Zoho Writer, Sheet And Show To Move To The Zoho Docs URL
In a step to unify and showcase the office apps under one common web address, Zoho Writer, Sheet and Show will all be accessible from the Zoho Docs URL: http://www.zoho.com/docs, in a few days. Zoho Docs provides a centralized UI for Writer,Sheet and Show documents. All the documents you create in Zoho Writer, Sheet and Show are stored in Zoho Docs by default. Previously the Zoho Writer, Sheet, Show documents, were accessible from their respective urls. Now they will be accessible from one common
Zoho Show will be redirected to Zoho Docs
In a step to unify and showcase the office apps under one common web address, Zoho Writer, Sheet and Show will all be accessible from the Zoho Docs URL: http://www.zoho.com/docs, starting Nov 23, 2012. As soon as you sign in to Zoho Docs, you will land at the Zoho Docs Explorer, which lists all your files. You can open your files from there, create new presentations, or upload your existing presentations. You can create folders and organize your files better. Learn more about Zoho Docs at http://www.zoho.com/docs.
Zoho Sheet will be redirected to Zoho Docs
In a step to unify and showcase the office apps under one common web address, Zoho Writer, Sheet and Show will all be accessible from the Zoho Docs URL: http://www.zoho.com/docs, starting Nov 23, 2012. As soon as you sign in to Zoho Docs, you will land at the Zoho Docs Explorer, which lists all your files. You can open your files from there, create new spreadsheets, or upload your existing spreadsheets. You can create folders and organize your files better. Learn more about Zoho Docs at http://www.zoho.com/docs.
Enhancements to Zoho Show - Share on Facebook, better image search and more
To help you get the best experience possible, we have been constantly adding new features and improved functionalities to Zoho Show. Today, we are happy to present the latest updates we have made to Zoho Show. Your presentations can now be shared on Facebook Search images right from the Show editor Video embeds enhanced Slide notes and slide number displayed in shared presentations Add shadow blur and transparency effects to your images Just not these, we have also improved the overall performance
Zoho Sheet 3.0 - New User Interface, Filters, Conditional Formatting and More
We are pleased to announce the release of Zoho Sheet 3.0 with a host of new features. https://sheet.zoho.com The first thing you will notice as soon as you login is the user interface revamp. Zoho Sheet has undergone a major facelift and is now consistent with our word processor, Zoho Writer, and our presentation software, Zoho Show. We now have what we call the MenuTab, which is a combination of Tabs, Menus and Toolbars. To open your existing files, you will have to click on File and then choose
What's keeping us busy in Zoho Projects ?
After supporting Subtask in Projects, adding features like Task duration in hours, Custom views in bugs, API for BugTracker, Dropbox integration etc. keep our engineers busy. On the other side, making communication & collaboration among team members simpler is on top of our list. Instead of users chasing information, we want to bring all relevant information to the user in one single page. We took some inspiration from Facebook News feed & felt it's very relevant in a Projects context. Here is a
Request Assignment made Easy!
The typical day of the Helpdesk Coordinator here at Zoho Support is pretty exciting… Receiving hundreds of requests everyday, it is he who manually assigns ownership to each one of them. Though this can be accomplished using Workflows, we realized it was not an obvious solution for our customers. Also, it is quite common for us to receive a request related to Zoho CRM in the Zoho Support department which often required a manual move. We committed ourselves to find a solution for these productivity
Workflow Rules triggered on Mass Delete and on Using Macros
We have been constantly improving our Workflow Management feature by introducing Time Based Actions, Workflow trigger on Delete, and Workflows for Activities Module. To give a better user experience and to address our customer requirements we have released a few more enhancements: Earlier, workflow rules were triggered if records were individually modified. Now, Workflow Rules will also be triggered for records that have been modified using Macros and Mass Update features. In Workflow Alerts, you
Zoho CRM for iPad
We are very happy to announce the release of Zoho CRM for iPad. With this native application installed in your iPad, you can access the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls and Cases modules. How do I start using this app for iPad? Start using the app in your iPad in three easy steps! Purchase the Mobile Edition licenses Activate it for the Zoho CRM users Download and install the Zoho CRM app in your iPad and start using! Do try this and keep your feedback coming in. Read more
Send SMS alerts using Webhooks
Imagine these scenarios: You have an important customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops! A payment from a customer is due today. You sent an email only to receive a vacation auto-response from the customer. The ordeal doesn’t end there as the payment cannot be processed without his consent! A customer calls your toll-free and requests for a product activation kit. A case is created in CRM and assigned to a field
A New, Much Cleaner UI For Zoho Docs
Zoho Docs now has a fresh new UI . We have reduced the clutter, changed colors, icons and tried to keep the UI minimalistic and clean. So lets see what had been changed: Grey Theme We have moved from the white and blue theme, to a more pleasant grey that gives the UI a more professional look and feel. Neater and Interactive Properties Dialog Box We have reduced the clutter in the Properties dialog box, by just giving you document details of only the latest updates and buttons have been added for
