Focus Group #1 - Epics in Zoho Sprints
Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics. Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature
The 'Quick Learning Series' - Post 14 - Tip - How to import multiple locations
Importing multiple locations for your organization is easy now. Follow these simple steps. Go to Settings > Organization > Locations Click on 'Import' Upload your file and click 'Next' You have added all the locations in a flash!
Zoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks in
Ask the Experts 02 - All about the latest updates in Zoho Campaigns
Hi people, Zoho Campaigns is ready to host its second 'Ask the Experts' session. We were really pleased with the kind of responses we received for the first session, and it was great interacting with everyone who participated. We also have some interesting news for you all! Zoho Campaigns has released its new set of features yet again. With the latest update, we have introduced consent management, email polls, send time optimization, batch delivery, and more. For detailed information on all these
Live Webinar - Make the Most of your Team Collaboration
Do you have a collaborative team that's constantly looking for better ways to optimize productivity, connect with each other, and have better tools to share files? Well, look no further. The Zoho Docs team has something big in store for you and your team. Join us on Tuesday, April 17, 2018 to learn how to keep all your team files in one place, and turn you and your colleagues into productivity superstars! You'll also get a sneak peek at a new product that will help you: Organize your team's
Feature releases and enhancements in Zoho CRM 2018 - Continues
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a closer look at some of them. Enhanced Sandbox: Sandbox is a platform for hired-developers to make improvizations to your organization's CRM account by using the Customization, Automation and other features. This update brings the usage of sandbox to a whole new level. In the new sandbox, you can: Add "Developers" - a new User Type in CRM, specific for developers using sandbox. Facilitate Partial Deployment of
New Features rolled out on 10 March, 2018!
New Formatting options for Charts and KPI Widgets Zoho Reports now provides flexible formatting options to format all the elements in charts and KPI Widgets. Charts: You can now format all the data elements used in creating a chart. Earlier, Zoho Reports allowed you to only format the columns dropped in Y-axis shelf. With this new update, you can customize the formatting for all the columns that are used in creating the report. Watch the below video to learn how. Click to learn more. KPI Widgets:
Tip #6 - Five benefits of using export in Zoho Sprints
Hello All, We're back with a cool tip. Exporting the data and taking a backup of the work you do is very important when it comes to any business. In Zoho Sprints, you can schedule an export, view the active schedulers, and track the export history - everything in a single place! Backlog - Exporting all the work items from the backlog will help in prioritizing during the sprint plan meeting. Scrum Board - All the project members can benefit from this export. They can export their work items from
Using Zia Reminders
Hello folks, We have been looking at features from Zoho CRM's 2018 Release individually, and today, let us take a closer look at Zia Reminders. Before I get into the feature itself, please be informed that Zia Reminders, like any other Zia feature, is available only for the Enterprise Edition in Zoho CRM. As a sales rep you do your best in prioritizing which leads or contacts to follow-up with, and when. Zoho CRM helps you in prioritizing your records and activities for each day in multiple ways. But inspite
Feature releases and enhancements in Zoho CRM - Continues
Hello everyone, We are here, with yet another exciting enhancement in today's post. The Zoho Desk's integration lets you sync data from Zoho Desk and Zoho CRM, into a single interface, thereby allowing the support teams to address the tickets right from their CRM accounts. This integration has got a bunch of upgrades. Let's take a quick look at them: Integrate Desk and CRM using portal details In the enhanced version, the integration can be facilitated not just by the administrator but also by the
The 'Quick Learning Series' - Post 13 - Tip - How to manage confidential files
Document management is all about ensuring that the right people have access to the right files. With Zoho People, you can add and import personal files and ensure that these files are not even accessible to the Users but only to their reporting manager and HR administrator. Watch this video to know how.
Direct Publishing on Instagram is here!
Likers, taggers, re-grammers! Gather around, we come bearing good news. One that deserves a big red heart button on it. We recently told you that we're working on making Instagram a whole lot better for you. Well, it's official! Zoho Social now supports direct publishing for Instagram. You can now schedule and publish posts to Instagram business profiles, right from your Zoho Social web app itself. Woohoo! And what does this mean for you? So much less drama. No more clicking on multiple devices
Tip#40: Make the most of your list view
Hey folks, Here we are, back with another tip on customizing your list view in Zoho CRM. Tip #40- Customize your list views You spend a lot of time everyday on the list view of your leads, contacts, accounts and deals modules. Here are some handy tips through which you can make the best use of your list views, by creating and modifying custom views, and sorting your records to see only the information you want. Keep your List views clutter-free When you're in the leads' list view, you can customize
Tip #24: How to use 'Quick Access' and change your Settings?
