Tasking made light!
Tasks in town are no longer tiring.Not as long as there is Zoho People. Create easily trackable tasks and assign them to individuals to get better accountability. Get tasks triggered automatically as a result of an action with the help of workflows. For instance, when an employee joins your organization, you can have a task list triggered with various task owners for onboarding of the employee to be completed. Click here to know more.
Enhancements in Zoho Finance Suite Integration with Zoho CRM
The Zoho Finance Suite for Zoho CRM just got better with these latest enhancements! Generate Zoho Expense Reports in the Sales Context Zoho Expense reports for Zoho CRM give you great insight into your sales related expenses. Consider the example of a sales rep who travels to meet a prospect and close a deal. This incurs travel and boarding expenses - so the actual profit is the deal amount minus the expenses incurred to close the deal. To know if what you are spending is really worth it, you
Announcing New Charts Visualizations.
Announcing New Charts Visualizations. #MoreVariety - #MoreColors - #MoreImmersive - #MoreModern We at Zoho Reports are extremely happy to announce the general availability of the brand new version of our charts visualizations. Our new charts brings in more variety, more pleasing & cool color schemes, offers more immersive experience and is built on a more modern technology stack. #MoreVariety: We have now added several new chart types such as Bubble, Packed Bubble, Dial and Bullet to our library,
Live webinar: An overview of Zoho Docs
Hello All, We are organizing a live webinar for all users of Zoho Docs. This webinar is a brief overview of Zoho Docs. At the end of the session, you will know how to - Create an organization profile and add users. Create and manage files and folders. Use Zoho Docs Sync for desktop to sync files. Share files and collaborate online. View and manage file access. When: Monday, 5th June 2017 Time: 10AM to 11AM PST You can register for the webinar here.
Replace heavy email attachments with feather-light Zoho Docs links
Email attachments can significantly slow you down at work. Large files take up your time when you try to attach them to your emails, and you always have to bring down their file size to fit within the limits of what your email can carry. There is also the hassle of identifying and keeping the different versions of the same file if it's being sent back and forth for edits or reviews. Zoho Docs integrates with Zoho Mail to give you a one stop solution for all these. You can now send files stored
Moving to the new Zoho Desk
Last November, we released Zoho Desk to businesses across the world. The response has been tremendous. We've nearly doubled the number of new customers added (mostly through word of mouth). Over 80% of all users have adopted Zoho Desk, and many of them continue to give us feedback regularly. We have since worked on some new capabilities and improved some existing functionality. All of these have been built for the new Zoho Desk experience. Over the next two months, we will gradually move all our
Orange emails closing w.e.f May 31, 2017
Hello! This is to inform you that Orange Email will shut down from May 31, 2017 due to the changes in their business strategy.This means the email flow to people holding a few specific email addresses will be stopped and any attempt to email these email addresses will bounce back to the sender. The addresses affected by the closure are: Orange.net Orangehome.co.uk Wanadoo.co.uk Freeserve.co.uk Fsbusiness.co.uk Fslife.co.uk Fsmail.net Fsworld.co.uk Fsnet.co.uk What should you do? This means you
New Features rolled out on May 24, 2017
Improvements in the Lookup Column Feature We are rolling out a few enhancements to the lookup column feature to further enhance its usability. Specify data type for look up column: Users can now change the datatype of the lookup column. Until now, the child column will share the data type of the parent column. With this update, you can set a specific data type for the child column. You can change the data type of the lookup column using the Edit Design option in the table. Support for Default
New Features for a Better Customer-Focused Company
The relationship between a customer and a business is an important one. Customer satisfaction is the key to the selling process. Being a customer-focused company, one definitely needs the right tools that aid in gaining customer intelligence, giving topmost priority to customers and in achieving great collaboration within the organization. With the aim to move forward in this direction, we have introduced quite a few exciting new features in Zoho CRM that will definitely help you be a better customer-focused
[New features]: View threaded conversations of your tweets and receive real-time post updates of your columns under the Monitor tab.
Hey, everyone. Yup, it's me again. Which means I come bearing good news, of course. New features are always exciting to talk about. Because it gives us a reason to get closer to our users and tell them the various ways they can use it to scale their marketing efforts. Your business deserves the best, which is why we aim to provide you with an experience that is nothing short of brilliant. On that note, say hello to our latest additions in the Monitor tab: Now you see me—in real-time. As long as
Explore, Extend and Enhance your Zoho products from the Marketplace- Join us in a webinar to learn how.
