Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereIntroducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especiallyAchieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displaysIntroducing Inbox in Zoho Social
Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign themTelephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's referenceFunction #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomesSmart Descriptions for Smarter Hiring Moves
Efficiency, precision, and unparalleled productivity are the pillars of successful businesses, especially in the dynamic realm of recruitment. We're thrilled to introduce a groundbreaking tool designed to redefine how you craft and optimize job descriptionsFunction #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customersFunction #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.【Zoho CRM】キオスク機能の紹介
こんにちは、コミュニティチームの鳥越です。 電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます！電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。 さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。 【Zoho CRM】 キオスク機能リリースのお知らせ *適応環境：エンタープライズプラン以上 ◆キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。Open PGP integration with Zoho Mail is now here!
Hello Community, We're in much delight to announce that the long awaited integration of Open PGP with Zoho Mail is now released to users in US, EU, AU and IN DCs. With this integration. you can now send out encrypted and digitally signed emails whichDiscontinuing Facebook Groups due to API deprecation
Hi everyone, Following a recent announcement made by Meta, the API for Facebook Groups will be deprecated (made obsolete) and won't be available for all third-party social media management applications. So, Facebook Groups won't be accessible in any ZohoPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching throughWe are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructingIntroducing Zoho Learn version 2.0
We are thrilled to unveil the latest version of Zoho Learn, now offering extended enterprise training and knowledge sharing for external users with custom portals. Alongside custom portals, we are introducing a plethora of new features in this release.Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesZoho Desk: What's new in 2024 | Feature release
Zoho Desk's 2024 release is here! This year, we are bringing you a range of highly-anticipated features, including some that are designed to meet unique and industry-specific needs. With solutions for personalization, automation, AI, ticket management,Zoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customIntroducing Zoho CRM's all new email configuration
Last modified on Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, alongRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedReal estate ZUG virtual meetup: Online file management with Zoho WorkDrive
Hello everyone, Join us for an upcoming virtual meetup tailored for the real estate community, focusing on optimizing online document management with Zoho WorkDrive. This event will provide you with valuable insights and practical tips to streamline yourNavigating email templates just got a lot easier!
Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's whyTime-saving table hacks
Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.Zoho Practice will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Practice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanSync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,Announcing new features in Trident for Windows (v.1.7.4.0)
Hello Community, Trident for Windows has new features aimed at enhancing ease of use and elevating your day-to-day communication and productivity. Let's take a quick look at them. Drag files from the WorkDrive widget to Mail Previously, with Smart FlowGet ready Miami. Zoho Recruit is coming to your city | Zoho Community Learning Series
Customers from the sunshine state, We're thrilled to announce that we're coming to the Florida, USA for the Zoho Recruit user meet-up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire better, inform you aboutBulk agent installation: Deploy WorkDrive TrueSync in bulk using Group Policy Object (GPO) for Windows OS
Consider this: You’re managing an organization with hundreds or thousands of employees and you're evaluating WorkDrive for Sync across multiple devices to facilitate collaboration. Installing WorkDrive TrueSync on each system individually can be a time-consumingTip 7: How to fetch data from another application?
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use itWhat's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanismZoho Creator Upcoming Updates — March 2024
Hello all! Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month! Voluminous data processing using batch workflows ImportingZoho User Group In-person Meetup in Sydney - Hybrid Project Management
Dear Users, We are happy to announce the Zoho User Group Meet-Up in Sydney. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams will help users understandZoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningAnnouncing Early Access to the next generation of Zoho Desk UI
Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory
Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders. How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you orWe are making preparatory changes to the Ticket ID field type!
Ticket ID field in Zoho Desk serves as one of the key elements of the system. Our current implementation only supports numerical values for Ticket ID. This certainly limits our customers from customizing the Ticket ID. With the above challenge in mind,SalesIQ Chatbots are now available for Telegram!
Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means thatZoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Next Page
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Announcing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As partNew capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.What's New in Zoho Books - March 2024
Hello users! We're back with the latest scoop on what's new in Zoho Books this March. Keep reading to learn more about them. Send Item Identification Codes for Electronic Invoicing [Mexico Edition] You can now include unique codes assigned to items likeLa gestion des expositions dans Zoho Backstage : accroître le ROI des exposants avant, pendant et après l'événement
En tant qu'organisateur d'événements, vous comprenez les nombreux défis liés à la gestion des participants et à la réussite de vos salons. Qu'il s'agisse de coordonner les plans , de tenir les exposants informés ou de les aider à trouver des prospects【Zoho CRM】モバイルアプリに関するアップデートのお知らせ
こんにちは！コミュニティチームの鳥越です。連休はいかが過ごされましたか？ さて今回は、「Zoho CRM アップデート情報」の中から以下を紹介します。 【Zoho CRM】モバイルアプリに関するアップデートのお知らせ Zoho CRM モバイルアプリを利用すると、アプリ上からCRMのデータ にアクセスでき、営業の外出時など手元にPCがない場合でも簡単に顧客情報や商談情報を確認、登録できます。当アプリにおいて、この度以下のアップデートがありました。 ◆CRM モバイルアプリについて知りたい！という方はこちら
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Report filter based on form input
I have a page with a form and a report on it. Is there any way, that when I select an input for the dropdown on the form, that the report would only show entries on the report that match the input?Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.Relay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what toHow to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoiceZoho CRM の電話連携について、おすすめはありますか？
こんにちは。以前こちらでSurvey と Formsの違いについて質問をし、その際は他の方より多くのアドバイスをいただきありがとうございました！ 今回は、Zoho CRMの電話連携を試してみたいと思っていますが、コミュニティで電話連携の機能を利用されている方がいらっしゃったら、活用法やおすすめの電話連携システムを教えていただけたら嬉しいです！ やりたいことしては、電話の問い合わせを受けた際に顧客情報や関連情報をすぐに見れたり、通話の録音データなどが残ればなおいいな、と考えています。 よろしくお
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New capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.Sigma Extension Developer Resources - Find it all here !!!
Hello, everyone! We are excited to begin another year of our ongoing journey with all of you developers. Over the past few years, we have been working on generating content to make your extension development journey easier, and we are excited to shareFree Webinar Alert! Managing Zoho Desk tickets right from Zoho Workplace
Dear Zoho Mail Community, Hope you're all doing good and staying safe! We're glad to announce the Free Webinar on Managing your Zoho Desk tickets right from Zoho Workplace and its applications. Join the webinar to learn about the tight integration ofFree Webinar Alert! Manage your tickets right from Zoho Workplace
Dear Workplace Community, Hope you're all doing good and staying safe! We're glad to announce the Free Webinar on Managing your Zoho Desk tickets right from Zoho Workplace and its applications. Join the webinar to learn about the tight integration ofZoho Developer Hangout (ZDH) - Episode 10 | Codebase Maintenance and Error Handling in Deluge
Hello everyone, We're happy to introduce the 10th episode of Zoho Developer Hangout. In this episode, our top community contributor @Eric Chrobak, CRM Engineer at Vaspian, offers insights on developing maintainable applications, and imparts
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