Want to change your Signature or some other default setting in your mail, but tired of going around a lot of stuff to change them? The 'Quick Access' is here to help you out. Just start typing the few letters of the Settings, that you are trying to search for. The list of matches from the Settings are listed under Quick Access section. Select the relevant item to launch it and change it to match your preferences. Settings Quick Access You can quickly look up and change your Signature, Vacation Reply,
What's New in Zoho CRM 2018!
Hello Everyone! With great pleasure, we announce the most anticipated release of Zoho CRM 2018. In a bid to enhance our customers' experience and make them sell smarter, better and faster, we have added on some power packed features for Zoho CRM 2018. This post will give a sneak peek at few exciting features that are open right now and some that will be opened in the coming weeks! Zia - The Conversational AI and more Zia has proved itself as your best companion in sales by letting you think and act
What's New - March 2018
Bulk Regularization: Adding multiple requests for attendance regularization is much simpler now. You can raise requests for a week or a month or even for a customized date range in a single shot. Learn more. Location-based Administrators: Allocate administrators for the various locations of your organization and empower them to have access to data across all modules and forms. Learn more.
What's New in Zoho Inventory - April 2018
It's that time of the year when we can witness life rising from beneath the blistering ice and nature taking its most beautiful form, adding a lot of colour and joy around us. This spring, Zoho Inventory too is blooming with fresh features. Let's look at what's new. 1) Introducing Custom Functions Step-up your automation game with Custom Functions - a small block of code that executes specific instructions whenever a certain criteria is met. For instance, you offer a 10% discount on the total invoice
Community Digest - March 2017
Hello everyone, The digest for the month of March comprises the highlights of activities in the Zoho Community. It includes interesting conversations from your peers, product announcements, and important tips, hacks, and other resources from the community learning series. Zoho Community User Groups: We've our next leg of meetups finalized and we're coming to meet you in several cities, worldwide. Find the registration links for the meetups here, and pick the user group closest to you. Meet
The 'Quick Learning Series' - Post 12 - Announcement: Location-based administrators for organizations
Are you drowning in a lot of HR operations in numerous locations? Now, you can set administrators for the various locations of your organization and enable them to access data across all modules and forms. Take a look at this video to know how to do this.
Tip #23: How to switch from classic to compact view to view more emails!
Zoho Mail provides you the flexibility to change the appearance of your Inbox to your preference. You can have the email listing spacious with more white space between emails. This helps you improve the readability and hence consume detailed information about each email. You can also switch to a more compact view, which reduces the white space between emails, which increases the number of emails per page. This helps you glance through more emails per page, if you are scanning through the search results
New Features rolled out on 27th March 2018
New and Improved Google Analytics Integration We are happy to announce the new version of Google Analytics advanced reporting connector. This new and improved integration allows you to seamlessly import your website data from Google Analytics into Zoho Reports. It also allows you to create and import custom modules (modules that are created by combining data from selective dimensions and metrics). That apart, we have extended support to import data from ' Ecommerce ' and ' Site Speed ' modules.
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, March 29th, 2018
Tip #5 - Create custom work item type and priority
Every business has a bundle of requirements to be targeted and these requirements are categorized into different work item types called 'Stories', 'Tasks', and 'Bugs'. What if your business expands and you get busy handling multiple projects at the same time? Well, your requirements are mounted and you will look out for different work item types to track different types of work. In Zoho Sprints, you can create custom work item types to segregate your requirements based on the type of work you
Zoho Desk, now smoother.
Hello! Team Zoho Desk is constantly looking at ways to improve user experience, and we have a bunch of updates on that front, all aimed at better navigation. Heads up, all of these UI enhancements are set to go live late next week. Navigating between Modules Drop-downs can be a drop in efficiency, and we see that. We've unfolded the Modules menu into a simpler format, all readily available on your Top Bar. Some key functions like Search and Quick Add have also been made more prominent, for quicker
Chat windows? Not just meant for chats anymore, for your abridged knowledge bases as well!
Hey there, Why would you want to withhold all the powerful insights that you possess about your products and services within yourself, when you can share, enlighten and empower your customers with it? Why would you want to wait until the customers bring in recurring support queries when you can educate them before-hand and aid them in resolving common issues all by themselves? Too many questions? Don't worry you will have it all answered with the new feature that Zoho SalesIQ has launched - " Articles
Users can now access their subscription details inside the Admin Panel.
