Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
InteGreat 03: Integrating Zoho Creator with Zoho Books
Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use. You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the
【オンラインユーザー会 開催決定!】Zoho CRM / Campaigns にフォーカスしたセッションを実施 5/24(金)14:00〜
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 5/24(金)14:00よりオンラインにてユーザー交流会を開催いたします。 *本イベントは定員に達したため、参加登録の受付を終了します。 6月にオフラインで開催するユーザー交流会へのご参加をお願いいたします。 ベテランユーザーによるCRM / Campaigns にフォーカスしたZoho サービス活用事例や、参加者からの質問に回答する相談会など、サービスの使いこなしに役立つ情報が満載です。 初参加の方も大歓迎ですので、ぜひお申し込みください!
'Motivator for Zoho CRM' will replace Zoho Motivator
Zoho Motivator was an add-on product to Zoho CRM used to improve sales activity management by reinforcing positive sales behaviors. As you know, we planned on bringing Zoho Motivator to EOL in order to bring the benefits of the product directly to Zoho
New Features rolled out on April, 2024
Sunburst Chart We're thrilled to announce that Zoho Analytics now supports the Sunburst Chart. Explore the power of hierarchical data with our sleek and intuitive Sunburst Chart and uncover trends with precision. This dynamic chart visualization transforms
Dynamic Display Remote Settings & Contacts and Companies Modules Split - Bigin - iOS and macOS
Hello Everyone! In the most recent iOS (v1.8.10) and macOS (v1.6.9) updates of the Bigin app, we have included support for a list of functionalities. Here are those: Dynamic Display Remote Settings: Your Dynamic Display customisations now effortlessly
Integrating SalesIQ + WeChat: Converse with WeChat users directly from SalesIQ!
Hello everyone. We're back with another exciting update! The much-awaited integration of SalesIQ with China's most-used instant messaging application, WeChat is here. With this integration, you can now connect your business' WeChat account with SalesIQ.
Knowledge base: The nitty-gritty of SEO tags
A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
Early Access for GraphQL APIs
Hello Developers, Exciting News! We are thrilled to announce that Zoho CRM GraphQL APIs, previously exclusive to our Ultimate Edition customers, are now available for early access for the following Editions too. Enterprise Zoho One Enterprise CRM Plus
Automation #12 - Automatically add comments to tickets when criteria matches
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
[Free Webinar] Learning Table Series - Creator for the Education Industry
Hello Everyone! We welcome you all to the upcoming free webinar - Learning Table Series. The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience
Zoho Sign in Australia - ZUG Meetups - May 2024
Hello! Are you a business owner who faces a lot of business paperwork on a daily basis and needs to get multiple documents signed to close deals? Here's a chance for you to meet, connect, and network with other Australian business owners in your city
What’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferences
Introducing '@Mention' in Zoho Writer
Team-work is best when you can collaborate and work on projects seamlessly. Zoho Writer made it possible with its real-time collaboration and intuitive reviewing features. Now, we take collaboration to the next level with the introduction of "@mention" in comments. While earlier, it was possible to add comments in a shared document to share your feedback or inputs, now you can direct those comments to specific users in the document or outside, to pull them into your discussion. By using the @mention
What's New in Zoho Books - April 2024
Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization
Now you can set default properties for the Email Composer in Bigin
Greetings, Previously, when you sent an email in Bigin, you had to set the font style and size, sent from address, reply to address, and reply details manually. With this enhancement, however, you can set default preferences that will be automatically
[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.
Unveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, where
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
Introducing Inbox in Zoho Social
Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them
Telephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
Smart Descriptions for Smarter Hiring Moves
Efficiency, precision, and unparalleled productivity are the pillars of successful businesses, especially in the dynamic realm of recruitment. We're thrilled to introduce a groundbreaking tool designed to redefine how you craft and optimize job descriptions
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
【Zoho CRM】キオスク機能の紹介
こんにちは、コミュニティチームの鳥越です。 電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます!電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。 さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。 【Zoho CRM】 キオスク機能リリースのお知らせ *適応環境:エンタープライズプラン以上 ◆キオスク機能とは? 特定の処理を行うための専用画面(キオスク)をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。
Discontinuing Facebook Groups due to API deprecation
Hi everyone, Following a recent announcement made by Meta, the API for Facebook Groups will be deprecated (made obsolete) and won't be available for all third-party social media management applications. So, Facebook Groups won't be accessible in any Zoho
Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Introducing Zoho Learn version 2.0
We are thrilled to unveil the latest version of Zoho Learn, now offering extended enterprise training and knowledge sharing for external users with custom portals. Alongside custom portals, we are introducing a plethora of new features in this release.
Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
Zoho Desk: What's new in 2024 | Feature release
Zoho Desk's 2024 release is here! This year, we are bringing you a range of highly-anticipated features, including some that are designed to meet unique and industry-specific needs. With solutions for personalization, automation, AI, ticket management,
Zoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Function #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
Introducing Zoho CRM's all new email configuration
Last modified on Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along
Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
Real estate ZUG virtual meetup: Online file management with Zoho WorkDrive
Hello everyone, Join us for an upcoming virtual meetup tailored for the real estate community, focusing on optimizing online document management with Zoho WorkDrive. This event will provide you with valuable insights and practical tips to streamline your
Navigating email templates just got a lot easier!
Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's why
Time-saving table hacks
Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.
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