Ask the Experts 2: Live Q&A: Find out all about the new Page Builder in Creator 5.
Hi everyone, As you all know, we recently released the latest version of Zoho Creator 5. The update includes features and enhancements that reduced the complexity involved in app building. One of our favorite enhancements is the new page builder. With the new Page Builder, creating interactive dashboards is extremely easy. It eliminates the need of coding in HTML or CSS — users can just drag and drop the elements they want onto the builder. Also, they can customize them by using a range of pre-built
Say yes to GDPR - Campaigns Community Meetups across Europe for GDPR
Hi people, We've reached closer to the onset of the General Data Protection Regulation (GDPR), and Zoho Campaigns is all-ready to help you comply with the laws. We're happy and excited to organize the GDPR-based Campaigns Community Meetups at Spain, Germany, and Italy this month. These meetups will be co-hosted by our partners in those specific countries. So, get ready to attend our upcoming meetups to: - Learn more on how Zoho Campaigns can benefit your business. - Understand what's GDPR and how
New Features rolled out on May 16, 2018
Geo Maps for Zoho Reports (Beta) Zoho Reports users can now visualize their geographical data using a new chart called Map Chart (also called as Geo Maps). A map chart is a map of a world, continent, or country, with the data values assigned to specific regions through chart visualizations. At present Zoho Reports supports 5 types of Geo map types - Map scatter, Map bubble, Map pie, Map bubble pie and Map filled. These map charts will help you in analyzing your geospatial data using cool and interactive
Zoho CRM Training for Administrators
Hello everybody, We're happy to announce the launch of the Zoho CRM Training Program for Administrators and implementation specialists. We'll be conducting online training and classroom training in major cities across multiple countries. This is a three-day course, complete with demonstration and hands-on exercises to help the trainees understand the various Zoho CRM Adminstration modules, how and when to use them and to learn the best implementation practices. You can meet and interact with dedicated
The New Zoho CRM Plus is now the default version for everyone.
Today, we're happy to announce that we have finally taken the plunge. The New Zoho CRM Plus has been made as the default version for all our users. From today, users will not be able to move to older versions of Zoho CRM Plus. We thank our customers, partners and colleagues who helped us reach this milestone. Click here to learn more about what's new : https://www.zoho.com/crmplus/blog/introducing-the-new-zoho-crm-plus-the-worlds-most-powerful-customer-engagement-suite.html
Heads up: Data server maintenance on EU and CN servers
Hello everyone! We are executing server maintenance on our Europe and China data centers on 13th May 2018, which falls on a Sunday. The maintenance activity is scheduled to happen between 2:00 AM and 3:00 AM BST on the said date. During this maintenance activity, there could be minor disturbances in accessing Zoho CRM and it shouldn’t last more than 5 minutes. Once the activity is complete, Zoho CRM will be restored to its full function. We wish to inform you of this maintenance activity and its
The 'Quick Learning Series' - Post 18 - Tip - Ensure you hide all personal data from prying eyes.
With the amount of personal data that the HR team handles, it is important to make sure you secure all personal information of your employees to abide by compliance standards. Encrypt all the fields that carry personal data of employees and ensure an advanced level of data security. Take a look at this video to know how to do this.
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Live Webinar - Go 'Pro Team' With Our New Productivity Tool
Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks? Join us for a webinar on Thursday, May 17, 2018 to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away. Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Zoho Books Android App Beta Testing
Hi All, We are happy to announce that the Zoho Books Android app is ready and is available for beta testing now. You are just four steps away from installing the app. Step 1 : Join our Google+ beta testing community. Ensure that you login through the Google account with which you access your Android device. Click on "Join Community" button. Step 2 : Get into the beta-testing of Zoho Books Android app. Click on "BECOME A TESTER" button. Step 3 : Download the app from Google Play store. Click on Download
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Tip #8 - Velocity Chart
Hello all, We are back with an informative tip on - 'How to measure your team's performance?'. Evaluating the performance of your team on a periodic basis will help the team deliver quality outcome at the end of every iteration. Why do you need a velocity chart? In Scrum, the effort of every iteration is measured by the total number of points that the team estimates. This estimation is defined based on the effort that is required to complete the work items in the sprint. The maximum effort
Zoho Recruit is GDPR Ready.