Important announcement about the new UI :
Since the introduction of the new UI for apps about 3 months ago, a lot of users have moved their apps to the new UI. Till date, 99.99% of the users have moved their apps to the new UI. For those who are in the old UI : All your apps will be moved to the new UI on Oct 15th, 2012. Thereafter, access to the old UI will not be available. If you would like to try the new UI now, please access any of your apps and click the link that says "Face-lift your apps with new UI" at the top. To know more about
Use Filters in your Zoho Spreadsheet
We are glad to inform that 'Filters', one of the most requested features, is now available in Zoho Sheet. Filters help you to filter your data and let you focus on and analyze specific segments of data. You can filter by text, number or date. For columns containing numbers, you can additionally filter by Top/Bottom 'N' Items/Percentage. Functions like SUBTOTAL() have options to exclude hidden/filtered rows. It can be used to calculate results based on the Filter you apply. The filters menu also
Zoho Show 3.0 Update : New Features and enhancements
We launched Zoho Show 3.0 to general public 4 months ago and since then we have been fixing bugs and adding new features. Here are some of the important features added : Export to PDF You can now download/export to PDF format. In the earlier version of Zoho Show, the PDF output had slides as images. But in the current release, we have taken great care to export the presentation content to PDF format. The PDF output exactly resembles the presentation output you see in the browsers. So creating brochures
View Enhancements
We are pleased to inform you that we have done few enhancements in view and is available at https://precreator.zoho.com . We invite you to check out these features. These are done mainly to increase the productivity. [Update on Jan 11th] : It is now available at https://creator.zoho.com Auto filters can now be selected multiple times across various fields All the selected options will be shown with a tick mark Selected items can be deselected by selecting them again Custom filters are now listed
New product update notice - in precreator.zoho.com
Hello All, We have come up with new set of features/enhancements. It is available in our beta server https://precreator.zoho.com . Noticeable changes: Improved Calendar view Provision to specify event/task Start and End date is supported (to be configured in design mode) Supported Week & Day in addition to Month view Refer the example view below Resize and Drag & Drop to update the event time Radio and Checkbox field can display options in multi-column layout (maximum of 3 columns) In addition to
Workflow Triggered on Delete & Criteria Pattern Editor for Reports
Hello, Here is a list of our latest updates in Zoho CRM: Workflow Triggered on Delete: Workflow rules can be triggered when a record is created, modified or when a particular field is updated. Now, workflow rules can also be triggered when a record is deleted. Say, you administrator wants to get notified when a record with certain criteria is deleted. In such a case, you can create a workflow rule that triggers on deleting a record and associate a workflow alert to the rule. Data Backup Enhancements:
7 DELUGE Tasks for integrating Zoho CRM with Zoho Creator
Zoho CRM and Zoho Creator continue to be two of our most loved services. To all of you who use both these services alike, we believe this will be good news. The integration started off with two DELUGE tasks solely for Zoho CRM. Now, there are 7 tasks that make communication between these two services, simpler like never before. To sum things up, you can 1. Create a record on Zoho CRM – For records submitted to a Zoho Creator application, you can create a corresponding record on Zoho CRM too. 2. Fetch
Email Marketing Made Easy with CRM & Zoho Campaigns
Hello, This week we launched a new product - Zoho Campaigns, the email marketing software that helps you plan and execute campaigns to reach and engage your customers. Well, that is not all! We have good news for our CRM users. For all those using the Professional or Enterprise Editions of Zoho CRM, we also bring to you a built-in integration between Zoho CRM and Zoho Campaigns. If you keep an organized list of all your leads, contacts, and account in Zoho CRM, you can now synchronize and get the
Zoho CRM API: New Methods Introduced
Hello! We are very pleased to announce that we have introduced the following methods in Zoho CRM Developer API. Here's the list: getFields This method can be used to fetch all details of fields available in a particular module. Example: https://crm.zoho.com/crm/private/xml/Tasks/getFields?ticket=TICKET&apikey=APIKEY The above request will fetch all details of fields available in the Tasks module. For more details, refer our API Guide. getRelatedRecords With the getRelatedRecords method, you can
Attn. CRM API Developers - We Support only HTTPS
Hello, Today, I am pleased to announce an important change in our Developer API. At present, we are supporting both HTTP and HTTPS while implementing our developer API. In another 4 weeks, we are planning to support all API transactions only via HTTPS and permanently discontinue the HTTP protocol. This additional SSL, 256-bit security system will help you to protect third-party integration from security problems during data transfer. After April 28, 2011, if you still use the HTTP in your application,
Zoho Creator Maintenance - Aug 5, 2012 (09:00 PM - 09:30 PM PST)
Dear Users, Due to database cluster restructuring for better optimization of the system, Zoho Creator service will not be available for a short period on Sunday, August 5, 2012 between 09:00 PM PDT and 09:30 PM PDT We regret for the inconvenience this may cause. Regards, Karuppuchamy.
