New Features rolled out on Dec 05, 2017
Zoho Survey and SurveyMonkey Advanced Analytics We at Zoho Reports are happy to announce the availability of the Zoho Survey and SurveyMonkey Advanced Analytics integrations. These integrations enable you as an analyst to proactively manage, measure and derive analytical insights from your surveys run in Zoho Survey or SurveyMonkey. With Zoho Reports you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics.
In spotlight #1 - Customize Task Fields to suit your project management model
Hello everyone! We are excited to launch the 'Spotlight on Projects' series, as part of our new Community Learning Series, aimed at helping you master Zoho Projects. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature
Ask the Experts #4: Q&A session on Automating workflows in Zoho CRM
Workflows help you automate routine CRM tasks, optimize your time, and promote sales efficiently. Workflow rules help you stay productive by sending emails, adding tasks, or updating fields for you.Here are a few of the primary benefits: Automating workflow rules, field updates and webhooks Trigger pre-defined emails Instantly assign leads to employees Trigger actions in third-party applications This November's Ask the Experts session is going to focus on workflow automation in Zoho CRM. This is
Appear.in - one click video conferencing from your chat window
Jump into live video discussions with just a click, well it's actually a command and a click! Read on to learn more. In user-education@TeamZylker channel, a discussion about forums is going on. The members are discussing on how to deliver quality forum content to their audience. It is Friday eve and plans start to fly high between friends in their group chat. Each person wants to do something else and the group is filled with back and forth banter. In both the above scenarios, text conversation
Track and engage your website visitors with our new Zoho SalesIQ Integration!
Hello all, We've got a fresh new integration for you! With our new Zoho Forms–Zoho SalesIQ integration, each time a visitor fills out a form on your website, their details will push to Zoho SalesIQ for enhanced visitor tracking and insights. Now, you can personalize your live chats even more, and customize your follow-up emails with better context. To learn more about how to enable and use this integration, we are hosting a free webinar on Wed, Dec 6. Register Now Looking forward to seeing
Three smart ways to share your presentation with Zoho Show.
"What is the best way to share a presentation?", a lingering question that is asked after every live session or a meeting. Sharing presentations can be time consuming. It can be done, either by attaching the file to an email or by saving it in a pen drive. But what happens when your file size is large or your team is spread across the globe? Zoho Show lets you share your presentations both internally and externally without worrying about the file size. You can share your slides as a link and decide
Salesforce CRM to the rescue!
Hey there! Are you a Salesforce user? Woaah! Then we have a great news for you! We have added an other jewel to our crown - Salesforce CRM , to seize prospective leads effortlessly and to escalate lead conversions without even having to leave your SalesIQ account. Will that be all? No not at all, stick around, read through to know what can this power packed combo do for you. Not a Salesforce user? Wanna try out a similar Zoho product ? Try Zoho CRM today! Let's take a quick look at the benefits
Share to nurture bonds :)
Hello buddies ! Bala here, wondering what am I going to talk to you guys about ? Well, trust me definitely nothing related to philosophy. I presume that most of us know what screen sharing is, if not don't worry let me brief it to you. Screen sharing/casting is nothing but sharing your screen with someone else probably to seek help or assist them. Woaahh !! wouldn't that be great if you had this option in your SalesIQ account to resolve all your visitor's issues in a jiffy ? Or show them a demo of
Black Friday Bonanza: Share your sales story and win $25!
