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,
Community Digest - October 2017
Hello! We are back again with the gist of all that's been happening in the world of Zoho CRM the past month. October's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions, and more. Community Learning Series: Ask the Experts: Thank you, awesome members, for the fantastic participation in "Ask the Experts" session. The session was centered around 'user management in Zoho CRM'. Our experts enjoyed fielding over 100 questions for the 3rd consecutive month
Keep your products close and your taxes closer.
You can keep a tab on your products and their sales with Zoho CRM. So, why would you want to keep your tax calculation outside it? The new Auto Tax Calculator automatically calculates the total tax amount for the Quotes, Sales Orders, Invoices, and Purchase
New Feature : Limited Time Coupon
Greetings from Zoho Subscriptions team. We are happy to announce that we have released one of the most requested feature: Limited Time Coupon. Earlier, a coupon can have redemption type as either one time or forever. Adding to this list, here we have a new redemption type - Limited number of times Limited Time Coupon is a coupon which will be applied to a subscription only for a predefined number of times and once the specified limit reaches, it will be automatically removed from the subscription. The
New Features rolled out on Oct 31, 2017
Stripe Subscriptions Advanced Analytics We at Zoho Reports are happy to announce the availability of Stripe Subscriptions Advanced Analytics integration. This connector enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights. With Stripe Subscriptions Advanced Analytics you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer
Learn how to manage your Employee Database
We know that managing the employee database is one of the key reasons you opt for a HRMS and we would like to show you how you can do this efficiently with Zoho People. Register for a free webinar this Thursday to know all about managing your Employee Database. Date: 2 November Registration link - https://www.zoho.com/people/free-webinar.html
What's new in Zoho People this January
Shift Hours view The attendance module gets a new Shift Hours View report. With this report, you can search and filter to view department members and their shift schedules. You can filter data of upto one week and export it to pdf and excel formats. Set maximum log hours per employee in Time Tracker A new option in time tracker allows you to impose a restriction on the number of log hours per day or per week. You can set the maximum number of hours that can be logged by employees in the 'Maximum
New features and enhancements in Zoho Vault
New Features Export Secrets Provision to export secrets from the offline access file and scheduled backup email in general CSV (or) Zoho Vault format CSV. Option to selectively acquire secrets based on secret type. Enhancements & Bug Fixes The hierarchical tree structure is now also maintained in shared sub-chambers. Earlier, there were some issues while checking consecutive characters in the password assessment report. This has been fixed. Earlier, the password assessment report was generated before
Cliq Channels - Roles for everyone
There is always something for everyone here in Cliq Channels. Having said this, let's see the various roles in a Channel. What are roles? Why do we need roles? What is the big deal in having roles? Why can't we manage just fine without roles? etc, etc....... These are some of the various questions, you would have thought when reading the title of this post. Well, now think of it this way. You are in charge of a project, so you create a private channel and add other members of the project. A few among
Cheers! Here's to Zoho Projects 6.0!
We are thrilled to announce the most-awaited launch of the year! We have come up with the fine new look that works just for you, and it’s more efficient than ever. It comes with the best customizing features to help you work on projects seamlessly. Key Enhancements More customizations: You can productively manage and customize your projects as you desire. It's all in your hands, get the most out of it! Enriched details: We have cleared the clutter and just made details section look smooth. Completely
Cliq Channels - Mute it with a click
You can mute specific channels, for particular timeframes and unmute instantly when needed. Let me help you with some scenarios to understand how Mute can be a lifesaver at times ( I'm not exaggerating). Scenario1: A discussion is going on in an Org channel #Trekkers. Adam would love to get involved, but then he has work that should be turned in at the end of hour. So he goes ahead and mutes the channel for 1 hour, finishes his work, turns it in, and then gets back to the channel. Scenario 2: Emma
Enhancements in Zoho Finance Suite integration, Social CRM and more!
