Generate personalized documents in bulk from your web app with the Merge APIs
Hello users, Did you know that Zoho Office Integrator offers a Merge API that allows you to generate customized business documents in bulk? Create offer letters, payslips, invoices, and more in bulk and store them in your preferred storage location in
Zoho Developer Community Monthly Digest - October 2024
Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events
Announcing Zoho Developer Community Hackathon 2024
Hello developers, Are you up for exciting coding battles? Get your arsenal ready and flaunt your expertise! Join us for the first-ever Zoho Developer Community Hackathon 2024—the biggest coding challenge of the year! REGISTER NOW What's in it for you?
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
Spotlight series #24 - Add explanation notes to your slides
The previous post in this series discussed how adding audio and video recordings to your presentations can help your audience understand the content, even when you're not there to present it. Now, here's another way to achieve the same goal. The month's
Announcement: Migrate your workspaces to Zoho DataPrep 2.0
Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
Power of Automation :: Automatically update the Project status based on the Milestone status
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
Spotlight 7: Boost ticket sales with promo codes
Events are all about people, and it takes a substantial amount of marketing and promotion to bring in a crowd. By adding promo codes to your marketing mix, you can incentivize prospective attendees to buy tickets to your event by offering discounts and
Zoho Cliq 6.0: Simplifying work for greater productivity
Zoho Cliq 6.0 is here, and it's revolutionizing the way we collaborate! With a dazzling array of features designed to boost productivity and streamline communication, this update is your ticket to a more organized and connected work experience. Opening
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
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 （11/15）
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。 11月開催のZoho ワークアウトについてお知らせします。 ＊今月の開催回は諸事情により中止とさせていただきます。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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、
Knowledge Base - Primary Departments to Control Article Reviews and Feedback to Ticket Conversion
Hello everyone, We have an important inclusion in the Knowledge Base module: Associating a category to one or Primary Department. Up until now, a category could be associated with more than one department. This allowed the agents who were part of multiple
What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
[Free Webinar] Creator Tech Connect Series - Directory stores and device management in Zoho Creator using Zoho Directory
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
The Social Wall: October 2024
Hi everyone, With just two months left in 2024, we can’t keep calm about these updates that will make your social media marketing experience even more holistic! Add a 'Call' button to your Google Business Profile posts You can now give a more seamless
What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
Mastering email etiquette and best practices to follow in Zoho Mail
Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice 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 Velocity
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Checkout 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 Velocity
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing 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
ZylkerShop: Building a Thriving Community
Hello, everyone! This week, let's discover how Zoho Desk's Community module empowered ZylkerShop to get their customers talking. We’ll dive into the tools and insights that helped them connect with their audience on a whole new level! ZylkerShop set up
Twitter is now X on Zoho Social!
Hey everyone, Following the recent announcement about the popular social media channel Twitter being rebranded as X, we are here to inform you that Zoho Social is up to date with these changes. The Twitter logo has been changed from and the website reads
Merge documents in Zoho Writer from Zoho Sprints
Whenever your company closes a new deal and takes up a new project, creating a project in Zoho Sprints is the first best step to get your planning started with. Every project in Zoho Sprints provisions you to write out a detailed description, allocate
What's New - October 2024
Hello everyone, We’re excited to announce the latest updates to Zoho Backstage, crafted to improve your event management experience and compliance! Here’s a quick overview of what’s new this month: New feature Kingdom of Saudi Arabia - VAT (early access)
Power of Automation: Automating Task closure when associated Issues are resolved.
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:-
Stay informed with API Usage Alerts
Hello everyone, We have introduced API Usage Alerts, a new feature designed to manage API usage more effectively. This feature ensures users receive notifications when their API usage reaches a set threshold. This enables admins to promptly address the
What's New in Zoho Books - September 2024
Hello users! We are excited to be back and share our new features and enhancements with you! You can now add criteria to custom buttons, include taxes in purchase transactions, print or download e-Way bills, and much more. Let’s explore this month's updates
In focus: New privacy and security settings in Radar
Hello everyone, Welcome to the third edition of Radar In focus series. In this instalment, we're discussing Radar's new privacy and security settings. The advent of mobile help desk apps has changed customer support in numerous ways. Along with providing
Scan and upload documents to tickets, comments, and activities
Hello Everyone! To give effective support to the end-users, agents often have to attach information or documents such as an invoice or purchase order. The Zoho Desk app allows the users to include such important details in the form of photos, files, voice
Plug Sample #3: Zoho bookings integration plug for chatbots built with codeless bot builder
Appointment scheduling is an essential process for any business, and we have Zoho Bookings to do it hassle-free. You can further automate the process using AI-powered chatbots, which can save a lot of time and act as an excellent tool to increase engagement
What’s New in Zoho Expense: August - October 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view their
Drive more sales and create loyal customers this holiday season
Hey marketers! The holiday season is almost here, and we all know that means one thing: It's time to roll out those high-impact, unforgettable campaigns. Are you set to make the most of it? We're hosting an exclusive free webinar on November 14, and it's
Enable SAML-based SSO to simplify the login process for CRM portal users
Availability Editions: Enterprise and Ultimate DCs: All Help resources To get a basic idea of the enhancement, please see: Overview of SAML-based SSO in CRM portal. For instructions on enabling this, please see: Configuring SAML-based SSO in CRM portal.
[Free Webinar] Learning Table Series - Creator for the Technology Industry
Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various
OKRs in Zoho Sprints: Set your goals with us!
Objectives and Key Results (OKRs) are a goal management framework used by organizations to define strategic goals as objectives and track the outcomes with key results. Whether you are an upcoming startup or a seasoned business, setting objectives helps
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