Zoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.
🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉
Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your
Zoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
Introducing Compose Email Settings
Emails play a vital role in Zoho Recruit, facilitating communication with candidates, clients, internal teams, and more. Users often prefer a specific email style that aligns with their professional and personal needs. Compose Email Settings in Zoho Recruit
What's New in Zoho Inventory - January - May 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Customer and Vendor Portal Domain Change We are updating the Customer and Vendor Portal's default
Introducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments
Free webinar: A walkthrough of Zoho Vault mobile and desktop apps
Hi everyone! In today's hybrid work environment, we use multiple devices such as laptops, smartphones, iPads, and even Apple Watches to stay productive. As we juggle between these devices, securing access to our apps becomes crucial. That's where Zoho
Setup page changes: Regrouping and categorization of features
Dear Desk Users, We're pleased to announce an upcoming revamp of the Desk setup page. These changes are intended to improve the organization and visibility of features on the setup page. Why are we making these changes? Simplified navigation Our primary
Read receipts in Cliq is here!
This has been long pending! But it's finally here :) We're thrilled to announce that Read receipts for Cliq is here for you all to use. Read receipts allow you to know whether your message is read by the receiver. You'll be visually informed with a double tick when someone has read your message. A quick tap on the double tick will display the message read info in channels and group conversations. Read receipts in channels and group conversations In case of channels and group conversations,
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
Automation #2- Create recurring tickets using Schedules
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Creating recurring tickets for
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Marketplace Extension - Zoho Desk Android update
Hello, Everyone! In the most recent Zoho Desk Android app update, we have extended the support for marketplace extensions in the following locations: Top Band (Navigation Drawer) Ticket Add/ Edit Form Ticket Sub Tab Ticket Details More Option Top Band
Spotlight Series #22: Create your own shapes in presentation slides
From placeholders to background designs, shapes are used almost everywhere in a presentation. At times, the default shapes may not be sufficient to showcase your creativity. With Zoho Show, you no longer have limitations when it comes to shapes. In this
Incentivizing Customer engagement in ZylkerShop
Hello Everyone! Welcome to the next series on ZylkerShop’s journey towards enhancing user experience on its Help Center portal. Last week, we explored how ZylkerShop managed onboarding users into its customer portal. This week, we shall see how ZylkerShop
Introducing Services and Appointments Modules in CRM Sandbox
Hello Enterprise Community, We are pleased to announce that the Zoho CRM sandbox now supports the Services and Appointments modules! These modules are ideal for businesses offering customer services, allowing you to manage service categories, track appointments,
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Power of Automation :: Automatically send an email to the Deal owner based on Project completion percentage
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
Tips & Tricks: Ensure Your Bot's Final Messages Get Noticed with Card Wait Time
Creating a seamless and engaging chatbot flow is key to a great user experience. Each bot flow should have a strong start and a smooth conclusion to keep users engaged. In SalesIQ's codeless bot builder, the End card is used to end bot conversations.
Customize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline
Filter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.
Exposing webform as link or QR Code and actions on submit customization in CRM
Dear Customers, We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose
User Engagement: Seamless Help Center Onboarding
Hello Everyone! Welcome to a series exploring how ZylkerShop established its business through Zoho Desk's Help Center. ZylkerShop is an e-commerce platform serving household customers and businesses with a diverse range of products, including home appliances,
Fireside chat with Zoho Desk and LateShipment
Hello, customers! Zoho Desk's Marketplace contains over 300 extensions for various functions. LateShipment is one of our key marketplace technology partners for helping you manage deliveries effectively. With the Zoho Desk+Lateshipment integration, you
Introducing advanced video-related features
Videos are an indispensable tool for businesses, contributing to functions like marketing, sales, training, customer service, and events. With this in mind, WorkDrive brings you three advanced features for better video creation and collaboration. Video
[Webinar] Navigate e-invoicing compliance with Zoho Books
Hello everyone, We are excited to announce our August webinar series on e-invoicing! This series is designed to help businesses streamline their invoicing processes and ensure compliance with regional regulations using Zoho Books. Our experts will cover:
Breakout Rooms pour une meilleure collaboration lors de vos réunions en ligne
L'un des défis majeurs auxquels sont confrontées de nombreuses entreprises est la difficulté d'organiser des discussions en petits groupes dans le cadre de la réunion d'un grand groupe. Dans un contexte virtuel, les grands rassemblements peuvent être
Power of Automation: Automatically create a folder within team folder upon 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 to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
【Zoho CRM】ウィザード機能に関するアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からウィザード機能に関するアップデートについて紹介します。 Zoho CRMのウィザードは、担当者がフォームに情報を入力していくだけで、CRM にデータを登録できるようにします。入力された情報に応じて、表示されるフォームが自動で切り替わっていくため、担当者は目の前のフォームに答えていくだけで、登録に必要な情報を揃えることができます。 本アップデートで、ウィザードに2つの新機能が追加されました。
Introducing Metrics - Zoho Creator's centralised visual dashboard to stay informed about usage statistics
Being such a comprehensive platform, the statistics in Zoho Creator often span many modules (like Users, Portals, and more)—and when there are large numbers of applications, users, and portal users, keeping track of their activities in a centralised space
Free Webinar Alert! Maximizing your Zoho Mail experience with insider tips and tricks
Warmest greetings to our Zoho Workplace family! We're happy to invite you to our upcoming session on Maximizing your Zoho Mail experience with insider tips and tricks. Join us to discover expert strategies that will help you streamline your workflow and
Free Webinar Alert! Maximizing your Zoho Mail experience with insider tips and tricks
Warmest greetings to our Zoho Mail family! We're happy to invite you to our upcoming session on Maximizing your Zoho Mail experience with insider tips and tricks. Join us to discover expert strategies that will help you streamline your workflow and boost
Zoholics Japan 2024 開催のお知らせ
ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「Zoholics Japan 2024」（ゾーホリクス）の開催が決定しましたので、こちらでお知らせします。 今年で16回目を迎える今回のテーマは「Think DX with Zoho」。 特別ゲストやエキスパートが、最新のDX事情や皆さまのビジネスプロセス改善や業績アップのヒントとなる情報をお届けします。 Zoho Champion のCommunication 岡安さん（@岡安裕一（Yuichi）
WhatsApp Reveals Revised Pricing Plan for Businesses in 2024
Exciting news for marketers! In a surprising and strategic move, Meta has drastically reduced WhatsApp utility messaging prices by up to 77%! Here’s a detailed breakdown of the new pricing structure: India: 67% reduction Brazil: 77% reduction Mexico:
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 （8/29）
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 8月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら：https://us02web.zoom.us/meeting/register/tZUtdeuvrz0pHdN82ICTMjiHbyO4_o1U1ssN ━━━━━━━━━━━━━━━━━━━━━━━━ 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。
Format as you write with slash commands
Hey everyone! Why go through the hassle of reaching for that mouse or navigating away from your creative haven just to format text or insert elements into your document? Zoho Writer's slash commands are here to save time, eliminate unnecessary clicks,
What's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
Deprecation of Google Drive and Google Sheets services in extensions
Starting from August 15, 2024, Google Drive and Google Sheets services will not be accessible as default services in Zoho Desk. Reason for deprecation: Google has found sensitive scopes in the Google Drive and Google Sheets connections, prompting us to
Zoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new in
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