Zoho Marketplace is an online store where users can search for, find and install extensions that enhance the core functionality of their Zoho product. Extensions let your product do more by providing small feature additions, integration with third party applications and solutions to many user needs and wants. Join us for a webinar in which we ll: 1, Give you a walk through the Marketplace UI, 2. Demonstrate how you can install extensions/integrations to your Zoho product, following which we will
New Features rolled out on May 17, 2017
Homepage - Import Options in a Single Page The new Zoho Reports homepage layout will allow you to easily spot all the import options in a single page. Until now, users had to navigate across pages to check out the available import options. We request you to check out our new layout and share your feedback. Send Email - Option to Append Email Sent Time You can now choose to display the exact time when the report was generated in the subject line of the email while emailing reports and dashboards.
What's New in Zoho Books- May 2017
Pulitzer Prize-winner, Edwin Way Teale once said, "The world's favorite season is the spring. All things seem possible in May" - And if you are thinking what more is possible in this merry month of May for Zoho Books, we have some awesome features rolled out just for you! Introducing GST-Ready Financial Suite for Indian Businesses As GST unifies states and union territories with a single indirect tax, Indian businesses are no longer required to capture taxes separately or export data to another
Important Announcement - New IMAP/ POP Server Details
Dear All, Greetings from Zoho Mail Team! To make your experience with Zoho Mail better and smoother, we have made a few enhancements at our end recently. The enhancements include providing specialized and different access points for POP/ IMAP, distinct for organization users and personal users. The organization users, who have their domain based accounts set up in Zoho, can access the POP and IMAP using the new server configuration details provided below: Organization users: you@yourdomain.com
Verizon email shutdown with effect from April 28, 2017; may affect your email deliverability
Hi, This is to inform you that Verizon is moving out of email industry due to a change in their business strategy with effective from April 28, 2017. This move has led Verizon to migrate their email accounts to AOL, thereby suggesting their customers to move to mail.aol.com. So, Verizon customers who want to retain their Verizon.net email address need to move their Verizon email address to AOL. In case, Verizon email address users fail to migrate, their email address will be closed automatically.
Thank You! Old Notebook
Dear Notebook Users, This is to inform you that, as we announced earlier about stopping the old Notebook service posted on https://help.zoho.com/portal/en/community/topic/goodbye-old-notebook, we are in now the process of shutting down the whole old Notebook database completely. Therefore, all the existing old Notebook data will be migrated to our new Notebook service. This migration process may trigger you(old Notebook users) an automated response email from our new Notebook server about welcoming
Tip #20: Edit User Rates While Generating Invoice
Hey! Have a quick look at how you can edit the user rates instantaneously while you generate an invoice. The user rate that you modify here will be applicable only for that specific invoice and if you would like to update it permanently, refer this help guide . If you had missed our community discussion about staff based billing, please do check this link and give a read. Thanks, Kiruthika.
Tip #19: Filter projects based on criteria
In Zoho Projects, you can filter your projects based on groups, owners, clients, and custom fields. Why? The inbuilt filter will help you quickly access the projects that you are looking for. Based on the selected criteria, the projects are listed in your filter results. You can select the relevant project and access it. How? Navigate to Projects. Select any one of the views ( View by Group, View by Client, View by Owner ) in Active Projects. Click the Filter icon in the upper-right corner. Select
V 1.96: Introducing registrations, recording, a plugin for WebRTC-unsupported browsers, improved connection speed and stability
As you might have noticed, we have added some webinar features in our recent update. This includes registrations, session recording, a new plugin for WebRTC-unsupported browsers, phone audio enhancements, improved connection speed and stability and some bug fixes. Introducing Registrations for Webinars You can now invite participants to register for your meeting/webinar. Enable registration when scheduling a webinar, post the registration link on your website or blog to attract more participants,
Adding more color and category to Charts.
