Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Zoho Creator User Group meetups in a city near you!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a
【Zoho CRM】各タブ内の一覧表示画面のアップデート
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」の中から各タブ内の一覧表示画面のアップデートをご紹介します。 各タブの一覧表示では、設定条件に基づきデータを行や列で表示し、関連する詳細情報を一目で確認することが可能です。 今回のアップデートでは、タブの一覧表示で利用できる機能が増えました。 【目次】 各行の活動ラベル(ステータス)表示 「フィルター基準」オプション 項目列の非表示 URLのコピー 1.各行の活動ラベル(ステータス)表示 一覧表示内の各データの横に各業務のステータスのラベルが表示されるようになりました。
Introducing Connected Records in Zoho CRM : Bringing customer context to every aspect of your business process
Hello Everyone, #Earlyaccessfeature We are excited to unveil phase one of a powerful enhancement to CRM for Everyone. This is a huge step forward in our efforts to achieve our vision of democratizing Zoho CRM for all with the introduction of Connected
Free webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025
Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,
Decode user intent and behavior patterns with Zoho PageSense Session Recording
Hello there, Join us in our upcoming webinar and learn in-depth about how to tackle conversion challenges with PageSense Session Recording. Session Recording is a powerful function that lets you record, re-create, and gather user interaction insights
Introducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to design
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
[Free Webinar] Enhancing your dashboards with JavaScript widgets in Zoho Creator - 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
Zoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
Unresponsiveness in Zoho Cliq
Time of post: 6:56 am PDT, 19 July 2023 Dear Cliq users, We have encountered an unprecedented issue in our messaging servers. The details of the issue are as follows: Impacted users : 1/4th of users in US DC (users who access cliq services through cliq.zoho.com)
Customize the Date Format based on preference
Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference. The Date pattern field has around 40 patterns
Introducing Bot Filtering for Accurate Email Campaign Analytics
Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign
Enhance Your CRM Dashboard Experience with Instant Filters & Data Downloads!
Hello Enterprise Community, Imagine being a sales manager responsible for multiple product lines across various regions. You rely on your Zoho CRM dashboard for a comprehensive overview, but sometimes you need to drill down into specifics—like how a particular
Zoho Workplace gets yet another security boost: The addition of Zoho Vault
Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost
Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ
Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon. From complex neuroscience to simple note-taking, AI has seeped through every part of human lives,
Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le premier mois de l'année s'est écoulé à toute allure ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Dans un monde où l’information a une valeur inestimable, la protection des données sensibles
Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
Introducing Social Toolkit
Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit
【Zoho CRM】アクセシビリティ向上機能リリースのお知らせ
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」の中からアクセシビリティ向上機能をリリースしましたのでご紹介します。 アクセシビリティ向上機能とは？ すべての人が快適に利用できるように、フォントサイズの調整、色覚サポート、キーボード操作の最適化など、18のアクセシビリティコントロールを提供し、ユーザーのニーズに応じたカスタマイズを可能にします。 概要動画はこちら（英語） 以下にて、本機能の一部を紹介します。 アクセシビリティ向上機能の設定方法
Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM
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 on optimizing
Restructured the Company Information page into distinct sections
Hello everyone, We’ve made significant updates to the Company Information page to enhance usability and streamline your experience. These changes are part of our ongoing efforts to restructure the feature pages across the product. What has changed? Previously,
Manage Approvals Like Never Before: More Control, Flexibility, and Transparency in your Approval Process
Hello Zoho Enterprise Community! We hope you're all having a fantastic day! We’re thrilled to share some powerful enhancements to the Zoho CRM approval process—designed to give you more flexibility, transparency, and control over how records are approved
Radar In Focus: Using Siri For Customer Support
Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automating
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
SalesIQ Chatbots are now available for Telegram!
Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that
Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly
Cliq Channels - Permissions
Hello All, As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel. In more simple words it is the power that one wields in a channel to perform certain actions. You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are: Edit Channel info: Permission to edit the Channel title and description This info will be displayed in Channel
The Social Wall: January 2025
We're excited to get started with this year's monthly product updates through The Social Wall. Let's make 2025 a year filled with excited things to learn and explore. This month, we made some product enhancements in Zoho Social: Publish images on TikTok
Community Digest Enero 2025 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho! Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos
New in WorkDrive: Customize your WorkDrive layout to your preference
Hello everyone, We are back with another exciting updated for this month. You can now customize your WorkDrive account based on your personal choice using the user preferences setting. Choose a theme, customize view and sorting options for your WorkDrive account, and set a preferred default landing page. WorkDrive currently offers three theme options for you to choose from–Evergreen, Calming Blue, and Passion Red. For the default view, you can choose either List or Thumbnail to determine how
Meetups España 2025: ¡No te pierdas la primera edición del año!
¡Hola, Español Zoho Community! En Zoho, creemos en la importancia de brindar formación gratuita para que saquéis el máximo partido a vuestras Apps de Zoho en la gestión de vuestros negocios. Por eso, en marzo vuelven los Meetups de los ZUGs (Zoho User
Digest Januari 2025 - Een terugkijk op wat er deze maand allemaal is gebeurd in de Zoho Community
Beste Zoho Dutch Community, Een nieuw jaar is begonnen, en we zijn enthousiast om het samen met jullie af te trappen! 2025 brengt niet alleen nieuwe kansen, maar ook spannende productupdates binnen het Zoho-ecosysteem. Of het nu gaat om verbeterde CRM-functionaliteiten,
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Update: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms
Hi everyone, Guess what! We have some news. You can now reopen customer chats from different messaging channels on SalesIQ. Yes, we know you've been anticipating this, and we've delivered! This update is designed to make your customer support experience
Power of Automation :: Invoice your timelogs automatically once the tasks are completed
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
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(1/30)
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藤澤です。 1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「Zoho ワークアウト」を開催します。 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、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
Zoho Projects - Add time logs in Offline mode
Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.
Launching Snowflake Integration: Streamline Contact Management in Zoho Marketing Automation
Hello Marketers, Here we are yet another addition to Zoho Marketing Automation, integration with Snowflake. This integration is designed to streamline your contact management and enhance your marketing efforts. Let's dive into the features that come along,
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