Changes to the terms Request and Support Rep
Back in 2010, when we first launched Zoho Support, we chose to use a particular set of terms within the product. We decided on these based on the practices prevalent at the time and on our own experience building service desk software before that. A lot has changed since then. Companies have started to take customer service several times more seriously. Newer channels (such as social media) have now become mainstream. Above all, the use of software in customer service has drastically increased. All
New in Zoho Books: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Books. Expanded List View Now you can find the most important details of the sales and purchase transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling
Live chat plugin for Joomla! to convert website visitors into customers.
Releasing LiveDesk plugin for your Joomla! - powered website. Chat with your visitors proactively, walk them through your website, guide them effectively to make a decision and turn them into a customer. Easy Installation Download the LiveDesk plugin from here. Log on to your Joomla! Administration panel. Access “Extension Manager” and click “Install”. Choose “Upload Package File”. Upload the downloaded extension. Access “Plugin Manager”, under “Extensions” tab and search for “LiveDesk”. Select the
Announcing New REST API: Existing API deprecates September end.
We provide an API that lets developers push and pull data to and from Zoho Projects and create app mash-ups. We are now launching a fully revamped version 2.0 of this, that comprises of REST API. We would be deprecating the existing API by September end.
Canada’s Anti-spam Legislation with Effect from July 01, 2014
For the past few weeks, there has been uproar throughout the email marketing world about Canada’s new Canada’s new anti-spam legislation(CASL) which will be effective July 01, 2014. According to CASL, Canadian citizens will have a greater control over their inbox and can take action against email marketers indulging in unsolicited emails. What you need to know? In December 2010, Canadian legislation passed a law to run the e-commerce industry especially email marketing in a smoother way. This
Access all Notes Associated to Accounts Without an Extra Click
Little things matter a lot. We believe that a tiny change in the UI or a small enhancement in a feature can go a long way in making things easier for you at some level. One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed. If you frequently work with notes, you won't have
Zoho Reports - New features rolled out on June 24, 2014
Enhancements in Advanced Analytics Add-on for Zoho Projects Advanced Analytics Add-on for Zoho Projects now provides the following new options. Import New Projects Automatically - Selecting this option will add data from any new projects that you create in Zoho Projects automatically into Zoho Reports reporting database without any manual intervention. With this you need not edit the synchronization setup each time you add new projects to sync them for reporting purpose. Retain Archived Projects
Inviting You All! Join Us for Zoholics: Sales & Marketing Conference!
Greetings and salutations! If you use Zoho CRM, Campaigns, Support, LiveDesk, Survey or ContactManager, then we would love to meet YOU! Come join us at Pleasanton headquarters for three days of app training, networking, good times and one-on-one sessions with our team! Learn more and register here. See you in July!
Zoho Reports - New features rolled out on June 6, 2014
Support to Publish with Filter Criteria Zoho Reports now supports Filter Criteria option while publishing the views. With this feature, you can apply a filter criteria to display the filtered data in your embedded view or published Permalink as needed. Support to Share Folder Now Zoho Reports provides an option to share the views in a folder. This will reduce the tedious work of selecting the views from the entire views list available in that database, when you share them.
Changes to Article Organization in Help Center aka Solutions
In a bid to improve the way articles are organized, we're considering the following change to the Help Center (previously called Solutions). We propose to make it mandatory for articles to be in the lowest point of organization. Q. I already have articles tied directly to a category and add a section under it now. What happens? The section becomes the lowest point of organization. So, we'll ask you to move direct articles (currently tied to the category) into a new section. Q. What happens if
Zoho Reports - New features rolled out on Aug. 8, 2013
We are happy to announce that support for Activities module in Advanced Analytics Add-on for Zoho CRM, one of the most required features, is now available in the service. With this you will be able to create reports over Events, Tasks and Calls data in Zoho CRM, for better analysis & reporting. For Activities module we have added 20+ insightful reports & dashboards for your convenience. This module will be synchronized for new users setting up the Advanced Analytics Add-on. Existing users can synchronize
Now Requests Retain their Statuses even after Customer Response
There are quite a few situations where you'll want a ticket to stick to its current status, even after a customer has responded again on the ticket Consider the example of an email rebate offer. Customers purchase from you and later email you with rebate information. A customer service agent acknowledges the ticket and marks its status to 'Rebate'. A dedicated rebate manager then verifies the information and initiates the rebate/refund. You have a custom view built for this 'Rebate' status. You
Join us for our Zoho Books Roadshow!
