Enhanced duplicate management and unified approvals in Forms
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designed
Improve Collaboration and Communication with Mass Comments
Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they are
Introducing advanced statistics for TikTok and other Social enhancements
Dear customer, We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better
Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically
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 CRM】メール機能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藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。
Brand Indicators for Message Identification(BIMI) support in Zoho Mail Android app
Hello, everyone! In the latest Android version(v2.7.7) of the Zoho Mail mobile app, we have brought in support for Brand Indicators for Message Identification. Now, the brand's logos and verification mark will be displayed on the email. Brand Indicators
New List View actions in Zoho CRM!
Hello Enterprise Support members! We are excited to announce some new enhancements for quick actions in the List View. 1. Activity Badge The modified activity badge next to every record in the List View now shows open activities for that record without
Track individual and team performance with essential KPI metrics
Hello everyone, Dashboards provide both real-time overviews and detailed summaries of important business data that support strategic analysis, planning, and decision-making. They provide a snapshot of the team's progress resolving tickets, performance
Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail
Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.
Introducing Simplified Skill Management and Secure Custom Views
We’ve introduced enhanced Skill Set interface for managing skills and improved options for securing and describing your custom views. Skill Set UI Revamp The Skill Set feature in Zoho Recruit now has an updated user interface designed for clarity and
Learn at your convenience with our brand new Ebooks
Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the go
【開催報告】 ユーザー交流会 2024/11/21（木） Zoho CRM / Campaigns / SalesIQ を活用した マーケティング、営業における売上拡大・業務効率化への挑戦
皆さま、こんにちは。コミュニティチームの中野です。 11/21（木）に大阪で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 セッションの登壇資料については、東京開催分の開催報告で共有いたします） 今年2回目の開催となる大阪でのユーザー交流会では、船井総合研究所 加藤さんによるZoho One の事例セッションのほか、 「Zoho CRM / Zoho Desk のワークフロー」をテーマに参加者同士でZoho
Client 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! Commands
Latest update in Zoho Webinar | On-demand webinars
Hello everyone,We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility
Free webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures
Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP
The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platform
Workspace and CRM Contact Sync Updates
Dear Marketers, We are delighted to bring you a fascinating update this holiday season. An update which will help marketers like you increase their focus and enhance contact management. These new features are designed to streamline your workflow, enhance
Zia & Zoho Recruit: A Recruiter's Dream Team!
Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matches. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the perfect match” for your job openings as she can match their experiences, skills and proficiencies with the job’s requirements and grade them accordingly. Assume you have 100 candidate records and five active job openings that all 100 candidates are eligible for
Zoho Creator Upcoming Updates - October 2024
Hello all! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Now, let's dive into the updates for this month: Widget JS
Webinar - Holiday Marketing Hacks | Zoho LandingPage
As the holiday season approaches, it’s the perfect time to refine your marketing strategies and prepare for the influx of shoppers looking for the best deals and offers. To help you navigate this bustling time of year, we’re hosting a special webinar
Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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:-
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,
Categorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns
Enroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOW
Important compliance update: Ensure SMS delivery chain registration
Hello marketers, The Telecom Regulatory Authority of India (TRAI) has issued new compliance directives to ensure the responsible use of telecom resources and prevent unauthorized activities. These updates impact all principal entities (PEs), and complying
Declutter your mail box by choosing what you want to receive
Sorting through a cluttered mail box on the first day of a work week is always protracted. There is a good chance of being looped into irrelevant emails and also missing out on important ones. We, at Zoho Sprints, empathizing this, have provisioned an
Unleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,
File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automatically
【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）
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。 11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 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 ※以下、記載順で開催予定 🟠 大阪ユーザー交流会 11/21(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション ーZoho サービス活用事例：Zoho
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
Announcing Zoho Creator's 2024 Release Projection 2
Hello Creators! Greetings from all of us here at Zoho! We hope you’ve been having an incredible journey with this low-code platform we all love. And here’s a gentle reminder that it’s that time of the year again—where we open up and give you a sneak peek
Announcing new features in Trident for Windows (v.1.17.4.0)
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. Create and manage email filters You can now create and edit email filters in Trident to
【Zoho CRM】フィルター機能に関するアップデート：関連タブとサブフォーム内の項目でデータのフィルタリングが可能に
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」の中からフィルター機能に関するアップデートについて紹介します。 今回の機能アップデートにより、関連タブやサブフォーム内の項目タブで、データをフィルタリングできるようになりました。 この機能アップデートは、現在、JP（日本）、AU（オーストラリア）、CN（中国）のデータセンターに属する組織に対し適用されています。 他のデータセンターの組織に対しては、順次適用予定です。（2024年10月1日現在）
Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.
Announcing new features in Trident for Windows (v.1.5.2.0 + v.1.6.5.0)
Hello Community, Trident for Windows has some exciting new features, prioritizing security with enhancements to elevate your day-to-day communication and productivity. Let's take a quick look at them. Scrub emails Introducing the Scrub feature in Trident
Announcing new features in Trident for Windows (v.1.7.4.0)
Hello Community, Trident for Windows has new features aimed at enhancing ease of use and elevating your day-to-day communication and productivity. Let's take a quick look at them. Drag files from the WorkDrive widget to Mail Previously, with Smart Flow
Featurecast Story 12 - Auto response
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 12 - Auto response Provide prompt, clear communication Auto response ensures that users receive an immediate confirmation of their message, setting a positive tone for their interactions
Updates to Zoho CRM Term of use
Hello Enterprise Support Community! We are expanding the Notification SMS feature to US customers soon! Before we do that Zoho needs to comply with US local regulation which means our Terms of Use is required to be updated. Our Legal team has advised
Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help
Planned Maintenance for the US Data Center on Nov 23rd and 30th
Hello Enterprise Community, An annual infrastructure maintenance for the US Data Center is scheduled for November 23, 2024 and November 30, 2024 between 8:30PM PST to 12:30AM PST. We do not expect any major interruptions as all Zoho services will continue
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