Tip#27: Global Add
There are always some impromptu situations where you’d want to add new projects instantly, add tasks in project B while you’re in project A, file issues immediately when they occur, log timesheet while you’re incessantly working on tasks or issues and so on. You can easily handle these situations using Global Add. Add tasks or any modules to the desired project by simply clicking the global add button. Global add is instant, saves time, and is easily accessible from anywhere in Zoho Projects.You
New features rolled out on 13 March, 2018!
Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the release of Zoho Campaigns Advanced Analytics connector. Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights. Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much more. Zoho
Live Webinar on March 15th
Hello everyone! Would you like to get a detailed demo of Zoho Meeting? Join us for a live webinar on this Thursday and learn the advanced features like webinar analytics, polls, Q&A, recording, embed widgets, change presenters, advanced settings and more. You'll learn how to: Schedule and host webinars Gather audience opinion using polls Engage in Q&A sessions with attendees Manage your recordings Evaluate your webinar with analytics Conduct interactive online meetings Co-branding and user management
The 'Quick Learning Series' Post 9 - Zoho People's integration with Zapier
The job of an HR administrator is nothing short of a juggler. On a day to day basis, you have the need to toggle between various apps. This is no more a scuffle! Zoho People's integration with Zapier makes it easy for you to connect with over 1000 + applications - Asana, Twilio, Google Drive to name a few. Learn how to you can do this integration and check out our recent blog too! Help manual - https://www.zoho.com/people/help/administrator/integration-zapier.html Blog - https://www.zoho.com/people/blog/connect-zoho-people-and-your-everyday-favorite-apps-through-zapier.html
Tip #20 How to search for emails with attachments from a specific contact
The new search provides extensive filters and multiple options to quickly search and locate the emails. Just use the correct keywords and parameters to find emails. This weeks tip will focus on helping you find emails with attachments from a specific sender. Just start typing the 'with' keyword, to view the list of matching filter suggestions and choose the 'with attachment' parameter. Now type in' 'from' to choose the 'from' filter. Choose the contact from the list or type-in the email address
Ask the Experts 1: Using Customer Portal in Zoho Creator: All you need to know.
Hello people, We're happy to tell you that we'll be launching a new community learning activity this month: 'Ask the Experts'. This is a live knowledge-sharing session where our technical experts will answer all your questions in real time. We'll be doing a session every month and each session will focus on a new topic based on popular features and questions frequently asked to our support and community teams. Our first 'Ask the Experts' session will be held on 8th March 2018 between 6:30 and 11:30
Customize your Kanban view
Hello folks, Last week we saw how a Kanban view could help you get a clear picture of your records' status at a glance, along with some time-saving hacks! Continuing from there, I'm going to give you another tip on Kanban view that is sure to benefit you. Customizing your Kanban View You will mostly be using the Kanban view to see all your records according to their stages in the sales pipeline, and this happens by default. But did you know that you can also create your own view for any module based
Live Webinar - A Complete Overview Of Zoho ShowTime
Connect to us in our live webinar on Wednesday, 7th March 2018 to learn about the revamped features of Zoho ShowTime. You will learn everything you need to know to use the product efficiently. Zoho ShowTime aims at cutting down the gap between virtual and real time training. It’s no coincidence that companies with engaged employees during trainings are 22% more profitable than those without. Open mic is one such feature which enables you to talk to the learner, just like in a live classroom training.
Assigning new employees to a Job/Project automatically
With the latest feature in Time Tracker, you can have new employees assigned automatically to Jobs and Projects by having these mapped to Departments. Further, you can also enable employees from different departments to work on the same Job or Project. Learn more.
What's New in Zoho Inventory - February 2018
Hey there, It's the new year and we're already off to a great start! Here's an array of all the new features that we've brought to you in the month of January: 1. Enhanced Composite Items Add service items, create bundles and perform assemblies with the improved Composite Items feature! Read More. 2. Brand New Editions With the introduction of VAT regime in the United Arab Emirates and the Kingdom of Saudi Arabia, Zoho Inventory has introduced two brand new editions: the U.A.E. and the K.S.A. Edition
Live Webinar: Learn how to use Zoho Meeting
Hello Everyone, Are you looking for a webinar tool that's right for you? Join us for a live webinar of Zoho Meeting tomorrow. You may register for either the early session or the late session based on your convenience. Day Thursday, 8th March 2018 Register for the session you prefer Early Session at 2:00pm - 3:00pm IST Later Session at 9:00pm - 10.00pm IST Here's what you can learn in this webinar: Schedule and host webinars Gather audience opinion using polls Change presenters during a webinar
Identify, engage and convert prospects hitting your website via Zoho Campaigns
Boost your sales and stay ahead of your competitors by integrating Zoho SalesIQ with Zoho Campaigns. You can now track the activities of your visitors from the email campaigns sent, reach out to potential customers, pique their interests, and ultimately
Community Digest - February 2018
Hey folks! We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks. Zoho CRM Meetups: Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. More meetups are heading your way across, US, Europe, Asia, and the Middle
Tip #7: How to have a clutter free Inbox - Scrub feature in Zoho Mail
Is your inbox crowded with emails/ notifications/ alerts which are considered expired and not needed after a reading? You may also receive emails from same set of senders that might come in handy in the future as reference but not needed in your Inbox immediately. Zoho Mail's scrub feature is here to cleanse your Inbox. Just like cleaning the house by taking out the trash and safeguarding important things, cleanse your Inbox by deleting or archiving emails from specific senders based on your requirement.
