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 （7/25）
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。 7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/tZIkdOCvqz4vG9OZ4NNELacgaoirtWimF018 ━━━━━━━━━━━━━━━━━━━━━━━━ 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。
Introducing Cliq Notifications for the Activities modules
Hello everyone, The Zoho Desk - Zoho Cliq integration allows agents to get instant notifications when various actions are performed on a ticket, for example when a ticket is created, when the status is changed, a ticket is escalated, and so on through
Important announcement: Deprecation of Universal Analytics properties from Zoho Campaigns
Universal Analytics (UA) properties will be permanently deprecated in Zoho Campaigns, and users will no longer have access to UA properties through the API and Google UI. Consequently, we have removed our old Google Analytics API endpoints that accessed
Zoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we've
Upcoming Webinar on Validation Rules in Zoho Desk
Hi everyone, We are excited to announce a webinar dedicated to helping you master the validation rules in Zoho Desk. This webinar is scheduled to provide you with the insights and knowledge you need to effectively use validation rules to maintain data
Zoho Desk's Instant Messaging Update | Connect with customers via WhatsApp from the Tickets module
Hello All, We are excited to announce an enhancement for the Instant Messaging module: you can now send outbound WhatsApp messages to your customers from Desk's Ticket module. Outbound WhatsApp messages can be sent to one or more recipients' mobile devices,
Introducing accessibility personas for an inclusive Zoho Desk experience
Dear Zoho Desk users, As part of our ongoing effort to make our platform accessible and user friendly to people from all walks of life, we have taken another step in alignment with the Web Content Accessibility Guidelines (WCAG) to provide a positive
[Free Webinar] Learning Table Series - Creator for the Agriculture 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
[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss out
Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initial
[Free Webinar] Learning Table Series - Creator for the Food Industry
Hello Everyone! We welcome you all to the upcoming Learning Table webinar series. 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
External data sources in Zoho Creator, powered by Zoho DataPrep
We’re thrilled to announce that you can now expand your data connectivity capabilities by integrating external data sources with Zoho Creator with help of the new Zoho Creator connector within Zoho DataPrep. This exciting feature allows you to connect
Deprecation of Google Drive and Google Sheets connections in Deluge
Hi there, We hope you've been enjoying your experience with Deluge. We would like to inform you about important updates to the Google Drive and Google Sheets connections in Deluge. Google has identified and notified us about sensitive scopes within these
Tips and Tricks 8: Hyperlinking images
Hello everyone, Today we will see how to hyperlink your images to navigate visitors to another page on the event microsite or even to a different website. Images added in the Image and text and Testimonial custom section or images that are uploaded as a logo can be linked to more online information. Linking images can provide useful details to microsite visitors without cluttering the current page or shifting focus off the existing content. After you upload an image to any Image and text or Testimonial
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
Build your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactive
Resource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
What do you get with Zoho Office Integrator?
Hello Zoho Office Integrator users! If you are new to Zoho Office Integrator or aren't sure of its full potential, then this article is for you. In case you didn't know, Zoho Office Integrator includes full-featured editors that allow you to create not
Spotlight Series #21: Link data to charts and tables in three easy ways
Your audience won't remember your content if you simply say, "Our growth rate has increased." Instead, try, "Our growth rate has increased from 11% to 20% in just 6 months." Adding data is the best way to make your presentation more memorable. Visualizing
Introducing "Create Shift" for efficient scheduling
Creating shifts just got a lot easier with the new Create Shift feature. This feature simplifies shift management by integrating this option directly into the Temps Roster View, Jobs Roster View, and global creation. This enhancement not only reduces
Power of Automation :: Automatically update task owner based on the team associated.
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:-
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
Analyze your investments easily with Zoho Writer's new formulas
Hey Zoho Writer users! We are happy to let you know that we have enhanced Zoho Writer's formula with new functions to calculate your investment's present value (PV), net present value (NPV), and future value (FV). These functions can help you determine
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM.
