Cliq Bots - Let your bot welcome it's subscribers via the welcome handler
In this post, we're going to shed light on how important it is for a bot to greet subscribers with a welcome message. We'll also be looking at how to configure a simple yet effective welcome handler! A welcome message is the first and the most important action / interaction performed by your bot. But why is it so important? A message that explains the user what the bot does will provide them with a concrete understanding of how the bot can help them. Including a call to action, such an instant
The 'Quick Learning Series' - Post 5: Tip - Let them give feedback without any mental block.
Often, employees do not want to give feedback for fear of being judged or due to fear of spoiling their relationship with employees. Using Zoho People, you can ensure that your employees give the right feedback at the right time, all while maintaining the feedback giver's identity anonymous. Watch this video to know how.
What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. It comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and
Whats New in Zoho Subscriptions - February 2018
Hi Everyone! Thank you for being a part of Zoho Subscriptions. We always look to improve and enhance our features to your needs. Here are a few features we've rolled out this January. Hosted Pages Now Support Avalara Integration - US & CA Guessing what tax rates are applicable for your subscription? You don't have to do it anymore as your customers can now view the precise tax rates based on their location in the order summary section. The tax rates will be fetched from Avalara and automatically
What's New in Zoho Books - February 2018
Hello everyone! We’ve kickstarted 2018 by adding a host of new updates to help you and your business thrive. As always, we continue to build features that are most beneficial to you. Here’s the list of features that we’ve built in January, 2018. Introducing Transaction Approval As your business grows and you start handling a large number of transactions, it’s important to set approval workflows in place to send accurate information to your customers. We have introduced transaction approval to
Don't just communicate with your audience, connect with them.
Hey Folks, The best leaders are made, not born! I am happy to invite you to a Sales Leadership webinar series sponsored by Zoho CRM. We are partnering with Israel Greene from the renowned John C. Maxwell team for a webinar series focusing on developing your sales leadership skills. He is a certified speaker and expert on leadership development. He'll give us some practical advice on what today's sales leaders need to know to lead their team well. From this series, you will: Learn and master leadership
Now save a draft version of your Blueprint's process flow!
Hello everyone! We are very happy to present to you, the following enhancements in Zoho CRM's Blueprint. #1 Save a Blueprint as a draft It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to deploy it before it's ready. To help you with this, we have come up with an enhancement in which you can save a
Build Forms like a Pro
Are you using our form builder to its full potential? We've put together a list of features that you should be using to get the most out of your forms. Page Break Asking too many questions on a single page can overwhelm those who fill out your forms. Instead, breaking up longer forms into pages can give a more coherent flow for collecting responses. By using this feature with Rules, you can configure your form to display certain pages based on the user's responses to certain questions. Themes
What's New this February 2018 in Zoho Invoice?
Hello Everyone! The new year is here and we have kickstarted this year with our all new features for Zoho Invoice. So read on to know what's new in Zoho Invoice this January! Transaction Approval Zoho Invoice now lets you verify and approve the transactions you or the users create. This feature lets your users to create and submit transactions to an approver. Once the approver validates them, the user will be able to send it to customers and record payments. So, you can now eliminate potential
Latest updates in Zoho CRM this November!
Hey everyone! The latest couple of updates in Zoho CRM includes the introduction of Users Layout Customization and the enhancement of Trend Dashboards. Read further to learn more. Customize the Users Layout in Zoho CRM Traditionally, when you added a new user to your Zoho CRM account, you only had a standard set of fields such as name, email and role. Say you wanted to add a few other specific details of the user, such as their enrollment number or Joining date, this wasn't possible. That's not
Unchain yourselves from your work pods with our Zoho SalesIQ mobile app!
Would you like to sit inside your work pods and stare at your desktop monitors all the time? Duh, No! Well, that's the prime reason why Zoho SalesIQ mobile app was developed - for you to take up your daily grind on the go! Let's just quickly run through instances where the Zoho SalesIQ mobile app acts as your operator's saviour, 1. Be proactive - Make hay while the sun shines! Why sit back and wait for the visitors to initiate a chat when you have the privilege to strike
Feature Announcement : Rebranding
Personalize your document signing process with Customized Emails and Logos Carry the image of your brand across signatories by customizing the logo and the content of emails sent from Zoho Sign. Custom branding helps you create a feeling of familiarity and integrity with your recipients and much more. Custom Logos and Personalized Emails will give your signatories a relatable experience How many times have you felt so secure with the image of a brand that you didn't have to think twice before making
Enhancements to the Get All Departments and List All Agents APIs
We recently observed some performance issues in the Get all departments API. Our root cause analysis revealed that these issues were caused by the inclusion of the associatedAgentIds key in the API response. To eliminate this performance issue, we have decided to deprecate this key from the API response. However, this change does not affect the Get a department API. So, as an alternative, you can get the associatedAgentIds key through the response to this API. Besides, we have also enhanced the Get
The 'Quick Learning Series' - Post 4: Tip - Be accurate! Set the exact leave entitlement for newbies.