Dear Zoho Recruit User, Under the General Data Protection Regulation (GDPR), recruiters and employers now have new legal responsibilities regarding how they handle candidate information, and be GDPR compliant. If you're a recruiter based out of EU, or
Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got you
What's new in Zoho Expense - April 2018
Hey folks, We are regularly working on our product to be the yardstick of quality when it comes to expense reporting. We would like to share with you the features and enhancements we've made in the last month to make your expense reporting simpler. Let's take a look at the updates we have worked on in the month of April. The Expense Bot Cliq users can now perform their expense reporting functions right from Zoho Cliq using the Zoho Expense Bot. It is your very own virtual assistant bot that can
Live Webinar: Zoho ShowTime is now for teams!
Hello everyone, We are glad to announce our next live webinar. Join us on Wednesday, 9th May 2018 and get an early preview of ShowTime’s exciting new avatar. We will show you how to bring your entire team, be it sales, marketing, HR or training, within ShowTime, and manage your resources effectively. You will also learn everything that you need to know about delivering interactive sessions using ShowTime. After the webinar, you will know how to: Set up your organizational portal and assemble
The 'Quick Learning Series' - Post 17 - Tip - How to ensure that the exported data is secure
You can now enable password protection for the forms in your account and make sure that the data exported is secured with a password. Take a look at this video.
Introducing Workflow Automation in Zoho Books
Hi folks, Zoho Books is glad to announce yet another feather to its cap - Workflow Automation. Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;) Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization? Or has it ever been painful to update a custom field of
Zoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a single
Pitch Your Business Ideas on the move - the Show App for Android Phone and Tablet.
Hi there! The Show Team is happy to announce the launch of our long-awaited Zoho Show app for Android phones and tablets! Whether you're pitching sales ideas in the boardroom or showing slides to a friend in a coffee shop, the Zoho Show app makes it all possible, right from the palm of your hand. Download and install the app on your Android device to view, access, and deliver beautiful presentations, all while you're on the move. Tap on a presentation to open it in reading pane mode and practice
What's New - April 2018
Take another step towards securing your data. You can now enable password protection for the forms in your account and make sure that the data exported is secured with a password. Learn more Remind employees of something they love - 'Holidays'. While adding a holiday, now you can set a reminder to let your employees know about an upcoming holiday. Learn more Import locations in one go. With the latest 'Import' option for locations, all it takes is a file upload with the list of your locations
New Zoho Docs Sync Status Icons
We often hear from our users that they unable to track the sync status of a folder when they are syncing files to their desktop using Zoho Docs sync. We've been working on it and today we have the solution: Status Icons These icons appear on the documents you have opted to sync in Zoho Docs. Here's a list of the status icons that will be available now: The green tick is to let you know that all your files are synced and up-to-date! The double arrow icon keeps you informed that your
Keep your CRM data accurate with Validation Rules
Hello folks, Last month, we saw a bunch of new features that got rolled out during the Zoho CRM 2018 Release. Today let's take a closer look at one of them called Validation Rules. Poorly maintained CRM data can result in ineffective business processes and inaccurate reports. The key to running a smooth business it to maintain a clean CRM system. That in turn needs you to validate the data that goes into the system. But imagine, if you have to sit and validate every piece of information added into
Ask the Experts #6: A 5-hour live Q & A on using Zoho Mail account via IMAP
Zoho Mail can be accessed in multiple ways, via web, mobile apps, IMAP, POP and so on. IMAP is the one of the most popular protocols by which our users access their Zoho Mail accounts in Desktop clients like Outlook, Thunderbird, Mac Mail client or in mobile devices' native mail clients. In this month's Ask the Experts, we would like to discuss about accessing your email account via IMAP. Configuring IMAP in Desktop/ Mobile devices Choosing specific folders for IMAP IMAP- Sorting out any existing
Insight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality of
The 'Quick Learning Series' - Post 16 - Tip - How to disable notifications for your organization
Now, you can keep email and 'Feeds' notifications at bay by disabling them right when you are adding your company settings. Steps: Go to Settings > Organization > Company Profile Scroll down to 'Notification Settings' and select 'Disable' Click 'Save Changes'
Feature Updates From Zoho Campaigns
With a flurry of regulations surrounding privacy and data handling ready to come into effect, we've made a few tweaks to Zoho Campaigns. You might have already read about some of the changes we had recently made (in case you haven't, you can find them right here). Apart from those, we have also introduced the following modifications to the product: Imprint Information Transparency is one of the most prioritized aspects in every set of regulations. In fact, regulations such as GDPR make sender information
Tip #43: Focus only on the notifications that matter.
