Zoho Desk iOS app update - Rich Text Editor in comments, Hyperlinked Ticket Ids and Default Comment Type
Hello everyone! In the latest version(v2.9.4) of the Zoho Desk iOS app update, we have brought in support for the following features for the comments section: 1. Rich Text Editor 2. Hyperlinked Ticket IDs 3. Default Comment Type Rich Text Editor: You
Tip 3: How to dynamically filter reports using URL parameters
Hi folks, As part of Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on how to use URL parameters to filter reports. You don't always have to play with filters to drill down reports. Yes, that's right. You can pass URL parameters to set filter values and view only the required data. This technique is quite useful while linking reports in an email, a document, or when bookmarking an important report that you would like to view on a regular basis. For example,
Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)
Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!
Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product
Calculate service cost, ticket age, and other metrics using Formula Fields in Zoho Desk
Hello everyone, Formula Field is currently available on Early Access. Kindly fill out this Registration Form to request early access. We have made an important update to the fields and layouts in Zoho Desk that will allow users to compute values within
Introducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions
#CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Calculate service cost, ticket age, and other metrics using Formula Fields
Hello everyone, Formula Field is currently available on Early Access. Kindly fill out this Registration Form to request early access. We have made an important update to the fields and layouts in Zoho Desk that will allow users to compute values within
[WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)
Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,
Power of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
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:-
【Zoho CRM】集計項目のアップデート
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」の中から集計項目のアップデートをご紹介します。 (集計項目機能の概要が知りたい方はこちらよりご確認ください) Zoho CRMの集計項目は、データを手軽にまとめるための便利な機能です。 今回のアップデートにより、業界ごとのニーズに合わせたサマリーをより簡単にカスタマイズして作成できるようになりました。 【目次】 本アップデート概要 集計要件のカスタマイズについて 1.本アップデート概要 以下キャプチャでは、例として「見込み客」の項目の作成画面を開いています。
Enhanced Apply with SEEK: Now with JobStreet & JobsDB
We're thrilled to introduce an enhanced Apply with SEEK feature, now supporting JobStreet and JobsDB integration. This update extends its reach across APAC countries, offering a seamless application process for candidates and greater hiring efficiency
Caso de Uso | Cómo Surus - Escrapalia aceleró sus operaciones con Zoho CRM Plus
"Me quedo con Zoho seguro. Es una herramienta súper potente que comunica todos los CRM. Toda la información sale de un mismo núcleo" - María José Muñoz, Responsable de Recursos Humanos en Surus - Escrapalia. ¡Hola, Español Zoho Community! ¿Alguna vez
Introducing Form Rules
You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input. Why use Form Rules? Form Rules empower you to
Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configured
Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, 10.13, and 10.14
Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, 10.13, and
Weekly Tips: Clean Your Inbox Using Email Scrubbing
We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages
Webinar - Getting Started with Landing Page Marketing | Zoho LandingPage
Ready to build your first landing page that actually converts? Landing pages are a powerful marketing tool—but only if you know how to use them correctly. In this webinar we’ll dive into everything you need to know about creating landing pages that capture
Important Update: Mandatory Email Domain Verification for Zoho Analytics Users
To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verify
2024年度 Zoho Champion 決定のお知らせ
ユーザーの皆さん、こんにちは。Zoho コミュニティチームです。 Zoho コミュニティでは、2024年の1年間でコミュニティに貢献し、他ユーザーの役に立つ活動・情報発信を特に積極的に行ってくださった4名の方を、 「Zoho Champion」 として表彰させていただきます！ @西尾真言さん、 @Kunio さん、@岡安裕一（Yuichi）さん、@Suzuta さん ユーザー交流会の事例セッションへの登壇、フォーラムへの投稿 / 質問への回答や各活動についてのフィードバックなど多くの貢献をいただき、大変感謝しています。
Function #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoices
Transformez vos interactions événementielles avec l’intégration WhatsApp dans Zoho Backstage
Un des plus grands défis de l'organisation d'événements est de garder les participants informés et engagés tout au long de l'événement. L'intégration de WhatsApp dans Zoho Backstage permet aux organisateurs de communiquer directement avec les participants,
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
Elevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
2024 recap: Key updates to Zoho CRM's mobile app
Hello everyone, 2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year. Here's a quick feature recap! Share record URL (Android) Users can now easily copy
Introducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement has
Zoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
【Zoho CRM】翻訳機能のアップデート
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」の中から翻訳機能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、翻訳機能が拡張され、さらに多くの言語に対応できるようになりました。 またこれまでは、「見込み客のデータ元」の選択リストの値や商談のステージ名といった、特定の値については画面の設定言語を変更しても標準言語のままで表示され、言語変更が反映されませんでした。 今回のアップデートにより、そのような一部項目にも言語変更を適用できるようになります。
Enable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
Introducing the Get to Know Deluge series!
Hello users, To help users unlock the potential of Deluge, the Zoho Deluge team has launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities.
Gain user-based AI insights with Sheet View
Zoho Sprints is AI-ready when it comes to analyzing your organization’s users. We can process the user data available in your Zoho Sprints workspace and provide you with real-time insights, helping you understand user contribution, efficiency, and other
Live webinar: Zoho Show for SMBs
Hello everyone, We are excited to bring you to our first webinar of 2025! This time, we’re focusing on SMBs and exploring the role of presentations in pitching business ideas or solutions. We’ll also look at how Zoho Show gives you a wide range of tools
Power of Automation :: Automatically approve the pending timelogs at your preferred time
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
🌟 Attend the Zoho CRM Plus Customer Experience Workshops! 🌟
Discover how to unify your sales, marketing, and customer service teams to deliver exceptional customer experiences with Zoho CRM Plus. What’s in it for you? 🔍 Deep Dive into Our Unified CX Platform Learn about CRM, Desk, SalesIQ, Survey, Projects, Social,
Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.
Making the Resolution Tab Mandatory
Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
In focus: Customizing agent details in Radar
Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics
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