Following are details of the latest updates on Zoho Finance Suite integration, Social CRM, Zoho Projects integration and advanced filters. Read on to learn more. View Zoho Inventory details right inside Zoho CRM The Zoho Finance Suite integration now includes Zoho Inventory sync with Zoho CRM. You no longer have to switch between the two applications to see the inventory details of a customer in CRM. You can now see Ordered Items, Shipment Status and the Packages Related List in the Detail page
Introduction to Slash Commands in Cliq
In Steve Jobs' words, The most precious resource we all have is time. And rightly so, aren't we all looking for quick ways to perform our tasks? Automating even the most trivial actions, can save us some time and make us more productive. If you are looking for an interface to quickly carry out your actions, then Slash Command is the answer. So today, lets learn about slash commands and also try programming a simple command. Now that I've kindled your curiosity, let me give a brief overview about
Healthcare Management at your fingertips with Zoho Docs
The criticality of information in the healthcare industry demands patients' documents to be kept confidential, shared only with the right people, and organized meticulously for accuracy and ease of access. A slight flaw in the system could result in medical failures that are as bad as losing people's lives. A good file management system can hence be considered vital in this industry. Here are a few ways in which Zoho Docs can help you maintain and manage patient files and records. Prevent data
Introducing SAML-Based Single Sign-On for Cloud Apps
Today we're excited to announce the launch of SAML-based Single Sign-On (SSO) for cloud applications in Zoho Vault. Available as the part of our Enterprise Edition, the solution will now deliver enterprise-class password vaulting and single sign-on in a single package to deliver seamless login experience to our users. Zoho Vault serves as a centralized repository for enterprise passwords and helps control access to shared accounts, with multiple levels of permission-based roles assigned to users
Convey Your Ideas and Convince Your Audience with Zoho Show
Visual presentations are highly impactful and it is a no-brainer that your audience gets attracted to them. The use of images and videos help you reach your objectives by emphasizing your ideas more effectively. According to the psychologist Jerome Bruner of New York University, "people only remember 10% of what they hear and 20% of what they read, but about 80% of what they see and do." For example, if the above data on its own, was presented visually, there is an 80% chance that the information
Ask the Experts #2: 5-hour live Q&A session on Customizing modules and fields in Zoho CRM
To close more deals in less time, the need to craft your CRM to fit your industry is super important. Zoho CRM is designed to allow users to flexibly customize and tailor it to suit their needs. Customize the sales dashboard, standard and custom modules, tabs, email templates, and more. Our next session in the Ask the Experts series focuses on yet another segment that frequents our support desk- customizing Zoho CRM. This on-demand, expert advice is a 5-hour knowledge exchange marathon. Post your
New Features rolled out on Oct 12, 2017
Introducing Dynamic Threshold feature for Charts We at Zoho Reports are happy to announce the Dynamic Threshold feature. Until now, users could only set a static (constant) value as threshold. With this update, users can apply dynamic functions (value) such as Sum, Avg, Minimum, Maximum over the column in the reference axis or over a different column. Users can now set the Scope of the threshold to the entire chart or set the threshold value for each data point (cell). Apart from this, we have
Support for Facebook Direct Messages
The ability to add Facebook Direct Message conversations as tickets is the next logical refinement in our integration with Facebook. Many of you have also requested that we build that. Starting today, we've added that ability to Zoho Desk. The following are three things you need to know about this integration. 1. Automatic Ticket Creation: All the Direct Messages your team receives on Facebook can be automatically created as tickets on your Zoho Desk account. 2. Routing and Assignment: These tickets
Community Digest - September 2017
Hi folks! Below, is the gist of all that's been happening in the world of Zoho CRM throughout the past month. September's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions and more. Community learning series: Most Discussed: The second Ask the Experts session garnered quite the attention with our product experts answering questions, live in the forums for a 5-hour session. Customizing Modules and Fields in Zoho CRM was the talk of the day. Automate
Free live Webinar: An Overview of Zoho ShowTime
Join us for a free webinar on Thursday, 12th October 2017 and learn how to deliver training with Zoho ShowTime. Get a complete lowdown on the latest web conferencing solution for your virtual training and learning needs. 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 started with your training. 2. Use session engagement features like screen share,
Live webinar: An overview of Zoho Sheet
