The 'Quick Learning Series' - Post 1 : New webinar - 'Onboard with ease'
New Year usually dawns with a lot of new sign ups for Zoho People. If you are waiting to get started, then this is the right moment! We are running a webinar next week on how to 'Onboard with ease' Go ahead and register for this webinar to get rid of that initial hitch! Date: 18 Jan 2018 To register, visit https://www.zoho.com/people/free-webinar.html
Happy New Year !
Hello Happy New Year everyone! In an effort to make our Forums more interactive and interesting, we have come up with something exciting. We know that Fridays are meant to be fun. To accentuate this, we are going to post under the 'Quick Learning Series' every Friday. This post could be anything - like a tip or a feature update or an announcement about an upcoming webinar. The aim is for everyone to get the maximum benefit out of Zoho People. Do watch out this space! Cheers from Zoho People
Let your visitors hold down all the conversations that they have with your operators in reserve!
Hello buddies, Hope you are all doing great out there! I am back to brief you all about a cool new feature launched by SalesIQ - View past conversations , which allows your visitors to keep track of all the past conversations that they had with the operators of your firm in their own chat windows. Inquisitive to know more about this feature? Then do stick around and continue reading. Well, what is the sole purpose of bringing in this feature? Consider a scenario in which a prospective customer
Cards & Functions: An inside view into how Cliq's custom buttons work!
Message cards are simple templates which can be used to customise messages. In other words, responses on triggering an integration component (commands/ bots/ message actions) can be customised as a message easily with the templates. A message card can be styled with a title, image, buttons, table and so on! Adding a button helps in making the message more interactive and also provides a call to action. So where does a function fit here? A button can be triggered to perform an action on click, only
TLS v1.2 upgrade for Zoho Checkout.
In order to maintain your communication with Zoho Checkout 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
Zoho Projects 2017- Year in Review
2017 was incredibly amazing for Zoho Projects! As we’ve jumped into 2018 on the double, here is a recap of all that’s happened the past year. Check out our what’s new to know more about the features we’ve rolled out in 2017. It was quite a year! Thanks for being a part of Zoho Projects 2017! We’re expecting more features to come out this 2018. Be a part of awesome things that are yet to come!
Issue "Purchase Orders" through Zoho Books.
Hi All, Zoho Books now support the "Purchase Orders" feature :-) Yes, you can issue purchase orders to your vendors and can convert them into bills in Zoho Books. All you have to do is to enable the "Purchase Orders" from the 'Preferences' section (under the 'Settings'). Then start creating the purchase orders for all your purchases. For detailed information about the feature, please read through the following link: https://www.zoho.com/books/help/purchase-order.html Feel free to share your feedback
Cliq mobile apps: Your workspace at your fingertips anytime, anyplace
Have you ever felt that: - once you leave your workspace, your work comes to a standstill? - phones provide nothing more than notifications and no actual work is done through them? Well we have! And hence we built our apps in such a way that you get to stay connected as well as work from anywhere on the go, be it in a morning coffee queue or in cab! Cliq mobile apps has evolved from just a business chat app to The Business chat app . So now let's take a quick look at some features of both iOS &
Feature Flashback of 2017
2017 has been a feature-rich year with a lot of enhancements and updates. As the year ends, let us look back at some of the major features that we introduced this year. Templates We have enhanced the template section with the following updates. Exciting new templates Four new templates have been added (Spreadsheet, Spreadsheet Plus, Retail and India GST) to our existing collection, giving you more options to choose from. Custom-made item table You can adjust the width of the item columns
CRM Community Meetups: US and Canada.
Happy 2018 everyone! We are planning to kick start the US and Canada Meetups this quarter. We want to get some insights from you folks on your preferred city, time, and such to plan efficiently. Will be great if you can let us know your preferences by taking up this 2-minute survey. Thank you and hope to see you all soon.
The all-new Zoho Campaigns is here!
