Finding Inactive Deals Made Easy
When you edit the fields in a record, the Modified Time is captured, but what happens when you send an email, add a note, close a task or associate events, tasks or calls! These changes are recorded in the Last Update field under Leads, Contacts, Accounts and Potentials modules and this information is used in Pulse. We can do a lot more using the Last Update field information, as it is now available under the criteria section (as the Last Activity Time field) in Custom List Views and Reports. How
Google Apps POP Account Configuration
Gmail has recently updated in its help page, http://mail.google.com/support/bin/answer.py?hl=en&answer=13291, regarding the POP configuration of GMail account in other POP clients using recent mode. It says, Recent mode fetches the last 30 days of mail, regardless of any other factors. If you don't check Leave messages on server, your messages will be moved to 'Trash' after download. Hence if you have the recent mode in your POP settings, i.e, recent: tag in your username and selected the option
Zoho Docs Gets a Makeover With a New UI
We've polished up our UI and given it a new look, as we always look to to provide a better user experience with Zoho Docs. Here's what's new in the UI: Cleaner UI Bigger fonts and better spacing between documents, to keep it easy on the eye. A few sections and tabs have been removed to make it easier to navigate between documents. Favorites View Added The My Folders view has been replaced with a Favorites view, which has been segregated into sub-sections to help you locate your music, pictures,
Bridge the Gap between your Customer Support and Engineering...
Don’t stop with tracking your tickets to closure. Now submit a bug for a ticket and track them too. We are glad to announce that Zoho Support is now integrated with Zoho BugTracker. Organizations using Zoho Support and Zoho BugTracker can ensure seamless communication between your customer support and engineering teams. Your support agent can file a bug for a ticket which can be tracked till closure by staying within Zoho Support. Also both the teams can collaborate on a bug/ticket by leaving a comment
Zoho CRM - Feature Enhancements
Hello! Here is a list of our latest updates in Zoho CRM: Search Option in the Recycle Bin - A search option is provided in the Recycle Bin that will help you filter out deleted records based on criteria. Webhooks Failure page - We've made Webhooks monitoring easier by logging all failures with standard HTTP error codes. Next time, when your Webhooks is not executed as per configuration, refer the failure codes and troubleshoot the webhooks configuration. Activities as the secondary module in reports
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Release Notes: Version 1.1205, May 2012
This version of Zoho Assist includes the following changes. Enhanced Mac OS support We have increased the support quality and connection speed for the Mac OS. This will suit its higher resolution and enhanced graphics and to provide a better screen sharing experience. Smoother keyboard synchronization Typing and working with remote keyboard is a breeze now, with the refinements made in keyboard synchronization. This will achieve smooth and consistent remote support experience, just like working in
Release Notes: Version 1.1205, May 2012
This version of Zoho Meeting includes the following changes. Default Participant Mode - To make your customers join easily! We have introduced a new setting called 'Default participant mode' in the settings page. This setting provides with two options, namely 'View only' and 'View and Present'. Choose the appropriate setting depending upon the need to switch presenter in your meeting. This setting dynamically chooses the best technology to run the meeting session and thereby avoiding the need for
Engage and Support your Customers in Twitter and Facebook with Zoho Support
We are excited to share with you the newest update to Zoho Support. We have just enabled social media integration with Facebook and Twitter so you can engage and support customers through those channels, seamlessly integrating Tweets and Facebook posts into your existing operation to increase your social reputation while improving your overall customer experience. Today’s connected customers expect a high level of support – and customers are increasingly taking to social media to get their problems
Integration with Jobaline’s Pay-per-Pick
We are glad to announce the availability of our new integration with Jobaline’s pay-per-pick platform. For the first time in the recruiting industry, recruiters and small businesses will be able to reach unique candidates by posting jobs on premium job
Merging Related Records
Did you know that you can now merge related records using Zoho Support? For example, assume that a customer has sent you requests using two different e-mail IDs. You can merge both these contacts into a single contact. This feature can be used to merge related accounts too. The maximum number of contacts or accounts you can merge is three. You can do this from the list view of the Contacts or Accounts modules. You can also do this by using the Advanced Search option. The Merge option will be visible
Welcome to Zoho Books forums!
Welcome to the Zoho Books user community and support forum. We encourage our users to actively participate here and discuss ideas openly on Zoho Books and accounting in general. Get answers for your questions on Zoho Books. Meet and greet other Zoho Books users and share Zoho Books tips and tricks with them. Knowledge shared is knowledge multiplied. Let's all take this movement towards online accounting forward.
iPhone Native App for Zoho Projects
Last week we made an announcement of Zoho Projects Native App for iPhone in our blogs. With this update, we’re making it easier than ever to connect from anywhere and get your work done faster so your productivity never skips a beat – even while you're on a travel. Here is a list of all the cool things you can do with your iPhone : Create, assign and close tasks effortlessly right from within your mobile Keep in touch more easily with latest project activities like finished tasks, comments, user
Sponsor Jobs on Indeed.com
We are glad to announce the next level of integration with Indeed.com. The integration will allow users to sponsor their jobs on Indeed from within Zoho Recruit. This increases exposure of your jobs and helps you to reach more candidates quickly. How
Looking for US-based customers to talk at Zoholics
Zoholics, the first Zoho user conference is happening in San Francisco on March 26, 2012. We are looking for customers based in the US who are willing to share with other users on how they are using our apps. If you are interested in doing this talk, please fill your details in the below form.
