Join our free "Workflow Automation Using Custom Functions" webinar on Jan 22 from 1- 2 PM CST - Register Now!
Who should attend ? Whether you're a brand-new or experienced user, get the core knowledge you need to get up to speed and get the most out of Zoho CRM .This webinar is designed for Zoho CRM users interested in understanding how they can implement specific functionality, workflow rules not available out of the box with Zoho CRM What are Custom Functions and what will you learn ? With custom functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow
#2 Right data, right result! Instantly select and push the visitor info from the SalesIQ chat window to Zoho CRM.
Collecting right data from the visitor and storing them is an important phase in the sales cycle. The sales cycle is the sequence of phases that a typical website visitor goes through when deciding to buy something. The course of time from the initial point of contact we make with the visitor, to identify the requirements of the visitor, the acceptance of the intended purchase, and the transaction that completes the sale. Every information gathered during the sales cycle is important to convert the
Tip #6 - How To Receive Bug Event Notifications?
How about sending a layered notification to your team? Well, I think this is the best mass communication dodge that can keep your business intact. In this hustle-bustle lifestyle, no one finds time to shoot out the snags that deter your business progress. When you have an in-built tool that sets-off split-second notifications on the threats in your process, you can definitely find fixtures at an early stage and, can keep your negatives at bay. Today, lets see how the new feature 'Notification Helper'
Free live Webinar: Zoho Show & Zoho ShowTime - Create stunning slides and improve audience engagement.
This webinar will help you get started with two of our most exciting products - Zoho Show and Zoho ShowTime. Zoho Show is an online presentation tool that lets you build slides while ShowTime is a web and mobile app that brings interactivity into presentations. After this session, you can: Create slides online and collaborate with your team. Embed tweets and videos in your slides. Connect with your audience while presenting. Get your participants to 'like' slides and pose questions. Receive
New Features rolled out on May 13, 2016
Zoho Reports API - Client libraries for PHP & GO released Zoho Reports has now included the API client libraries for the popular PHP and GO languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications. Zoho Reports already provides client libraries in a variety of popular programming languages like Java, C# and Python. You can learn about Zoho Reports API from our help documentation.
Zoho Notebook mobile apps set for release!
We've finally set a release date for Zoho Notebook. Sort of. Zoho Notebook will be coming to Android and iOS during April. The release of Notebook's mobile apps means the end (for now) of Notebook's current web version. You will not be able to modify data in Notebook's web version after the release of Notebook's mobile apps. If you have data in the current web version, you will have one month to migrate your data. To learn more about the data migration please visit: https://help.zoho.com/portal/en/community/topic/migrate-your-notebook-data-to-the-new-mobile-notebook
Migrate your Notebook data to the new, mobile Notebook.
Zoho Notebook is transforming. The new version will include exciting new features and a completely new user experience. The initial version will be mobile based, available for Android and iOS. A new web version will be available after the initial mobile release. With the release of the new Notebook approaching, we're migrating most of your current data to the new version. Once the new version is released, there will be an additional window to migrate your data. We will not provide access to the
New Features rolled out on May 5, 2016
Support to Auto Identify Lookup Columns Zoho Reports allows you to blend/join data across multiple tables using a special feature called Auto-Join. This feature is enabled when you associate tables through a common look-up column. Zoho Reports has now made the process of defining the look-up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation. Click here
Zoho Projects and its Integrated Business Apps
Zoho Projects is integrated with robust applications and services so that you can have one unified suite for multiple business needs. Integrations in project management helps you to work more efficiently with other related operations like sales and marketing, automating support tickets, and so on. With integrated CRM, support, invoice and billing, reporting, and collaboration, means just one software for your entire business. With everything packed in one system and in the cloud, any project data
Tip #4 - Save Your Custom View And Stay Cool!
