Introducing Advanced Filters - Run intelligent searches to find the records you need in no time.
Advanced filters help you find what you're looking for by adding perspective and context to search. Now you can use multiple parameters such as tasks, notes, and emails to filter customer information and get meaningful search results. Here are a few interesting scenarios on how Advanced Filters can help you: Finding deals closing this month that have been inactive or have overdue tasks and need immediate attention from your team. Filtering out leads with no open activities associated with them. Combine
Tip #2 - Zoho ShowTime: Making Modern Meetings A Reality.
The business world has witnessed a transformation. Meetings are no longer limited to the bounds of an office. These days formal business meetings are convened in unconventional places like restaurants etc. In fact, coffee shops have become unofficial offices for modern workers. The day-to-day routine of today's professionals include status checks and team discussions that require presentations. The demand is to make presentation delivery possible anywhere, anytime. Zoho ShowTime is designed to do
The Power of Automation - Part 1 (Notifications)
Over the years, projects have increased in complexity. Workflows are dynamic and the number of people involved is huge. With numerous stakeholders, both internal and external, in play, collaboration is the key. How do you connect the dots? How do you stay on top of such a complex engagement? Zoho Projects has the answer. With our automation settings you can configure Notifications for your bugs. Create email templates and get notified every time a bug is created or modified. Inside a project,
Introducing Zoho Motivator: Gamification for Your Sales Teams
We are pleased to announce the launch of Zoho Motivator, a brand new addition to the Zoho family. Zoho Motivator is a gamification solution aimed at maximizing revenue and driving team engagement. When integrated with Zoho CRM, the benefits of Zoho Motivator increase manifold. Your sales teams will be able to participate in sales contests, meet sales targets and showcase their performance to their managers and peers. With this integration in place your sales representatives will truly be motivated
Announcing WePay integration with Zoho Subscriptions!
WePay, an online payment processor, is now integrated with Zoho Subscriptions. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Tip #12: Convert a Status to a Task, Bug or Forum
Hola! It seems that you are ready to save two more minutes in your busy schedule. How? Just take a look at this tip and get to know how it becomes a useful functionality in your daily project management process. Focus: Posting a status is now equal to adding a task, bug or even a forum. Purpose: It saves your time and accomplishes your work right within the feeds page. Use cases: -When you want to add a task or bug at the same time, you can just post a status, and convert it to a task or a bug. -Convert
Tip #1 - Introducing the Improved Participant Question Pane
Did you try ShowTime's improved 'Participant Question Pane'? The new participant question pane has become more comprehensive. This new addition will make your training session more interactive and collaborative. According to an article by 'Creditdonkey' , 238 million people feel uneasy to speak in front of others due to the fear of being in the spotlight . So, how do you make your attendee's participate without talking? Q &A Session Participants either feel shy to ask questions or repeat a question
Update about delivery issues in Zoho Mail
Late last night, we saw sporadic issues reported in the forums about delivery of email. My apologies for the inconveniences we have caused you all. I want to take this opportunity to give you all a brief background of the source of this problem, and how we are addressing it. In the last one year, these are rough estimates of how we have grown: 1. Number of users has grown by 35% 2. Number of emails processed per day has become 2.5x compared to last year Our framework team has been anticipating
Users Add-on at $1/user for Enterprise Edition
Up until now, subscribers of Enterprise Edition had to contact our sales team to add more users to their account at $3.5/user. We have now slashed the price and made it a much more simpler process. Using our newly introduced User Add-on , Enterprise Edition users can now purchase more users at $1/user directly. To add more users, go to your Subscription tab . If you are in Enterprise Edition, click on "Manage" under that edition and if you are in other editions, click on "Upgrade" corresponding
Zoho CRM API Update - Important
We are very happy to announce the GA release of API for Zoho CRM service. Our API is available in XML and JSON formats, which helps the developer community to build applications using their favorite programming language (such as Java, C, C++, PHP, Python etc.). Now we are ready with robust and much better API methods to cater to the needs of real-time deployments. Your valuable contribution towards identifying bugs, coming up with new business scenarios and publishing examples really helped us to
New Features rolled out on July 27, 2016
Beta Announcement We are glad to announce the availability of two important features for public beta testing. As these features are in beta, we would love our users to try and share their valuable feedback. You can share your feedback by clicking the Feedback link inside Zoho Reports. Visually Beautiful Charts: We have completely revamped our charting library. Our new charts have been built using the latest client technologies such as HTML 5, Javascript, CSS & SVG. It is visually appealing, fast,
Highlights of the Calendar module in Zoho Projects
Let’s talk about the Calendar module in Zoho Projects today. You can create and manage milestones, tasks, and bugs; manage events from your online project calendar. Here’s a deep dive into the topic. What do the colour codes imply? The colour codes help in understanding the type of entity that's scheduled in your calendar. Blue - Milestone Green - Task Purple - Event Orange - Bug How are My Calendar (that’s in the Home tab) and Calendar (that’s inside any specific project) different? In My Calendar,
Remote API: The new Zoho Writer is here. What does it mean for you?