New in Zoho Recruit: Candidate and Client Contact Sync
The new Candidate and Client Contact sync in Zoho Recruit helps you track the entire activities of a candidate, who is also a client contact and vice versa. It also helps to avoid retype/manual work copying and pasting all the info. Its Merged View option
Latest in Zoho CRM: Links, Custom Apps
Building your own Links is the latest new feature in Zoho CRM. Using this feature, you can create some very useful links that would save you some extra clicks and fetch the required data. Where do I find it? You will find the Links feature under Setup > Customization. Find out more here. Apart from this, an important change is in the Zoho Creator Integration. This feature is now renamed as Custom Apps (powered by Zoho Creator). The feature is the same except for its name. Enterprise Edition users
End of Life for Zoho Polls
We are announcing End of Life for Zoho Polls (zohopolls.com), a service that lets users create polls and embed them in websites. Zoho Polls will be available till Mar 31, 2012 and will be shutdown after that. You can export the results of the polls you created by navigating to the poll page and clicking on the "Export Results as CSV" link available at the top right-hand side. If you have any specific questions on this, please send an email to support@zoho.com. Did you know? You can create polls
Looking for US-based customer to be profiled in Computerworld
Computerworld would like to interview a Zoho Projects or Docs customer who is moving collaboration, personal productivity tools (such as word processing and presentation tools) to the cloud. The customer must be based in the US and should preferably have at least 25 employees. The 20 minute interview will take place via phone the week of March 5. If you are interested in participating in the interview, please fill your details in the below form.
Zoho CRM Old UI - Bidding Adieu on Feb 6, 2012
Back in Jul 2011, we introduced the new Zoho CRM UI to a few users (CRM Admins & Paid users) and after that, incrementally opened it to all users by Sep 2011 . Over the last couple of months, we listened to all your suggestions & comments and made several improvements in the new UI - for example, Wide screen layout, business card view customization, sticky recent items, themes, show/hide quick actions etc. As announced in other forum posts , we've decided to discontinue our OLD UI on Feb 6, 2012
Invoices and Estimates settings available under Preferences
Hi, You may not find your 'Invoice or Estimate Settings' in Zoho Invoice. Do not panic. A centralized preference settings option is now available so you can set all your preferences at one go! Changes Made: 1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation. 2. For your convenience and to save time, you can save
EOL for translate.sheet.zoho.com
We are announcing End of Life for translate.sheet.zoho.com, a service that allows users to contribute towards translating the interface text of Zoho Sheet to a particular language. The user-driven translation service will be available until Feb 29 2012 and will be shutdown after that. We thank each one of you who contributed to the translation of various languages. We will continue adding support for more languages in Zoho Sheet and our other Zoho services. If you have any specific questions on
New Set of Enhancements in Pulse and More
Hello! What new functions can you find in Zoho CRM today? Well, there are quite a few enhancements made to our existing features. Here is the list: Changes in Pulse - Pulse in Zoho CRM is even better now with the new set of options. View records followed by you: Use the Followed by me option to view all the records that you follow. Even the records that are not assigned to you but followed by you will be listed here. Delete and restore details captured: Earlier deleting and restoring records were
Zoho CRM - Public Launch of New UI on December 15, 2011
Back in July, we introduced the next generation CRM UI to Administrators. Since then, we have been activating it to all our users in phases. Your response was overwhelming and we are very thankful for your inputs. We're now ready for the public launch. On December 15, 2011, the new version will become the default UI of Zoho CRM. Your CRM account will automatically be switched to the new version. What happens to the old version after December 15, 2011? You can switch back to the old design by
Introducing Zoho Support Express Plans complemented with a brand New UI
We are excited to introduce Zoho Support Express, our latest plan for small businesses and do-it-all teams. Also we are out with a simplified new UI which is easier to access, spacious and faster. Our Express plans are designed keeping in mind the requirements of small businesses that find regular plans beyond their budget and those not having earmarked support agents. Let’s delve into more information on why you need to try our Express plans and what’s different in it. Why a new plan? Being an ideal
Announcing Zoho Sync: Push Mail And Mobile Sync Service
Hi All, Today, we are glad to announce the public release of Zoho Sync for mobile devices. You can now get automatic notifications PUSHed to your mobile phone or tablet when new emails arrive and your device’s local mail, contacts and calendar applications will sync with the web client in real time. Zoho Sync functions using your mobile device’s Microsoft Exchange® ActiveSync® (EAS) account support and does not require any additional software. Since almost all the latest IOS, Android
New in Zoho Sheet - Format Painter, Vertical Merge, Goal Seek and more
We are glad to introduce the following new features in Zoho Sheet. Format Painter Merge cells vertically Goal Seek Chart enhancements .. and more Here is a slideshow with screenshots. You can learn more about these features below this presentation. Format Painter: Format painter is used to copy formats and styles of one or more cells and apply them to other cells. This helps you in formatting your spreadsheet the way you want in no time. To apply the format of the selected cells on to another range,
Zoho Reports - New features rolled out in January
Multiple Language Support Zoho Reports user interface is now available in nine different languages. The languages supported are: Chinese [zh] English [en] French [fr] German [de] Italian [it] Japanese [ja], Portuguese [pt] Portuguese (Brazil) [pt_BR] Spanish [es] Note: When a user logs in to Zoho Reports, one of the above languages gets set based on the browser's locale setting. Users can switch to any of the other languages, from their Zoho Accounts (https://accounts.zoho.com) Profile page.
