcing more features for GDPR in Zoho CRM
Hello folks, Continuing from our previous GDPR post, we are back again with more features for GDPR in Zoho CRM. Data Source Tracking Information about your records (Data Subjects) come into the CRM from multiple sources like forms, third-party integrations, import, etc. Zoho CRM will now fetch and display these sources along with additional details like website and form name in case of web form being the source, and portal name and department in case of Zoho Desk being the source. You can track
Introducing the all new Enterprise Edition of Sign with Bulk Send and In-Person Signing!
Introducing the Enterprise Edition We have successfully rolled out the enterprise edition which houses two important features: Bulk send and In-person signing! With the enterprise edition we have streamlined many of the difficult tasks done before and have introduced some new features for better performance and throughput. The enterprise edition is also very reasonably priced, at just $20/user/month when paid annually($24 when paid monthly). Send the same documents to multiple recipients using
Important announcement about Zoho Mail 2018: Deprecation of old interface and other updates
Hello everyone! Thank you for the overwhelming response to the release of Zoho Mail 2018! Here are some comments on Zoho Mail 2018 that pepped us up: Many of our users who were using the older version of Zoho Mail also loved the new Zoho Mail 2018, as it retained the tabs to their liking, but with better speed, appearance and nifty features. Apart from the reviews, we also appreciate the enthusiasm shown in posting feedback, suggestions, and feature requests. We are analysing the feature requests
New updates to make Zoho Motivator GDPR compliant
When you sign up for Zoho Motivator, you're already protected by the security measures included in Zoho CRM. The Motivator team has also come up with some enhancements to ensure that the data you process under Zoho Motivator stays safe. TV channel sharing control. Now, new TV channels that you create will be shared only with other Motivator users by default. To share a channel with more collaborators, just head to the channel settings and pick the appropriate level of sharing security. You can also
The 'Quick Learning Series' - Post 20 - Are you worried if your employee data is secure?
Compliance with the GDPR is paramount for HR departments precisely because HR processes invariably collect and process a great amount of employee data. As an HRMS that gathers and processes all this information, Zoho People ensures you have full control over all sensitive information. Visit this page to know how.
Update to Zoho's Privacy Policy in keeping with GDPR
Hello All, Zoho has updated its Privacy Policy in keeping with GDPR. Most of you would have received an email communication to this effect. Some of you might have any questions with respect to: the updates to the Privacy Policy, GDPR in general, or GDPR compliance in Zoho CRM and in other Zoho services. Please hop over to the Q & A session linked below and ask away! A team of experts will answer your questions. Ask the experts now: ttps://bit.ly/2KUFQDE
Zoho CRM is on its way to GDPR Compliance
Hello folks, GDPR has been the talk of the hour and we would like to ensure that this GDPR fever does not come in the way of your business and selling. There are several GDPR centric enhancements in Zoho CRM that will be released in a phased manner to all our users in the following weeks. Designed to help you meet the privacy standards set by the European Union, these enhancements will provide a streamlined mechanism for you to collect, process and store your customer data in conformation with
V 2.2: Introducing Android app, Zoho CRM integration for online meeting, export reports for webinars, and a lot more.
Hello There, We're constantly rolling out new features and enhancements in Zoho Meeting. Here are a list of new features and enhancements rolled out in this month (May 2018). Zoho Meeting add-on for Zoho CRM We have come up with a tighter integration for online meetings with Zoho CRM events. You can now schedule and host meetings; invite your CRM leads, contacts, or users; and view recordings and reports in your CRM portal. You can also access all those meetings in your Zoho Meeting portal. This
New Features and Enhancements in Zoho Vault - March 2018
Hello, Every month, we're constantly rolling out new features and enhancements in Zoho Vault. Here are a list of new features and enhancements rolled out in the last month (March 2018). Administrators can now configure users' access to the vault, change their roles, and delete users using the options available under the Actions column on the User Management page. The Default RelayState parameter in the single sign-on configuration can now also accept URL and Base64 encoded string. Zoho Vault now
Tip #9 - Epics in Zoho Sprints
Hello all, It's been a while since we launched 'Epics'. Hope you have explored it already. Here's a short blurb about this new feature that will help you get started with it. In Agile project management, all the requirements from the client are created as user stories and stored in the product backlog. These stories are further broken down into tasks and run across a sprint. What if the user stories are larger and cannot be accomplished in a single iteration? Instead of creating multiple user stories,
TLS v1.2 upgrade for Zoho Invoice.
In order to maintain your communication with Zoho Invoice 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
Focus Group #6 - Enhanced features in customizing Zoho CRM
It's highly unlikely that you aren't aware of our CRM feature releases this year, but if you aren't, news flash for you - Your Zoho CRM (enterprise and above) supports Subforms, User lookups, Record level sharing, Sandbox and Validation rules - among many more new features. These features have been developed on popular demand which entails a Focus Group to demonstrate their working. Add formulae, look up fields and much more using Subforms to customize CRM. User fields and Record level sharing
New User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,
The 'Quick Learning Series' - Post 19 - News - Reap the full benefit of Zoho People's integration with Zoho Books/Zoho Invoice
Get going with your billing/invoicing transactions without any hiccups! Zoho People's integration with the Zoho Finance Suite automatically pushes your approved time logs to Zoho Books/Zoho Invoice and lets you proceed with your billing/invoicing transactions with much ease than ever before! To know more - https://www.zoho.com/people/help/administrator/tt-integrations-answers.html#pushinglogs
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