Release Notes: Version 1.6, October 2014
Two-way screen sharing made easier 'Share My Screen' functionality in HTML5 web-based Technician Console required downloading and installing an executable file every time, for all these days. Now it has been made easier. You just need to download and install an executable file only for the first time. It prompts for 'Launch Application' henceforth and once you click on it, screens of Technician and Customer get swapped automatically, without any installation. Resume Session is not available anymore
Live Chat plugin for your Prestashop website to convert visitor into actual buyers.
Know, track, and engage your website visitors at a very collaborative and personalized level. Increase your business through automated chat invitation. Integrate with ZCRM and ensure customer satisfaction. Group your visitors into the revolutionary Zoho SalesIQ rings based on ZCRM fields available in the lead, contact and potential sections. Zoho SalesIQ is a sales enhancer for your eStore. Installing Prestashop live chat module Log into your Prestashop with your admin account. Click on the "Modules"
Live chat plugin for your Magento store to save a sale.
We are happy to announce the release of our live chat plugin for your Magento store. Know, track and engage your website visitors in real-time through the revolutionary Zoho SalesIQ rings. Zoho SalesIQ connects you with your visitors via chat and keeps them browsing your Magento shop . A software that has a facility to automate strategic chat initiation to close deals faster. Allow your reps to chat with your website visitors. Access complete information about your website visitors stored in ZCRM.
Webinar on Zoho Survey's Integration with Zoho CRM on 4th November, 2014
Understanding your customers is the key to customer retention. With Zoho Survey, create surveys to measure satisfaction, gather feedback on your business or product and know what your customers need. Register for our webinar to learn how to configure Zoho Survey in Zoho CRM. This integration enables you to send surveys and view responses right within Zoho CRM In this webinar you will learn how to: 1. Create surveys to gather feedback 2. Schedule and distribute surveys and track responses instantly
Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most
The new version of Zoho Docs for iOS is here
Zoho Docs for iOS devices was launched sometime back to help users work on the go. Today we are happy to announce the enhanced version of Zoho Docs designed for better compatibility with iOS 8 devices. The following enhancements have been made in the Version 4.1: Improved UI: Experience a better and intuitive user interface specially designed to make your work faster and smoother. Easy Access: Manage your files better as you can now copy, move, and tag files with labels for quick access. Enhanced
Document Library in Zoho CRM
Brochures, PDF docs, invoices, comparison docs, guides, presentations, templates, and forms. They are just some of the documents that you would use frequently in your business. But lets just say, you attach one such file to ten contacts in Zoho CRM, how much storage space will be occupied? What if the file you have is not the latest version? What if you want to share the file with other users? We have got a simple solution to all this is our new feature - Document Library, a Documents tab in Zoho
Zoho Reports - New feature rolled out on Oct 24, 2014
Support to Select a Range of Filter Values Now Zoho Reports allows you to select or unselect a range of filter values using the Shift and click. This will reduce the tedious work of selecting the individual filter values and allows you to select multiple values together. This option is available for Filters and User Filters with Actual Values.
New : Zoho Books integrates with Avalara AvaTax
We introduced the U.S edition of Zoho Books a while back, with a sales tax module that simplified all your tax calculations. With provisions to associate tax rates to items and contacts, this has been a huge relief for our users. Those of you with a considerable larger clientele are probably thinking 'How am I supposed to find out and enter tax rates for my couple hundred or so customers?'. Even small business owners still have another concern 'Do I need to keep myself constantly updated with
Zoho Reports - New feature rolled out on Oct 14, 2014
Setting on how to display Null/Empty values in reports Zoho Reports now provides an option to specify how to display null/empty values in your reports. So far in Charts, Pivot Table and Summary Views, when there is a null or empty value in the underlying data, it will be displayed as Unknown or No Value. Now you can specify the value to be displayed in the report for these data points. This option will be available as part of the Settings section.