Time for some great news! Zoho Campaigns has become better than ever with its new version that has both style and substance in spades. We, the team behind Zoho Campaigns, wanted our customers to realize the best of their email marketing efforts and achieve greater results. With the latest updates, get ready for an easy and enjoyable campaigning experience. The multitude of triggers, simple-to-use tools, and preference settings make it possible for you to finish your key tasks quickly and save up
Message Actions: Do more than just Forward, Reply on your chat messages by creating custom actions
Message actions are user actions or interactions performed on a message. Usually, when a message is sent or received, a user is likely to perform some task after the message has been sent/received. All chat interfaces come with a default set of message actions such as Reply, Forward, Delete, Share and so on. But what if these options do not satisfy your requirements? Cliq solves this shortcoming by providing an option to create custom message actions! Let us consider a situation where the #design
New Features rolled out on Jan 05, 2018
Import Data from Multiple Excel Sheets in a Single Click Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook. From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database. Click to learn more.
Less of Browsers, More of Desktop Apps
They said they'd be dead. Gone from our docks into our browsers. But are they really dead? With many services going all desktop, can we stop writing eulogies for native apps after all? Cause desktop apps aren't going anywhere (yet) Standalone, desktop
Tip #11: How to secure your email account using Two Factor Authentication
We all have a lot of important and sensitive data stored in our emails and in the accounts. To protect your account, a password alone may not be enough. It is always better to add an additional step of security to our accounts, which is provided by Two Factor Authentication (TFA), also known as Two Step Verification. Two-factor authentication is an additional security process to secure your account by the combination of a password and a mobile device. This reduces the chance of your account being
What's new - December
Reminder for shift Check-in and Check-out Keep forgetfulness at bay as you can now set reminders to employees, to mark check-in and check-out entries. Reminders can be set before or after, a few hours or minutes from their Shift start and end time to assure timely check-ins and check-outs. Notifications can also be sent to inform reporting managers of missed out check-in entries. Learn how. Checklists now merged with Tasks Our existing 'Checklist' has been merged now with 'Tasks' for the best
Tip #17: Task Dependencies in Project Templates
Tasks are the basic blocks of any projects. Their interdependencies drive the project and are a major factor in determining if the project stays on track. Setting dependency between tasks for every new project could be tedious. When you create templates for projects, you can also create dependencies between tasks and reuse them. Setting up dependencies for project templates is easy. In the Projects page, go to Templates and select your project template. Click on Tasks and select Dependency view.
Zoho Subscriptions roundup for 2017
It's that time of the year when we look back and cherish all the major milestones. It has been an interesting year for everyone here at Zoho Subscriptions, with the introduction of a host of new features that has radically made your subscription management easier. Here is a quick recap of all the major releases and product updates we introduced in 2017:
Zoho Expense's 2017
Hello everyone, 2017, like any year, had its fair share of ups and downs. We at Zoho Expense did our part to keep the smiles on our customers' faces by releasing a host of new features this year. As the new year rolls around, let us take a look at the major milestones we reached, and the other changes and additions we made, in Zoho Expense. Major milestones: The QuickBooks family joined us We introduced the QuickBooks Online integration in February, which was welcomed by many of our users. But we
Zoho CRM Community highlights - 2017
Happy holidays, everyone! And on that joyful note, we've got some good tidings to share. 2017 has been a happening year for the Zoho CRM Community for many reasons. Over the year, our Community has built itself to create a space where you, our users, engage with each other, our product experts, and a few Zoho partners. The launch of the Community Learning Series this year fueled increased interactions and engagements among the community members. Here's a quick recap from this year. Here's a bunch
Live webinar: Maximize productivity with Zoho Docs
Hello Everyone, We are glad to announce the next live webinar from Zoho Docs. Here's what you can learn: Create your organization profile Manage your team Set up organization policies Work on files together Organize team files Generate activity reports Use the Zoho Office Suite Day : Tuesday, 9th January 2018 Time : 9am-10am PST Register now to attend the webinar. Cheers, Zoho Docs
Free Webinar: ShowTime - Latest Features and Updates
Join us for a free webinar and demo session on Tuesday, 9th January 2018 and learn how to get the most out of your Zoho ShowTime account. Get a complete lowdown on the latest web conferencing solution for your virtual training and learning needs. We will be showcasing all the latest features and the development roadmap. Zoho ShowTime offers screen share, Open Mic, session scheduling, attendee registration, engagement analytics, publishing of training material, and much more. After this session, you
Tip #9: Add and manage your CRM contacts from incoming emails
Merry Christmas to all of you! Here comes the Christmas season which brings with it loads of joy, happiness, celebrations and ..... emails, tons of them. This is the time of the year, when you get loads of emails from everyone who has your email address in their contact lists. Some of them may be just junk, but there may be some real important ones, which you want to save and track for future. Among the list of emails, when you find one such contact, who can be your lead or a potential, use the
Just in: Updates to the Collaborate tab that make your discussions better than ever.
