Version 1.5 : Register for Early Access
New version (V1.5) of Zoho Assist is in final testing stage. This version is focused solely on speed and stability enhancements. We are also planning to release an iPad app for Zoho Assist with this version. If you would like to get early access for the version, please register here. Update: Registration closed.
Recent Changes in Our UI
Over the last few weeks, we've been trying to simplify Zoho Support's UI wherever possible. As a result of that direction, we made the first few changes to the UI yesterday, by rearranging a few elements on the UI. Combined View for Reports & Dashboards Henceforth, Reports and Dashboards shall be available in a single module. The Dashboards module has moved to its new home under the Reports tab, at the top of the UI. Products tab Similarly, the Products tab has moved to its new home within the 'Organization'
Zoho Reports - New features rolled out on July 17, 2013
With this update Zoho Reports is enhanced with the following new features. Enhanced Dashboard Export support Zoho Reports now allows you to choose among 2 layout options, that suits you, when exporting the Dashboard as PDF. The options are: Layout as in Dashboard As name suggests, the dashboard will be exported retaining the layout of views as laid out in the dashboard design. Note that this method of PDF export is optimized for dashboards that contain charts alone. It could fail when you have
New Options in Workflow Management, Now Available in Professional Edition
Following are the recent updates: Execute Workflow Rule on Delete - This option is now available in the Professional Edition also. Using this option, you can trigger workflow rules when certain records are deleted. The delete action includes: Deleting a record from the Details Page. Deleting from the List View (One by one or in bulk). Using the Mass Delete feature. Deleting from a record's Related List. For example, deleting a contact under an Account.Record Owner, Record Creator & Record Owner's
Enabling public access disabled for Trial and Free Edition users
Dear Users, Due to security reasons, we have disabled enabling public access of form and application for the Trial and Free Edition users. Regards, Karuppuchamy
Tip of the Week: Business Rule
On a daily basis, the QA identifies and files bugs in-addition to other standard activities. As manually entry consumes more time and keeps QA away from performing other activities, it's essential to support automation in any bug tracker module. One of the automation process supported in Zoho Bug Tracker is the Business Rule. We shall see what a Business Rule is and what it does. Business Rule is a type of filter by which the values of a bug can be changed automatically. i.e the severity, status,
Zoho Campaigns – New Features & Updates
Introducing “List Sign-up Summary Email” for New Subscribers It is always a great pleasure to know about the new subscribers joining (y)our website and every user wants to keep a track on the number of new subscribers so that you can provide a great care to these Leads which are highly relevant to the future of your business. But, How to keep track of these new subscribers who are going to be the emerging potentials for your business? Again, Zoho Campaigns has come up with a solution for such request
Zoho Reports - New features rolled out on June 21, 2013
Support for Importing Data from Authenticated URL Previously, you can import data into Zoho Reports from a web location only when they are publicly accessible. Now, Zoho Reports supports importing data from URL with basic authentication. With this, you will be able to import data from a private data source available in a web location. Option to import for authenticated URL is available in the Import wizard. You can setup a scheduled import as you do from a public URL. It is also possible to re-fetch
Forum/Document Email Notification Enhancement
Hi All, Today, we have made an enhancement in email notification to users for forum & document. In 4.0, we allowed the individual users to take control of all the email notifications from Zoho Projects. Based on customer feedbacks to allow the author of forum/document to select the users to be notified, we have rolled out this enhancement. Regarding notification Any thoughts on allowing Managers and Admins the ability to override those settings or allow Managers the ability to force a notice from
Important changes in CSV and DB Upload Tool
We would like to inform you on the recent enhancements in the CSVUploadTool and the DBUploadTool that would ease your Upload Tool usage. Download the Latest Version of Upload Tool (requires migration before 30th of July 2013) We request you to use the latest Upload Tool released on June 17th 2013, as support for older versions will be removed by 30th July 2013. You can download the latest version from here. Permanent Authentication Token: The new Upload Tool supports Authentication Token (AuthToken)
Automate and Be Productive with Macros
For sales executives, it is sometimes tedious to repeatedly perform the same task. Let us take this scenario, having assigned 10 leads for the day, you are expected to visit each person to sell your product. After each meeting, you send an 'Acknowledgement' email to all the leads you have met, create a follow-up task, and also update the Status field to 'Contacted'. These are 3 actions that you would have to perform in your Zoho CRM account. How about cutting it down to 1 action? What if these 3
Zoho CRM for iPhone and Android - Release announcement
We are happy to announce the Mobile Edition of Zoho CRM (Beta) for iPhone and Android devices. This is available for all editions (Free, Professional and Enterprise). How to access? You can access Zoho CRM from mobile.zoho.com with your existing Zoho CRM credentials. After logging in, choose CRM from the list of applications. Feature Highlights Access to Leads, Accounts, Contacts, Potentials (Opportunities), Tasks and Events modules. You can View, Create, Edit and Delete records in all these modules.
