Power of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Function #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If youGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyParticipez à notre prochain Meetup Community en novembre
Chers utilisateurs, Comme annoncé sur nos réseaux : les meetups font leur retour à ces deux endroits 🗣️ 📍 Lyon : le 19 novembre (🎯 Il ne reste que quelques places !) 📍 Paris : le 21 novembre (Déjà complet !) Au cours de ce Meetup, vous découvrirezAnnouncing new features in Trident for macOS (v.1.9.0)
Hello everyone! Trident for macOS (v.1.9.0) is here with new features and enhancements to elevate your workplace communication. Let's take a quick look at them. View shared folders. Shared folders boost teamwork by providing centralized access to emails,Improving Zoho Creator's email deliverability
Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong senderWhat's New in Zoho Inventory | July - September 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Introducing the South Africa Edition We're thrilled to introduce the newest edition of ZohoAppend tags to records on import
Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when【Zoho CRM】ワークフロールール機能に関するいくつかのアップデート
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」の中からワークフローに関するアップデートをご紹介します。 今回のアップデートではワークフロールールに新たな設定オプションが追加され、以下が可能になりました。 以前に予定された処理を再スケジュール 日付の数式項目を実行条件として設定 データの作成上限数を変更 自動処理で作成されたタスクに対するワークフローの実行 以下より詳細を確認していきましょう。 1. 以前に予定された処理を再スケジュール 今回のアップデートにより、ワークフローの予定時間を変更した場合、以前にスケジュールされたすべての処理にも自動的に適用されるようになりました。Add a professional touch to your documents with watermarks
Hey there, writers! In this post, we'll explore how to use Zoho Writer to add watermarks to your entire document or specific sections. We'll also cover how to insert a dynamic watermark using merge fields. Adding a watermark gives your documents a professionalIntegrate check in/check out notifications in Zoho Cliq with Zoho People
Hello everyone, Today, we wanted to share with you a useful tip on how to integrate check in/check out notifications in Zoho Cliq with Zoho People. By integrating these two Zoho apps, you can ensure that your team members receive timely updates on theAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,Users module revamp - Zoho Projects Android app update
Hello everyone! We are excited to announce the revamp of the Users module on the Zoho Project Android app. Here are some of the new features and updates: 1. Sheet view on the Users module You can now access the essential user information at a glance,Bigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsBlueprint transitions are compatible with IM tickets
Hi everyone, We are excited to announce that Blueprint transitions are supported for instant messaging (IM-related tickets in Zoho Desk. This is designed to streamline the process for agents managing IM tickets, making it easier to engage with customersIntroducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsImportant update! Re-authentication mandated for sensitive admin operations in Admin Console.
Dear Zoho Mail Community, Hope you're all doing good and staying safe! As we strive to provide you with better security for your business email needs, an additional measure has been taken to ensure more security to the sensitive Admin Operations performedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableVoici Zoho Tables - l'outil de gestion du travail
Nous sommes ravis d'annoncer le lancement officiel de Zoho Tables ! En quoi consiste un logiciel de gestion du travail ? Lorsque les résultats sont encourageants, c'est qu'ils reflètent une gestion efficace du travail. Cependant, au niveau des opérationsOpenAI 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. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listZoho Desk integrates with Qntrl for effective task management
Hello everyone, We are happy to announce that you can now integrate your Zoho Desk account with Qntrl. This integration provides an effective way to manage tasks, collaborate, streamline processes, and deliver projects on time which helps to collaborateTips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers toIntroducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-relatedAchieve 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 displaysAnnouncing new features in Trident for Windows (v.1.16.5.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication and productivity. Let's take a quick look at what's new. View your out-of-office status in Calendar You can now view your entire out-of-office【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開！
皆さま、こんにちは。コミュニティチームの藤澤です。 10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました！ 本投稿では、その様子をお届けします ！当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 ※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。 今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。 ⚫️Zoho 社員セッション：CXUpdates to Analyse Sentiment task
Hi there, The Deluge team continuously strives to improve the performance of the various Deluge tasks, and as part of these efforts, we have made significant backend changes to one of our AI tasks, Analyse Sentiment (zoho.ai.analyseSentiment). What isDynamic Display - Bigin - iOS
Hello everyone! In the most recent updates for the Bigin mobile app (iOS v1.8.1 and macOS 1.6.1), we have introduced support for Dynamic Display, just like in the Android version of the app. This feature empowers users to personalize their list view inAll about extensions
Extensions are installable plugins or add-ons that help enhance a product. With Zoho extensions, you can improve your existing Zoho products or integrate with third-party apps. Why extensions? Some in-product customizations are available for your ZohoZoho 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 comptabilitéIn app audio, video player - Zoho Projects Android app update
In the most recent Zoho Projects Android app update, we have introduced the in app audio and video player for the Zoho WorkDrive storage type as well. You can now access the audio and video files on the app without being redirected to Zoho WorkDrive.Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balanceFunction #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you toZoho CRM For Everyone (CRM4E): ¿Qué es y cómo usarlo en tu negocio?
¡Hola, Español Zoho Community! Hoy queremos hablaros sobre una de las novedades de Zoho CRM más interesantes: Zoho CRM for Everyone. Este lanzamiento entrega a cada equipo de las empresas un espacio propio para contribuir activamente, ya que permite aIntroducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents withEnhancing self-service capabilities with AI-based Zia Answer Bot
Hello All, Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently. By leveraging knowledge base (KB) resources, the Answer Bot provides accurate[Resolved] Service Alert: Messaging Slowness in SalesIQ (IN DC)
The issue is been resolved now and all the operations function as normal. We are currently experiencing slowness in messaging operations within SalesIQ, starting from October 21st, 10:05 AM (IN DC). We apologize for any inconvenience this may have caused.Drive holiday sales with email marketing
Did you know that email marketing contributes to 30% of annual retail sales during the holiday season? Join us for an exclusive webinar where our product experts will discuss how to drive holiday sales using email marketing. What you'll learn: Why emailNext Page
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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 versatileAutomation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submitsAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Books on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP Velocity Filter is active. What You Need to Know About the Transaction IP VelocityCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
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This morning in Australia my Android and MacOS email clients can no longer login to IMAP. It's asking for a password. This has not happened before. Is there a technical issue? I can still login from the web browser though.Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal for
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientNo longer get Cliq notifications on phone if app not started
On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,Calendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there haveZoho Mail POP & IMAP Server Details
Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
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