We recently launched the new Zoho Writer with a brand new UI, designed to help you write without any distractions. The complete UI revamp includes layout changes and a minimalist approach. We would love to hear what you think about it. The new update also brings some exciting upgrades for our API users - 1. Watermark You can use watermark to give washed-out text or images at the background of the pages in your document. Learn more. 2. Shapes and Text-Boxes Enhance your work with shapes, text
Zoho Books is now integrated with Zoho Reports
Hello everyone, I'm really excited to tell you that the integration between Zoho Books and Zoho Reports is now available for all the editions. Now, it's easier than ever to create custom reports, and more importantly, turn plain data into actionable insights. With this integration, you can: access 70+ readily-available reports create custom reports blend data from multiple sources to get the complete picture of your business get presentation-ready charts and graphs. You can start using the integration
Tip # 11- Powerful Autosave Enhancement in Zoho Projects
Hello all, As said, "It is always the small things that form the big picture" , today let's have a quick look at a new and purposive enhancement in Zoho Projects. What do you think is the smallest functionality that can manage and run all your project activities in a single click? Well, for me its always the feed that weeds my project management tool. The Feeds page that you find below is where you can see all your project activities on a daily basis and perform your actions right within your feeds
Announcement: Zoho Reports Advanced Analytics for Zoho Books and QuickBooks Online
We are extremely happy to announce that Zoho Reports has now released Advanced Analytics Add-on for the two most popular accounting softwares - Zoho Books and QuickBooks Online. Zoho Reports offers seamless integration with these two softwares. This add-on empowers you with analytical capabilities over your Zoho Books/QuickBooks data. It also gives you a greater visibility on your financial data and helps you stay on top of the cashflow. The add-on comes with a set of 75+ pre-packaged reports and
Enhancements in Account Transactions Report
Hello Everyone, As part of continuous improvement to our reports, today we've made the following enhancements to our Account Transactions Report. 1. Support for Multiple Accounts: Instead of choosing a single account, we now made it possible for you to select multiple accounts to generate the Account Transactions report. This will give you more visibility into the information you're looking for. 2. Group By: You can group the transactions by 'Account Name', 'Account Type', 'Transaction Type'
Zoho Social gets Instagrammed: Manage your brand’s visual storytelling
Dear Zoho Social users, I’m excited to announce that you can now manage your Instagram accounts in Zoho Social! I know many of you have been waiting for this and I am happy to share more feature details with you today. Monitor Track keywords in Instagram, and save them as columns — just the way you do it for other networks in Zoho Social. There you go! We just added another arrow in your competitive analysis strategy quiver. Measure and Analyze Take a look at the graphs that show how your
CalDAV sync release
Hi , We are happy to announce you all the much awaited public release of CalDAV sync. Zoho Calendar CalDAV will help you sync your events with iOS, OS X and Thunderbird-Lightning. The details of the CalDAV sync is posted in our Zoho Calendar Blog. Please check the same and let us know your feedback. We thank you all for supporting us through and getting us this far. Thanks & Regards, Manoj Kumar Zoho Calendar Team P.S : Special thanks to CalDAV BETA user.