We have come up with a minor update for CRM Plus. With this update, users can easily access their subscription / license details inside the admin panel at the click of a button. Apart from the subscription details, we have added some more information about usage statistics which will help you answer the following questions. 1. How much storage space is remaining in CRM? 2. How many subscribers have I utilised in Campaigns? 3. How many Social Brands am I using? 4. How many Survey responses
Focus Group 01 - Why Automation in Campaigns is more than what meets the eye
Hello people, It's time for our very-first Focus Group session, and this week, it's going to be focussed on utilizing Zoho Campaigns' automation capabilities for growing your business. Automation has grown to a level beyond the conventional set-and-forget job and it now requires sound understanding of every subscriber's behavior and needs. Don't be surprised to know that automation can help you with contextual targeting, periodic engagement, tailored nurturing, and so on. This is why you should
Zoho Social redesigns its one-click solution for your content pipelines
We kick-started this year promising a bunch of cool new features. We are super thrilled to unveil one of them today, and let you know that there's more on the way! So let me share (*hint hint* *nudge nudge*) what we have today. Before we get to it, if you're using Zoho Social and not using our browser extension yet, you might want to get that for your browser before we get to the reveal. All set? Good. Now, look up! No, not there, we mean on your browser screen! Yes right there.. just a little
A quick update on Instagram's API changes
We get it. Scheduling posts on Instagram is a pain. First, schedule the post, then get your phone out, check your notification, and then manually post from your mobile. Ugh. We've heard your complaints, and we agree. Having to follow a three-step process every time sounds tedious by itself, so we can only imagine how hard it must be to actually do it every time. But it looks like Facebook has heard us too. Yes! Facebook just announced that they're making changes to their Instagram Graph API, which
Here's our second Campaigns Community Meetup in London
Hi people, The first Campaigns Community Meetup was held in Chennai a couple of days ago, and it turned out to be a really interesting session. It was both fun and insightful to meet customers and prospects from different verticals. Our second Campaigns Community Meetup is going to be held in London, on March 23rd, 2018. Come, join us to know how to build your brand and drive more sales using Zoho Campaigns. You can look forward to an informative presentation, in-depth product demo, and a lot of
The 'Quick Learning Series' - Post 11 - Example scenario
Assume you have a bunch of employees joining your organization. One of the important tasks of Onboarding is to procure ID cards. To do this, you need to upload their photos. Imagine doing this for each employee record. Strenuous right? Learn how you can upload these pics in bulk. Watch this video!
Ask the Experts #5: A 5 hour live discussion on 'Mastering the new Search in Zoho Mail'
We at Zoho Mail, have recently revamped the search in Zoho Mail, to empower users to search naturally, the same way they think. As with every change, there might be a few hiccups for some users to get accustomed to the new Search. The new search offers more extensive parameters and filters to locate what you are looking for, in a much easier and efficient way. In this session, our experts will help you to get more familiar with the search parameters and how you can use the search effectively to get
Performance Enhancements to Search APIs
We recently detected a few performance issues that were caused by the inclusion of inessential information in responses to search APIs. In particular, ticket search APIs returned not only the custom fields in a ticket, but also the ones related to the contact in the ticket. Similarly, contact search APIs returned not only the custom fields related to a contact, but also the ones related to the account associated. This inclusion of non-vital information led to performance issues in tools that employed
What's New in Zoho Books - March 2018
Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,
[ Announcement ] SalesInbox : Now more accessible.
Hello everyone, We have made a minor update. Earlier, SalesInbox used to be accessible only from the top-bar inside CRM. Now, we have shifted the location of SalesInbox to the product navigator bar(left-side) and grouped it with the rest of CRM Plus products. We believe this update will make SalesInbox more visible and accessible.
Introducing 'Campaigns Community Meetup' in Chennai and Bengaluru
Hi people, We have some good news for you all. We are happy to be launching our first Campaigns Community Meetup in Chennai on the 16th of March, 2018. There will be a subsequent meetup in Bengaluru on the 5th of April, 2018. You're invited to "Build your brand and drive more sales using Zoho Campaigns," 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
Pave a slick pathway to connect the chat windows on your website with social media channels!
As discussed earlier , it is not necessary that your website should always be the only gateway for your visitors to initiate chats with the operators of your firm. We saw how to set up signature stamp in your email campaigns, now let's see how to set up a signature stamp in your Facebook or Twitter posts. Ergo, bridging the gap between the chat windows on your website and social media channels. Say, you plan on posting an article disclosing all the details about the food fest that you are going
The 'Quick Learning Series' Post 10 - Good news for Zoho People users in the UAE!
Starting this week, we will be running our webinars in Gulf Standard Time too! We will also be broadcasting overview webinars every week along with a webinar on specific modules/features. Lose no time! Register here for the next webinar.
Tip #21: How to sort your Tasks based on due date
Get a crystal clear view of your Tasks using the sort option in Tasks. You can now sort the task based on the due date to prioritize and manage them in a better manner. Hope this tip will help you to manage your Tasks more effectively. See you next week with yet another interesting tip!
Tip #4 - Status Timeline
This week let's have a quick understanding of the interesting enhancement in Zoho Sprints. Did you happen to see something called 'Status Timeline' in your work item details section? - Yes? - Then you are ready to know what it actually does. No? - Quickly navigate to your work item details page and click Status Timeline from the top navigation bar. What does it do? Tracks the time taken by a work item to move across statuses on the scrum board. It also helps you know the number of days the
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