With Thanksgiving, And Black Friday coming your way, Let's skip the gravy And get right down to turkey. Let go of failures And focus on deal closures. Revel in merriment Be this, a testament To great sales And successful emails. So come over and bask in your gloryUpon sharing your sales success story! Hey Folks! Zoho Community wishes you a happy Thanksgiving! With Thanksgiving right around the corner, let's whip up some festive cheer. Share your recipe for success and win a $25 Amazon
New Features rolled out on Nov 29, 2017
Public Announcement: Google AdWords Advanced Analytics We at Zoho Reports are happy to announce the general availability of Google AdWords Advanced Analytics integration. This connector provides deeper marketing analytical capabilities for your campaign data in Google AdWords. Product marketers and SEM analysts can 'slice & dice' their AdWords campaigns data in depth and analyze key performance metrics such as impressions, click rate, conversion rate, cost metrics, growth rate and much more. Not
Free live webinar: Zoho ShowTime - Latest Features & Updates
Join us for a free webinar and demo session on Wednesday, 6th December 2017 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,
Integrations: Find the best business in town through Yelp right from within your Chat Window
You had a busy day and at the end of day you are in a mood to go and chill out. You wanna discuss with your friends and see if they are interested. So how do you proceed? Simple, yelp extension is there to save your day, well at least the end of your day I'm sure all of you must have a group chat or private channel exclusively for friends. Head there and start a conversation, be sure to include yelp too! Just type /yelp (what you are looking for) in (place) and yelp will give you top 5 suggestions.
Exciting new features on Zoho Recruit
Hey! We, at Zoho Recruit, are ecstatic to say that we've added new features to the product you love using. The new features are sure to make your work effortless. Advanced Recruit Analytics Not all reports can teach you the right analytics. But there are a few that can take your recruiting game to a whole new level. Zoho Recruit is now powered by Zoho Reports to create a variety of reports that can enhance your performance and efficiency of hiring. Click here to know more. Zoho Recruit-Zapier Integration
Tip #5: Thanksgiving special - How to set up Vacation Reply in Zoho Mail
With the Thanksgiving holidays round the corner, the vacations are near! A lot of us will be out of our offices due to holiday plans, family gatherings, and vacation trips. However, the work doesn't come to a halt and neither does the flow of emails. Stay on top of your business communications by setting up your vacation auto response today. Zoho Mail helps you to setup your Vacation reply in Richly formatted text, along with the time period for which the automatic vacation response should be active.
Channels in Cliq
Hello peeps! Today we are going to see about Channels in Cliq. Channels is a medium for instant communication and collaboration with users in and out of your organization. Click on the (+) of channels to create one. Let's see in detail the types of Channels offered by Cliq. Cliq offers 4 types of Channels: Organization, Team, Personal, and External. Organization: Anyone can create an Organization level channel. It can range from anything to everything. eg: #Announcements, #Technews, #Press, etc...
Focus Group #3: De-duplication in Zoho CRM enhanced with auto-merge and more.
Hi folks! We're back with the 3rd Focus Group convention with de-duplication's auto merge feature in CRM as the centerpiece. As the avenues to generate leads and contacts in your CRM increase, the chances of duplicates that accumulate in your CRM database will tend to increase as well. Bringing in a lead that has already been created via import is one such scenario. The de-duplicate feature of Zoho CRM, now enhanced with auto-merge and further enhancements help weed out duplicates, making
Live webinar: Redefine work with Zoho Docs
Hello Everyone, We are here with our next live webinar for all those who missed out on the previous one. In this webinar, you'll learn how to: Create an organizational profile Import your team members Manage organizational settings Collaborate on projects Manage and organize team files Evaluate team performance Use the Zoho Office Suite Day : Wednesday, 6th December 2017 Time : 9.00 AM - 10.00 AM PST Register now to attend the webinar. Cheers, Zoho Docs
Talking about mundane work? Zap it up right there.