Stay in Sync with Zoho Mail
Hi All, You now have more reasons to switch your Email Hosting to Zoho Mail ! Zoho Mail now support Active Mobile Sync, using which you can sync your email, calendar and contacts. The details of Active Sync are announced in our Zoho Mail Blog. Zoho Mail Active Mobile Sync and PUSH is available only to the Organizations who host their email with Zoho and have subscribed to 15 GB plans or above. Apart from Active Sync, we have also added a bunch of other features in Zoho Mail. Check our Whats new
Tip of the Week: Task Reminder
A human mind is not so powerful to remember every instance of his/her life and of course forgetfulness is inevitable part of our souls. So we depend on various tools like friend/colleague/diary/machine to be our reminders. And that's why we implemented "Task Reminders", in Zoho Projects, in the month of July 2011 with three options - Daily, One day before the due date and On Due. Now, this feature has been enhanced to a level where the reminder can be set 30 days prior to the task's due date. "How
Zoho Reports - New features rolled out on May 31 2013
Support for Advanced Summary Function in Charts Advanced summary functions (% of Total, Running Total, Difference From etc.), one of the most applied functions in Pivot Tables, is now supported in Charts. With this you will be able to apply advanced summary functions and summarize data based on other values in the column, apart from the basic functions such as Sum, Max, Min or Average. Using this you will be able to plot some powerful calculations on a chart as in the below screenshot. Support
For Google apps/ Yahoo user, you need to set up a password for signing into Zoho Invoice via the iPhone or Android app.
As a Google apps/ Yahoo user you must set up a Zoho username and a password to sign in to the iPhone/Android apps. To do so; Visit https://accounts.zoho.com/password (through a web/mobile browser). Specify your Google or Yahoo email address in the "Enter your registered email address" field. Please make sure that you enter the email address as 'email[at]gmail[dot]com or as email[at]yahoo[dot]com'. Type the characters and validate the "Image verification". Click the Request button. You will receive
Integrating Telephony, Improve Customer Service: Zoho PhoneBridge Add-on
Tired of frantically trying to look up the most recent request sent by a customer (who is on hold!)? Well, we have a solution for you, Zoho Support's latest feature-Zoho PhoneBridge. This feature connects your telephone system (PBX) with your Zoho Support account. You can receive notifications about incoming calls and outgoing calls. When you receive a call, key details about the customer appear in a popup on your screen. You can view the customer's name, e-mail ID, telephone number and 4 of the
Zoho CRM for Twitter - Customer's Tweets within CRM.
Most of you using Twitter for business, would have a separate account for the organization; To follow your business contacts, to market you products and services, provide quick customer support and also as an engagement platform… and let's not stop with this. There are other activities too but how well is this valuable information organized, to get the most of it? Say your Sales Reps have 100 plus leads generated from the web forms everyday. The one important thing they would want to do is try to
Tip of the week: Upload file to a specific folder via e-mail
The E-Mail Collaboration feature helps users in uploading files via e-mail; however, into the "Discussions" folder only. Now, users can upload file(s) to the required folder directly rather than uploading to the discussions folder and then moving the file. Let's see how to upload files to the specific folder In the Documents section, click the folder name to which the file needs to be uploaded Copy the folder's unique e-mail id displayed below the list of options on the right hand side Send an e-mail
Zoho Reports - New features rolled out on May 14 2013
Zoho Reports now provides an option to export views available in a folder as PDF. Previously when you want to export selected views, entire view in a database will be listed and you need the selected the required reports. Now you can maintain the reports in a folder and export the folder. For example, if you have a Sales database, where you have categorized your reports into folders such as sales analysis, cost analysis and so on, you will be able to export all the reports in Sales Analysis folder
New: Create recurring tasks and set reminders
Last week we made an official announcement of two significant feature updates in Zoho Projects Blogs : a. Recurring tasks and b. Task Reminders. In Zoho Projects, recurring tasks are accessible by selecting the Reminder & Recurrence option from the task action menu in a single click. Task reminders in Zoho Projects help you stay on top of what's going on through timely email reminders. So with this, you don't miss anything important like fixing a critical issue for a customer or catch up with your
New in Zoho CRM: Criteria Pattern Editor