Consider a scenario where you would like to set up entitlement for new employees with the following specifications: Type: Sick Leave Count: 12 days per year Condition: Employees who join after the 15th of a month should be eligible for half a day leave for that month Not sure how to achieve this? Depending on the joining date, you can be as accurate as defining the leave count right from the month of joining. Take a look at this video.
Community Digest - January 2018
Hey folks! January has come to an end and here's a recap of the highlights of the month. You'll find some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. Also, as many of you might have already noticed, the Community has transitioned its platform to Zoho Desk. The powerful software brings together an appealing and user-friendly UI. If you haven't taken a look at the all new Zoho Community platform, check it out here! Community learning series:
Tip #15: Auto upload attachments to cloud via Filters in Zoho Mail
You can now *automatically* upload your attachments to your preferred online file storage! In Zoho Mail filters, you can now create filters, with predefined conditions for emails with attachments to upload the files automatically to the cloud service (Zoho Docs/ Google Drive/ Dropbox/ One Drive/ Box) of your choice. Login to www.zoho.com/mail. Go to Settings and choose Filters. If you have multiple email accounts configured, select the required account. Click the New Filter icon in the top right
What's new- JAN 2018
The new year has been rather eventful for us :) Check out our new features and make the most out of Zoho People! Competency and Module Weightage in Performance Our Performance module gets precisional, as 'Competency' is now a part of our other evaluation modules like Goals and KRAs. You can also set specific weightage for modules while configuring your appraisal cycle. Learn more. Audit history for Timesheets Track all details pertaining to Timesheets with edits made and more with our new 'Audit
Free Live Webinar: ShowTime Latest Features and Updates
Hello everyone, We are glad to announce our next live webinar. Join us on Thursday, 8th February 2018 and be the first to hear about our exciting new features. You will also learn how to get the most out of ShowTime through a complete product demo. Zoho ShowTime offers Screen-share, Open Mic, Engagement Meter, Session Analytics, and much more. After the webinar, here's what you will know: How to set up and get started with your training. All the latest features and how to use them. Sneak-peek into
Ask the Experts: Q&A session on Blueprint in Zoho CRM
Hey folks! Welcome to the first Ask the Experts session of 2018! We're kicking off this year with one of Zoho CRM community's most popular topics—Blueprint. Blueprint is one of Zoho CRM’s most efficient features:It helps you design and define your sales process at every stage. The simple drag-and-drop interface makes it simpler and easier to visualize your process flow. Blueprint covers everything an user will need to move from step to step, and it bundles the configuration neatly. If you've
Travel in 2017 - A Zoho Reports Travelogue
From revamping our entire charting framework to releasing powerful Mobile BI apps for mobile devices, Zoho Reports has had an eventful 2017. Not just that, we have added close to Half a Million Users last year!! As we start a new year, we want to take this opportunity to thank you all for your constant support and feedback. We wouldn't be here without you. Here's an Infographic that highlights the key product milestones in 2017: You can read the complete list of what was new here. Cheers, Zoho Reports
Usability enhancements for reports
As a followup to this post : https://help.zoho.com/portal/community/topic/readability-enhancement-for-reports, we are planning to rollout a few more changes which will enhance the usability of reports. These changes will be in correspondence to displaying aggregate values, custom actions and custom filters in reports. You can find a brief explanation below :- Aggregate Values Summary. As of now you can see the aggregate values at the bottom of every column in a list report, after this update it will
Tip #1- Why swimlanes?
Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do. The concept of swimlane can be related to the pool, where the swimmers gather in their respective
The 'Quick Learning Series' - Post 3 : Tip - Ensure business continuity. Keep your employees posted on urgent and important announcements.
When you run a business, you have to be equipped to encounter sudden emergencies. What is more important is to keep your staff posted on these important updates. Post important updates as 'Sticky Announcements' so that they stay on top always keeping your staff well updated. What's more interesting is that you can have location-specific sticky announcements so that your staff from other locations do not push the panic button! Take a look at this short video !
Gear up to explore the spruced up live chat module!