We are looking for Zoho Creator users to speak with BusinessWeek. Would you be interested?
If you're a US-based business using Zoho Creator, BusinessWeek wants to talk with you this week. They are interested in how a non-technical business person uses Creator to develop apps. Requirement: You/Your Business is based in the US You are a business person and not a developer You are willing to share your app-building experience You are available to speak with the press ASAP Developers: You can also get your clients to participate in this campaign. Fill in your details in the form below, and
Introducing Zoho Books, The Accounting Software
We are happy to introduce you to Zoho Books, our online accounting software for small businesses, freelancers and pretty much every one who would like to try their hand at accounting. Accounting has always been perceived to be complicated and to live up to that tag, most accounting software come with complicated features and accounting jargons. We decided to break the myth and come up with a software, that is meant for everyone. For yourself, your accountant or your kid in high school who is majoring
Announcement: Planned Service Update on Jan 1, 2012
We have planned to do a service update to "Zoho Accounts" on Jan 01, 2012, from 00:30 PST to 01:00 PST. We are taking required measures to ensure that Zoho services will not have any impact during this period. We will post here once the update is completed.
Import Data Enhancements
Dear Users, Continuing with our efforts to improve and enhance the import functionality in live mode, we are providing the ability to import records for the looked-up form(s) by uploading the combined data as a single file. This is explained briefly with an example below. Consider you have two forms "Department" and "Employee", you can import data for both the forms via the "Employee" form itself, if "Department.Name" is looked-up here as SINGLE SELECT. For this, go to the live mode of the "Employee"
Service upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Books on Saturday the 17th of December 2011, between 2am and 6am GMT. Zoho Books will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Books team
Enable Height and Width for Zoho Creator Form Fields
Hi all, Height and Width attributes can now be set for individual fields(if applicable) in a form from the 'Edit this Field' option. 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/creatorteam/creator-feature-enable-request-form/form-perma/HeightandWidth_Enable_Form/ Regards, Mukesh
Zoho CRM - The New UI and Much More!
December 15, 2011 is here and so is the public launch of Zoho CRM's New UI. The new look to Zoho CRM and more, provides our users the benefit of less CRMing and more Selling. Now that the new UI is publicly launched, lets guess some of the questions that you have in mind. Why are we changing the UI? Read here to know the full story. How can I access the new UI? All you have to do is, just sign in to your Zoho CRM account. The new UI is available, by default. Will I miss any features in the new UI?
Array Formulas in Zoho Sheet
Zoho Sheet now supports Array Formulas. An array formula is a formula that can perform multiple calculations on one or more items in an array. Array formulas can return either multiple results or a single result. They provide you with more power to your calculations in your spreadsheets. For example, the following spreadsheet uses Array Formulas. The formulas used are explained below the embedded spreadsheet. Here are the array formulas used: Multi-cell array formulas are used in the Current Price,
Service upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Invoice on Saturday the 17th of December 2011, between 9am and 11am GMT. Zoho Invoice will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Invoice team
Zoho Remote API Update - Monitoring UDS Usage Levels
Zoho Remote API has enhanced its monitoring feature and is strictly tracking UDS usage levels. We're also going to roll-out the restrictions once the free usage level is reached - which stands at 1000 UDS per month. Henceforth, all the Zoho API calls will be rendered invalid and the Zoho API Partners will get the following exception when they have exhausted the free usage level: RESULT=TRUE ERROR_CODE=1893 WARNING=UDS Limit Exceeded. You can check for the different Zoho API Commercial Plans and its
Quick Search and PO number are Back !
Dear Customers, We want to thank you for your feedback and comments for the recent user interface changes. As requested, we've brought the 'Quick Search' option back to all modules. Not just that, we've gone one step ahead and now you can search for anything, by selecting the correct module from the drop list in quick search. We understand the difficulties that you had faced while searching for a particular invoice/estimate. We're happy to say that we've introduced the 'Reference Field' /P.O # in
Recent UI changes in Zoho Books
Dear Customers, Thank you for using Zoho Books and for your continual support to us. Following are the recent UI changes to the Zoho Books application : (List-view enhancements) QSB (Quick Search Button) is replaced with an advanced "Search" option. Sorting function is added to the headers itself. You can click the header to sort the data. "Reference field/P.O #" field is unexposed in the list-view page. Data entered within the fields could be viewed in the details page of each entries. Filters are
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