Everyday work involves using a lot of apps: mail, cloud storage, messaging service, project tracking and many more. And, with more apps, comes more boring work; like noting tasks off twenty three mails and downloading attachments from team chats fifty messages above. And I’m here to tell you to bid adieu to all that humdrum stuff. In our Marketplace, you can already find Zoho services integrated with many essential apps you might use at work. These integrations save the time and humungous effort
Zoho Mail suite plug-in beta for Microsoft Outlook
Hi, We are happy to announce the beta release of Zoho Mail suite plug-in for MS Outlook. This plugin is an enhanced version of Zoho Calendar plugin for MS Outlook. The plugin helps you to synchronize your Outlook events and contacts with Zoho bidirectionally. Check out the following features and instructions before downloading your copy : The salient features : Two-way sync for events and contacts. Multiple calendar sync support. Synchronizes group events and group contacts. Automatic sync on regular
Bot Basics - Cliq bots for productivity, fun and much more
When we think of bots, the first thing that comes to our mind is how they make lives easier by taking care of repetitive tasks, we humans would otherwise do. It is evident that bots are supportive by taking form as our personal assistant or a friend. Isn't it cool to have a bot notify you about a task, remind you just in time about a meeting, get your Facebook notifications, posts your tweet? The chatbot market is booming at a crazy rate, now's the time to build your bot and push it out as an extension
What's New Monthly Digest: September and October 2017
New Connectors Released We have extended the Advanced Analytics connectors for the following popular business applications. Zoho Creator Deeper Analytics for your Creator apps Microsoft Dynamics Sales Analytics to empower your sales execution Zoho
Upload attachments from the cloud
Have you ever found yourself in a position where you’re trying to get files out of the cloud and attach them to records in Zoho Desk? You probably end up having to download the file to your computer first and then attach it once again to a ticket or an article. Not anymore! We just sneaked in a new feature called "Cloud Picker" that allows you to create a direct connection between your cloud storage service and Zoho Desk. With instant access to your cloud-based files, you can attach them to Zoho
Tip #22 : Reusing 'Available Fields' in Layouts
Tasks are the fundamental blocks which build your project. Creating similar set of tasks every time you add a new project might chow down your productive time. Our customizable task layout feature lets you cut short such recursive activities by reusing the already used fields. Let's gain a better insight by considering Liz's business operations. Liz owns an interior design company. She gets a new order to remodel a play school. Liz creates a new task under the 'Play school remodel' project and assigns
Cliq Channels - Join & Leave
Hello everyone, By now all of you must have got an idea of our Cliq Channels. If not then it's fine, just continue through this post. Why are channels needed? What is the use of channels? How does it help me? Channels are a way to collaborate with anyone and everyone instantly for anything from projects, work to entertainment and hobbies. Let me list out a few channels I have mentioned so far in previous posts (Cliq Channels) to get a better idea. Creating a private channel (#Project 1) for a new
Live webinar: An overview of Zoho Sheet
Get a complete overview of Zoho Sheet. Register now to join our live webinar and product demo on November 23, 2017. Attending this session will help you: 1. Create beautiful looking spreadsheets 2. Share your spreadsheet and work in real-time with your team 3. Write formulas to do basic calculations 4. Create charts to visualize your data 5. Use macros to automate repetitive tasks Day: Thursday, 23rd November 2017 Time: 11.00 AM - 12.00 PM PDT Register for the webinar, here.
An important update from Yodlee regarding changes to consumer account information of Capital One.
Hi all, As most of you know, Zoho Books is partnered with Yodlee to fetch the bank feeds automatically. We received an information from them recently regarding a change in the flow of bank feeds from Capital One bank. Yodlee is updating their existing technology plan to counter this change and help smoothen the entire transition. However, there might be certain performance issues while fetching the bank feeds. We, at Zoho Books, will take best efforts to help customers facing such issues by contacting
Impact of Terra.es shut down
Hello, A while back, Terra.es closed all their accounts and instructed their users to migrate to Terra.com. You may still have many inactive Terra.es email accounts in your lists. What should you do? Since the service is shut down, any emails sent to these addresses will bounce back, and there is a chance of terra.es addresses turning into spam traps too. If you send emails to such accounts, it can potentially affect your domain reputation. We recommend that you remove such email addresses from your
Zoho Sprints - Your team is all set to sprint ahead
Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Cliq Channels - Clearing a Channel
Previously we had seen Delete and Archive features of Channels. Today we will see about clearing messages in a Channel. Why do I need to clear messages? What is the difference between deleting and clearing, they both sound the same to me... must be the questions you are having now. Scenario1: You create a channel #twitterpost and configure a Bot to post in the channel, whenever someone tags your company. To configure the Bot perfectly, you do trial posts leading to many junk messages in the channel.