This tip is all about the new enhancement in the custom view. Excited to know what it is? Then, spend some time in reading about this new feature. It might be helpful, when you are in a high need of enlisting bug details. Why custom view for bugs? Basically, a customized solution will help in solving your problems at ease. Custom view in bugs can help you to group the requisite bug details in your project with a common name. A custom view can further be customized using the filter option. What
Enhancements - Custom Plan Descriptions in Subscriptions
Hello Everyone, At Zoho, we aim to simplify your subscription business with new customizable features. Zoho Subscriptions now allows Custom Plan Descriptions for Subscriptions. Experience more flexibility with Custom Plan Descriptions. Now, customize dates relative to the Billing Start/End dates using the placeholders. The Plan Description gets captured in the Invoices generated for the subscriptions. Here's how to do it. The subscription billing start date and end date can be recorded
Free Webinar next week - Social Media Marketing with Zoho Social
Hello, We're back with our next webinar on Social media marketing with Zoho Social. In this webinar we'll help you discover how to: Understand your audience better and engage with them Save time with automated social media publishing Get your questions answered Date: 6th April, 2016 Time: 9:00 am PST / 12:00 pm EST / 4:00 pm GMT Don't forget to register yourself. Have a great week ahead! Tilak The Zoho Social Team
New Features rolled out on March 30, 2016
Campaign Module Support for Zoho CRM: Zoho Reports now supports the following modules in Zoho CRM: Campaign Campaign Lead Status Existing users can include these modules using the Edit Setup option. Refer to "Zoho Reports Advanced Analytics Add-on for Zoho CRM" help documentation to know more about the default fields and formulas that will get synchronized for these modules on setup.
CHANGE URL - OFFLINE SURVEY
Hello All, The survey URL (survey.zohopublic.com) did not work for past 12 hours and we are negotiating with the IP providers to fix the issue. Kindly change the URL of the survey from "survey.zohopublic.com" to "public.zohosurvey.com" for Online and Offline surveys. Example : Offline survey link : https://survey.zohopublic.com/offline/pPy2YJ. Modified offline link : https://public.zohosurvey.com/offline/pPy2YJ. NOTE : Users who used Offline surveys and collected responses to it, please give
Severity high! Please change the URL of published forms.
We are facing some issues with our domain zohopublic.com, as it has been blocked by our registrar. We are diligently working with them to resolve the issue. As an interim measure, we request you to use zohopublic1.com, instead. If you are using Zoho Creator or Zoho Forms, please edit the embed code and change the domain to creator.zohopublic1.com for Zoho Creator and forms.zohopublic1.com for Zoho Forms. If you are using Zoho Survey, you will have to re-send the survey link to the participants. We
Getting started with Zoho ShowTime - Bring life to your presentations!
Join us for a free webinar on Monday, 18th April 2016 and learn how to get started with Zoho ShowTime. ShowTime is a web and mobile app that brings interactivity into presentations by connecting speakers and audiences. With ShowTime running on their computers or mobile devices, audience can view and participate in presentations as well as interact with the host. Presenters, meanwhile, can assess participant engagement, get real time feedback and view reports on attendee activity to help improve their
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.
Version Update: Zoho Docs for Desktop
If you've been using the Zoho Docs desktop application, the newest update will make your experience even better. Here's the list of latest additions: 1. Sync failure event log Identify sync errors and troubleshoot them with cues without any technical support. Now when a file or folder fails to sync, an error icon is displayed on the tray icon. Right-click the tray icon and click on the error message to display the Sync Failure Event log window. The window helps you identify the error type and provides
The lower the Response time the higher the customer satisfaction.
The support executives can handle only a limited number of chats at a time and will be under pressure if more chats routed to them. And the response time will rapidly increase by attending all the chats at a time. So how to decrease the time of reply and limit the chats routed to each executive at a time? SalesIQ has an exciting feature "User concurrent chat limit" which will route only the number of chats you set to receive at a time by your support executives. Customers will always expect to receive
Email delivery delay
Hi All, On observing we identified an abusive usage pattern using our Zoho Mail service, which resulted in sudden surge in our outgoing email processing servers and our sending IP address getting throttled by few email service providers. Our technical team is working with high priority in clearing backlogs and taking action to ensure no such delays in future. We will keep you updated as we progress. Apologies for the inconvenience caused. Regards, Zoho Mail Team.
