View and manage your records in Calls, Events, Tasks, Contacts, and Accounts with Table View
Hello everyone, So far, Table View was available for the Tickets module; now, we have included it for the following modules as well: Calls Events Tasks Contacts Accounts Managing customer interactions and activities often requires navigating through multiple
Weekly Tips: Zoho Mail's Email Signatures for a Professional Touch
We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sending
Elevate email communications with Zia's Writing Assistant in Zoho CRM
Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales
3/26(水)開催｜5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 3月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたイベントです。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 Zoho Champion や、他の参加者と同じ空間で作業を行うことが可能です。
【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)
皆さま、こんにちは。コミュニティチームの藤澤です。 3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。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で共有しますので、参加できなかった皆さまもぜひご参照ください。 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 2024年度のZoho Championである@松井 邦夫 さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
Verify email addresses to be eligible to use BCC dropbox
Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrate
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Get Ready for In-Person Meetups Across Asia-Pacific this April 2025
Hello to our vibrant Asia-Pacific Community! We are thrilled to bring our Zoho Desk Experts to your cities! What's more special than meeting in person? This is your chance to: Connect directly with our experts Address your concerns firsthand Discover
Pausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025
Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is a
Expanding profile stitching to SMS and WhatsApp
Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is where
Post message to a channel using a simple one-line command!
Hi Everybody! This post is all about posting a message in a Channel using cURL, Wget and PowerShell. cURL is a light-weight, command interface used to transfer data to a server. The steps are pretty easy! The three most important points here are Generating an Auth token Get your Channel Unique Name Form your message as a JSON structure Generating an Auth token To use the 'Messaging API' you'll need Cliq's authentication token from Zoho Accounts. Generate an auth token by hitting the below-given
Strategy influencer in Zoho CRM now shows personalized prescriptions
Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategies
A fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating
Announcing new features in Trident for macOS (v.1.6.0)
Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you
Announcing new features in Trident for macOS (v.1.14.0)
Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team
[Webinar] Simplifying healthcare document workflows with Zoho Writer
Is managing various document creation and management needs in the healthcare industry challenging for you? Are you ready to simplify document workflows? Join us on March 13, 2025, for a Zoho Writer webinar designed how to simplify healthcare document
Important Update: WhatsApp Marketing Template Message Restrictions for US Numbers
Dear Zoho Forms Users, We want to keep you informed about an upcoming change in WhatsApp's marketing messaging policy that may impact your communication strategy. Starting April 1, 2025, Meta will temporarily pause the delivery of all marketing template
Create, Manage and Publish on Pinterest from Zoho Social
Hey everyone, Pinterest is our newest addition to the list of social channels that can be integrated with Zoho Social. With over 444 million users, Pinterest is one of the popular channels that people use to get inspired, share their ideas with the
Meta Restricts WhatsApp Marketing to U.S. numbers; Zoho Desk Limits Bulk & Mass Actions for Marketing Templates
Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restriction
Incident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)
We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AM
Attention: Important updates to the payment gateway integrations
Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the
Weekly Tips: Categorize Your Emails with Tags
We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,
Zoho Sign's exclusive release notes for the life sciences module
Hey there, As you may already know, Zoho Sign rolls out frequent updates, including new features and enhancements, which are detailed on our release notes page. Through the life sciences module, we offer a package of validation documents for users requiring
Bigin Android and iOS app update: Push notification support for WhatsApp messages
Hello, everyone! We are excited to announce that we have now added support for push notifications on the Bigin mobile app for the incoming WhatsApp messages. You can stay on top of your conversations and never miss an important message from your customers.
Power of Automation :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation
Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —are
Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection
Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other apps
ZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.
ZUG Meetup 2025 - India Dear Zoho Mail Community, We're glad to announce that the Zoho User Group (ZUG) meetup is happening across 7 cities in India, this year. We will be travelling to these cities to meet you all in person and share our insights on
Product Updates in Zoho Workplace applications | Feb 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessible
Using Agent Email Address as From Address
Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage. Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
Implementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements
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 Projects
How to convert spreadsheets to any format from your web app with Zoho Office Integrator
Hello users, In this article, we will explore how to use Zoho Office Integrator's Spreadsheet Conversion API to convert spreadsheets to different formats such as CSV, XLSX, and ODT right from within your web app. Highlights of the Spreadsheet Conversion
【Zoho CRM】数式項目に関するアップデート
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、数式項目のアップデート（3つの機能強化）をご紹介します。 【目次】 １、時間ベースの数式を自動更新とリアルタイムの値を表示 ２、条件に基づいて数式の実行停止 ３、既存の数式を使用して新しい数式を作成 １. 時間ベースの数式を自動更新とリアルタイムの値を表示 数式項目のプロパティに関数「Now()」を含む数式項目の値をリアルタイムで自動更新するというチェックボックスを導入しました。 Before：データが手動で編集されるか、自動化によって更新されたときにのみ、数式項目は最新の結果を計算し、値を表示していた。
Important: Zoho Campaigns updates on features and functions
Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our
Prevent invalid entries in forms using Form Field Validations
Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date field
Richer search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]
【参加無料】3/19 東京ユーザ交流会 参加登録 受付開始！(新橋開催)
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。 3月19日(水)に東京、新橋でユーザー交流会を開催します！ 今年最初のユーザー交流会 東京・新橋では、Zoho Champion の松井さん、鈴田さんが登壇します。 Zoho CRM活用事例のセッション、参加者同士で自社の活用・運用について情報交換ができるグループワークや、CRM / Marketing Automationに関するパネルディスカッションも予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
What's new - Reminder and Sorting
Greetings from the Notebook Team, We're happy to announce that you can now set reminders for individual note cards and sort your notes. These additions are available in the latest version of Notebook, across devices. Reminders: Sometimes after taking a note you need to be reminded about it. We can remind you through email and push notifications. To set a reminder, simply open a note, tap the three dot icon at the bottom right, and select "Set a Reminder." Note Sorting: Finding and organizing
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