Hello everyone! When we first designed the collaborate feature, our objectives were crystal clear: To help your team come together in one place and work towards your social media marketing goals. Be it brainstorming ideas for new posts, reviewing the performance of old ones, or figuring out responses for any engagement on your profiles— the collaborate tab helps you do all of that seamlessly. At Zoho Social, we decided to make this feature even better. I'm super excited to let you guys in on the
Ask the Experts #3: 5-hour live forum discussion on customizing user management in Zoho CRM
Hi folks! October's "Ask the Experts" session is set to go and we can't wait for you to start firing off your questions. In continuation with our "Customizing Zoho CRM" theme, this month's session is centered around user management in Zoho CRM. Feel free to post your questions about any of the following: Users and groups Roles and profiles Data sharing rules Record-level sharing Territory management Company details customization This platform brings together the CRM product experts, partners, and
Vodafone email shutdown in New Zealand
Hello, As of November 30, 2017, Vodafone shut down their email services in New Zealand. Users with a hosted domain will not be impacted. What should you do? Since the service is shut down, any emails sent to the Vodafone addresses listed below may bounce back, and there is a chance some of them will become spam traps as well. If you are sending emails to addresses under these domains, please update your mailing list as soon as possible. You can update subscriber email addresses for those who give
Service slowness- Zoho Finance
Hello, We are currently facing temporary slowdown of Zoho Finance apps. Our development team is working on fixing it. We apologise for the inconvenience caused due to the service disruptions. We will keep you posted on further updates. Thank you, Maruthi Zoho Finance
YouTube - videos and music you love in Cliq
Today's extension in Cliq is YouTube - the most popular video site where millions of users upload and watch videos every minute. I'm sure not a day goes by without watching at least one YouTube video. On account of this, Cliq provides YouTube Extension so that you can watch any video from your chat window without navigating to another tab. To watch YouTube videos, you must install the extension from Zoho Marketplace. Check out here for more details. After installing, it's just one command and a click
Ask the Experts #2: A 5-hour live Q & A on Fighting Spam in Zoho Mail
Zoho Mail has incorporated extensive Spam filtering techniques at multiple levels to control Spam from entering into your Inbox. In spite of the filtering mechanisms, some of the emails which may appear to be spam from your perspective sneak into your Inbox. At times, the same filters which are built to identify Spam, marks an email, which you think as genuine, as Spam on different grounds. In this month's Ask the Experts, we would like to focus on one of most important areas of email service -
Restrictions for Time Logs - New feature in Time Tracker
Have a control over time logging that is done by employees. With the new restriction feature in Time Tracker, you can prevent time logging done during weekends, holidays, future dates etc. Learn more.