Zoho Reports - New features rolled out on Sept 17, 2014
The following features were dded to the service on 17th of September. Enhancement in User Filters Component Option Now Zoho Reports provides an option to choose between a single select or a multi select drop down list for displaying date related values. Until now date user filter values for Actual, Relative and Seasonal period can be listed only in a multi select drop down list. Now you have the option to choose between single or multi select list box as required. Enhancement for Advanced Analytics
Register for Zoholics. Early Bird Offer Expires in 5 Days!
Hello Everyone, November is fast approaching and so is our Annual Zoholics Finance & HR event. Like the previous events, there will be 1. Training sessions on the product. 2. Exclusive 1-on-1 sessions. 3. Great opportunity to network with peers. If you haven't registered yet, hurry up and book your seat. Our early bird offer expires in 5 days! Register here: http://zoho.to/ZoholicsRegistrationFinanceHR Regards, Reshma
Shared files & folders can now be synced to your desktops!
In a continual strive to keep our customers happy, we have enhanced the desktop synchronization functionality for shared files and folders. Now, you can not only sync files and folders that you own, but also the ones that are shared with you. With this new update, you can easily work on the shared files from your desktop, and the changes will be automatically synced to the cloud. Also, the changes made by you will be visible to the shared members in cloud and in their desktops immediately. Using
Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Invoice and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda: https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
Zoho Reports - New features rolled out on Sept 9, 2014
Zoho Reports Analytics Connector for Salesforce CRM Zoho Reports now provides a connector add-on for Salesforce CRM. Using this, Salesforce users can now 'slice and dice' their CRM data and take informed business decisions. Importing Data Setting up this add-on will sync data from your Salesforce account into Zoho Reports. Data from the following modules, for which you have read permission, will be imported and stored in tables in Zoho Reports. Accounts Contacts Events Leads Opportunities Tasks
Create and Map Fields Easily During Data Migration!
While migrating data from other CRM systems into Zoho CRM, you may have faced this particular difficulty of having to create certain fields manually before migration. The reason is that Zoho CRM does not always have all the fields that different users may require. But you can now heave a sigh of relief, as these efforts are no longer necessary! Our latest update ensures that Zoho CRM identifies fields that are not mapped but available in your import file during the migration. You get an easy option
Attention Gmail & Google Apps Users: Revise your Calendar Settings for Seamless Event Synchronization
Google has introduced newer versions of APIs for its Google Calendar application. The older version of APIs will be discontinued from use by November 17, 2014. Read Google's Deprecation Policy here: https://developers.google.com/google-apps/calendar/terms Following this update, Zoho CRM has switched to the latest versions of the API. If you are using Zoho CRM for Google Calendar and your account is NOT on the latest version, your events will not sync with CRM after the older version expires. (i.e.
Attention AOL users!
Hello Zoho Invoice users, Recently AOL has made some changes to their security policy. As part of this change, any emails sent from Zoho Invoice using a AOL email address will get undelivered. If you are using a AOL email address as your Primary email address then we request you to change the AOL email to some other email address other than AOL so that you will be able to send emails to your clients successfully. You can go to Organization Profile under Settings to change your primary email address
Get trained to make the best use of Zoho Recruit at Zoholics
Hello, We’re excited to invite you to our Annual Zoholics Finance & HR user conference at our headquarters in Pleasanton , California on November 06th - 07th. This two-day conference will show you how Zoho Recruit, People, Books and Connect can assist
Personalize Email Campaigns using CRM Data
Recently, few of our CRM users wanted to send an email campaign with personalized sender details and signature so that recipients can instantly recognize the sender. We are happy to announce the new enhancement in campaign creation through which you can personalize your email campaign using CRM Contact/Lead Owner's data. Let’s see how we can use those data to send emails. Personalize sender details Using Zoho Campaigns, you can send an email campaign with a personalized sender name and email address