Zoho Reports - New features rolled out on April 5, 2016
Introducing API Usage Metrics and Pricing Zoho Reports now introduces a daily API usage limit in accordance with your pricing plan. Zoho Reports API usage will be measured based on units consumed and the frequency of API calls. The API usage limit is capped to your pricing plan. You can refer to the below table to know the API usage limit for your plan. You can also purchase API units as add-ons. To know more about the usage limit or how it is calculated, refer to this help documentation. To purchase
Zoho Projects Integrates with Zapier
Zoho Projects integration with Zapier connects you with more than 500+ apps. Whether it’s managing your data across teams working with entirely different project management tools or have every new task request in Zoho Projects automatically generate a message in Slack. It’s now easy with Zapier automation. You can integrate any app with Zoho Projects and automate tedious workflow with Zapier. What is a zap? Zap is the trigger and action that you configure to automate a workflow. Learn More about
Bulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma
How to analyze data from 500+ apps in Zoho Reports (Hint: Use Zapier)
We are happy to announce that Zoho Reports is integrated with Zapier, the platform that makes it easy to connect business apps. This integration of Zoho Reports with Zapier, makes it easy for business users to get data from more than 500 apps which are part of the Zapier platform, and analyze it using Zoho Reports. How the integration works You probably use different business apps on the cloud for running your business (apps for sales, marketing, support, finance, team collaboration etc). And
Issue in Sending Mail
Hi All, We are currently experiencing some technical difficulties with Zoho Mail due to which some of the users will get "IO Operation" or similar errors while sending mail. Our technical team is looking into it with high priority. We will update this post as soon as the issue is fixed. Please bear with us until then. Our sincere apologies for the inconvenience caused. Regards, Siva.
Heads Up! Redundant information to be removed from email reports
This post is to inform you in advance about an update on email reports, which will be made effective in about a week's time from today. The Email Modified By and Email Modified Time columns will no longer be available for Email Reports as emails that have already been sent cannot be modified. When this update has been made, you will stop seeing Email Modified By and Email Modified Time in the Email reports. Also, across email reports, be it during creation of new reports, or columns in existing
Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can
Zoho Social is now available in 5 more languages
Hello! Bonjour! Hallo! Hola! Olá! Salve! It’s a pleasure to announce that Zoho Social is now available in 5 more languages — French, German, Spanish, Portuguese, and Italian. Go to https://accounts.zoho.com/u/h#profile/personal, and select your language of choice from the drop-down menu. Ta da! Start using Zoho Social in your language. Psst... we have some more exciting features coming up soon. Stay tuned. Cheers, Praval The Zoho Social Team
Zoho Reports-New features rolled out on Mar.24, 2016
Pivot Enhancements Display Missing Value Option Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently , this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column. So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to
Why is the visitor list doesn't show my last website visitors on top?
The visitor list is the best way to separate hot prospects with common category/interests into different lists for easier targeting. So, the sorting order is by default set based on the lead score of the visitor, which filters and tops your hot prospects on the list. That is why the visitor list looks unordered or not listed based on the recent visit of the visitor. You can also edit the sorting order according to your priority. What is Sorting the visitor list? Sorting is arranging the visitors
Tip #2 - View Project Activities as Timelines
You may sometimes want to view your own list of activities in its chronological order. Say, you want to check the date on which you published a particular blog or you want to view the support reps reply to a customer ticket. All that you need to do is simply click on the user profile from anywhere inside the product. If you happen to click on a user from a particular project, project activities related to ONLY that project is listed. Say, you want to know the activities of a particular user across
Webinar: Getting started with Zoho ShowTime - Bring life to your presentations.
