Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns
Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who
Power of Automation :: Automatically Approve/Reject the associated timelogs of Issues
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Zoho Desk iOS and Android app update: Attachment restriction
Hello, everyone! We are excited to introduce an option to restrict uploading certain attachment types on the Zoho Desk app. This feature allows you to specify the types of attachments are allowed to be uploaded and shared within the Zoho Desk. This can
Improve user efficiency with Automated reminders
When it comes to business, keeping up with the deliverables is imperative. Automated reminders help you just with that, allowing you to set up notifications that are automatically triggered to your workspace users to remind them about important updates,
Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace
Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where
iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.
Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.
Fourth Insight - The power of Multi-Layouts
The Wheels of Ticketing - Desk Stories The power of Multi-Layouts In the previous insights, we have established that layouts are the foundation for a ticketing system, and fields are the building blocks for the same system. Fundamentals of layouts Fields
Spotlight series #7: Path animation
Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation
Announcing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part
Announcing new features in Trident for Windows (v.1.25.8.0)
Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Accessing delegated mailboxes. Mailboxes delegated from the Zoho Mail web app can now be
Share forms with your team to collaborate better
Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together. What's
Streamlining customer inquiries with Email-In approvals
Greetings! Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into a
Notice: Revise OpenAI model permissions to continue Using Zia Writing Assistant
Dear Users, We’re upgrading the Zia Writing Assistant to use the GPT-4o-mini model for improved performance and accuracy. To continue using the Writing Assistant, please revise your OpenAI model settings by May 27, 2025. After this date, older models
Simplify ticket replies with intelligent writing and content analysis tools
Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.
Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement
Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool
One Place for All Your Automation Needs
All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.
[Free Webinar] Building Data Relationships Using Lookup Fields - 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
Free Webinar - Overview of Zoho Sign and latest updates- May 2025
Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.
Announcement: Zoho DataPrep 1.0 will be deprecated on April 15, 2026
We'd like to inform you that the Zoho DataPrep 1.0 version will be officially deprecated as of April 15, 2026. This aligns with our efforts to streamline and improve your overall experience with Zoho DataPrep 2.0 which was released in Sep 2024 . To ensure
Advance Your Churn Predictions with Zia's Usage Data Feature: Event Mapping
Greetings all, This is an important and exciting update about feeding usage data into Zoho CRM. To expand the scope of how usage data can be used by Zia, we are introducing a new section called Usage Data under Zia. Users can now easily import, edit,
List View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,
Zoho Developer Community Monthly Digest – April 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource
Announcement - Custom Function Series
Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunk
Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?
In sales, timing is crucial. It makes a huge difference. What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you
Formación: Workshop de Zoho CRM y Servicio al Cliente
Tu oportunidad para transformar tu forma de trabajar con Zoho Zoholics 2025 está pensado para ti, que quieres llevar tu uso de Zoho al siguiente nivel y aprovechar al máximo tu subscripción. Una de las experiencias más potentes de la agenda de Zoholics
Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot
Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete
Weekly Tips: Don't Delete, Just Archive
For a business that relies heavily on email for communication, a cluttered inbox can be quite challenging to manage. Some emails can take up significant space in your inbox, making it difficult to navigate to other important emails. While these emails
Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.
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:-
Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Le mois dernier, nous avons abordé deux approches clés du marketing : l’e-mail, outil traditionnel et sûr, et les réseaux sociaux,
Zoho Books | Product Updates | April 2025
Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format
【Zoho CRM】キオスク機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、キオスク機能のアップデートについて、 一部を抜粋してご紹介します。 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。 本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。 詳細について以下より確認しましょう。 ＜目次＞ データ取得機能：「データ選択不要」のデータ表示
[WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]
Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem
Third Insight - The Importance of Data Segregation
The Wheels of Ticketing - Desk Stories The Importance of Data Segregation Data segregation In ticketing systems, data segregation organises data into logical groups or categories to reduce ticket backlogs and resolution time and improve the overall customer
Quickly migrate attachments to Zoho CRM without having to restart the process multiple times
Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common source
Collaborate without compromise, with Ticket Sharing.
We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay: Moving tickets across departments could result in a (well-intentioned) battle for access. When tickets move between departments while agents are working on them, chaos ensues. To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone gets
What's New - April 2025 | Zoho Backstage
Hello there, Phew! It’s been a busy month—and it’s all for you. You know that feeling when your to-do list is long, your coffee’s gone cold, but your team is absolutely crushing it behind the scenes? That’s been us this month. Between brainstorming, building,
Tips and Tricks #40: Find and add YouTube videos to your slide from within Show
Hi Everyone! When using the right videos in a presentation, you can easily capture your audience's attention and help them connect with your message. This is useful especially when you want to explain any complex concept. For example, you can use a video
Enhance Data Visibility with Mapping Fields from Lookup Module
We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides
Smart Hiring Made Easy: Experience our Optimized Chatbot
We're thrilled to announce that Zoho Recruit's Chatbot has received an exciting update! With this enhancement, recruiters will have access to even more features that will help them passively find the best candidates for their open positions. Listed below
Power of Automation :: Automatically start / pause / stop timer on task status update.
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:-
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