Hello Everyone, I wanted to invite each and everyone of you to our Zoholics - Accounting and Finance event at Newark, New Jersey on June 10, 2014. This is our very first event for Zoho Books customers and we are very excited to meet you all. The one day event is packed with sessions on how you can get the most out of Zoho Books for your business. We’ll introduce you to the new features in Zoho Books and have experts talk to you on how you can get rid of your accounting hassles and streamline your
Snail mail credits will cost $1.50 from January 5th 2012.
Dear Customers, From the 5th of Jan 2012, each snail mail credit will cost $1.50. However, there will be no changes in the number of snail mail credits used for mailing an invoice. It would still cost you 1 credit for US and 2 credits for the rest of the world. Now is the right time to stock up on credits at the 99 cent pricing for usage later. Go get your snail mail credits now! Thanks & Regards Rahul JR- Zoho Books & Invoice Team
Zoho Reports - New features rolled out on May 14, 2014
Enable Reporting for NoSQL Databases Zoho Reports now enables you to analyze your data stored in NoSQL databases. You can connect and upload data from the following databases using Upload Tool and apply advanced reporting options in Zoho Reports over your data. MongoDB Apache Cassandra Apache Hadoop Hive Cloudera Hadoop Hive Hortonworks Hadoop Hive To know how to upload data from your NoSQL databases, refer to the help section here. We have also tested connecting the following relational databases
Attention AOL users!
Hello Zoho Books users, Recently AOL has made some changes to their security policy. As part of this change, any emails sent from Zoho Books 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 follow the instructions in this link to change your email address in Zoho Books.
New Release - Gray Theme, Improved Collaboration and more
We are pleased to announce the new release of Zoho Sheet with the following new features, new UI and enhancements. New Gray Theme Where is the Save button? New Sharing Options Improved Realtime Collaboration Spreadsheet Settings (Locale and Time Zone) Paste Special Typeahead / Auto Completion New Gray Theme Zoho Sheet now sports a gray theme in tune with Zoho Writer and Zoho Docs giving you a more standardized user experience. Do you like the new gray theme? Let us know whether you like it or not
MailMagnet - Notifications on Receiving Customer Emails
For every sales representative, email communication and follow-ups are among the top items in their To-Do lists. It goes without saying that sales reps know how important a timely response is to an email from a prospect. In that case, how well is your inbox organized? Are you getting instant notifications so that the most important emails from leads and contacts get your immediate attention? Well, if you are looking for a way to get instant notifications when you receive those important customer
Document Revisions Made Easy with Real-time Editor in Document Library
Picture this: You are about to send a Sales Agreement to your customer but you notice that the 'Definitions' section of it needs changes. You share the document with your colleagues through email for their inputs immediately. However you end up waiting for hours or even days for them to revert. And when they do get back, one can not escape the multiple back-and-forth revisions. In spite of giving it top priority, ever felt that much of your time is wasted in getting a single document finalized? Not
Zoho Reports - New features rolled out on April 22, 2014
Enhancement for Pie and Funnel charts The following enhancements are available in the Pie and the Funnel Charts. Customize Data Label Now you will be able to set whether to display the percent or value as data label over the corresponding section. You could also choose to remove data label. This is available in the Settings option.
