Enhancement available now! Edit, Filter, Sort and more in CRM for Everyone's Subforms Details Page
Happy Friday from Enterprise Support! Subforms let you link multiple line items to a single record, making data organization simpler. For instance, a sales order subform can display products, quantities, amounts, and other details in one place. Picture
[Resolved] Service Alert: Messaging Slowness in SalesIQ (IN DC)
The issue is been resolved now and all the operations function as normal. We are currently experiencing slowness in messaging operations within SalesIQ, starting from October 21st, 10:05 AM (IN DC). We apologize for any inconvenience this may have caused.
Drive holiday sales with email marketing
Did you know that email marketing contributes to 30% of annual retail sales during the holiday season? Join us for an exclusive webinar where our product experts will discuss how to drive holiday sales using email marketing. What you'll learn: Why email
Module "Candidatures" dans Zoho Recruit - Une nouvelle approche pour structurer vos candidatures
Nous sommes ravis de vous présenter le module Candidatures, une nouvelle fonctionnalité qui transforme la façon dont vous gérez les candidatures. Ce module offre une approche simplifiée et efficace du suivi et du traitement des candidats tout au long
Announcing new features in Trident for Windows (v1.14.5.0)
Hello Community, Trident for Windows is here with new features to elevate your workplace productivity. Let's take a quick look at what's new. Add and edit contacts Previously, you could view all of your personal and organizational contacts in Trident.
Building Extensions #12: Creating widgets with the JS SDK bundle in Zoho Desk - Config Params
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we used Event APIs, along with the Data API and Request API, to create an extension that
Group related values into categories in CRM analytics for easier analysis
Greetings from Enterprise Support! I am sure you can relate that analyzing large datasets can be tricky when dealing with scattered data points, making it hard to find useful insights. To solve this, we’re introducing options for creating categories within
Join our upcoming webinar! Empowering the Future of Work with Secure Solutions in Zoho Workplace
Hello everyone, Join our upcoming webinar: "Empowering the Future of Work with Secure Solutions in Zoho Workplace." This webinar will take you on a deep dive into the robust capabilities of Zoho Workplace's security solutions. We'll also provide insights
Update on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Nuevos tiempos en Zoho Community en español
¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar: 1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,
Update on PDF Download Issues Caused by Antivirus Software
Hello there, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Custom rollup fields for work items
We’ve been receiving requests from our valued customers to introduce rollup fields to automate calculation in work items. Here are some of the requests we've received so far: Is there any way to have task estimation points roll up to the story (parent)?
Pin comments and threads - Zoho Desk app update
Hello, everyone! We are excited to introduce the pinning comments and threads option in the latest Android version(v2.6.34) of the Zoho Desk app. You can now pin the important comments or threads in the tickets. These pinned comments and threads will
IM reply option via blueprint transition - Zoho Desk app update
In the latest version of the Zoho Desk Android app update (v2.6.35), we have brought in support for the IM Reply option within the blueprint transition screen. Now, you can directly reply to IM chats via the ticket's blueprint transition. Please update
New Updates to Zoho Desk Notification Center
We've made a series of updates to the Zoho Desk notification center to improve how agents manage and respond to notifications. These updates address common challenges faced by agents, such as not being able to apply a filter to view notifications where
Power of Automation :: Automatically update completed project status on Task creation.
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:-
New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matched
What's New - September 2024
Hello everyone, We spent the past month rolling out exciting new features to make event management easier. In addition, we’ve improved Backstage's performance and fixed bugs to ensure a smoother event management experience. So, in case you missed them,
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
Enhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
📣 📣 ZUG Meetups India - Explore Hybrid Workspaces using Zoho Workplace - Meet and Learn! 🧑🏽💻🧑🏽💻
We are excited to announce the User Community initiative to meet you all in person and help you explore the need of the hour - Hybrid Workspaces using Zoho Workplace. We aim to help you to setup your Digital Workplace effectively so that your employees
Final reminder on discontinuing the support for Remote Authentication mechanism
We have already announced about the deprecation of Remote Authentication mechanism five months back here. This announcement is a follow up to let the customers, who are yet to migrate from Remote Authentication mechanism, know that we will stop supporting
In focus: Radar exception alerts
Hello there, and welcome to the Radar in focus series, where we shine light on some of the most beneficial features from the Radar app. This time, our spotlight is on the exception handling mechanism of Radar. Consider the following scenario Company A
Live webinar: Zoho Show for HR professionals: Create compelling HR presentations using Show
Hey there HR professionals, Are you finding it difficult to find the perfect employee onboarding presentation template? Or struggling to collaborate on the employee performance presentation? We have you covered. From recruitment and training to webinars
Introducing Client Portal For Recruitment Agencies. It's Everything You've Been Asking For!