A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
New Features rolled out on Nov 07, 2017
Teamwork Projects Advanced Analytics We at Zoho Reports are happy to announce the general availability of Teamwork Projects Advanced Analytics integration. This connector empowers project managers with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. Users of this application can slice and dice their project data, derive & analyze key project metrics such as project completion rate, resource utilization rate, risk rate and do much more. The
All work and no play makes Jack a dull boy- Introducing the Yelp app for Zoho Cliq. Get instant results on getaway places to destress, right from within Zoho Cliq
Stressed out after a day's work? Want to grab a quick cup of coffee? Want to get an endorphin hit at the gym? Here's yelp to your help! Just type in /yelp *type* in *place* in your Zoho Cliq window and get instant results on your search. Get started now
Road Runner (Time Warner Cable) stops Feedback Loop service
Hello, It looks like RR (Time Warner Cable) has stopped Feedback Loop service. This means that Feedback Loop data will not be sent from Roadrunner's service to email senders in the future. What is Feedback Loop Service? Whenever an email recipient marks an email as spam, their ESP/ISP notifies the sender (in this case, Zoho Campaigns). Our system then automatically moves that specific email address to the Do-Not-Mail registry. What should you do? Now that RR is no longer offering the Feedback Loop service,
What's new in November
Octobers are always very eventful. With Diwali, Inktober, and Halloween, we become so busy that we don’t realize how the time passed. Even at Zoho Expense, we have been busy to ensure that you get the best of what we do. Here’s what we have for you in November: New features : Get your corporate card feeds directly to Zoho Expense. Using Direct feeds, you now get to fetch your corporate card feeds directly from your Card providers. You don’t have to rely on a middleman (third party service provider)
Reach official Zoho Support and avoid fake support websites, toll free numbers and emails
Dear users, Thanks a lot for choosing Zoho! Our applications are built to help in achieving your day-to-day business goals. We are committed to engage with you, to understand, and develop solutions that enhance your productivity. We are happy and ready to help you use our service effectively. Identifying and avoiding fake support: Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
Live webinar: Making the most of your workday with Zoho Docs
Hello Everyone, We're glad to announce the Zoho Docs live webinar for this month. Here's what you can learn: Build your organization profile. Manage your team. Set up organization policies. Work on files together. Manage and organize team files. Generate activity reports. Make use of Zoho Office Suite. Day : Wednesday, 15th November 2017 Time : 11.00 AM - 12.00 PM PDT Register now to attend the webinar. Cheers, Zoho Docs
Scheduled maintenance for UK and Germany dial-in numbers
We would like to notify that there is planned maintenance for the phone conferencing networks in the following regions on the corresponding dates. UK dial-in number maintenance Start time: 2017-11-11, 22:00 GMT End time: 2017-11-12, 04:00 GMT Estimated impact: Up to 30 minutes of downtime is expected on our United Kingdom dial-in number (+44). Germany dial-in number maintenance Start time: 2017-11-13, 07:00 GMT End time: 2017-11-13, 14:00 GMT Estimated impact: No service impact is expected although
Free live webinar: Introducing Zoho ShowTime's Open Mic
Join us for a free webinar on Wednesday, 15th November 2017 and learn how to deliver a training using Zoho ShowTime. Get a complete lowdown on the latest web conferencing solution for your virtual training and learning needs. We will also be showcasing our latest feature, Open Mic, in this webinar. Zoho ShowTime offers screen share, scheduling, attendee registration, engagement analytics, publishing of training material, and much more. After this session, you will know how to 1. Set up and get
Document and file management inside Zoho CRM just got simpler - zDocs for Zoho CRM
Managing files and documents with Zoho CRM as a database just became easier- Introducing zDocs extension for Zoho CRM. Write, view and scan documents inside Zoho CRM using the zDocs desktop application. The extension has a web browser built into the programme,
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