Just In : Zoho Projects Mobile App Updates
A couple of months ago we made an announcement that our Zoho Projects Mobile Apps goes free for all users – both our iPhone and Android Mobile App. We’re pretty excited with the uptake it has got among our customers and were bombarded with lot of feedbacks and suggestions to improve our Mobile Apps. We LISTENED to all your views and today delighted to introduce a set of enhancements for you that makes it easier than ever to connect from anywhere and get your work done much faster. Here is a list
Experience a Faster Loading Time in Custom Views
About 3 months ago, we had considered making a change to ticket custom views where 'status' would become a mandatory field. Subsequently, we heard from customers that there were significant reasons for wanting tickets in a custom view irrespective of their status. Since then, we've taken time to understand this situation from multiple angles. Our motivations were to improve the overall experience without hindering any current use cases. So, we've decided to make a simple change in custom views to
Zoho and Heartbleed Vulnerability
Quick note: All Zoho servers are patched, and your data is safe. The details: Soon after the information about this vulnerability became known, we started patching all our servers using the newer, protected versions of OpenSSL. This operation was completed in a few hours after the news broke out. We renewed our SSL certificates too. So, we are no longer vulnerable. As of now, we have no indication that the vulnerability has been exploited against any of the Zoho applications. However, we would like
Zoho Reports - New features rolled out on April 10, 2014
Enhanced Dashboard User Filter Zoho Reports Dashboard User Filter will now filter tabular data too. So far when you add a user filter for your dashboard, only data from Charts, Pivot Table and Summary View will be filtered. Now Tables, Query Tables and Tabular Views included in the dashboard will also be filtered. Query Table Function Enhancement Query Table now provides Interval support for the following functions. With this, you will be able to add or subtract required time interval to your data
Zoho Reports - New features rolled out on March 25, 2014
Account Usage Notification Now Zoho Reports allows you to configure mail notifications to monitor your account usage. This will notify you when your account usage crosses the threshold limits you have set for rows and users. This will be beneficial in managing your plan usage & upgrades proactively.
Zoho Reports - New features rolled out on March 25, 2014
Changes in Advanced Analytics Add-on for Zoho Projects Supporting Bugs Module Advanced Analytics Add-on for Zoho Projects now allows you to synchronize data from your Bugs module. Users who have purchased the Bugs module in Zoho Projects, can choose to synchronize data from bugs module into Zoho Reports for analysis and reporting. Also, we have added 20+ insightful reports & dashboards over Bugs module for your convenience. You can synchronize this by selecting the Bugs checkbox in the Import
New in Zoho Sheet: Text to Columns, Filter by Color, Range Selector and more
Last week, we released an update to Zoho Sheet with the following new features and enhancements: Text to Columns Filter by Color (and other enhancements to Auto Filter) Range Selector Filter by Cell Range in Manage Rules of Conditional Formatting And here are a couple of features released in end of January: Notify Collaborators Save to Folder Lets look at each of them in detail: 1. Text to Columns: The 'Text to Columns' functionality (available under the Data tab) lets you to split data in cells
Integration of Zoho Recruit with Google Apps
Hello! We are pleased to announce the integration of Zoho Recruit with Google Apps. As a Google Apps user, you can now easily connect Zoho Recruit and Google Apps. Accessing all your Google Apps Users and Contacts from within Zoho Recruit, and viewing your scheduled interview events in your Google Calendar is made easier. Set of Features with Zoho Recruit for Google Apps Integration: Single Sign-on with Google Apps Add users from Google Apps Import Contacts (Candidates) from Google Apps Import
No Delays. Instant Google Calendar Sync!