Hello, We recently made some enhancements in the List View feature and Reports module. Criteria Pattern Editor As promised in our previous forum threads, we have released the Criteria Pattern Editor for the custom List Views. Now, you can add complex criteria patterns for custom List Views using the editor that allows you to manually specify the criteria pattern. Please note that this option is available only for criteria under custom List Views. Learn more here. View Recently Accessed Reports Under
Drag and Drop Files from Desktop to Document Library
Document Library in Zoho CRM gives you the benefit of - Saving storage space Sharing files easily Keeping files organized for quick reference Avoiding duplicate versions of the same document Sending documents as attachments in emailsYou can add one more benefit to this list: Saving time with the hassle free uploading of files using the drag and drop option. Spending time in search of the right files in your computer and then uploading them maybe a little bit tedious. Instead, you can drag and drop
Zoho Reports - New features rolled out on May 6
New Import Option for Deleting Missing Records Now Zoho Reports has added one more import option to update an existing table. This allows you to delete the removed/missing records while importing. When this option is selected, the file to be imported will be matched with the existing Zoho Reports table based on the matching columns and the following action will be executed: Existing records will be updated with the new value. New records will be appended at the end of the table. Records which
Zoho Docs 3.0 Version Released
Zoho Docs is happy to announce the availability of its new version 3.0, which offers a set of new features and enhancements . With the release of the new version, we have made file sharing more tightly integrated and seamless, across all the office apps. We have added a sharing feature, where users can now share files as a link both privately and publicly, by embedding the file link in a website or blog. On the collaboration front, we have diversified the workspace admin role, making it possible
Scheduled Maintenance For Zoho Docs On April 27th, 2013
A scheduled maintenance update of Zoho Docs will take place on: Saturday, April 27th, 2013 between 12:00pm - 16:00 pm IST, which will be Friday, April 26th, 2013, 11:30 pm - Saturday, 27th April, 3:30 am PDT. To know the time for other time zones or countries click here. During the mentioned hours, Zoho Docs and all related applications (Zoho Writer, Sheet and Show) will be unavailable. Users attempting to access our services will receive the maintenance landing page only. The main purpose of this
MailMagnet for Mobile, BCC Dropbox and More
Do you want to get instant notifications for customer emails in your Android phone? News! We have introduced MailMagnet for Android phones. It is important that emails from your customers get your immediate attention and a timely response. Keeping that in mind, we gave you MailMagnet. Further, to make it easier for you, we have introduced MailMagnet for Android phone. So if you are using the CRM app in your Android device, just log in to the Zoho CRM app and get instant notifications for every email
Mass Email in Potentials Module, Workflow Rules Enhancements and more...
Hello everyone, Here is a list of our latest updates in Zoho CRM: Import Campaigns - You can import campaigns into Zoho CRM using the Import My Campaigns and Import My Organization Campaigns features. Workflow Rules: Select Email fields in Related Modules - Using this option you can create workflow alerts to send emails to the contacts, potentials etc. that are associated to a record. For example, once a deal is won, you can send a "Thank You" email to the contacts associated to the potential. Send
Zoho Projects 3.0 - Bidding Adieu on Mar 15 2013.
The previous year on Nov 5th 2012, we opened up the New and Simpler Zoho Projects 4.0 Preview version to all our users. We received tons of bouquets and of course some useful suggestions too on the new Projects 4.0. Over the last couple of months, we have been listening to all your suggestions in our tech support and have been constantly adding improvements to the new Projects 4.0 - like the new notification wizard to take control and customize your email notifications sent from Projects 4.0 and
Just in: Synchronize Contacts/Calendar between Zoho CRM and Google Apps
Hello! As promised in our previous forum threads, we are releasing the synchronization of Contacts/Calendar between Zoho CRM and Google Apps. Here are some of the highlights: Sync with Google Contacts: Earlier, you could only import contacts from Google to Zoho CRM. Now, we also give you the option to sync your contacts between Zoho CRM and Google. Here are the sync options that you could choose: Zoho CRM to Google (one-way sync) Google to Zoho CRM (one-way sync) Between Zoho CRM and Google (two-way
Zoho launches Zoho LiveDesk - Deliver Instantaneous Happiness to your customers
We are excited to announce our newest arrival to the Zoho Family, Zoho LiveDesk a live chat software on the cloud. Related blog post can be read here. With Zoho LiveDesk you can instantly connect to your customers and deliver instant support. In the era of real-time communication and instant-everything, customers expect a prompt answer to their questions. With its neat web interface, Zoho LiveDesk allows agents to pick customer chat requests and help them to solve their problems instantly. You
Zoho Mail Scheduled Maintanance.