Charts are the most effective way to represent data inside a spreadsheet. Zoho Sheet is constantly working on improving this marvelous tool of data visualization. Let's see what the current Chart update has in store for you. 1. Colors to make charts with elegance. Color Schemes Default colors can make your charts look monotonous. Hand-picking colors for each segment of a pie or funnel can also be tiring. Choose from the four sets of color schemes, or from the various other monochromatic shades. Already
Zoho ShowTime invites you to the CIPD L&D Show, London
Hello, Here's some exciting news for trainers and presenters in and around London! Zoho ShowTime will be exhibiting this year at the upcoming CIPD Learning and Development Show. It gives me great pleasure to invite all our customers to the CIPD L&D Show, to be held at Olympia London from 10th – 11th May 2017. We will be showcasing Zoho ShowTime, a web-conferencing and online training delivery tool. We’ll have our Zoho representatives on site to give you a sneak peek at our latest features. Come visit
Latest features and updates to Zoho Checkout - April 2017
Hello everyone, We're glad to be presenting the latest updates in Zoho Checkout for the month of April. We've added an extensive set of features and integrations to enhance the overall usability of the product. Let's quickly take a look at what's in store! :) Enter quantity at checkout. You can now enable quantity on your payment pages and allow customers to enter the preferred quantity at checkout. This can be particularly useful for retail or e-commerce businesses who would want to associate
Scheduled maintenance on April 22, 2017
The scheduled maintenance of Zoho Assist servers will take place on April 22, 2017, between 09:30 PM to 11:30 PM PDT. During this brief period, users won't be able to create new remote support sessions or access unattended computers. We request you to plan accordingly. If you've got any queries, pls get back to us.
Task Dependency in Project Templates
Every project is built using tasks and they can be interrelated.This interlinking is called Task Dependency in Zoho Projects. What happens when you set dependency? The task for which you set the dependency will become your parent task and the task that depends on your parent task is the child task. According to our Finish to Start design, only if you complete your parent task, you can start your child task. Check out our tip to understand dependency. How to? Navigate to Projects and click the drop
New Features rolled out on April 19, 2017
Beta Release: Teamwork Projects Advanced Analytics Add-on We at Zoho Reports are very happy to announce the release of Zoho Reports Advanced Analytics Add-on for Teamwork Projects (Beta). This add-on empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. The Teamwork Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics.
How to organize your files better in Zoho Docs?
A clean, organized desk persuades you to get to work while a messy desk creates stress and confusion. It's the same with files and folders on your desktop or the cloud. Poorly ordered files and folders eat up your time and efficiency. Here are some tips to organize files and folders better in Zoho Docs to make you more productive at work. Organize better. Search less. Create and classify folders. The first step to have your files in order
What's New in Zoho Books- March 2017
March is coming in like a lion! And if you are thinking What's New for the month of March in Zoho Books, we have some awesome features rolled out just for you! To see these New features in action, please register for our free webinar. Now, it's time for March updates! 1. Introducing Direct Debit Payments through GoCardless Zoho Books is integrated with GoCardless to make accepting Direct Debit payments easier for Customers in the U.K. Whether it’s a recurring invoice or a one-off invoice, your
Publish full-size images on Linkedin via Zoho Social
Hey, everyone. How's your experience using Zoho Social going so far? Are you making the best use of the publishing feature? We sure hope so, because there's good news for you all. You can now upload and publish full-size images on Linkedin via Zoho Social. Earlier, because of Linkedin's API restrictions on publishing images, you could only publish pictures as thumbnails for your LinkedIn posts. You don't have to worry about that anymore. Your followers can now view the pictures you publish,
What's new - March
Mail Scheduler You can trigger mails to be sent to employees on a scheduled date. This feature is independent of any trigger action in workflows. Customised view using filters For certain modules like Leaves, Jobs and Projects we can create custom views using filters. Similar to form views, you can drag and drop fields and set filters to get the expected results. Conditional based layout for form fields In a form, fields can be shown or hidden based on conditions. Using if;then logic, conditions
Zoho People is integrated with QuickBooks Online
Here are some highlights of the feature: > Push approved time logs > Auto-categorization in QuickBooks Time logs are automatically categorized in QuickBooks—Users are pushed as Employees , Clients as Customers, Jobs as Services, and Timelogs as Time Activity/Timecharge. > Integration Report Shows which logs are pushed to QuickBooks and which ones are yet to be. To learn more about this feature - zoho.to/2oxHmU3 Help link: https://www.zoho.com/people/help/administrator/tt-integrations-answers.html#billingtransactions
Tip #18: Remote Assistance for Bugs
After a short break we're back with Tip of the Week. This week’s tip is about the remote assist feature and how it connects the bug reporters screen to help resolve the issues quickly. You can support any customer through the remote sessions. You can invite your bug reporters to join the session through email invite or by sharing the session link. After which you can easily connect to their screen. There’s no setup process here — just download the appropriate program and launch it. Suppose you
Zoho ShowTime: Planned Downtime on 9th April
Dear users, We will be carrying out scheduled maintenance of our servers on 9th April 2017. Our services will be unavailable from 1:30 AM to 3:30 AM PST on the mentioned date. Sorry for the inconvenience. Regards, Nandini Diagarajan
Introducing a host of new features to help you sell Smarter, Better, Faster.