Introducing the Zoho Social - CRM Integration: Measure revenue generated from your social media marketing efforts
My name is Meera and I'm a Product Manager for Zoho Social, an all-in-one social media management tool that helps businesses grow their presence across social networks. If you haven't tried Zoho Social yet, here's a brief rundown on the features: You can publish and schedule content across social networks, monitor what matters to your business and get access to reports that help you understand and engage your audience better. You can manage multiple brands, work with a team, and use Zoho Social
New Tax in India: Krishi Kalyan Cess
Dear Customers, If you're a business owner offering services in India, you must have come across the new 'Krishi Kalyan Cess' which was introduced on June 1st, 2016. The Krishi Kalyan Cess of 0.5% is to be applied to the total invoice amount which you'll charge your customers. This is in addition to the already existing Service tax (14.0%) and Swachh Bharat Tax (0.5%).The proceeds of this new cess will be used for financing initiatives relating to improvement of agriculture and welfare
What's New In Zoho Projects This June
Hey guys , Welcome back! Hope everyone is doing great! To start with, I always feel that a product's success lies in what efforts they put in to deliver quality outcome every month. These petite feats are built in every month to form a massive productivity at the end of every year. Well, I am here to share some of the latest enrichments and resolutions that Zoho Projects came across in the month of June. Timesheet comes with two new enhancements The well-known time tracking tool in Zoho Projects
Tip # 10 - Manage all your timers with our Global Timer
If you ever want to manage the timers for all your tasks in one place, here's how to do that. Where to find? The Global Timer Widget is at the top right corner next to the Print icon. And you can view this timer widget from any page and manage your tasks and bugs timer. What it does: The Global Timer Widget in Zoho Projects shows all your active timers in one view. You can manage all the active timers for your tasks and bugs from a central location, which can be accessed from all the pages in Zoho
New Features rolled out on July 07, 2016
FTP Import Support in Zoho Reports Zoho Reports now supports data imports from your FTP and SFTP servers. This will be extremely beneficial for users who store their data on these servers. Zoho Reports also allows you to periodically schedule importing of data from your local/remote servers. With this, you can have the latest data synced into Zoho Reports. Click here to learn about importing data from a FTP server into Zoho Reports.
Error in Sending and receiving emails in Zoho Support !
Dear All, Our sincerest apologies for letting you down. We are experiencing an unexpected mail-server failure that stalled both the incoming & outgoing mail service in Zoho Support. Our Engineers are working on it at the moment and doing their best to resolve this issue as soon as possible. We can assure you that there will not be any data loss due to this email outage. We will keep you updated on the progress via this post. You’re patience and understanding is much appreciated. Sincerely,
Custom Fields for BugTracker
The BugTracker has data fields to capture information pertaining to bugs or issues in your projects. For those of you who would like additional data to better resolve the issue, BugTracker provides Custom Fields to gather data specific to your business requirements. The fields can be text, numeric or date. You can also create a prefixed list of values to choose from. You can edit, delete, reorder, and hide these fields according to project requirements. Portal Owner, Admins, and Project Managers
Customizable Charts in Zoho Sheet
Now, create charts the way you want. Show your analysis effectively by picking colors of your choice for various elements of the chart. Visually appealing charts Set colorful backgrounds for your charts. Choose from a wide range of colors for plots, series, titles and subtitles. Choose 'Edit' mode to edit charts with just a click. With the new chart enhancements you can change the color, size, format and font of texts in charts by clicking them. Note: Avoid unintended changes to charts, using the
Tip #9 - Know your Portal settings today !
