Attn. CRM API Developers - Use only POST method for Ticket Generation and Limit Concurrent API sessions to 20
We are bringing two important changes to our Developer API implementation. These changes will come into effect from June 06, 2011 . 1. Limit the number of concurrent API sessions to 20 You can only have a maximum of 20 concurrent API sessions. This is being done to improve the stability of the system and to further enhance the security of the API Implementation. To avoid crossing this limit, please follow one of the following measures: Re-use the API ticket: An API ticket once generated can be used
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Books users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Books will capture this refund and update it automatically. For example: If John Smith your customer, pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Books account, you'll see that the $10 refunded to John will be updated
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Invoice users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Invoice will capture this refund and update it automatically. For example: If John Smith your customer pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Invoice account, you'll see that the $10 refunded to John will be
Please read this before making a post!
Hello all Welcome to Zoho Assist forums. Zoho Assist is the remote support and remote access software from Zoho. The sub-forums, 'General', 'Instant Remote Support' and 'Unattended Remote Access' that are listed in this forum are only for queries related to Zoho Assist. If you're looking for assistance or support on any other zoho products such as Zoho Mail, Zoho CRM etc., kindly check for the relevant product forum at https://help.zoho.com/portal/en/community/ Thanks in advance. Looking forward
Zoho Invoice now includes Tax Groups
With the introduction of tax groups Zoho Invoice now lets you associate more than one tax to each of your line items. When you'd like to include more than one tax to each of your line items, you can club those taxes into a tax group and apply the tax group to the line items instead. Here's a link to our blog post that talks in detail about this interesting addition: https://blogs.zoho.com/general/just-in-tax-groups-in-zoho-invoice-zoho-books
Zoho Recruit gets two new features "Schedule Events" and "Convert Candidates to Employees"
Hello! We are glad to announce our two new features in Zoho Recruit - Schedule Events and Convert to Employee. Schedule Events Zoho Recruit - Applicant Tracking System allows you to create and schedule multiple events like Call, Meeting and so on - for you, your client contacts, organization members, etc. This helps you to plan and manage your events in a nice manner. Once an event is scheduled, it is automatically plotted on your Zoho Calendar and Google Calendar, so keeping track of your commitments
New Home Page
We are pleased to announce the new version of our Home Page (Dashboard). All GApps users would have already noticed it. This will be available automatically for all new users who will sign up from today. Existing users can also access it directly - http://creator.zoho.com/home - to test drive it. Within a fortnight, we will enable this home page as the default one for the existing users as well. Apart from the new polished L&F, we have brought all the settings in this page, which the Admins will
New in Zoho Sheet: Strikethrough and other enhancements
The latest update of Zoho Sheet features the following enhancements. 1. Strikethrough: Zoho Sheet now supports the ability to set the 'Strikethrough' format to cells. This can be used in cases where you want to mark a task as completed in a task list spreadsheet or to eliminate a few options from a list. Here is a screenshot demonstrating its usage. 2. Chart and Image object enhancements: Chart and Image objects objects now use the common UI component used for Buttons. Selecting and acting upon
Important Changes in Campaigns Module
Hello! We have improved the functionality of the Campaigns module in Zoho CRM that will better address most of your campaign management needs. With the earlier version of Campaigns module, you could: Associate a campaign to a lead or contact Associate only new leads and contacts to the Campaign The improvements in the Campaigns module are: Associate multiple campaigns to a lead or contact instead of a single Campaign Source Add the existing leads or contacts as campaign members to different Campaigns
Zoho Recruit: Pre-bundled Reports
Hello! Zoho Recruit - Applicant Tracking System now features the Pre-bundled Reports that gives you a visual glance of your organization's performance. For more details, please go through the following links: https://blogs.zoho.com/general/zoho-recruit-pre-bundled-reports http://www.zoho.com/recruit/help/view-reports.html Do try it and share your feedback with us. You can also connect with us in Facebook and Twitter to get the latest updates. Regards, Rina
Improved Editor Options and Managing Mail Add-on Users
Hello! We recently released the new WYSIWYG Editor in Zoho CRM that makes the editing and formatting options a lot simpler. Earlier, you had few editing options that could be used to create a template but now there are many more options that can come handy while creating an email template. You no longer need to edit the HTML code of the template to add the images. You can even insert images from your desktop, the images need not necessarily be the one hosted on web. You also have the option to insert
Mail Auto Fetch in Firefox 4
Hi All, We acknowledge that there is an issue with automatic refresh of new email messages in Firefox 4 (which was released from Beta recently) in Zoho Mail and the same will be fixed at the earliest. Once fixed we will update the status in the same thread. Please bear with us until then. Regards, Kailash.