New Features rolled out on Sep 28, 2017
Analytics on the Go: Introducing New Mobile Apps for iPhone and Android phones We at Zoho Reports are extremely happy to announce the availability of Zoho Reports Mobile Apps for both iPhone and Android phones. This is in addition to the already existing apps for iPad and Android tablets. With the Zoho Reports Mobile BI app, you can access the reports and dashboards that you create in Zoho Reports service, on the go. The Zoho Reports Mobile BI application provides you with the following capabilities:
What's New Monthly Digest: November 2017
New Connectors Released We have extended the Advanced Analytics connectors for the following popular business applications. Google AdWords Zoho Survey SurveyMonkey Pivot Tables - Customizing 'Show Total As' Show Total As In Pivot Tables, by default, the summary function used to display the subtotals will be the same as that of the summary function applied on the corresponding data column. With this update you can customize this and apply any
What's new in December
Merry Christmas and a Happy New Year folks! This festive month, we bring the following features to you: Exclude tax information of selected categories from your books (Available for customers in Australia, Europe, and the UK) You can choose to exclude the tax information of selected categories from your accounting software’s tax reports. To set that up, Navigate to Admin > Settings > Categories. Go to the category for which you would like to make the changes and uncheck the option ‘Allow tax association
Updated 'Roles and Privileges' in Zoho Campaigns
Here's some good news! We're excited to announce the updated Roles and Privileges—the permission-based user settings, in your very own Zoho Campaigns account. By far, we've catered to different organizations, each with eclectic teams, and we've understood the importance of providing a flexible access to accounts. This all-new feature will help each user of a team handle the same Zoho Campaigns account in a way that's relevant for them. Okay! So what can the updated 'Roles and Privileges' do for
Focus Group #1: Tags in Zoho CRM
Hello All! Owing to popular request from our community, we at Zoho CRM, have implemented the ''Tag contacts'' feature and it's now in the testing phase. Happy to let you know that it will indubitably be available soon :). As a prelude to the general availability, we're premiering this feature to a small group of users including those who'd expressed the need earlier. Join this premiere and get to know: How tagging helps sort, filter, and segment records. How tags can be used as descriptive categories
Cliq Bots - Building conversational bots with a series of questions and user inputs!
We all know how important it is for a bot to manage the conversation flow with a user. And so, here we bring to you the bot context handler! This post introduces the concept of a context and how a chain of questions and user inputs can be achieved through the context. Simply put, the context allows the bot to ask a series of questions pertaining to a topic of interest. The responses or the user inputs are then collected to perform an action at the end via the context handler. Sounds interesting?
Stack Overflow in Cliq - one stop solution for developers
Hello all, We've been seeing about integrating extensions to your Cliq account for accessing various apps right from within your Chat Window. Today let us see about Stack Overflow Extension. What is Stack Overflow Extension? How can I use it in my organization? Is it really helpful to me and my colleagues?.... are some of the common questions that will cross your mind when you read the above lines. Let's find out the answers to these questions. Stack Overflow is a question and answer site for programmers
New Features and Enhancements in Zoho Vault - December 2017
Bulk configuration for SSO apps You can now configure single sign-on for multiple apps in bulk using the More Actions button. Grant user access - option to select multiple apps and grant user access to those apps. Revoke user access - option to select multiple apps and revoke user access to those apps. Enable apps - option to select multiple apps that are already mapped to users and enable them for access across the company. Disable apps - option to select multiple apps that are already mapped to
"Ask the Experts' session on Zoho Projects and CRM integration!
Hello Members, An 'Ask the Experts' session is in progress now on the Zoho Projects forums linked below. The topic inviting questions and discussions from you is, Projects and CRM integration. Hop over to the following topic and start asking your questions if any! https://help.zoho.com/portal/en/community/topic/ask-our-experts-2-a-5-hour-knowledge-exchange-marathon-on-projects-crm-integration-in-zoho-projects PS: Option to comment is disabled on this post. Do leave your questions as comments in
Zoho Subscriptions plugin for WordPress
Zoho Subscriptions plugin for WordPress allows you to easily embed your plan specific checkout page in an iframe with just a few mouse clicks and without a single line of code. How can WordPress Zoho Subscriptions Plugin boost your productivity? It's now easier to embed Zoho Subscriptions checkout page in your WordPress site. Forget the old method of logging in to Zoho Subscriptions, copying a URL and scripting to make adjustments. All this can be done automatically through this plugin. A great time
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