Hello All, Spreadsheet Day (17th October 2017) is right around the corner. Let's make it a productive one. Join us for a live webinar on the complete overview of Zoho Sheet. Attending this session will help you to: 1. Create beautiful looking spreadsheets 2. Share your spreadsheet and work in real-time with your team 3. Write formulas to do some basic calculations 4. Create charts to visualize your data 5. Use macros to automate repetitive tasks Register for the webinar here. Day: Tuesday, 17th October
New Features rolled out on Oct 4, 2017
Beta: Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the Beta release of Zoho Campaigns Advanced Analytics connector. The 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
V1.98: Complete UI makeover, added video controls, change presenters, desktop plugin for Mac
As mentioned in the earlier post, we are now moving to the new WebRTC technology. In the recent updates to this new version, we have added some most awaited features, redesigned the toolbars, enhanced the usability, introduced desktop plugin for Mac, and fixed some bugs. Redesigned the presenter and participant toolbars Those who are already using the beta version might have noticed a complete makeover of the meeting toolbar which has better participant listing with change presenters option, video
Live Webinar: Getting work done with Zoho Docs
Hello Everyone, In case you missed our previous webinar, here's another one for you. This live webinar will give you a complete overview about using Zoho Docs to make your workday productive. Here's what you can learn from this webinar: Create your organization profile. Add and manage team members. Define organization policies. Collaborate on files to drive productivity. Manage files and collaborate on them. Assess performance using reports. Use Zoho Office Suite. Day: Thursday, 12th October 2017
What's New - September
Zoho Sign Zoho People is now integrated with Zoho Sign and this means that you can send documents and contracts to get legally valid electronic signatures. Attendance and Time Tracker reports in Report Scheduler As a HR administrator, you always have the need to view some reports periodically. You can now use the Report Scheduler and have standard reports of Attendance and Time Tracker modules sent automatically to yourself or to any other desired recipients. Anonymous Feedback Safeguard employee
Zoho Docs Sync is now compatible with Mac OS High Sierra.
Apple released it's latest OS update MacOS High Sierra a couple of days ago. We've updated our desktop app accordingly, so that users who have upgraded to the new OS find no trouble with syncing files. An important part of this update is that Zoho Docs Sync now supports the new Apple File System that has been introduced with the OS launch. Download the latest version of Zoho Docs Sync here. Please write to us at support@zohodocs.com for help. Cheers, Zoho Docs
Focus Group #2: Integrated Finance Suite in Zoho CRM - A preview.
Dear Users, Do these Sales challenges sound familiar? "I have to access multiple applications to get the requisite receivables/payables insights of an account." “Management asks for more insights on my sales spend.” “I rely on insights from operations team for stock availability before committing a sale.” “I need more customization and automation in the quote templates.” Well, these are some of the many benefits Zoho CRM will bring to your business with the much awaited Finance Suite integration. We’d
How to find what really matters on Twitter, and other important stuff
Hey, everyone! It's just another day at Zoho Social, except we're bringing out some nifty little features to make things a little bit easier for you. We constantly try to improve our product in order to give you the best experience, and that includes regularly updating our current features to help you get the most out of our product. On that note, allow me to introduce the advanced keyword search in the monitor tab for twitter. There are some pretty cool things that you can do with this, and I'm
Community Digest - August 2017.
Hello everyone! Here's the CRM Community digest compiling the most discussed topics, hacks, tips and tricks around CRM, and much more. Read on in case you missed out on the highlights from August 2017! Community Learning Series: Most discussed: Zoho CRM Community launched the first edition of 'Ask the experts', a 5 hour knowledge exchange marathon in forums focussing on anything to do with emails in Zoho CRM. Automate your work using Custom Functions: Introducing custom functions and the way it
What's New in Zoho Books - September 2017
Hello, Everyone It's been a year now that we started with our What's New series in 2016. Here at Zoho Books, we have always been working on building new features and enhancing the existing ones. This month we are here again with new features. So, buckle up and read on What's New this September 2017. Introducing VAT-Compliant Financial Suite for Businesses (UAE Edition) VAT is getting introduced in all the GCC states - UAE, Saudi Arabia, Kuwait, Oman, Qatar, and Bahrain. UAE and Saudi Arabia are
What's Latest in Zoho CRM
The latest enhancements in CRM include the introduction of Zoho Cliq integration with Zoho CRM, Gmail account configuration using Gmail APIs and auto-merge of duplicate records. Read further to learn more. #1 Bring the sales context to your chat window with Zoho Cliq for Zoho CRM Zoho Cliq integration with Zoho CRM offers the sales context to your chat messages so that you can share information with peers on chat directly from your CRM. This integration will also create a chat bot called "Zoho CRM"
Comment enhancements - more productivity inside the box.
