SalesIQ Tip: Handle Multilingual Chats Without Switching Tools
When you're chatting with visitors from different regions, language is always a barrier. It slows things down, breaks the flow, and makes conversations feel disjointed, for both you and your customer. So, how does Zoho SalesIQ make this better? SalesIQ
Avec le Sandbox dans Zoho Sign, expérimentez vos workflows de signature en toute sécurité
Le changement fait partie intégrante de tout workflow. Un processus de signature implique souvent plusieurs organisations, différentes étapes de validation et de signature, des exigences de conformité réglementaire, ainsi que plusieurs applications intégrées.
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Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
Ask the Experts 28: Handling customer support with AI
Hello Everyone, Welcome to Ask the Experts 28. This month's session is centered around what every business is looking toward—automating repetitive tasks with AI. In Zoho Desk, you have Zoho's AI assistant–Zia, working its magic. Zia, your AI companion,
Automating Real-Time Zoho Bookings Alerts in Zoho Cliq
Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!
Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
Announcement:Zoho DataPrep 1.0 has been deprecated — We have started auto-migrating your workspaces to 2.0
Zoho DataPrep 2.0 was launched in September 2024 with a brand new way to build and manage data pipelines with the new visual pipeline canvas. After the launch, we deprecated Zoho DataPrep 1.0 and asked our customers to move to 2.0. Most of our customers
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Automation Series #4: Workflow vs Supervisor Rule in Zoho Desk
This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly
Introducing Product Catalog in Bigin
Greetings, I hope all of you are doing well. For many small businesses, sharing products and collecting customer interest often involves multiple tools, manual follow-ups, or even building a full ecommerce website. To address this challenge, we're excited
Gain deeper insights with Stage History and Associated Products in Bigin Dashboards
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin' Dashboard. We'll go over each one in detail. Format Numbers with Ease Previously, dashboards displayed raw numbers like €53,670.06 or €93,034.40,
Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Hello Enterprise Support Community, Advanced Analytics is now accessible to Zoho CRM's team modules. You can choose to add team modules, their notes and fields to include them for reports, insights and other analytical functions. Alongside the standard
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Aggregate & Analyze data using Summary field
Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique
DYK 3 - Day Break
Did You Know you can define different break hours within your work schedule in Zoho Projects? In an organization, most teams follow a standard work schedule with time set aside for lunch or short breaks. Without breaks added in, task durations get calculated
Announcing new features in Trident for Windows (v.1.40.7.0)
Hello Community! Trident for Windows just received an exciting update! We've made it easier than ever to bring your existing email history into Trident—so you can pick up right where you left. Let’s dive into what’s new! Import email files into Trident.
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Zoho Projects Infinity : créez vos projets à votre façon
Passez à une gestion de projet repensée — une plateforme qui s’adapte à votre façon de travailler, et non l’inverse. Découvrez Zoho Projects Infinity, notre toute nouvelle version. Ce que cette version signifie pour vos équipes Chaque équipe a sa propre
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Deliver timely updates across your organization
Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training
Automation Series: Assign Subsequent Task Owner on Completion
When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In Zoho Projects, this can be addressed by automating task assignment using Custom Function, so that ownership
Zoho Mail app update: Accessing Delegated Mailbox.
Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
What's new in Zoho Social - Q1 recap
Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar
[Webinar] What's New in Zoho Analytics: Q1, 2026
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,
New Income Tax Act 2025 and Rules 2026 for India (Effective 1 April 2026)
Hello everyone, The Income Tax Act 2025 came into effect from 1 April 2026. This new law replaces the old Income Tax Act of 1961. Along with the new Act, the Income Tax Rules 2026 have also been released by the government. These updates bring practical
Zoho Mail Android app update: UI revamp
Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the
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Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
Du prompt à la production : comprendre le fonctionnement du MCP
Le Model Context Protocol (MCP) est un protocole ouvert qui standardise la manière dont les applications se connectent aux modèles de langage (LLM). En termes simples, le MCP est le « USB-C des agents IA » : une interface universelle qui relie l’intelligence
Introducing PDF conversion in Deluge
Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation
Webinar Alert: Learn how to decode your landing page performance with analytics
Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics
Zoho Forms for Vertical Studio Subscriber Organizations
We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Introducing the New Applications Module
We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
Automation Series #3: Macro vs Workflow in Zoho Desk
Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
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