What's New this March 2018 in Zoho Invoice?
Hello Everyone, March is here, and we are back with a bunch of new features that we've rolled out this spring. Read on to know more about the updates! Secure Data Export Last month, Zoho Invoice had introduced Export Templates and this month we have enabled the option to export data in XLSX format for smarter and secure data export. Enter a password to protect your file and click Export to export your data securely. Updates on Stripe Integration Zoho Invoice is integrated with Stripe to make online
What's New in Zoho Inventory - March 2018
As promised, we are back again this month with a new set of features and improvements for Zoho Inventory. We continuously look to evolve and bring in additional features which not only enhances the product but also ensures a smooth user experience from time to time. That being said, let's take a look at what we have for you this February: 1. Raise Self-Billed Invoices Following the VAT regulations, the self-billed invoice feature is now available for the UAE and KSA edition users. The self-billed
The 'Quick Learning Series' - Post 8 - Employee Appreciation Day!
Employees are the pillars of any organization and today is a special day to show them how much you value their work. Zoho People celebrates Employee Appreciation Day! Say a word or two of appreciation to your employees and make them happy!
Unchain yourselves from your work pods with our Zoho SalesIQ mobile app! - 2
Roll up your sleeves and we'll pursue our little venture to explore the perks of using Zoho SalesIQ mobile app, 1. Track down your visitor's trail Monitor, record and track the trail of every other visitor hitting your website from wherever you are, and jump in to their rescue whenever you think they need your assistance by initiating a chat proactively right away from your visitor trail tracking screen. For instance say, a visitor has spent good enough
Ask the Experts #4: A 5 hour live discussion about CRM Integration in Zoho Mail
Your Zoho Mail account makes it simple to manage your Zoho CRM contacts/ leads, through the CRM features available in email. You can add new Contacts/ Leads to CRM and/ or associate CRM Tasks/ Notes with the contacts from within the email, without moving away from your Inbox. In this month's Ask the Experts, we would like to cover the functionalities of the CRM integration within mail. Adding CRM Contacts/ Leads CRM Tasks CRM Notes Using CRM Contacts when sending emails We will focus on all the
Tip # 3- Working on the Scrum board
Continuing from our Tip #2 on leading to a sprint , let's see how to manage the work items on the Scrum board. Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is
2017 - Zoho Books Journey.
Hello, Everyone! As this year comes to a close, it’s time to reflect on past accomplishments, current opportunities, and future goals. Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2017. Keep an eye out for more exciting features this year. And if you want to know more about these features you can check them on our What's New Page. Keep loving Zoho Books and don't forget to tell us your favorite features.
Tip #26: Execute Next Business Rule
Business rules support webhooks. Each business rule can be used to call a webhook when a specific criteria is met. What if you need to call two different webhooks for a matching criteria? Continuing from our Tip #25, lets see how to workaround this limitation using the 'Execute Next Business Rule' option. 1. Create a business rule to 'Update Support Ticket' when a bug is created or updated and set the criteria to match when the status is 'Closed'. Select the "Execute Next Business Rule" option.
TLS v1.2 upgrade for Zoho Subscriptions.
In order to maintain your communication with Zoho Subscriptions 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
TLS v1.2 upgrade for Zoho Expense.
In order to maintain your communication with Zoho Expense 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
TLS v1.2 upgrade for Zoho Inventory.