Let's say you're building a sales forecast for your product or developing a marketing budget for your team. You start out with a spreadsheet and soon realize that you need to work with other people: to validate assumptions, get estimates, verify processes etc. Do you find yourself sending emails, making calls—trying to reach people—cutting, pasting, waiting... waiting for the input you need? Built right into Zoho Sheet is the prescription for this headache. It's called Comments. Now we've improved
Farewell, Zoho Chat! Welcome, Zoho Cliq!
Hello all, As the heading says, Zoho Chat is now Zoho Cliq with power packed features that will keep you hooked. Cliq is designed to provide you with topnotch collaborative services that will keep you connected at all times. Let me list a few features outlining it's functions: Audio & Video calls: The calls are available in 1-1 Chats. Get connected instantly with your contacts and colleagues from anywhere. Commands and Bots: You can now create Commands and Bots to integrate your internal tools
What's New - August
Custom Validation Setting limits to the values entered in form fields is now possible with the new Custom Validation option. Enabling this in a form will allow restrictions to be imposed on values that are entered in any field of any form. Zapier Integration Zoho People's integration with Zapier helps to automate tasks between a wide range of acclaimed web apps in the market. This configuration helps to connect with third party apps with a free flow of data using Zaps or Workflows. No coding or scripts
Standard and Professional users of Zoho CRM can now enjoy the benefits that EXTENSIONS in the Marketplace provide.
Zoho Marketplace, an online store where users can buy and sell extensions that enhance the core functionality of Zoho products is now open for Standard and Professional Zoho CRM users. Install these extensions and create the CRM that serves you better! Extensions in the Marketplace include: 1. Feature add-ons , that perform specialized operations on your Zoho CRM database. Kanban Board is one such extension that lets you visualize your sales pipeline. There are many such extensions that enhance your
New Features rolled out on Sep 7, 2017
Public Release: Microsoft Dynamics CRM Advanced Analytics We at Zoho Reports are extremely excited to announce the public release of the Microsoft Dynamics CRM Advanced Analytics connector. This integration empowers you with deep sales analytic capabilities over your data in Microsoft Dynamics CRM. Thereby enabling you to keep track of your Key Sales Performance metrics and optimize your sales execution. It comes with over 100+ handpicked reports and dashboards that you will find of great value.
Free HR Training Programme - August 2017
Need additional help using Zoho People? We're designing a free training programme in our Chennai office on the 3rd and 4th of August 2017. We will be showing you how you can use the product to handle HR activities like employee onboarding, time off management, performance management, and more. Please register here for your slot. Not available for the training? You can always sign up here for our weekly webinars.
[Feature Deprecated} Gamify your projects!
This feature is no longer available. Spice up the game with more options to experience a whole new level of gaming. You can now update the ongoing games by adding more players in the middle of the game and make it more exciting to play! This might give a jump start to the game and the players will all be eager beavers to achieve trophies and badges. And also you can jump ship anytime in the game if you are done with it or if you think the game is up. Click here to know more! What's new? You can
Re-organization of Zoho CRM Setup
The Setup page in Zoho CRM has been re-organized to facilitate better navigation and visibility. We, at Zoho CRM, strive to constantly improve our product to enable you to manage your sales activities better. And as we include more feature sets and enhancements, it becomes necessary for us to ensure that they are easily accessible within the application. Hence the re-organization of the Setup screen. Here is a snapshot of the new Setup page. A quick glance at what has changed Earlier, there were
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