Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
Zoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Android additions can make your CRM journey even better. 1. Identifying and merging
Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and
Troubleshooting in Creator : New Learning Series
Dear members, I'm happy to announce that, as part of the Community Learning Initiative, we are starting a new series of articles on "Troubleshooting in Creator". The goal of the series is to empower the developer with information that could help him understand
Zoho CRM's V6 APIs are here!
Ho ho ho, developers! Hold onto your hot cocoa because we have just unwrapped the ultimate Christmas gift for you - Zoho CRM v6 APIs!! Just in time for the season of giving, this monumental release comes bearing enhancements and new APIs that aim to elevate
【Zoho CRM】レポート機能に関するアップデートのお知らせ：かんたん表示フィルターで選択リスト項目などが設定できるようになりました。
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」の中からレポート機能に関するアップデートをご紹介いたします。 今回のアップデートにより、レポートでかんたん表示フィルターで選択リスト項目などを設定できるようになりました。 【記載内容】 かんたん表示フィルターの基準項目の追加 プレビュー画面での「フィルター基準」設定 1. かんたん表示フィルターの基準項目の追加 （*概要動画はこちらをご確認ください。） Zoho CRMのレポートには、膨大なデータの中から必要な情報だけを抽出できるフィルター機能が備わっています。しかし、これまではレコードの日付や期間に基づいたフィルタリングしかできませんでした。
[Fireside Chat on 6.0] Experience the AI powered self-service BI & Analytics platform
Ballooning data volumes at breakneck speed, expanding data diversity, the increasing importance of data management and governance, and the emerging complexities in analytics—BI vendors and customers are turning to cutting-edge technologies to address
Zoho Payroll: Product Updates | September 2024
In today's fast-paced world, every inefficiency in payroll management adds up, costing you time, accuracy, and ultimately, your peace of mind. Imagine a system where the business expense reports of employees are reimbursed along with their payroll, rehiring
Grow your talent pool with Resume Harvester
We are thrilled to announce the release of the Resume Harvester feature in Zoho Recruit, available starting today. This tool is designed to streamline your recruitment process by automating candidate searches and sourcing across multiple job boards, helping
Enhancement: Social Profile Linking in Zoho Recruit
In the modern recruitment process, recruiting is no longer confined to resumes and cover letters. Social media platforms like LinkedIn, Facebook, and Twitter offer a wealth of information about potential candidates. This information can provide valuable
Free webinar: A deep dive into Zoho Vault for end-users
Hi there, Passwords are more than just a hassle—they're a security risk. With the ever-growing number of accounts we manage daily, it's becoming increasingly difficult to keep track of passwords. For admins, the constant cycle of resets and compliance
Snooze feature - Zoho Mail Android app
Hello, Everyone! The 'Snooze' feature is now available on the Android version(v2.7.4) of the Zoho Mail app mobile app well. You can Snooze an email from the mail listing screen and the mail details screen. All the snoozed emails will be listed under the
Announcement: Deprecation of Certain Feeds Capabilities in Zoho CRM
Hello Enterprise Community, We hope you're all doing well. We would like to inform you about some upcoming changes to Feeds in Zoho CRM. As part of our ongoing effort to enhance the user experience and streamline functionalities, certain capabilities
Free webinar- Getting started with Zoho Sign: September 2024 edition
Hello there! Are you currently exploring Zoho Sign? Do you need a quick guide on how to set it up and use it effectively? Then don't miss out on our upcoming webinar- Getting started with Zoho Sign: September 2024 edition happening on September 10, 2024
Zoho Office Integrator's Editor API
Hello users, In this article, we will be exploring the Editor API in Zoho Office Integrator to create, open, and co-edit business documents from within your web app. A few highlights of the Editor API Create documents: Quickly create new documents from
Custom Reports for Meaningful Insights and Decision-Making
Zoho FSM provides an extensive array of over 20 standard reports that deliver valuable insights into your field service management operations. These reports can be easily cloned and customized to fit your specific requirements better, allowing for greater
Enhancing Customer Connections through Help Center Customization
Hello Everyone! Welcome to journeying with ZylkerShop on setting up its Help Center. ZylkerShop set up the customer portal for its users to have a self-service platform as well as grab the mind share of its customers with Branding. ZylkerShop made use
Importing Data in Zoho Desk: Improved UI and added functionality
Hello Enterprise Community, We're excited to announce some important updates to the Data Import feature in Zoho Desk, including a complete UI overhaul. Check out the details below! Transferring data to new applications is inevitable for most businesses.
Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform
Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the
Say hello to an improved way to merge documents!
Automating all your documents from start to finish is now easier than ever with Writer's new merge tools. If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
Power of Automation: Automatically Archive a Project after 60 days from its completion.
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:-
Formación de Zoho Creator en Madrid - Desarrolla aplicaciones personalizadas low-code
¡Descubre el poder de Zoho Creator! Únete a nuestro Creator Roadshow y aprende a construir aplicaciones personalizadas sin necesidad de ser un experto en programación. ¡Ideal para principiantes y usuarios intermedios! Zoho Creator es una plataforma de
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
[Webinar] Automate sequential follow-ups with Cadences
Hi there, Any sales process warrants a lot of follow-ups with potential customers. And most of the time, each of these follow-ups is dependent on when the last one was done, or how it was received, right? Naturally, the onus of these decisions falls on
Zoho Writer Desktop App
Hey there, writers! Have you tried our desktop app for Zoho Writer yet? Say goodbye to signing up or signing in. With our desktop app, you can dive straight into creating and editing local documents, including MS Word files. Writer Desktop App Highlights
Free webinar: Navigating global e-sign laws with Zoho Sign
Greetings! Do you use electronic signatures for your business documents? Are you uncertain about their legal validity in your country? We have the answers! Join us on Thursday, August 29 for an exclusive webinar, where we'll explore the legality of electronic
Boost your ecommerce sales with the seamless integration of Zoho LandingPage and Zoho Checkout
Ready to boost your ecommerce sales? We’ve got something exciting just for you! Join us for an exclusive webinar where we’ll dive into the seamless integration of Zoho LandingPage and Zoho Checkout. Discover how this powerful duo can supercharge your
Ensure safe file attachment and sharing with Attachment Control in Zoho Desk
Hello everyone, The Attachment Control feature in Zoho Desk is designed to help you better manage and secure the files attached to support tickets. Why Attachment Control Matters? Imagine you’re handling a support ticket where a customer has uploaded
Introducing enhanced document collaboration in Zoho Sign
Hello, We are delighted to introduce a couple of highly-requested collaboration enhancements in Zoho Sign. Efficient collaboration is undoubtedly the key to ensuring quick turnarounds in digital paperwork, and is often the difference between business
Introducing Budget Board in Zoho Marketing Plus
Hey everyone, Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform. One of the most challenging yet critical tasks for marketing
Nueva edición de los Zoho CRM Meetups 2024, ¡no te pierdas esta formación gratuita!
Zoho CRM ha lanzado su función más revolucionaria y poderosa este año, ¡y estamos ansiosos por compartirla contigo! ¿Te preguntas qué es Zoho CRM For Everyone (CRM4E)? CRM4E es un enfoque que permite que todos los datos y operaciones se gestionen realmente
Introducing diagrams for Zoho Show
It is the era of visual presentations. Whether you are delivering your sales pitch or marketing strategy or simple or complex ideas, presenting information visually communicates your ideas more effectively to your audience. Introducing diagrams for Show
Dedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proud
[Free Webinar] Creator Tech Connect Series - Managing Users and Apps in Zoho Creator with 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
Zoho Payroll's Product Updates | August 2024
At Zoho Payroll, our commitment goes beyond providing software—it’s about empowering you to focus on what truly drives your business: your people. This August, we are delighted to introduce a set of updates for our users in India and the UAE, that not
Zoho Projects app update - Copy URL and Task journal view redirection
Hello everyone! In the latest iOS version(v3.8.5) of the Zoho projects app, we have brought in support for the following features: 1. Copy project URL 2. Task journal view redirection Copy project URL You can now copy the project url within the project
Power of Automation :: Automatically divide the work hours between the task owners
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
Move tickets to a specific layout within a department using macros
Hi everyone, In customer support and service management, efficiently handling tickets and ensuring they reach the appropriate team for resolution is crucial. To improve our ticket management process, we’re introducing the "Move Department" action within
Important Update: SalesIQ App Unlisted from Google Play Store
Dear SalesIQ App Users, We wanted to inform you about a recent technical issue that has temporarily unlisted our SalesIQ App from the Google Play Store. We apologize for the inconvenience and have already communicated with the Google team, and they have
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