Displaying dialog messages in visible area of embedded forms
In Zoho Creator forms, we display success and error dialog messages during data addition. On embedded forms, this error / success dialog message is displayed close to the top of the form only. So, when you scroll to the bottom of the form, this message can be seen only by scrolling all the way to the top. That is, the message is not displayed in the visible area of the form. As a solution, you need to 1. Embed a js file using a script tag as shown in the example below: <script id='zc_external'
New in Zoho CRM: Report Navigation and More...
Hello! Since the last update to Zoho CRM, we have been working on further enhancing the interface based on your requests. With this latest update, we hope to address a few of those requests: Navigation in Reports - Now you have no limitation in the number of records that are fetched in a report. A report will list all the records with the matching criteria and those will be accessible to you. Please note that maximum 2000 records will be listed per page and while exporting, you will be able to export
File Menu in Zoho Sheet
With our next update in Zoho Sheet, we will be having the left sidebar closed by default. You will find a new File menu to access and operate on your files. Clicking on File > Open will bring the sidebar, from where you can select a file to open. This is similar to the File menu in Zoho Writer. This change will come into effect in the next 1 week or so. Here is a video preview to help you understand better. Benefits: More space for your spreadsheet editor. Inching towards having a consistent user
Preview build available - Major change in the internal Framework of Zoho Creator
Hi all, The internal framework of Zoho Creator has undergone a major change. Though there are no major visible changes in the GUI, there are lot of server side changes. Hence we wanted to have a preview release before releasing it in creator.zoho.com . The preview build is now available in http://precreator.zoho.com . You can test your applications from the above link. In a few days, we will release it in creator.zoho.com . Note : Please login before accessing the above link. If you access the above
Zoho CRM - Feature Enhancements
Hello! Yesterday, we made some minor yet important enhancements in Zoho CRM that gives you a better user experience with some of the features. Here is the list: View additional details of an event in the Calendar - Earlier, only the event name and time were available in the Calendar view. Now, you can also see the Related To, Contact Name, and Owner Name details when you hover the mouse on the event in the calendar. This helps you to get the necessary information in the calendar itself. View Modified
https(ssl) site access problem and solution
Hi All, You/your visitors may have the following wiki site secure access problem through https(ssl). Please find the solution below. Problem 1: Solution: CNAME or A Record Change Go to you DNS provider admin page Edit CNAME record and change wiki.zoho.com to customer-wiki.zoho.com If you are using godaddy please refer the link http://help.godaddy.com/article/680 Problem 2: Solution: Buy SSL Certificate This will cost[certificate + installation + support and tracking expiry time] around 75$/domain/year.
New in Zoho CRM: Minor UI Improvements
Hello! We're pleased to announce some UI Improvements in Zoho CRM, before we come to the end of the year 2010. Long Integer Field - Along with the 17 types of custom fields, there is another field added to the list, the Long Integer. This field supports up to 18-digits and can be used for fields that contain Bank Account numbers, Support Ticket numbers etc. Close Tasks in a single click - You can easily close the tasks from the list view by simply clicking the Close link. Product Description for
A Round Up - After Wiki 2.0
Hi All, Wiki 2.0 was released in the month of June and this made the year 2010 special for us. Given below is the round up of updates that happened after Wiki 2.0. Dec 15, 2010 Drag and Drop your files from the desktop directly into the browser for attachment, inserting images or links in editor, and file cabinet. Page sharing notification will be sent through Zoho Feeds while sharing wiki/workspace/pages. Workspace widget is revamped with search and pagination. Wiki and workspace navigation,
New Features: Insert Buttons, xlsx support and time zone preference
We put out a new version last week. You can now insert buttons in your spreadsheets to trigger VBA Macro. This helps you create nice spreadsheet based applications. Our macro functionality will be enhanced further to give you more power. Here is a sample spreadsheet with buttons: http://public.sheet.zoho.com/public/zohosheet/bmi-calculator. We previously supported import of xlsx files (The new excel format). Now, export to xlsx is also supported. Files in xlsx format are now supported via our APIs
Zoho Recruit: Grid View
Hello! We are excited to update you with a new feature in Zoho Recruit. Zoho Recruit - Applicant Tracking System now provides the Grid View option, where you can customize it and make the required fields visible. The Grid View presents a tabular view of data, that helps you to quickly view the required details of Job Openings, Candidates, Clients and Client Contacts along with corresponding attachments, at a single shot. For more details, read our Blogs: Grid View Online Help Please try it and share
New Functionality: Two useful mouse techniques for your spreadsheets!
