Tip #16: Wake up the lazy bugs
Staying on top of bugs is now less tedious than before. You can set reminders for your bugs and receive email notifications before the impending due date. This lets you stay focused on resolving the bug and not worry about missing deadlines. Reminders can be set when submitting a bug or while editing the bug properties. You can choose to be notified on the due date or earlier based on the project requirement. The following options are available: None: No reminder is set for the bug.
On the same
Free Webinar March 30th - Deep Dive Into the New Zoho Mail
The new Zoho Mail introduces new features, and new ways to work with email. Join our webinar to get a comprehensive walk through of our important features. In this webinar we'll talk about: Streams and how it can benefit your organization. Attachment viewer and how you can find "that email from last week with that attachment". Folder sharing and delegation The integration between Calendar, Tasks, Notes and Email The integration between Email and CRM How to quickly schedule an email We'll follow it
New Features rolled out on October 17, 2016
Introducing the Google AdWords Advanced Analytics Add-on (Beta) We at Zoho Reports are extremely excited to present to you the Google AdWords advanced analytics add-on (Beta). This add-on enables you to import your Google AdWords campaign data into Zoho Reports for powerful reporting and analysis. You can easily create reports to track your key ad campaign metrics such as best performing campaigns, conversion funnel, clicks vs conversion, ad analytics and much more... Click to learn more about
Issue in Accessing Zoho URLs
Hi All, Due to the issue with "DYN" DNS provider since 11 am UTC, our users might be unable to access zoho.com and other Zoho urls like mail.zoho.com, crm.zoho.com, etc. It was resolved as of 13:20 UTC, however it has resurfaced an hour ago. Our network infrastructure team is working on alternative backup plans to solve this issue. We will keep you informed once that is complete. Apologies for the inconvenience caused. On a related note, many major websites like Twitter, Paypal, Basecamp, Zendesk,
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: Oct 19, 2016 11:00 AM EDT Duration: 45 min Language: English REGISTER NOW Hope to see you in the training.
[Webinar] - What's New in October
Hello Everyone, L.M. Montgomery a well-known author once said, “I'm so glad I live in a world where there are Octobers.” I am sure you would say the same too when you hear about all the New Features in Zoho Books we have come out with, this October. Join us for this webinar to know more about : 1. Zoho Books iOS 10 updates 2. Sub-Accounts 3. Reporting Tags 4. Reminders, Templates & More... Save My Spot (even if you can't make
What's New for this Quarter - Zoho Projects
Zoho Projects has always been effective in gratifying its customers' requirements by designing the way they require a product to be. We build new features and enhancements every month. In a nutshell, we have elaborated the latest enrichments that we released in the third quarter. Take a look. Projects Log time both for the past and future days using the new Time-Log period settings enhancement. It allows the admin to allow, disallow or customize days both in the past and future from the current date.
Goodbye Old Version, Hello Zoho CRM 2016!
Dear Customers, In July this year we released Zoho CRM 2016, our newest and most feature-rich CRM software to date. Over the past two months, we have seen 81% of our customers switch to the new version and gain access to new features. We believe the new version is keeping you more productive throughout the work day. We thank you all for your wonderful feedback and encouragement you have given us by switching to the new version. The old version is reaching its End of Life (EOL) on December 15, 2016.
Introducing Page Layouts - Lay out your sales strategy with one CRM.
In large businesses with diverse products, each sales team wants to organize CRM to fit with their sales strategy. For each market you sell to, your CRM needs to manage different sets of customer information, stages in your pipeline, and workflows. That's why Zoho CRM is ready to scale with your business. Organize your software with a different layout for each process. Why should I use Page Layouts? Consider this scenario: Zylker Corp. is a company that sells two types of products - Software widgets
View your notes as you present - Presenter View on Zoho Show.
Do you spend a large part of your professional life creating and delivering presentations? And, would like to make all of them a truly great presentation experience? See what we have for you to deliver a flawless presentation. Zoho Show's "Presenter View": The "Presenter View" is a dual window feature that let's you display your slides effectively to the audience on a projector screen (The Audience Window). As you present, you can quickly refer to the titbits, track the time spent on your slide,
New Features rolled out on October 7, 2016
Enhancements in User Filters In continuation with our updates on the user filter feature ( Timeline Filter ), we have once again come up with a list of enhancements to increase its usability. In this update the following features have been supported: 1. Highlighting applied filters: This feature automatically highlights the user filter that has been applied on your report/dashboard with a subtle green color. This helps you quickly identify the filter that has been applied. 2. Filter Level
Zoho Docs for Desktop is now compatible with Mac OS Sierra.