Zoho Reports - New features rolled out on Sept 2, 2014
Support to Auto Refresh Published and Embedded Views Zoho Reports now provides an auto refresh option for the view that you embed or share as Permalink. Now you can set your views to automatically refresh at every N seconds to show latest data. This will especially be useful when you project your reports and dashboards in various devices (including TV screens), where you want to display the current data without any manual intervention. Enhancement in Charts Custom Sort Option Now Zoho Reports provides
Zoho Reports - New features rolled out on Aug 25, 2014
Zoho Bugtracker Advanced Analytics Add-on The Zoho Bugtracker Advanced Analytics Add-on is now available in the service. With this add-on, Zoho Bugtracker users can slice & dice their bugs data to effectively analyze & track their issue management projects. Importing Data Setting up this add-on will sync data from your Zoho Bugtracker portals into Zoho Reports. Data from the following modules will be imported and stored in Tables in Zoho Reports. Bugs Timesheet 50+ Useful Default Reports Along
Zoho CRM app is now FREE for ALL
Yes, the big news is out and we are more than glad to announce it. We've hit 1,000,000 downloads for our apps and we wanted to share our happiness with all our users who have contributed and made this possible. We have made our Zoho CRM app completely FREE for all our users and removed all restrictions i.e. all users will now have complete functionality (read and write) with the app irrespective of the editions they are currently on. Here is a blog post on the same: https://www.zoho.com/crm/blog/your-on-the-go-zoho-apps-are-now-free.html
Announcing the extended availability of features in Zoho CRM
We have recently extended the availability of some of our existing features. Enjoy the following benefits from now on! Zoho Support Integration This feature, which was available only in the Enterprise Edition, has now been extended to the Standard and Professional Editions of Zoho CRM also. With this integration, support tickets handled in Zoho Support can be contextually viewed along with the other details of the customer within CRM. Data Backup From now on, you can enjoy 2 free data backups
New UI for Import History, Date Field Support for Workflow Rule Triggers and more...
Here is a bunch of new updates in Zoho CRM that help you save time. New UI for Import History With the new UI for import history, you can now view the detailed list of records that were added, updated and skipped. The best part - this list comes along with the records' row numbers so you can locate them easily in your import file. And for those that were skipped, you can export them and import them back again, so no record gets missed! The Rollback button is now renamed as "Undo the Import" and
Disable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the login
Webinar - Introducing Inventory in Zoho Books
A lot of businesses deal with products which are shipped in and out regularly. Just accounting will not satisfy a business person who looks at a seamless management of their stock with their business transactions. That's exactly the place where Inventory comes into play. How awesome would it be if your accounting software automatically manages your stock based on your transactions? Won't you love those amazing reports generated for your inventory giving you the perfect insights on every item and
New Zoho Recruit Features
Hello! Zoho Recruit is back with some exciting new features and they are definite to make your recruiting process more easier, faster, and efficient. Resume Inbox This is a parsing tool that automatically imports resumes directly from your mailbox to
Scheduled Maintenance on 29 Aug, 2014
UPDATE (Sep 2, 2014) : The upgrade on August 29 went on well, as planned. We now plan to have the second part of the upgrade on Sep 6, 2014, between 6:30 pm and 8:30 pm, PDT . There may be intermittent connection issues during this maintenance period. UPDATE, Aug 29, 2014, 7:35 pm, PDT: The upgrade's been completed successfully. We are upgrading our primary datacenter infrastructure. This will happen on 29 Aug, 2014 from 18:30 to 20:30, PDT. (check for your corresponding time zone here ). During
Join us at our first ever Zoholics: Productivity and Collaboration event
Zoholics: Productivity and Collaboration is a two-day user conference that primarily focuses on productivity suite of applications—Zoho Mail, Zoho Projects, Zoho Docs, Zoho Sites and Zoho Connect. This event will be hosted at our US headquarters in Pleasanton, California on Aug 25- 26, 2014. What to expect at the event? Interesting keynote sessions 20+ Product focused sessions 1:1 sessions with the Product teams to get all your questions answered Networking with Zoho's Management team, Zoho partners,
Introducing Group Calendar Views, Event Invitations and more...