We have added a couple of new features in Zoho Sheet this week. Drag and drop cells: We have now made it possible to do cut-n-paste actions using your mouse. To move a cell or contiguous range of cells, select it and position your mouse over the selection outline. The mouse cursor will change to "move" pointer . Now drag the selection by holding down the mouse button. Once you reach the target cell, release the button in order to paste the content. Similarly, to copy a cell or range, hold down the
Zoho Support Release - Web Based Help Desk Software - Great Customer Support Starts Here
We are excited to introduce our newest arrival to the Zoho Family, Zoho Support a help desk software for customer support on the cloud. Related blog post can be read here With Zoho Support you can easily manage and respond to an ever growing number of customer support inquiries that arrive via different channels (phone, e-mail, web). In the era of real-time communication and instant-everything, customers expect a prompt answer to their questions. With its innovative web interface, Zoho Support allows
New in Zoho CRM - Web Forms for Google Sites
Hello ! We're happy to announce Zoho CRM Web Forms for Google Sites as a part of our Google Apps integration. As a Google Apps user, you can publish Zoho CRM Web Forms to your Google Sites with a single click. Additionaly, you can also create your Google Sites page within Zoho CRM while specifying the web form details. Lead generation, lead capture and storing of lead details in your Zoho CRM account is made simpler with Zoho CRM Web Forms for Google Sites. For more details, please read our Blogs
DIY Dabble DB Migration Tool
For all Dabble Db Users looking to migrate to Zoho Creator, here is some good news. We made the migration process a lot more simpler than it was.. We came up with a Do It Yourself migration tool. The official announcement came out yesterday. In case you missed it.. Read about it here. Did you like the comic video we made for it?? Then you'd surely be interested in our behind the scenes story.. Thanks Aparna
Workflow Automation in Zoho Recruit
Hello! We would like to update you with a new feature in Zoho Recruit. Zoho Recruit - Applicant Tracking System now allows to set your workflow, to trigger customized email notifications to all the specified recipients - on status change of candidates and job openings. The automated workflow helps you to enhance your team's collaboration and productivity. For more details, read our Blogs: Workflow Automation in Zoho Recruit Online Help Please try it and share your feedback with us. Regards, Rina
IMPORTANT changes in Event Requisition API
Dear Users, Zoho Calendar's Event Requisition API was previously of HTML code that had to be included in your web page source code. We found that it had minor glitches in updating new requests on the calendar. That is why we have implemented an embeddable iframe code as an alternative. Those of you who have embedded your calendars on your website and enabled event requisition using the HTML code are requested to redo the same using the new iframe snippet which we have updated. This will ensure flawless
New Currency Types added
Dear Users, We have updated http://precreator.zoho.com with the below mentioned new features : New option to show/hide "Sign up for Free" link from the login box in application live mode. This enhancement is provided(for paid users) under the Application Settings screen. The following currency types are added: ANG - Netherlands Antilles Guilder GHS - Ghanaian Cedi (new) HNL - Honduran Lempira MMK - Myanmar (Burma) Kyat PAB - Panamanian Balboa XPF - CFP Franc (Pacific Financial Community)
New update of PreCreator
We have updated http://precreator.zoho.com with a new feature that allows users to add new entries for lookup form. Consider 2 forms as below. 1. Author - Author Name - Bio 2. Book - Book Name - Author (Lookup of Author Name from Author form) You can now let users add entries for Author from Book form. As seen above, there are 2 options - Link text for adding new value - Text to be displayed along with a + symbol. If left empty, only + symbol will be shown. - Link text Alignment
Support for large spreadsheets up to a million cells
Zoho Sheet now supports large spreadsheets containing up to 1 million cells. Each worksheet can hold data up to 65,536 rows and 256 columns, subject to a maximum of 1 million cells per workbook. You can import spreadsheet files up to 10 MB in size. We have tweaked our interface and improved the performance to support such large spreadsheets. We will be improving the performance even more during the next couple of months. Here is our announcement page which contains some large spreadsheets, which