Apple had recently launched Mac OS Sierra, which is the latest OS upgrade for Mac users. We understand that users who had upgraded to this version might've had issues with installing our sync application. We've addressed the issues and Zoho Docs for Desktop is now completely compatible with Mac OS Sierra. Download the latest version of our sync application here. If you have any questions or issues, please write to support@zohodocs.com.
Introducing Zoho Marketplace: Your one-stop shop for Zoho extensions and integrations.
We are excited to announce the latest addition to the Zoho product lineup: Zoho Marketplace. From this single, centralized hub, you have access to a broad range of extensions for Zoho CRM, Zoho Creator, and Zoho SalesIQ. This extensive archive of customizations allows users to improve organizational efficiency and expand Zoho's connectivity with external applications. All with just the click of a button. From simple customization to integrations with third-party services, the extensions available
Zoho CRM Integration
Hello Everyone, Integration with Zoho CRM is now one step closer. You can now enable the integration within Zoho Subscriptions itself. You can experience a seamless integration with Zoho CRM to accounts and contacts module. Just go to Settings -> Integrations -> Zoho Apps and click on Connect against Zoho CRM and customize your options for integration. Accounts/Contacts will be synched automatically every 24Hrs. However, you will have the option to sync instantly with a single click. You can choose
Crashlytics Integration
Mobile apps have hijacked our day-to-day life. It's no surprise that most businesses now use apps to reach their clients. However, apps don't always function the way we would like them to. When an application crashes it dents the user experience. Development teams need to track these crashes and rectify them quickly. Zoho Projects now integrates with Crashlytics to help file your crashes as bugs and see them through to their resolution. Premium and Enterprise Plan users can set up service hooks
Zoho Mail - IP Address Inclusion
Hi All, Zoho Mail (& CRM Mail Add on/ Recruit Mail add on) users, who have whitelisted the IP Address 72.5.230.103 in their POP servers for email retrieval purposes, or in their Anti Spam processors to allow email sending, please ensure that all the following IP addresses are also added to your whitelist. 74.201.84.157 and 74.201.84.158 Along with the above IP addresses, please include the host name sender1.zohomail.com in your whitelist along with the IP address range for the hostname to your
[ALERT] Issues detected while using Google Chrome. Fix under progress.
It has been reported that Customers are not able to join remote support session and Technicians not being able to download Unattended Installer using Google Chrome browser. Google has implemented a few updates to browser settings that it's not allowing applications to get downloaded. We're actively looking into the issue and will resolve it ASAP. Once fixed, I'll update it here. Until then, please guide your customers to use other browsers like Firefox. Sorry for the inconveniences caused, if any.
Managing profiles gets easier with these enhancements!
The Profile Permissions page in Zoho CRM has been redesigned to give you a hassle free experience in managing user profiles. A major improvement is that the page is organized better by grouping permissions according to the order of modules and Setup categories in CRM. This enables you to find that specific permission you want easily. Besides better grouping, the enhancements include an instant auto-save feature as well as dependency in permissions. This post will give you an overview of the major
Customize the Log Hours for the past and future days
Until recently, you were able to log time only for today and for all the past days. Now, Zoho Projects has come up with an exciting new addition - 'CUSTOMIZE YOUR LOG HOURS FOR THE PAST AND FUTURE DAYS'. Wow....!!! I could feel that excitement in you, as you read. Well, now you can allow or disallow time logs for both the past and future dates from the current date. Choose Allow, Don't Allow or Customize and define the time-log period settings. Available: Premium, Enterprise, and Express Accessible:
Tweet longer with Zoho Social
Hello Zoho Social users, After making us wait for a while, Twitter finally rolled out longer tweets this week. (If you haven't already checked it out, here's a blog we wrote a few months back on how this change would help marketers!) Today, I wanted to share with you how you can make use of these changes in Zoho Social. Photos and DM links do not count toward the 140-character limit anymore. However, if you add both, it would be counted. So try it separately. Same applies for replies. You can
Find files faster with the new and improved search in Zoho Docs
Say, you've been researching and working on a project for a while. You create multiple documents related to it and while you're just about to throw yourself into it, the project gets deferred. Right now, you have the project documents scattered here and there, across multiple folders. However, after a few months, the project is revived, and you are asked to produce the ground work you did. You will definitely have to dig deep, and find those documents, long forgotten. Here is where search by relevance
Sandbox- A testing ground for your CRM while sales goes on uninterrupted.
