Introducing Screen Share with Audio
Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client
Tip #53: Populate and search values from tables using Table Lookup
Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fields
Introducing more AES digital signature options in Zoho Sign
Greetings! Zoho Sign has continually strived to partner with trust service providers across the globe to give you complete security and confidence, so you can e-sign documents no matter where you are. We've recently partnered with IgniSign, a trust service
Important Update: TRAI Mandates New SMS Header Format
Hello everyone, We have an announcement regarding a new regulation by the Telephone Regulatory Authority of India (TRAI) that affects all application-to-person (A2P) SMS services. Starting on May 6, 2025, TRAI has mandated that telecom service providers
Announcing new features in Trident for Windows (v.1.27.4.0)
Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you can
Zoho Payroll: Product Updates for India - May 2025
This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
Welcome to the Zoho Service Plus community
Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unified
Simplify Zoho API integration with Deluge’s invokeAPI task
Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
Simplify Zoho API integration with Deluge’s invokeAPI task
Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
Attention: Display Issues on Chromium Browsers with Intel® Core™ Ultra Processors
Dear Customers, We've recently identified a display-related issue that may affect some of our Zoho Assist users, particularly technicians using devices powered by Intel® Core™ Ultra Processors. What’s Happening? If you're running a Chromium-based browser
Best Practices - Extensions for Zoho Finance Suite
With Sigma, the extension developer platform, you can create custom extensions that enhance the functionality of Zoho Finance apps like Zoho Books, Zoho Billing, Zoho Inventory, Zoho Expense, and Zoho Invoice. Here’s how to get started: Sign up: Create
Zoho Developer Community Monthly Digest – May 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our
Enhancements in Bookings browser extension
Greetings from Zoho Bookings! We're here with another update to make your scheduling even quicker. We have enhanced our browser extension with three significant features: Copy slots to email Gmail integration LinkedIn integration Copy slots to email This
Power of Automation :: Auto-Color Tasks in Gantt chart based on values in Picklist field.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
New in CPQ: Create dynamic actions in Product Configurator (PC), clone PCs and Price Rules (PRs)
Configuring product combinations just got enhanced. Zoho CRM's CPQ system now supports dynamic actions based on multiple base products. Additionally, you can now clone configurations for both Product Configurator (PC) and price rules (PRs). Dynamic actions
Beyond Email: #2 Connect better with Contacts
After successfully creating a 'Welcome & Setup' event using the Calendar, Sarah is eager to invite her team members to participate. For a smoother communication experience and easy access, Sarah wants to store their information, ensuring quick reference
Integrate MS Teams with Zoho CRM for faster collaboration
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。 本記事は、以前紹介された機能に新たに追加された機能です。 以前の記事：https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts
[Free Webinar] Learning Table Series - Creator for the Finance Industry
Hello Everyone! 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 by demonstrating how Creator can be used as a solution for various
What's New in Zoho Analytics - June 2025
Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning
New views to manage activities within a record
Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of
Eighth Insight - Oversee module relationships with Lookups
The Wheels of Ticketing - Desk Stories Oversee module relationships with Lookups Learning about lookups A lookup field provides a powerful way to display and utilize data from another module directly within a field of your current module. This functionality
New capabilities for custom buttons: Elevate UX and CX with just a click!
-------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy
Perform custom actions from the Ticket interface using Buttons
Hello everyone, We have introduced an option to add Buttons to the tickets, which will facilitate direct access to other applications, websites, allows execution of custom workflows, and more. Accessibility and visibility of buttons The buttons can be
Upsert your missing data without affecting the historic logs
Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the
【開催報告】大阪 ユーザー交流会 2025/6/5 Zoho サービスを活用して業務をアップデート
皆さま、こんにちは。コミュニティチームの中野です。 6/5（木）に、大阪 ユーザー交流会 を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho社員セッションの登壇資料については、8月に開催する福岡 ユーザー交流会の開催報告で共有予定です。） 今年初の開催となる大阪 ユーザー交流会では、akippa株式会社 内藤さんによるZoho CRM / Forms の事例セッションのほか、 「見込み客・顧客データの管理/活用方法」をテーマに、参加者同士でZohoサービス
Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,
Split View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to
Swipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurate
Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.
Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:
Timeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records
【Zoho CRM】 「自動メール送信」機能廃止のお知らせ
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。 今回は「Zoho CRM アップデート情報」の中から、自動メール送信機能廃止についてお知らせします。 Zoho CRMの「自動メール送信」機能は2025年9月30日をもって利用できなくなります。 自動メール送信機能でフォローアップを自動化している場合は2025年6月30日までに 「ケイデンス」に移行することを強くお勧めします。 本記事で言及している「自動メール送信」機能は、こちらの機能を指しております。 ワークフロールールで設定している通知メール送信処理やカスタム関数で設定しているメール送信機能とは異なります。
[Free Webinar] Building Data Relationships Using Subforms - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,
Zoho Books | Product updates | May 2025
Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
Beyond Email: #1 Stay in Sync with Calendar
Weekly Tips: Beyond Email As we approach the International day of Productivity, we are excited to bring you something extra special! Alongside our usual weekly tips, we have curated a dedicated series focused entirely on productivity apps available within
Enhance Your CRM Experience with Zoho Webinars in Sandbox Environments
Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before making
What's New? - May 2025 | Zoho Backstage
Hi everyone, A May-zing month for you! As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tackling
First Insight - Find your Fields
The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can
Automation#30: Auto-Update Time Entry to the Nearest 5 Minutes
Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique
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