Slowness for selected users - Update
Dear all, For the past 24 hours, select users have been facing slowness problems. We have narrowed down the issue causing this problem. It is in one of the DB Clusters. Hence, users whose data is in that specific cluster will face this problem. This issue will be fixed in few hours time from now. Till then, these select users will experience slowness in Creator. We will update this forum post once we fix it. Regards, Charles
Pre-production server updated with Latest Updates & Bug Fixes
Dear Users, We have updated our pre-production server http://precreator.zoho.com with the latest updates and bug fixes. Listed below are the changes that have gone in this build. General Fixes In form edit mode, if the 'height/width' values of a field are empty, it will be filled with default values. Grid View Record Saving error fixed. When a decimal field is hidden and has more than 10 digits apart from a decimal value, record was not being saved. It is fixed now. When a new view is saved out
Grand Release of Zoho Calendar!
Here is to all who encouraged; all of you who never settled for less; and most importantly, all those of you who told us where we fall short. Praise or criticism, without your involvement, we might not be where we are today. We're moving out of Beta! Proudly presenting the Grand Release of Zoho Calendar! Try http://www.zoho.com/calendar. We rightly thought our gratitude should not be lost in all the fanfare, which is why we stopped to express it. We are looking forward to a long-term relationship
Access for new update
The next update, which is scheduled for tomorrow, is available in http://precreator.zoho.com . You can test drive your applications and in case of any issues, please feel free to post them here. Change Log : 1. Look and Feel changes in Script tab 2. Edit mode menu items increased to 20 per column and 4 columns will be shown at a time. Regards, Charles
Access to our pre-production server to test drive your critical applications
From now onwards, we will give access of our pre-production server to all our users. This will be useful for you to test drive your critical applications. Based on the set of fixes that has gone in an update, the duration of this test drive will differ. Note : If there are any critical fixes that need to be updated immediately, this process will be by-passed. A new update is now readily available @ http://precreator.zoho.com Change Log "Show All" introduced in the new menu in Edit Mode. It will display
Grand Release of Zoho Wiki 2.0
Hi All, We are pleased to announce the Grand Release of Zoho Wiki 2.0. See our blog http://blogs.zoho.com/general/introducing-zoho-wiki-2-0 and What's New section http://wiki.zoho.com/What-is-New.html Please try our new features and let us know your comments/feedback/clarifications/issues. Happy Wiking Mano
Zoho Remote API - UTF-8 Encoding
We have had feedback from quite a few developers and partners integrating Zoho's Remote API into their application about the document file name getting messed up when saving it back to their own servers. The reason for this discrepancy is attributed to: The name of the document being in language other than English. Presence of some special characters in the document file name.To offset this problem, partners and developers can encode the document file names using the 'UTF-8' character encoding mechanism.UTF-8
Zoho Remote API Update - Custom Save Notification Messages
We are happy to announce that partners and developers, integrating Zoho's Remote API into their application, can now send a custom save notification message to Zoho document servers. The custom message will be displayed when a user saves the document from any of the Zoho's Office Productivity Service (Writer, Sheet, Show) editors. Currently, Zoho handles both the scenarios of a document save and displays: Success Message (HTTP response code 200) - When the document is saved successfully. Error Message
Zoho Invoice French Version
We use the services of other third party vendors to get our services translated. Post 2.0 release we have received lot of complaints from our French users, stating that the quality of translation is bad. We are working with another vendor to improve our French translation and soon we will be uploading the improved version. Until such time, as an interim measure all French version users will be redirected to the English version of the service. We are extremely sorry for the inconvenience caused.
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