Sandbox has traditionally been a developer's best testing tool. It helps them make additions, and changes to the existing code and test them without disturbing the actual production environment. It is a great workaround for application vulnerability due to human errors. It can now be used to test changes and customizations you make in your CRM. With the advanced customization options in Zoho CRM, there are a lot of opportunities to customize, mould, and develop a complete system that is unique for
New Features rolled out on September 20, 2016
Introducing Variables Feature in Zoho Reports Zoho Reports has introduced a new feature called Variables . Variables are placeholders that helps database administrators/owners to assign dynamic values for individual users of the database . You can use these variables as a part of the Sharing filter criteria to filter reports dynamically based on the user who has logged in. You can currently use variables in Sharing Filter criteria. We plan to support variables in features such as user filters,
Tip #15: Email Notification on Status Post
Hi, This week, let's see how to send email notifications to your project users when you post a status. When a new task or bug is added to the project, you will receive an email notification on the same. Why not for status messages? Well, you can send email alerts to your project users right when you post a status. What is the benefit of sending an email alert to status messages? Say, if some of your project users have not logged in to Zoho projects. What happens? They will not be notified on the
How to convert leaving visitors into hot leads?
Attracting potential visitors to the site, grabbing their interest, retaining and converting them into customers is hard enough. For which, knowing the info of the visitor who visits your website is important, but knowing the info of the visitor who leaves your website is even more important in online business. There are numerous reasons for which the visitors leave your website like, they could not find help, or couldn't reach you immediately when struck, your website navigation structure may be
One more reason to move to Zoho Sheet.
Parting with data while moving to a new product is not the case with Zoho Sheet, as the improved 'File Import' lets you bring your files into Zoho Sheet effortlessly. Replace current spreadsheet. Constant updates to your spreadsheet from different sources don't require duplication anymore. Replace your current spreadsheet, while retaining share permissions. Insert as new sheet(s). Use 'Insert as new sheet(s)' to import sheets(worksheets) from various sources into a single spreadsheet. This helps
Zoho Support Integration
If you use Enterprise plans of Zoho Support and Zoho BugTracker add-on within Zoho Projects, you can log bugs in Support and track their progress from Projects. Once a ticket is logged in Zoho Support, the support rep can file it as a bug. The bug will now show up in the corresponding BugTracker module of Zoho Projects. Integration: As a Portal owner, you can integrate Zoho Support with Zoho Projects. Navigate to Portal Settings in Projects and note the ZSC Key and email ID from Developers
New Updates in Zoho Docs for Desktop!
Hello there! We've rolled out a couple of new updates for our Zoho Docs users. If you've been using our desktop application, these updates will prove useful to you. Here's what's new: Move the Sync folder anywhere The new update lets you move your Zoho Docs folder to any location you want, after the initial sync is done. This means that you can save the Zoho Docs folder anywhere on your desktop, be it your personal folder, business folder or any other folder of your choice. You'll be able to move
Tip # 14: Quick Tips for Better Task Management
Many of us find that as we learn more, we need to revisit the basics more often. And this is true with our Tasks module. So, check out these really quick tips with your tasks. Convert tasks to subtasks When you look at some of your projects, it might be clear that some tasks can be nested within others, since they represent smaller chunks of the bigger tasks. To keep your tasklists without any clutter, you can convert tasks into subtasks. That way, only the bigger task show up in the list, and the
Schedules- Automate to break monotony.
