Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
Launching Zoho Marketing Automation 2.0
Dear marketers, We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this exciting
Creating a Gmail integration using custom connectors
Hello everyone! Greetings from Deluge. Following up on our series aimed at exploring the capabilities of Deluge, today we'll take an in-depth look into the Deluge custom connections that can be created across Zoho services. Deluge boasts an extensive
Launching multichannel inboxes in Zoho TeamInbox!
Dear all, We're thrilled to announce a major milestone for Zoho TeamInbox—your shared inboxes are now multichannel! Introducing multichannel inboxes in Zoho TeamInbox! Set up a unified shared inbox to hold all of your relevant messages, no matter where
Set up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been
Sign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. The
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 21st October, your customers
Zoho Developer Community Monthly Digest - September 2024
Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
Introducing group by, aggregation, and repeating regions in mail merge templates
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
Zoho Sprints - Q3 Updates for 2024
The updates for the third quarter of 2024 are out. A few new features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Objectives and key results (OKR) measurement Custom rollup
Zoho Projects iOS app update
In the most recent Zoho Projects iOS app update, we have supported the milestone owner field layout customization within the milestone add/edit form. Now, you can add a milestone without assigning it to an owner if the owner field is set as non-mandatory.
[Free Webinar] Creator Tech Connect Series - Domains, controls, and security 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
New Email Permission Enhancements in Zoho CRM!!!
📧 We're excited to share some big improvements in how you access and share emails in Zoho CRM. 📧 Previously, all emails sent directly from Zoho CRM's servers could be viewed by anyone with record viewing permissions, no matter their role. This wasn't
Digest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un mois s'est déjà écoulé depuis la rentrée, explorons ce qui s'est passé au sein de Zoho Communauté France. Zoho s'engage continuellement à améliorer ses produits pour aider ses clients à gérer leur entreprise en toute fluidité.
Securing Your Knowledge Base in the Help Center
Hello Everyone! Welcome to this week's edition on customizing the Knowledge Base in the Help Center. As the core of self-service for customers, the Knowledge Base is essential, but some organizations, like ZylkerShop, choose to restrict access to registered
View the conference options within Zoho Mail Android app(v2.7.6)
Hello, everyone! In the latest version(v2.7.6) of the Zoho Mail Android app, we have brought in support to view the conference options(Zoho Meeting, Zoom Meeting, Microsoft Teams) added to an event on the event details screen. You can now start/ join
Notebook for ChatGPT!
Dear Notebook Users, You all know this trending language model which has been doing great for the past few days. Everywhere you go, you see some interesting information about this Artificial Intelligence. If you're not aware yet, this is the right time
Explore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions
Optimize Applicant Conversion with Pixel Tracking
Are you looking to improve your recruitment campaigns by understanding how many visitors convert into applicants? With Applicant Conversion Tracking Pixels in Zoho Recruit, you can gain deeper insights into candidate behavior and make data-driven decisions
Important Update on Sendmail Statements in Custom Functions
Hello everyone, We have an update regarding the use of the sendmail statement in custom functions. We plan to allow only verified email addresses as 'From' addresses for emails configured in sendmail statements starting December 1, 2024. This change aims
The Social Wall: September 2024
Hey everyone, This month, we've come up with some useful updates to enhance your journey with Zoho Social. Let's see what went live! Schedule bulk posts to supported networks from the revamped UI The bulk schedule feature in Zoho Social just got a revamp.
Introducing the inline translation feature in IM module - iOS18 feature.
In the latest version(v2.8.26) of the Zoho Desk iOS app, we have supported inline translation feature within the IM module, enabling real-time translation of text messages. This enhancement improves the user experience by facilitating smooth, multilingual
Convert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. [Update | 16 Jan 2025] This feature has been released to all orgs in the supported editions and DCs. Editions: Enterprise edition
Function #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billed
【Zoho CRM】割り当てルール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。 今回は「Zoho CRM アップデート情報」の中から割り当てルール機能に関する最新のアップデートをご紹介します。 今回のアップデートにより、割り当てルール機能でルールの適用対象データの条件をユーザーの役職に基づいて設定できるようになりました。 割り当てルールの設定権限を持つユーザーは、ルールを適用する際に「すべてのデータ」または「次の条件に一致するデータ」を選択できます。 「次の条件に一致するデータ」の場合は、データの項目やそのデータに関連するユーザーに基づいて、条件を設定することが可能です。
Announcing Zoho Mail - Inactive user Policy
Dear Zoho Mail users, Thanks to all of you for your continuous support. We have recently started implementing the Inactive User Policy, for Zoho Mail. A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity. Whoever received the communication need not panic, as we have just communicated our policy to all the users. To
Optimize your Knowledge Base for enhanced visibility with meta descriptions
Let's explore the importance of a meta description for your article. Imagine a diligent writer named Damon, who has been working tirelessly on a knowledge base article for his website. He knew that a well-crafted meta description was crucial to attract
Introducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,
Free Webinar Alert! Mastering email security using Zoho Mail
Warm greetings to our Zoho Mail community! We're happy to invite you to our webinar, "Mastering Email Security: Tips and Tricks in Zoho Mail." Join us to gain insights on how to protect your inbox from email threats like phishing, malware, and spam. We’ll
Power of Automation :: Automatically move the tasks from one Project to another when the status is updated
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 Community Digest - August 2024
Hello Everyone, This month, we've got a host of exciting updates to Zoho CRM, including early access to CRM for Everyone, the Beta release of ZDK CLI, the new Zoho CRM V7 API featuring advanced capabilities, and the ability to convert dashboards into
Introducing Zia's integration with OpenAI for Zoho CRM
The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM
Hello everyone, We're excited to unveil two highly anticipated subform features: Bulk additions for subforms via lookup Subform permissions Let's dive into them further: Bulk additions for subforms via lookup One of our most significant updates yet introduces
Take control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
Stay on top of your tasks now, with Task notifications in Zoho Desk Android app
Hello all, In the latest version (v2.4.16) of the Zoho Desk Android app, we have brought in support for Task Reminder notifications. You can now get notified if the reminders for the tasks are enabled while creating the tasks. Below is a screenshot
Free webinar: The critical role of electronic signatures in HR
Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical
In Focus: Radar's Community Dashboard— A must-have tool for every community manager
The community dashboard in Radar comprises a number of useful KPIs and charts that can help with fostering engagement in your user community. The insights and handiness of Radar's community dashboard make it a must-have tool for community managers. To
[Free Webinar] Learning Table Series - Creator for the Nonprofit 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
Zoho Creator Integration with Zoho CRM goes live for Professional Users
Hi all, We're excited to announce that the integration of Zoho CRM with Zoho Creator, previously available for our Enterprise and above edition users, is now accessible to all Professional users! With this integration, Professional plan users can now
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