When the trend changes one has to roll with it and so did we. Take a look at what we have moulded out of our old live chat module. Let's take a quick tour around to see what all changes we have brought in, shall we ? Well, then buckle up guys, here we go... 1. Would you ever like seeing mundane stuffs over and over again? Well, then why would you want to bore your visitors by displaying the same old chat widget themes when we offer you a whole new range of cool themes which you can switch to in
Do more with Zoho Docs
Hello Everyone, Thanks for participating in our live webinars, posing questions and giving feedback. We look forward to having you with us in the next live webinar from Zoho Docs. This webinar will help you learn how to: Set up your organization profile Create organizational policies Organize files for easy access Work together on files for improved productivity Assess performance with activity reports Create appealing content with the Zoho Office Suite Day : Thursday, 8th February 2018 Time :
Tip #14: Versatile Reader View in Zoho Mail
We all receive long emails, which happen to be very important ones loaded with lots of crucial pieces of information. Often such long emails have small fonts with fancy faces, making the reading process a tedious one. In Zoho Mail, Reader view comes to your rescue. Just click the 'Reader view' icon to choose the font size, font face, line spacing and even toggle between day mode and night mode exclusively for the Reader view. This helps you to read such long emails at your preferred settings, without
Ask the Experts #3: A 5-hour live Q & A on Sharing and Subscribing Calendars in Zoho Mail
Zoho Mail Suite is a complete business communication application with Calendar, Contacts, Notes, Tasks and Bookmarks. Calendar is one of the most essential components for scheduling meetings, managing appointments, organizing events and for overall time management for everyone in the organization. Calendars can be used in multiple ways, as per the requirement of every individual. You can share them with various users, with different permissions and privileges. The following are the various options
Convert your Chats to Zendesk tickets
Hey everyone, Just imagine if I told you, that you could manage conversations and tickets at the same place. Basically, ticketing and chat, the complete match made in heaven for any customer all under one roof. So why wait? Integrate Zoho SalesIQ with
Transitioning to a new Zoho Community platform
Dear Zoho Reports Users, Our users forum here is being transitioned to a new Zoho Community platform. More details are available in the below URL. https://help.zoho.com/portal/community/topic/zoho-community-is-transitioning-to-a-new-platform We are excited about this and we believe you will like it too, as the new Zoho Community platform will result in more user engagement. Happy participating in the new forum!
The 'Quick Learning Series' - Post 2 : Tip
Want to restrict employees from checking-in from their mobile devices? You can now create this restriction under Attendance Settings.
Updates to Threads APIs and the List All Attachments API
At Zoho Desk, we believe that convenience and consistency are key factors in delivering a good user experience, be it for the end-users of Zoho Desk or the developers who build upon Desk's features and functionalities. As an extension of this belief, we have now updated a payload parameter pertaining to the APIs for ticket threads and a query parameter pertaining to a ticket attachments API. Here is more information on these two updates: 1. Replacing uploads with attachmentIds in Threads APIs Currently,
Ask the Experts: 5-hour knowledge exchange marathon on 'Task Dependencies' in Zoho Projects.
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Task Dependencies" as it has invited many a query on the forums on topics such as: 1. How to set dependencies for unscheduled tasks? 2. Can I set task dependency in task templates? 3. What are the dependency types supported by Zoho Projects? Task dependencies help in linking tasks that depend on a sequence. While the Finish to Start dependency
New Features rolled out on Jan 17, 2018
HubSpot CRM Advanced Analytics We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. HubSpot CRM Advanced Analytics comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your
Chat routing: Automate and optimize the process of routing your incoming chat requests!
Hello buddies, How have you all blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah? You might think that I am going bonkers... :p But NO buds am not! But trust me this is how it would appear to the operators of your firm when they have to deal with the issues brought in by the visitors hitting your website that has nothing to do with their skill set or field experience. To
Zoho Inventory is VAT Ready!
With the introduction of VAT regime in the United Arab Emirates and the Kingdom of Saudi Arabia, Zoho Inventory has brought in two brand new editions: the U.A.E. and the K.S.A. edition. Businesses in the Gulf countries can stay VAT compliant as with Zoho Inventory, you can now: 1. Configure your business's and your contacts' tax details: This will eliminate the need for repetitive manual entries in the future while recording transactions in Zoho inventory. 2. Assign appropriate tax rates for your
Why choose Agile project management?
"We still have bugs to be fixed, and we hardly have two days for the release" - The often heard scream from your project manager. What failed? Why did we slip the deadlines? Next, you queue up for the back to back meeting sessions. Proper planning and regular meet up during the process can help meet deadlines. Let's get started by understanding what's Agile and how it works. Agile is a process where you will not plan for a big deliverable, but you will break it down into smaller units and deliver
Our Forums is transitioning to a new platform - Zoho Community
Kindly refer the link below for more info on this. https://help.zoho.com/portal/community/topic/zoho-community-is-transitioning-to-a-new-platform
Readability enhancement for reports
Greetings Everyone, We are really glad to inform you all that, we are rolling out some updates which will really improve the readability of content in all types of our reports which will be updated mostly by the end of this week. The enhancements we've made mainly pertain to better font formatting, line spacing and some of the other UI elements. I'm attaching some screenshots which portrays this change, you can see how the old report looked and how the new changed one will look like. Please note
Stay in Sync with CalDAV for Zoho Calendar !
We are pleased to announce the CalDAV sync for your Calendar in Zoho Mail Suite. You can now manage your Zoho Calendars from iOS, OSx or other devices with CalDAV support. By this significant update, you can manage your events in Zoho Calendar from iCal or iPhone apart from accessing directly from the web calendar. Mac users would love to sync the Zoho Calendar with the iCal for the convenience it offers. This allows you to access your calendar offline, and sync once the internet connection is available
Custom Fields in Zoho Projects
We are pleased to announce the launch of the much awaited Custom Fields in Zoho Projects. This is one among the first few significant launches for Zoho Projects for this quarter. Custom fields basically, lets you add data specific to your business needs in online project management. Say, you are in Häagen-Dazs and you are about to place your order in a few minutes. Your favorite Belgian chocolate has gone out of stock and you are a little upset about it. What would you do next?! In no time, you
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