Join us for a free webinar on Tuesday, 29th March 2016 and learn how you can make your presentations stand out using Zoho ShowTime. ShowTime is a web and mobile app that brings interactivity into presentations by connecting speakers and audiences. With ShowTime running on their computers or mobile devices, audience can view and participate in presentations as well as interact with the host. Presenters, meanwhile, can assess participant engagement, get real time feedback and view reports on attendee
New in Zoho Show: Import, render and export Charts.
Numbers and accounting data are often represented in the form of spreadsheets and tables. While this may seem detailed, it does not sit right within a presentation. Directly producing data to an audience is one thing, but how will you highlight an increase in trend or compare two different variables? Analysis is possible only when your numbers are expressed in the form of charts and graphs. With Zoho Show's latest update, all your charts and graphs are effectively reproduced. They are now shipped
IO Operation error while sending mails
Hi All, Some of our users are getting the following error while sending mail - "Problem in sending email while doing IO operation." Our technical team is looking into it with high priority. We will update the status once the issue is fixed. Appreciate your patience till then. Apologies for the inconvenience caused. Regards, Siva.
Schedule to get your qualified visitors delivered directly to your inbox
We are so delighted to hear that the Visitor History helps you and your sales team to be more productive. Now we're even more excited to announce that SalesIQ's - Visitor History gets a new option to Schedule the hot visitor list and receive them right in your inbox. Learn how to create your visitor list in visitor history You can Schedule to automate the process of receiving the hot visitor list by email on a regular frequency. When you filter the visitor list, use the "Schedule" option listed
New in Zoho Projects for this Quarter
We have been busy making Zoho Projects better for you. Here are our latest features and updates for this first quarter. Major new addition in Zoho Projects is our integration with Zapier. You can now integrate Zoho Projects with other apps and automate workflows with Zapier. Explore more about this feature here. Now, Portal Owner, Admins, and Managers can also add followers in the Bug details page. Before this only users in the Reporter and Assignee roles were able to add followers. This is just
Documents in Zoho Projects - New UI , just for you !!!
In our lives, things keep changing; seasons change; technologies change; people change! - on a positive note though ;) The world, always, changes for the better and so do we. Yes! Our Documents UI has undergone a beautiful makeover to give you a great visual appeal. You have been managing documents with so much of ease in Zoho Projects, till date. What if we say, it's going to be easier than before? More time-saving than before? And above all, more user-friendly than before? Yes! We are sure that
New Features rolled out on Mar.14, 2016
10 Fold Increase in Rows Limit in Free Plan !! Zoho Reports now offers 100,000 rows limit to all Free plan users. This is 10x increase from the current limit of 10,000 rows. Existing free plan users can avail this by visiting the Subscription page and following the directions from there on to upgrade their account. Microsoft Edge Browser Support In addition to Google Chrome, Firefox, Safari and Internet Explorer, we now support Microsoft Edge browser.
[Free Webinar - 16th March] Social Media Marketing with Zoho Social
Hello, We're back with our next webinar on social media marketing with Zoho Social. In this webinar we'll help you discover how to : Understand your audience better and engage with them. Save time with automated social media publishing. Measure the impact of your social media marketing efforts. We'll follow it up with a Q&A session for you to get your questions answered. Date: 16th March, 2016 Time: 9:00 am PST / 12:00 pm EST / 5:00 pm GMT Register here. See you! Tilak Product Marketer
Tip #1 - Best Practice Tips for Better Search Experience
Searching what you want is easy in Zoho Projects, especially with our universal search. Here are some of our best practices to enhance your search experience: Search box is easy to find Our search box is easy to find as it is located at the top right corner, which you cannot miss. Search is universal No matter where you are within a project, you simply need to hit the keyword that you are looking for to retrieve what you want from the displayed search results. You can search for any keyword from
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