Having a great relationship with clients is critical for a recruiter’s financial success, but it’s equally important to cut down on lengthy email conversations to ensure smooth and easy collaboration. To help you with this, we’ve been working on one of the most-requested features from our partners and customers: Client Portal. Currently, users carry out all client-facing communications through multiple email threads, whether it’s a new job requisition from your clients, giving feedback for candidates,
[Edited]Zoho Campaigns: Introducing workspaces, revamped roles and privileges, and streamlined integrations
Dear user, Update alert! We're making a bunch of enhancements to improve your experience with Zoho Campaigns (visible in your account starting on August 10, 2023). What are we changing, exactly? We're glad you asked! :D The changes are focused on the
Announcement! Cross module filtering coming to CRM!
In Zoho CRM, you can now easily find records in each module using advanced filters. These filters let you sort records based on specific fields within the module. For example, you can filter leads by industry, contacts by title, or deals by amount. Once
Hide Print/Download PDF Options for Knowledge Base
Hello Everyone! Welcome to this week’s journey with ZylkerShop on Zoho Desk Help Center customization. This post unveils codes for hiding the Print and Download PDF options from Knowledge Base articles in the Help Center. ZylkerShop wanted to allow its
Concevoir et développer des applications avec Zoho IOT
Il y a près de vingt ans, nous avons imaginé un avenir où la connectivité relierait de manière transparente les personnes, les processus et les appareils. Cette vision s'est concrétisée grâce au pouvoir de l'évolution apportée par l'internet des objets.
Bigin - Astuce #5 : Comment transférer le statut Super Admin ?
Bonjour Community France, Découvrons comment transférer le statut de Super Administrateur. Sachez que le statut de super administrateur ne peut être transféré à un autre utilisateur administrateur que par le super administrateur lui même. Pour transférer
CRM プロダクトマネージャー来日！ 東京ユーザー交流会 申込み受付開始 （10/18 参加無料）
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの藤澤です。 先日のZoholicsでは、多くの方々にご参加いただきありがとうございました。 約4ヶ月ぶりに東京にてZoho ユーザー交流会を開催します。 10月開催回では、本イベント初の試みとしてインド本社からCRMプロダクトマネージャーが来日し、Zoho CRMの機能解説や質疑応答セッションを実施します。 （新機能/プロダクトロードマップの解説セッションは、弊社菊池が代理登壇予定） さらに、Zoho の自社活用方法について参加者同士で共有し合うグループワークや懇親会への参加を通して、サービスの知見を深めて日々の業務効率化にお役立てください。
Introducing Open Shifts (beta) in Zoho Workerly
We are excited to introduce Open Shifts (beta) in Zoho Workerly, which allows businesses to easily manage last-minute staffing needs. This feature is designed for industries with unpredictable shift schedules, such as healthcare, retail, and security.
Speak your Customers' Language: Azure AI Translator for SalesIQ is here!
We're happy to reveal the all-new integration of Azure AI Translator with Zoho SalesIQ! With this integration, visitor messages in foreign languages can be translated to your operator's language for easy, quick support, breaking down language barriers
Power of Automation: Streamline Deal creation in Zoho CRM automatically when a Project is created in Zoho Projects.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions. 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
Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearing
【Zoho CRM】入力規則機能に関するアップデートのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 「CRM アップデート情報」の中から入力規則機能に関するアップデートのお知らせをご紹介します。 今回のアップデートでは入力規則機能に新たな設定オプションが追加され、以下が可能になりました。 項目を検証してから保存 注意メッセージの表示／確認後にデータを保存 エラーメッセージの表示場所の指定 以下より詳細を確認していきましょう。 1. 項目を検証してから保存 アップデート前： 「保存する」ボタンをクリックしたときのみ項目の検証が可能でした。
Google's Announcement on Deprecation of Less Secure Apps
Google has announced the Deprecation of Less Secure Apps (LSAs/Basic authentication) in Google accounts, requesting all app users to transition to OAuth for enhanced security and to prevent hacking of accounts and information. What does this mean for
CRM Canvas detail view now includes tasks, calls, meetings, services, and appointments!
We're excited to introduce the latest update for Zoho CRM—Canvas! With Canvas, you now have the power to personalize how you view and interact with your CRM data. Whether you're customizing record detail pages, list views, or redesigning how you collect
Join our free webinar! Stay ahead of email threats with Zoho Mail in Zoho One
Hello, Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, "From Detection to Protection: Stay Ahead of Threats in Zoho Mail within Zoho One!" Email threats are everywhere — phishing, malware, spam — you name it! But don’t worry;
Custom fields for Bugs module - Zoho Projects iOS app update
In the latest version(v3.8.11) of the Zoho Projects mobile app we have covered the following features: 1. Supported all the custom fields of the Bugs module. 2. We have now added the project’s name next to items(Tasks, Issues, Milestones and Events) within
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