We're announcing a host of new features that will help make selling Smarter, Better, Faster. 1. Blueprint - The smartest and easiest way to Build. Sell. Repeat Blueprint in Zoho CRM lets you build and execute custom sales processes from within your CRM. Ensure compliance from the entire team, without constant monitoring and make your process both systematic and repeatable. Available for Enterprise edition and above , starting today. For help: https://www.zoho.com/crm/help/blueprint / 2. Zia
What's New in Zoho Books- April 2017
Flowers outside are beginning to bloom, leaves are starting to grow, but that’s not all that’s green in April. We at Zoho Books bring you a bunch of fresh new additions this spring to enhance your experience. So buckle up, and read on. Zoho Books - Zoho Checkout Integration In the month of January, we released Zoho Checkout - an application through which you can accept online payments for your business through personalized payment pages. This month, we have integrated Zoho Checkout and Zoho Books
New Features rolled out on March 30, 2017
New Packed Bubble Chart type for Zoho Reports The Packed Bubble chart type is used to display data in a cluster of circles or bubbles. They are used to display the values disregarding the axes. The difference between a normal bubble chart and a packed bubble is that the latter is tightly packed rather than spread over a grid. You can use a packed bubble chart to visualize large amount of data in a small space. Please do note that, this chart type is available only as a part of the New Charts feature
New Features rolled out on April 4, 2017
Zoho Finance Analytics expands with support for Zoho Invoice The Zoho Finance advanced analytics add-on (so far called as Zoho Books Advanced Analytics) gets much more power packed with the Zoho Invoice integration. You can now import your Zoho Invoice organization data into Zoho Reports for advanced reporting and analysis. Till date, this add-on supported analytics only for Zoho Books. From now on you can import and analyze both your Zoho Books as well as Zoho Invoice modules. We have plans to support
April 2017 - Free Training: Explore Zoho Assist In-depth
Here is an opportunity to get hands-on training on Zoho Assist. Join our webinar in which our technical support expert, Anees Ahmed, will walk you through the on-demand remote support and unattended remote access features in detail. The training will also cover tips and tricks as well as address the frequently asked questions. Date and Time: April 19, 2017 11:30 AM EDT Duration: 45 min Language: English REGISTER NOW Hope to see you in the training.
Zoho Checkout is now integrated with Zoho Books
Hello everyone, We're glad to be announcing that Zoho Checkout is now integrated with Zoho Books. With this integration, you can now handle taxes and accounting on your payment pages with ease. An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are: Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout
New in Zoho Reports: Scheduled Emailing of Reports
Scheduled Emailing of Reports Zoho Reports now supports periodic emailing of reports. Tables, charts, pivot/summary tables, dashboards can all be scheduled to be emailed. You can choose from a variety of scheduling options: Daily - repeat every [x days] Weekly - repeat every [x weeks]; repeat on [week day] Monthly - repeat every [x months]; repeat by [day of month] or [day of week] Yearly - repeat every [x years] on [y month z day] Scheduled emailing is now available for all paid users of Zoho Reports
New Features rolled out on March 23, 2017
Microsoft Dynamics CRM Advanced Analytics (Beta) We at Zoho Reports are extremely excited to present to you the Microsoft Dynamics CRM advanced analytics add-on (Beta). This add-on empowers you with analytical capabilities over your Microsoft Dynamics CRM data thereby giving you a greater visibility on your Sales data. The add-on comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create insightful reports to predict your sales pipeline, know your
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