Hi folks! This week, let's look at how, using SalesSignals, you can focus only on those notifications which are important to you, instead of having too many of them overwhelming you. SalesSignals gives you all the important notifications you need to reach out to your leads, contacts, prospects and customers instantly. This is a great boon, as it lets you stay on top of all your communication channels. But having too many notifications, even irrelevant ones, will only: Clutter your feed Take your
Tip #7 - Scrum settings
In Zoho Sprints, right after you create a project, by default you can start only one sprint at a time and once the sprint starts you will not be able to add or move work items to it. To overcome this limitation, we have introduced "Scrum Settings" to help you with two things: Add new work items or move existing work items from the backlog to your active sprint on board. Start multiple sprints at the same time. (You can start only 5 sprints in parallel). Say, you run a big team and you've got multiple
Live webinar: A complete overview of Zoho Meeting
Are you looking for ways to engage and communicate with large audiences? 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 Thursday. Here's what you can learn: Webinar scheduling and preparation Attendee interaction and engagement In-depth post webinar analytics Scheduling and hosting online meetings Managing your recordings Co-branding and user management Date: Thursday, April 26th,
Zoho CRM meetups - Phase 2
Hi folks, We're about done with the first round of Zoho CRM meetups around India, US and Europe. Our second leg covers quite a few cities in The States, Europe, Australia and the Middle East. We'll also visit five major cities in Canada, listed below. These meetups are avenues for engagement with peers and product experts and a chance for you to learn to use your CRM better, explore and master its many features. We'll discuss a bunch of tips and hacks in Zoho CRM. Register through the links
The 'Quick Learning Series' - Post 15 - Tip - How to add reminder for a holiday
Adding a reminder for an upcoming holiday is now simple! When you add a holiday, you can set a reminder so that employees get timely emails. Take a look at this video!
Tip 5: How to dynamically view filtered data on a page.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically create views based on the data entered in a form. The Page builder is one of the most powerful features of Zoho Creator. It helps to represent important information graphically on a single screen. You can create different types of pages that can include various components like panels, charts, reports, snippets, buttons, forms, and embedded links. Now let's look at how you can dynamically filter the
Simplify B2B Payments and Transaction Reconciliation with Zoho Books and Standard Chartered Bank Integration
Zoho Books has integrated with Standard Chartered Bank to enhance the corporate banking experience for our customers in India. The integration brings online accounting and banking under the same platform and simplifies B2B payments, cross-border payments and transaction reconciliation for corporate businesses. Here is what the integration does for your business: Direct B2B payments The Zoho Books and Standard Chartered Bank integration lets you pay your vendors directly from your accounting app.
Zoho Desk has one for the team-players!
Customer service is seldom one agent's duty. So why not put more heads together and deliver better service? Introducing Teams. Zoho Desk now lets you organize your agents into teams, based on the needs of your customer service process. Configuring Teams gives your customer service agents more room to plan their day. Where one agent used to rush to tackle their tickets, agents can now come together as teams and handle tickets with ease. Teams is similar to the organization-wide Groups feature that
Cliq Mobile Apps - Instant Communication, Redefined.
Hello guys, why do we all still make calls when there are numerous ways to get connected with others? Because they are instant, right! Few things are much simpler when talked rather than chatting. Today's post is on Cliq calls and as we all know calls in and out, I will just breeze through the call features in Cliq, won't take much of your time! Why Cliq calls? Cliq calls do not require you to know your colleagues mobile number. Thus eliminating the hassle of keeping up with mobile numbers as and
Tip #29: Manage projects via email
Email has come a long way from being a simple communication tool to an effective work management product. Zoho Projects lets you perform several actions such as: add tasks, comment on tasks and other project activities, post replies to forums and add documents to folders right from your email. Our focus today is on adding tasks to your projects. You will need the task email alias to add tasks to your project. Navigate to Project > Dashboard and click . Copy the email alias under To Add Task. The
What's New this April 2018 in Zoho Invoice?
Hello Everyone, We're delighted to let you know that Zoho Invoice is celebrating its 10th successful year! We started this journey in 2008, and we've come a long way! Read our story here. Well, we've released a bunch of new features this March too! Read on to know more about the updates! Run Effective Marketing Campaigns A new product in the making? How about email teasers to pique their curiosity? Create a quick email campaign in Zoho Campaigns with the contact details of your customers and vendors in
What's New in Zoho Books - April 2018
Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transaction
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