Introducing Schedules in CRM. There are a number of activities which you would like to perform periodically, like data update or duplicate removal. Manually performing such tasks is a waste of time and effort. Let Zoho CRM do the busy work for you by automating batch processes that can be scheduled at intervals. Schedules helps you automatically trigger batch processes which you want to run at a particular time or periodically. Zoho CRM lets you automate batch processes to be triggered daily, weekly,
Zoho CRM supports Zoho Projects integration
Signing on a new customer is quite a challenging task. You generate leads, go through endless negotiations, put forward your best points and then wait for the customer to accept. This however, is only half the battle. Once the customer is onboard the wheels are set in motion and work begins and you tend to lose sight of the product delivery. How would you address this? Create and track projects from within your CRM module and have a hold on the customer life-cycle. What project features can I access
Tip #13: Zoho Projects - 3 Tips to Save Your Time
Hi, Welcome back to explore some cool stuffs that you missed out until recently in Zoho Projects. Have a quick look at these three interesting and petite features which will be helpful in your daily project management process. Here we go! Specify the duration and define the end date You cannot estimate the start and end date for all the tasks in your project. Some deadlines can't be determined because of the type of
The Power of Automation - Part 3 (SLA)
Over the last two weeks we saw how certain aspects of the bug workflow can be automated and how updates can be sent so you don't miss out on important events w ith Business Rules and Notifications. It takes a lot off the mind. However, what about the critical nature of the bugs themselves? Service Level Agreements (SLA) ensures that your bugs get the right treatment at the right time. Let's say the bug is nearing the due date and no progress has been made. Wouldn't it be convenient if the bug is
Zoho Projects turns 10 - A decade and still counting...
Hey you all, just sing along; Hey you all, we’ll rock it on; This new trip is gonna be fine! It’s gonna be swift and it’s yours and mine! Who wouldn’t like to pen down a song when happiness brims over? I am no exception ;) Yes! Zoho Projects turns ten and we would like to thank all of you for making this happen. Here’s a quick glimpse on our journey so far You believe in us. We grow with you. Here’s to many more years of togetherness. Keep the love coming. Tweet to us with #ManyHappyProjects Cheers,
Sell in Real-Time with SalesSignals.
Customers often reach out to you through multiple touchpoints. Also, these touchpoints are spread across different departments like marketing or support. As a salesperson, shouldn't you know about all these interactions? To effectively engage customers, you need more than just their basic info. You need to know exactly how your prospects are engaging with your site, how they are reacting to your email marketing, if they are speaking with other people at your company and even what they're doing in
Introducing the all new Zoho CRM mobile app - A daily planner, personal sales assistant, and much more.
Access customer information, stay connected with customers, and find everything you need to close a deal from anywhere, any time. With this update, the Zoho CRM mobile app gets a refreshed look, more modules, and new features. We've thoroughly rethought the design to offer you best possible experience. Here's what we have in store for you: - Schedule and track business activities right from the home tab. - Fewer taps to access our customer information. - Locate prospects from anywhere in the world.
New Features rolled out on August 24, 2016
Chart Chooser Dialog Revamped In our continued efforts to provide visually rich and powerful chart engine, we recently revamped our entire charting library and announced its public beta. In continuation of that, we have now revamped our Chart Chooser dialog. Our new intuitive and smooth Chart Chooser dialog will help to preview the chart types available and switch between them real fast (with lesser clicks). This dialog can be invoked using the Other Charts option in the toolbar. Try out and post
Zoho CRM 2016 is ready. Are you?
We are pleased to announce the launch of Zoho CRM 2016! This new version of our popular business software offers a range of enhancements and improvements, such as multichannel communication, productivity, customization and automation, as well as a new, clutter-free interface. We've reimagined the CRM you've always loved. Here's a list of top new features to help you stay productive and close more deals. Simplified user interface. Zoho CRM 2016 comes with a streamlined user interface that allows
The Power of Automation - Part 2 (Business Rules)
Last week we saw how to configure notifications to make them less cluttered and more relevant. With numerous bugs cropping up it takes a lot of time and effort in tracking and updating records. What if you could automatically assign a bug to a developer based on the module or severity? This week we shall focus on automating bug related tasks which are repetitive in nature or whose flow is preset thus saving time. Business Rules The automation tool in Bug Settings lets you create Business
What's New in Zoho Books - August 2016
Zoho Books is always known to evolve over-time. In July, we've added a stack of new features and improvements to streamline your Zoho Books experience. Read on to know more about them. Financial Analytics Made Easy Recently we announced the integration between Zoho Books and Zoho Reports. With this integration, you can import all the data from Zoho Books and slice and dice the data, the way you want in Zoho Reports. Zoho Books add-on in Zoho Reports provides 75+ pre packaged reports and dashboards.
Next Page