Zoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multiUnresponsiveness in Zoho Cliq
Time of post: 6:56 am PDT, 19 July 2023 Dear Cliq users, We have encountered an unprecedented issue in our messaging servers. The details of the issue are as follows: Impacted users : 1/4th of users in US DC (users who access cliq services through cliq.zoho.com)Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithCustomize the Date Format based on preference
Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference. The Date pattern field has around 40 patterns【参加無料】3/19 東京ユーザ交流会 参加登録 受付開始！(新橋開催)
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月19日(水)に東京、新橋でユーザー交流会を開催します！ 今年最初のユーザー交流会 東京・新橋では、Zoho Champion の松井さん、鈴田さんが登壇します。 Zoho CRM活用事例のセッション、参加者同士で自社の活用・運用について情報交換ができるグループワークや、CRM / Marketing Automationに関するパネルディスカッションも予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーAttention: Important updates to the payment gateway integrations
Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make theZoho Creator Upcoming Updates - October 2023
Hello all! As we step into the final quarter of this year, we're ushering in a fresh wave of improvements and new features to supercharge your experience with Zoho Creator. Join us today as we present the newest updates and enhancements for this month:Introducing Bot Filtering for Accurate Email Campaign Analytics
Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaignZoho Workplace gets yet another security boost: The addition of Zoho Vault
Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra costAnnouncing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secureSupercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ
Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon. From complex neuroscience to simple note-taking, AI has seeped through every part of human lives,Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le premier mois de l'année s'est écoulé à toute allure ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Dans un monde où l’information a une valeur inestimable, la protection des données sensiblesBigin iOS and macOS app update: Signals
Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens yourFunction #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onAutomation#30: Auto-Update Time Entry to the Nearest 5 Minutes
Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Introducing Social Toolkit
Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit【Zoho CRM】アクセシビリティ向上機能リリースのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアクセシビリティ向上機能をリリースしましたのでご紹介します。 アクセシビリティ向上機能とは？ すべての人が快適に利用できるように、フォントサイズの調整、色覚サポート、キーボード操作の最適化など、18のアクセシビリティコントロールを提供し、ユーザーのニーズに応じたカスタマイズを可能にします。 概要動画はこちら（英語） 以下にて、本機能の一部を紹介します。 アクセシビリティ向上機能の設定方法5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します！！ ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、Automation #16: Automate Ticket Reopening on Scheduled Timestamp
Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizingRestructured the Company Information page into distinct sections
Hello everyone, We’ve made significant updates to the Company Information page to enhance usability and streamline your experience. These changes are part of our ongoing efforts to restructure the feature pages across the product. What has changed? Previously,Introducing an option to set comments to public by default
Hello all, Greetings! We are pleased to announce that Desk's user preferences now brings an option to set a comment type as Public or Private by default. In addition to setting reply buttons as defaults, Agents or Admins can now choose to make their ticketRadar In Focus: Using Siri For Customer Support
Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automatingIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedFunction #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engageSalesIQ 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 Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directlyCliq Channels - Permissions
Hello All, As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel. In more simple words it is the power that one wields in a channel to perform certain actions. You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are: Edit Channel info: Permission to edit the Channel title and description This info will be displayed in ChannelThe Social Wall: January 2025
We're excited to get started with this year's monthly product updates through The Social Wall. Let's make 2025 a year filled with excited things to learn and explore. This month, we made some product enhancements in Zoho Social: Publish images on TikTok[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data
Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sampleImportant update for WorkDrive TrueSync users in China Data Center (CN DC) & Chinese language users in other DCs
Dear WorkDrive TrueSync users, We recently identified an issue affecting users who have set their WorkDrive TrueSync app language to Chinese (Simplified/Traditional). During the auto-update process, the app would not restart automatically and unexpectedlyCommunity Digest Enero 2025 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho! Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemosNew in WorkDrive: Customize your WorkDrive layout to your preference
Hello everyone, We are back with another exciting updated for this month. You can now customize your WorkDrive account based on your personal choice using the user preferences setting. Choose a theme, customize view and sorting options for your WorkDrive account, and set a preferred default landing page. WorkDrive currently offers three theme options for you to choose from–Evergreen, Calming Blue, and Passion Red. For the default view, you can choose either List or Thumbnail to determine howMeetups España 2025: ¡No te pierdas la primera edición del año!
¡Hola, Español Zoho Community! En Zoho, creemos en la importancia de brindar formación gratuita para que saquéis el máximo partido a vuestras Apps de Zoho en la gestión de vuestros negocios. Por eso, en marzo vuelven los Meetups de los ZUGs (Zoho UserDigest Januari 2025 - Een terugkijk op wat er deze maand allemaal is gebeurd in de Zoho Community
Beste Zoho Dutch Community, Een nieuw jaar is begonnen, en we zijn enthousiast om het samen met jullie af te trappen! 2025 brengt niet alleen nieuwe kansen, maar ook spannende productupdates binnen het Zoho-ecosysteem. Of het nu gaat om verbeterde CRM-functionaliteiten,Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc linksEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveUpdate: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms
Hi everyone, Guess what! We have some news. You can now reopen customer chats from different messaging channels on SalesIQ. Yes, we know you've been anticipating this, and we've delivered! This update is designed to make your customer support experienceNext Page
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What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We'veImplement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceWeekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
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Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online sessionClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithError when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I selectZoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
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Sticky Posts
Weekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access couldImportant update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
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