Yes, the Google Calendar synchronization is now instant. In business, time is precious. So why wait every time you add new events in Zoho CRM or update calendar events in your Google Calendar. Earlier, you had the option to time the synchronization of calendar events in hours but not anymore. Now every time you add an event in Zoho CRM, it will be synchronized instantly and events from Google Calendar will be synchronized every 3 minutes. So, the next time you add an event in Zoho CRM, you need not
Zoho Reports - New features rolled out on March 11, 2014
Support for Custom Modules in Advanced Analytics Add-on for Zoho CRM Advanced Analytics Add-on for Zoho CRM now allows you to synchronize data from your custom modules. With this, you can configure to synchronize data from custom modules into Zoho Reports for analysis and reporting. You can select the required custom modules to synchronize, when you setup Advanced Analytics add-on. Existing users can synchronize the required custom modules, into their Zoho CRM Analytics reporting database in Zoho
Live App building session at Zoholics Developers
We believe most of you are aware that Zoho Creator community are coming together for a two day event on March 20-21 at San Francisco , California The keynote of the event will be delivered by Sridhar Vembu, CEO of Zoho Corp. I will be doing two sessions focused on live application building and showcasing standalone applications. The product demo session will show how Zoho Creator can be utilised for all your business needs by creating database. This session will be useful for anyone who wants to
LiveDesk JavaScript APIs
Our development team has been hard at work to provide the developer community with new features and ways of working through our new initiatives. With that said, I am happy to announce the launch of our LiveDesk JavaScript APIs. LiveDesk APIs are easy-to-use, quick-to-implement, designed to customize your Chat Widget based on your existing web presence and preferences. LiveDesk APIs are categorized as per your preferences from Visitor APIs to UI event handlers. You just have to follow a few steps
Bulk Printing now available in Zoho Books
Hello, We are happy to announce the much requested and much awaited feature in Zoho Books- 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
Recent UI changes in Zoho Invoice
Dear Customers We moved in some UI changes recently to both Zoho Invoice and Zoho Books. Since we did this, we've been receiving questions. Hence, we are listing some of the changes, that we'd like you to know about: The quick search option: The quick search option on the right hand side of the page, is not available now. As an alternative, you may use the search option right at the top of you list; only till we have the quick search option back. Sort by: The earlier UI had a separate 'sort by' drop
Are you coming to Zoho Creator's first Developer Conference?
Mark your calendars! Later this month, Zoho Creator community will come together for a two day event (March 20-21) at San Francisco's Embassy Suites. You may wonder, why it took so many years to introduce such a developer conference for a product which has a great community? Frankly, we didn't focus on it. All these years, we were focused on making the product easy and powerful for our users to build custom apps on their own, and we continue to focus on that mission. Apart from product focus, from
Join us for the first Zoho Creator Developer Conference.
With the objective of fostering a stronger relationship with our users and to effectively support them in achieving their business goals, we are organizing ZOHOLICS developers, our first Zoho Creator developer conference. The event is to be held on March 20th and 21st in California. The event will have more than 15 sessions spread over two days with the keynote being delivered by Sridhar Vembu, CEO Zoho Corporation. You can expect deep-dive sessions into Scripting, integrations and best practices
Your KBase Articles and Community Topics are now SEO-friendly
Creating publicly-available solutions for the most frequently asked questions just became more lucrative for you. Until now, customers would come to your self-service portal to search for solutions. Earlier this week, we quietly slipped in 'Nice URLs' for solutions. They're much more search-engine-friendly now. So, your customers can find your solutions and community forum posts more easily! Your solution articles are now neatly organized within sections, which are grouped under categories. This
Zoho Docs for Desktop - Mandatory Upgrade
Hello! A newer version of Zoho Docs for Desktop (v1.2.0) is now available. This is a mandatory upgrade and we request all our existing users who are using Zoho Docs for Desktop upto v1.1.1 to upgrade to Zoho Docs v1.2.0 to ensure seamless file synchronization across linked devices. Upgrading to Zoho docs v1.2.0 provides the following benefits: Two Factor Authentication Login using Google, GApps, Yahoo and Facebook Improved session handling in Mac Stable events synchronisation from agent-to-server
24 Hours Time Format Supported in Zoho CRM
The much awaited 24 hours Time Format is now available in Zoho CRM. Users can set their preferred time format in the User's Details page. Across Zoho CRM, the time format will be based on each user's preference. To give you a few examples, following are some of the places where you can see the change based on your time format preferences. Reports, List View, Dashboards, etc. Date Time field in the create/edit/view pages of all the modules. Example: Start Date Time & End Date Time in Create/Edit/View
Start Building your Customer Community - Try Forums Add-on Today
The first step in getting closer to a customer is to go beyond their needs and understand their problem. This has been made easier for you in Zoho Support with the latest feature, Forums Add-on. Forums Add-on helps you setup a result oriented online customer community where its members can share ideas, report problems & ask questions in addition to other discussions under a single roof. The forums Add-on would be an advantage for two reasons. One, it would be be of immense help to those who wanted
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