Hi there, Last fortnight, we toured on how to manage the Email Notification Settings in Zoho Projects. Before you start your work in Zoho Projects, I would suggest you to ensure that your portal is neatly set with all the necessary pre-requisites. The Org Settings helps you to configure your portal and manage its settings effectively. You will find two tabs - Portal Configuration and Portal Settings in the Org Settings page. Here's how you can set your portal with ease. PORTAL CONFIGURATION Navigate
New Features rolled out on June 23, 2016
Timeline Filter for Dashboards Zoho Reports has introduced a new type of user filter named Timeline Filter. This feature allows you to create a common Date/Period user filters that can be applied on all reports in the dashboard. This user filter is different from the other filters, as it is not tightly bound to any (date) column in a table. With this timeline filter, you will be able to setup a common Date/Period user filter independent of the tables on which the reports have been created. When you
V2.14: Grouping Unattended Computers, MSI Deployment, and Android app
With the latest update, Grouping feature is available for unattended computers. You can organize your remote unattended computers based on your preference in to several groups for effective management. Login to your account and start grouping your computers, if you haven't already done it. We've also fine-tuned the speed, and quality of remote access sessions and have reduced the memory usage to ensure better performance. IT admins who handle volumes of computers would require a bulk deployment method
Zoholics: Developers 2016 Details!
Hi everyone, Join us for Zoho Creator's 3rd annual conference at our headquarters in Pleasanton, CA. The event consists of a two-day (Apr 27-28) application building workshop where you'll learn how to plan, build, and automate a Creator app from scratch. On April 29th, we'll have our annual Zoholics: Developers event. Product specialists will demonstrate Zoho Creator's advanced features, and reveal what's in store for the future. More details below 1a. End User Workshop (April 27 & 28): Going over
Announcing WePay integration with Zoho Invoice!
WePay, an online payment processor, is now integrated with Zoho Invoice. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Announcing WePay integration with Zoho Books!
WePay, an online payment processor, is now integrated with Zoho Books. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Announcing WePay integration with Zoho Inventory!
WePay, an online payment processor, is now integrated with Zoho Inventory. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Tip #8: Know your Email Notification settings better !
Not getting enough notifications on your tasks and milestones ? or annoyed with too much of notifications in your project like the Candy Crush requests that spam your Facebook wall ? ;) Here’s a quick tip on how to manage the Emails that you receive in Zoho Projects. Navigate to your Personal Settings and land on the Email Notification tab. You can configure your notifications for various events on tasks, milestones, documents etc. To manage Emails that you receive for the tasks created by others,
CalDAV Sync now available on Android, Windows and Mac
You can now access Zoho Calendar from Android and Windows devices too Android users can now manage events on Zoho Calendar using the native calendar on their mobile devices. This sync is provided through DAVdriod, which is available for Android 4+ versions. Those who use eM Client (for Windows 7, 8, 10 and XP), can also sync their calendars with Zoho Calendar. Mac users have even more app options, as we have extended the CalDAV sync to Fantastical and BusyCal. With this sync, you can create events,
Zoho Books ranked as a category leader by GetApp
Hello, We are glad to announce that Zoho Books has been rated as a Category Leader in accounting by GetApp, a business software review website. GetApp used five data points to rank apps based on a combination of its own unique data, as well as data collected from third-party sources. The five data points used are: User reviews– based on the number and rating of reviews on GetApp. Integrations– based on the number of integrations with other apps listed on GetApp. Mobile Platforms– based on
Recent Enhancements in Anti-Spam:
We have been continuously working on enhancing the Spam Processing Engine and Improve overall email deliverability. We have made the strictness of Spam Processing engine customizable, to provide better and enhanced control for Organizations. Recent enhancements in Anti-Spam Processing: Option to define and manage custom Blacklist Domains and Email Addresses Strictness of SPF/ DKIM Validation can be controlled Enhancements have been made in the Spam processing of Group Emails with user level Spam
New Features rolled out on May 24, 2016
New Settings Page for Reporting Databases Zoho Reports has now introduced a new settings page that is specific for each reporting database. You will be able to manage your database preferences from this settings page. With this option, you will be able to configure a wide range of options such as starting day of the week, starting of a financial year, data backup and so on. To access the settings page, click the Settings button in the Explorer tab of your database. Refer to this help documentation
How Effective is Our Tasks Module in Managing Your Team?
Thanks for stopping by. The Zoho Projects team has been receiving feedback and suggestions regularly in our customer support portal. And most of the suggestions have played a major role in driving the product in the right direction. On that note, we'd really like to know how have we fared in some of our most popular modules. As project managers and leads, can you help us understand how effective is our Tasks module? It could be about improving navigation, speed, or general ranting about this module.
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