Meet John, the Chief of Sales at Zillum Corp. He is facing difficulties in streamlining the scheduling process for his sales reps who are spread across multiple teams and regions. Tele-marketers in his team fix appointments on behalf of the sales reps who in turn meet the prospects. These tele-marketers are unable to track the calendar centrally to assign reps while on call with the customers. And when they receive calls from other regions, it is again a challenge. What's worse? The sales reps are
Webinar - Introducing Auto Charge feature in Zoho Books
Hi Everyone, We've introduced Auto Charge feature in Zoho Books. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Books reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Books on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. Set up
Scheduled maintenance on Saturday, 22 March 2014, 20:00 to 21:00 PDT
We have planned to do some infrastructure tests in our datacenter at the aforesaid time. We expect connections to be intermittent during this period, and accessing Zoho services may be slow. We will update this thread once the testing starts/ends. We will post updates in our social channels too: http://www.twitter.com/zohocares http://www.facebook.com/zoho http://blogs.zoho.com You can check your local time for this scheduled maintenance window here - http://www.timeanddate.com/worldclock/fixedtime.html?iso=20140322T20&p1=224&ah=1.
Run Macro in Custom Modules and More!
Here are a few minor enhancements that will make using Zoho CRM easier for you. To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually
Attn. Zoho Support Users who have configured their Gmail accounts for POP Fetch
If you have configured your Gmail account for POP fetch in Zoho Support, then this is for you. We have recently added two more IP addresses to our Zoho mail servers: 74.201.84.157 and 74.201.84.158. When Zoho Support tries to retrieve your mails via POP using these new IP addresses, 1) You may receive an alert mail in your inbox. OR 2) You may get a warning message from Google informing you about a suspicious attempt to sign in to your account. (Refer this forum post.) No worries! You just
Attn. Zoho Mail Add-on Users who have configured their Gmail accounts via POP in Zoho CRM
If you are using Zoho Mail Add-on and have configured your Gmail account via POP then this is for you. We have recently added two more IP addresses to our Zoho mail servers: 74.201.84.157 and 74.201.84.158. When Zoho Mail tries to retrieve your mails via POP using these new IP addresses, 1) You may receive an alert mail in your inbox. OR 2) You may get a warning message from Google informing you about a suspicious attempt to sign in to your account. (Refer this forum post .) No worries! You just
Attn. CRM Administrators: Only HTTPS Support in Web Forms
Hello, At present, we are supporting both HTTP and HTTPS in the following Web forms: Web to Lead Web to Contact Web to Case Unsubscription form for Email Opt-out From Jun 1, 2011, we will support only the HTTPS and permanently discontinue HTTP. If you still continue to use the HTTP in your web forms after May 31, 2011, you cannot collect the leads, contacts, cases and email opt-out data from your website. How to Update your Web Form? Please follow these steps to change from HTTP to HTTPS: Step 1:
Leads App - Now for Android Phones Too!
Let us begin with the basic question - What does the Leads app do? It scans badges of attendees (at trade shows and events) and adds them as leads in your Zoho CRM account. This app was available only for the iPhone users. Now, it is also available in the Google Play Store for Android users. Why do I need the Leads app? Quick follow ups - Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up. You can quickly add leads and assign them to the sales rep
New: Record and Collect Sales Tax from Customers
If you’re selling goods and services in the United States, you would have definitely crossed paths with Sales Tax. There’s something about it that you would have figured out by now - it’s confusing, time consuming and downright painful. Filing the tax may not be as difficult as knowing how much you need to collect from your customer or how much you owe the tax agency. Let’s face it, remembering the 45 states and their tax law is not a simple task. With a lot of businesses now using Zoho Books for
File download url
Dear Users, Creator support uploading of files through the file upload field in the form. Once a file is uploaded, you can download that file through the view. And each file download link in the view will look like the one below http://creator.zoho.com/DownloadFile.do?filepath=/1248931841640_dsc00007.txt&sharedBy=user1&appLinkName=SampleApp&viewLinkName=Sample_View The url contains file id (filepath), user name, application link name (appLinkName) and view link name (viewLinkName). We had certain
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