In order to maintain your communication with Zoho Inventory 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
Live Webinar - Become a Zoho Meeting Pro
Hello everyone, Join us on Tuesday, 27th February for live webinar to learn everything about Zoho Meeting right from managing interactive online meetings to engaging webinars. From this webinar you will: Learn all the three phases of hosting a successful webinar See how to host an interactive meeting Tips and tricks on quick meetings How to manage all your recordings Co-branding and user management Along with this, you can also get to know the roadmap of Zoho Meeting and of course, we have a Q&A
The 'Quick Learning Series' - Post 7: Webinar on 'How to initiate an appraisal process'
Completing performance appraisal for employees is like walking on eggshells! The sooner you define the appraisal process, the better it is for your organization. Learn how you can do this efficiently using Zoho People. Be a part of our upcoming webinar! Date: 1 March 2018 Registration links: https://www.zoho.com/people/free-webinar.html
Tips & Tricks
Hello everyone, We hope everything is going smoothly with Zoho Creator. We are always thinking about ways to make our community more engaging, vibrant, and informative for our users. That’s why we’re happy to let you know that we'll be sharing Tips and Tricks every fortnight, starting this Thursday. It’ll include some quick how-to's and best practices to help you get the most out of your Zoho Creator applications. We have handpicked these topics from the most frequently asked support questions and
New Features rolled out on 22 Feb, 2018
SurveyGizmo Advanced Analytics We at Zoho Reports are happy to announce the availability of the SurveyGizmo Advanced Analytics integration. This enables you as an analyst to proactively manage, measure and derive analytical insights from your surveys. Using this connector you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics. The SurveyGizmo Advanced Analytics comes with a unique set of hand-picked reports
Tip #18: Exclusive Zoho Mail plugin for sending emails from Wordpress Websites
Setup your Zoho Mail Plugin in your WordPress website, to trigger emails from your Website without the default noreply email address. The 'from' email address will be based on your Plugin Configuration and will be one of the email addresses/ aliases associated with your account. You can search and install the WordPress plugin from the WordPress Dashboard. The detailed instructions for installing and configuring the Zoho Mail Plugin for WordPress are available in this help page. Zoho Mail - Wordpress
Live webinar - A complete lowdown on Zoho Docs
Are you interested in learning some quick tips and hacks to use Zoho Docs better? Come join us for a free live webinar which will be held on Wednesday, 7th March 2018. Here’s one of the many tips you will learn at our webinar - Email in. We all know how downloading email attachments to your desktop can always be a pain. There's either too many of them that take too long to download or they all fail to download mid-way. We say, skip all that. Upload all your attachments directly to Zoho Docs by
V 2.1: Introducing Webinar Q&A, Co-presenter, Analytics, My recordings, enhanced usability and visual appeal
Hello there, After our announcement on webinars , we received plenty of requests on additional webinar features, following which we have now introduced a Q&A, Co-presenter, Analytics, My Recordings and a lot more. We have also enhanced the usability and improved the visual appeal of the app. Introducing Q&A in Webinars Now make your webinar more interactive by fielding questions from your engaging attendees. You can review all of the questions and choose the best ones to display by answering them
Latest features and enhancements in Zoho CRM
Hi everyone! Here is a list of the latest updates and feature enhancements in Zoho CRM. Module builder gets a new, improved look The new and improved look of module builder helps you clearly distinguish between fields and sections in your module. Boxes separate the fields and sections, so you know exactly to which section you're dragging and dropping a field. The search bar in Unused Fields lets you easily find the field you want to restore, which you can drag and drop to the required section in
Launching the API Guide for Zoho Sprints
The term "API" stands for "Application Programming Interface". It is a set of rules that help you create and integrate applications that can access the data from a different server or an application. Breaking this definition further, it is a medium for two different platforms to interact with each other without any glitches. How important is an API to a customer? APIs play a significant role in our daily routine. Right from booking a cab to one's workplace, making an online money transfer to a friend,
The 'Quick Learning Series' - Post 6: Good news for companies looking for DCAA compliant Time logging!
Ensure that you follow DCAA compliance with daily time logging, audit history for timesheets, reminders, approvals etc. Use Zoho People's Time Tracker module without worrying about breaking any standards. Never take a chance! Learn more to understand how Zoho People Time Tracker helps you become DCAA compliant !
Tip #17: How to set up filters based on content of email
Just like creating email filters/ rules, based on the subject or sender of the email, you can now create filters based on the content of the email. This can be useful when you receive templated emails like, messages from your website contact us forms or automated notifications and so on. Steps to create content based filters: Log in to https://www.zoho.com/mail Click Settings >> Filters Click 'Create new filter' Provide a name for the filter Select the required condition type In the Criteria section,
Tip #25: Updating Tickets in Desk from Zoho Projects
Customers submitting tickets in Zoho Desk often wonder about its status. Support executives convert the ticket to a bug and it's filed in Zoho Projects. But what next? How do you inform the status to customers or notify them that the bug has been resolved? Business Rules can be used to solve this problem. A Business Rule performs a necessary action when the specific criteria is met. To inform the customer that a ticket has been resolved, a notification can be sent to the user when the bug is closed.
Tip#2- Leading you to a Sprint
Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project
Zoho CRM Community Meetups - India.
Hello Everyone! It's great to see so many of you actively participating in our Community. The Community Learning Series is all about bringing us all together, sharing knowledge and getting to know our CRM better. Next on our list, are a series of offline Meetups set around different topics around CRM, with the first series focussing on Customizing Zoho CRM. Our goal is to get the CRM community together, enable you all to get a better understanding of Zoho CRM, learn to customize and adapt it to best fit
Throw the spotlight over those prospective visitors hitting your website via MailChimp campaigns!
To all those customers who have integrated MailChimp with your Zoho SalesIQ account, this forum has exclusively been written for you! We all know that Zoho SalesIQ partnered with MailChimp only to ease out your marketing grind! Let me lead you through a few cases to aid you comprehend the techniques using which you can harness the maximum out of the integration of these two influential applications,
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