Zoho Recruit integrates Zoho CRM
Hello! We are pleased to announce the availability of Zoho Recruit's integration with Zoho CRM. It is now easy to get your Clients and Client Contacts quickly transferred from Zoho CRM into Zoho Recruit, with just one click "Import from Zoho CRM". For more details, please read our Blogs: Zoho Recruit integrates Zoho CRM - Managing Candidates and Clients in a single place Online help Please give a try and let us know your valuable suggestions and comments. Best Regards, Rina
Drag-and-Drop Upload in Zoho Docs
Now, you can easily upload your documents to Zoho Docs. You can upload files by just dragging and dropping them from your desktop on to the desired folders in the "Personal Folders" section. You can also drag multiple files at once. There are no plugins needed for this feature to work. This new feature uses HTML5 and so will work in browsers that support HTML5, like Firefox 3.6+ and Chrome 6+. The below video illustrates the Drag-and-Drop upload functionality. Zoho Docs - Drag-n-Drop upload demo
Now, Trigger Workflow Rules for Activities too!
Tasks, Events and Calls. If you are in Sales or Customer Support, these modules are the most important to you. Be it a Meeting, a Demo Call or a Remote Support Session, you need to keep track of them in these modules. Thus, it's only fair that most of your activities are automated in these modules. Take this scenario that @jimmyvandijk shared with us in a recent discussion: An activity is planned/linked for a contact I want to e-mail my linked contact 2 days before the activity, to remind him I want
Filter Log Entries with More Options in Audit Log
Audit Log, available in the Enterprise Edition, is now improved with the additional options to filter the log entries. Audit log captures the user actions like adding records, updating, and deleting them. Apart from this, it also captures actions performed in certain features like email templates, workflow rules, workflow alerts, web forms, roles, profiles etc. Earlier, you could not filter the entries easily and there was only one option to filter the log, i.e. by Users. Now, the additional options
Tell a Friend about Zoho Creator - Win Cash Rewards!
A lot of you have used Zoho Creator for building your customized business applications. Some of you have also told your friends and colleagues about Zoho Creator and how simple it is to conjure up a custom application in minutes. Thank you, each and every one of you, for spreading the word on Zoho Creator's awesomeness. Here's one more reason for your to continue doing this wonderful deed. Presenting the " Tell a friend " program. Tell all your friends about Zoho Creator - its simplicity, its many
New product update notice - in precreator.zoho.com
Hello All, We have come up with new set of features/enhancements. It is available in our beta server https://precreator.zoho.com. Noticeable changes: Short Circuit evaluation is supported in Deluge IF statement - more info OnEdit -> On Validate/On Success actions will get triggered when values are updated through drag/drop action in calendar view - more info Dialogs (eg: alert/warning messages) in IE are positioned exactly in the center of the window Complete change logs are documented at https://help.creator.zoho.com/Feature-updates-and-bug-fixes.html.