Dear Users, Zoho Mail will be under going an infrastructure related upgrade by this weekend. The scheduled maintenance plans are mentioned below: Start Time : Saturday, Jan 16, 2010 from 09:00 PM PST (GMT-8) End Time : Saturday, Jan 16, 2010 upto 11:00 PM PST (GMT-8) Total Duration : 2 Hrs. Impact : a) During this period outgoing mail cannot be sent (using Zoho SMTP) and there shall be delay in incoming mail. However, there won't be any issue with the POP accounts configured in
Enabling Rich Text Editor for your applications
Hi all, You can now use 'Rich Text Editor' field in your applications. This feature is not yet open to all. If you would like to avail access to the feature, click on the following link and submit the form to request for enabling the feature for your account. http://creator.zoho.com/zoho1/creator-feature-enable-request-form/form-perma/Rich_Text_Editor_Enable_Request_Form/ Regards, Mukesh
New in Zoho Support: Generate Cross-Department Reports
We are happy to let you know that from now on you can generate cross-department reports in Zoho Support. Global reports give you a holistic view of support statistics across all the departments in your organization. Cross-department report is exclusive for Enterprise edition users of Zoho Support. To create a global report, follow the steps given below: 1. Click the Reports tab Figure 1: Creating global reports 2. In the Create Report section, the module for which the report is created would
Zoho Mail Update - We heard You !
At Zoho Mail, we are constantly working on improving our performance and user experience too. After our recent update, we had a lot of feedback from users. We take user input seriously and we have made some quick changes based on your feedback. Delete Icon: Many of you felt that the delete icon in the listing pane was quintessential for a clean mailbox and we did a mess up by removing it. We have now brought it back in the listing pane. You can delete emails using the small little cross to clear
Zoho CRM: Feature Enhancements
Hello! Earlier, we released, MailMagnet - A feature that filters all the customer emails from your inbox and lists them separately so that the most important emails from customers are not gone unnoticed. If you do not know about MailMagnet yet, take a look here. We recently added another option that will automatically separate customer emails on to a folder in your inbox or automatically do the labeling for quick reference later. So that will keep your customer emails organized. The feature to synchronize
What's new in Zoho People!
Zoho People will now support the following options of Announcements, Holidays and Leave Types :- Location based Holidays Location based Announcements Location based Leave Types Role based Leave Types For the features involving the location configuration, please add the required locations using the newly added Location form. Steps to add the locations :- Navigate to Location form. (Eg Organization → Location) Click on 'Add record' option. Specify the Location Name, Mail Alias, Country and Description.
Now Drag-And-Drop A Desktop Folder Into Zoho Docs
Zoho Docs has further enhanced its drag-and–drop feature by adding a new, time-saving functionality. Now, instead of dragging and dropping single files, you can drag-and-drop entire folders from your desktop into Zoho Docs. This enhancement is supported only in the Chrome browser, version 21 or higher. Drag-and-drop a folder from the desktop into Zoho Docs To upload your folders into Zoho Docs from your desktop, you should click and drag the folder from your desktop and drop it in the destination
Zoho Reports - New features rolled out on December 7, 2012 update
More Chart Customization options With this update, we have added many more options to customize the appearance of the chart as you wish. These options enhance the look & feel of the chart, to match your taste or to go along with the look & feel of the application, where you are embedding the charts. Also a newly designed chart Settings screen with a user-friendly layout and ample spacing to capture the various customization options is introduced in this update. The Axis tab, in the Settings screen
Find your Nearby Customers on the Go - Release announcement
We are happy to announce the release of our latest and exciting feature 'Find my Nearby customers' in our Zoho CRM apps for smartphones (Android, iOS and Blackberry), using which you can locate your customers on a map around the location you are in currently. The app automatically detects and identifies customers within a specific radius from your current location even when you are on the go. Read more in our Blogs and Online Help sections. Do try out this feature and provide your feedback. We
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