Hello Enterprise Community We are thrilled to introduce two highly anticipated subform features: 1. Bulk Additions for Subforms via Lookup 2. Enhanced Subform Permissions Let's explore these exciting updates: Bulk Additions for Subforms via Lookup Say
Zoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device with
Zoho Payroll: Product Updates - July 2024
At Zoho Payroll, we’re committed to continually improving our software to meet your needs better. We strive to innovate, ensuring our payroll solutions are functional and user-friendly, providing you with an unparalleled experience. This July, we are
Tip: #14 Save words and phrases in Writer for faster writing!
As you start working with more documents everyday, you'd find yourself using certain words and phrases across documents quite often. In this week's tip, let's discuss two easy ways to train Writer to remember your commonly used words—equipping you to write faster. Quick Text Gallery Say you're working on a model question paper and the phrase "Which of the following is the answer to" repeats in every question. Instead of typing this phrase every time, you can add it to your documents in a click
Plug Sample #1 : Fetch ticket status from Zoho Desk on Codeless bot builder!
Hi everyone, Good to see you. Are you using the Codeless bot platform for building your bot? Did you know that plugs are exclusively made for performing customized actions on Codeless bot? Here is a simple plug for fetching the status of the ticket from
Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provide
New functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
Midtrans payment gateway now available in Zoho Forms!
Hello form builders, Seamless and secure payment solutions are critical for businesses of any size. With a focus on user convenience and security, Zoho Forms has recently expanded its portfolio by integrating the Midtrans payment gateway, further enhancing
LinkedIn is retiring Basic (Free) Job Posting support for Staffing Agency users
Dear Zoho Recruit Users, Due to a restriction imposed by LinkedIn, Basic Job Posting support will no longer be available for staffing agencies, effective August 2024. Keep in mind that Corporate HR edition accounts will not be impacted by this restriction.
Tips and Tricks #31: Create custom shapes using Boolean operations in Show
Hi all! We're back with another Tips and Tricks post for you all. In case you missed our previous post in the Tips and Tricks series, you can find them here . Want to create design elements within your presentation slides without using any external
In-person Zoho User Group Meetup: Master User-Friendly Business Processes with Zoho CRM (August 2024)!
Hello, Zoho Community! Calling all Zoho users in Australia and New Zealand! Building on the success of our previous meetups, we're excited to announce the August 2024 Zoho User Group (ZUG) Meetups, focusing on "Setting Up Tailored User-Friendly Business
Choose necessary Deal fields during bulk lead conversion in CRM
Module: Leads Editions: Standard edition and above DCs: All Release plan: This enhancement has been rolled out to all users in AU, JP, and CN DCs for all supported editions. Soon, it will be released for all users in other DCs as well. [Updated on 26
Voici Zoho Apptics : La solution tout-en-un d'analyse de vos applications
Le monde hyperconnecté, fonctionne grâce à l'internet, où les applications mobiles occupent la majorité du temps d'écran. Plus de 90 % des individus préfèrent utiliser des applications mobiles plutôt que des sites web adaptés aux mobiles, et le temps
【Zoho CRM】カスタムボタン機能に関するアップデート：レイアウトごとにボタンを設定したり、ポータル内でもボタンを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中野です。 今回は「Zoho CRM アップデート情報」の中からカスタムボタン機能に関するアップデートについて紹介します。 Zoho CRM のカスタムボタンはタブ内でのみ使用するように設計されていましたが、本アップデートにより、以下の通りレイアウトごとにボタンを設定したり、ポータル内でもボタンを設定できるようになりました。 レイアウトの指定： ボタンを設定する際にレイアウトを選択できる機能を追加しました。 UI に関するアップデート：リンクとボタンのタブを分割しました。
Introducing New APIs and Updates
We are excited to introduce the new APIs and enhancements to our existing ones in Zoho Contracts. Here’s a brief overview: 1. Transfer Contract Ownership You can now transfer the ownership of a list of contracts to another user. Sample Usecase: When creating
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