Sort Using Date & Time Fields in Reports
Sometime back, a friend of mine using Zoho CRM tried creating a report. In her report she wanted to get a list of leads generated from different sources on a given date. She wanted to use the values of these two fields: Lead Source and Lead Created Time. But there was a problem, the report was not generated as expected. The Lead Created Time, being a Date & Time field in Zoho CRM, did not group the records by day. Solution:- For those who face the same kind of scenario with the Date & Time fields,
Add Expense Category in Zoho Invoice Android App
Hello! Our development team have once again got some wonderful news for Zoho Invoice android app users who spend a lot of time recording expenses. You don't have to turn to the web app anymore just to add an expense category. You can do it right from your android app! You can add, edit or delete the expense category. Didn't I say it was wonderful :) Read more about it on our blog. The latest version of Zoho Invoice android app (1.6.2) is up for you to download in the Google Play. For those of you
Import Bank and Credit Card Statements into Zoho Books
Hello! Automatic bank feeds was our first initiative towards zero data entry in our accounting software. Many of our customers have tried and liked it. For those who haven't been able to set up the bank feeds and would like to reduce the dull data entry part, should definitely try the 'Import Bank or Card Card Statement' feature. All you need to do is get your bank statement in a CSV or TSV format and then follow the three simple steps to import it into Zoho Books. Step 1: Select the Statement Step
Improvements and Bug Fixes in Microsoft Outlook Plug-in
Hello! In Zoho Recruit, we have recently made some improvements and bug fixes to our Microsoft Outlook Plug-in, these include: Choose clients before adding client contacts Associate parsed candidates to a job opening Duplicate records while adding the
Android App for Zoho CRM - Release announcement
We are pleased to announce the release of our Android app for Zoho CRM in Google Market (Google Play). The App is free to download from the App store but you need to activate the "Mobile Add-on" in your CRM account to use the app. The app comes with a 15 day trial period after which users have to subscribe to the mobile add-on package at $3 per user per month (as is the case with our CRM native apps across other platforms like iPhone and Blackberry) to continue using the app. More details on activating
Zoho CRM for iPad - Release announcement
We are happy to announce the release of our iPad app for Zoho CRM in the iTunes app store. Here is a walk through of the app: We have also redesigned our iPhone app for better usability with the notable inclusion of Custom Views feature. Here is a snapshot of the change: Read more in our Blogs and Online Help. Do try our apps and let us know your feedback. Rohan
Multi-Currency: Modify the Currency of Existing Records
Hello All! When Multi-Currency was released, you had the option to add a currency to only the new records. But then, how about the existing records? A valid question that most of you asked! We now have that option. You can modify the currency of your existing records too! After this update, the currency of the existing records will be set to the default currency during the implementation of Multi-Currency. On editing the record, you can change the currency to your liking. As always, try this feature
Zoho CRM Advanced Analytics Add-on, powered by Zoho Reports
We are excited to announce that Zoho Reports now provides advanced analytics for Zoho CRM. With advanced analytics, you can now be on top of your CRM data, which helps you make informed business decisions. The below slideshow has step-by-instructions on how to setup Zoho Reports Advanced Analytics for Zoho CRM. You can find more information of the add-on here - http://zoho.com/reports/crm Help documentation for the add-on is here - https://reports.wiki.zoho.com/Advanced-Analytics-for-Zoho-CRM.html
What's New in Zoho Meeting?
Hi all A major update has been done in Zoho Meeting. With this update, you can access the following features. VOIP Support (Beta): The much awaited VOIP support has been added to Zoho Meeting now. Users can connect to Zoho Meeting audio conferencing with Microphone and Headset itself, instead of telephone. Please note that VOIP support can be availed only when you enable the default 'Zoho Audio' conference. Please check our wiki for enabling VOIP. Calendar Integration: You can add your meeting
Named Expressions in Zoho Sheet
We recently added support for 'Named Expressions' in Zoho Sheet . Named Expressions are similar to Named Ranges except that instead of referring to a static cell, they refer to a formula. It can be useful in the following ways: It can simplify your formulas. If you have an oft-repeated expression or a nested formula as part of formulas in many of your cells, then you can give a name to the expression or formula and then use that named expression as part of your formulas. This simplifies your formulas
Zoho Creator API : Authentication Token Introduced
Zoho Creator API now supports the Authentication Token for all API calls. This is a permanent token and will replace the API key and ticket which has to be regenerated every 7 days. Existing Zoho Creator API users can generate the Authentication token and replace the API key and Ticket with the generated token. The API calls will also work with API Key and Ticket but this will be deprecated after 3 months. We will keep you posted on the exact date. Please refer this help document to learn more about
Zoho Invoice Service Interruption - Root Cause Analysis
On May 31st 2012, between 8:43 PDT and 9:37 PDT Zoho Invoice was unreachable. This being a month end, many of our customers were affected and we deeply apologize for this interruption in service. I am sharing our findings on the root cause of this service interruption here and lessons that we had learned. The key flaw that caused this outage was a database operation that resulted in the Zoho Invoice MYSQL master database going down. When the MYSQL master server goes down, we have a MYSQL slave
Next Page