Categorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns
Enroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOW
Important compliance update: Ensure SMS delivery chain registration
Hello marketers, The Telecom Regulatory Authority of India (TRAI) has issued new compliance directives to ensure the responsible use of telecom resources and prevent unauthorized activities. These updates impact all principal entities (PEs), and complying
Declutter your mail box by choosing what you want to receive
Sorting through a cluttered mail box on the first day of a work week is always protracted. There is a good chance of being looped into irrelevant emails and also missing out on important ones. We, at Zoho Sprints, empathizing this, have provisioned an
Unleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,
File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automatically
【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）
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。 11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会 11/21(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション ーZoho サービス活用事例：Zoho
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
Announcing Zoho Creator's 2024 Release Projection 2
Hello Creators! Greetings from all of us here at Zoho! We hope you’ve been having an incredible journey with this low-code platform we all love. And here’s a gentle reminder that it’s that time of the year again—where we open up and give you a sneak peek
Announcing new features in Trident for Windows (v.1.17.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication and productivity. Let's take a quick look at what's new. Create and manage email filters You can now create and edit email filters in Trident to
【Zoho CRM】フィルター機能に関するアップデート：関連タブとサブフォーム内の項目でデータのフィルタリングが可能に
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」の中からフィルター機能に関するアップデートについて紹介します。 今回の機能アップデートにより、関連タブやサブフォーム内の項目タブで、データをフィルタリングできるようになりました。 この機能アップデートは、現在、JP（日本）、AU（オーストラリア）、CN（中国）のデータセンターに属する組織に対し適用されています。 他のデータセンターの組織に対しては、順次適用予定です。（2024年10月1日現在）
Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.
Announcing new features in Trident for Windows (v.1.5.2.0 + v.1.6.5.0)
Hello Community, Trident for Windows has some exciting new features, prioritizing security with enhancements to elevate your day-to-day communication and productivity. Let's take a quick look at them. Scrub emails Introducing the Scrub feature in Trident
Announcing new features in Trident for Windows (v.1.7.4.0)
Hello Community, Trident for Windows has new features aimed at enhancing ease of use and elevating your day-to-day communication and productivity. Let's take a quick look at them. Drag files from the WorkDrive widget to Mail Previously, with Smart Flow
Featurecast Story 12 - Auto response
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 12 - Auto response Provide prompt, clear communication Auto response ensures that users receive an immediate confirmation of their message, setting a positive tone for their interactions
Updates to Zoho CRM Term of use
Hello Enterprise Support Community! We are expanding the Notification SMS feature to US customers soon! Before we do that Zoho needs to comply with US local regulation which means our Terms of Use is required to be updated. Our Legal team has advised
Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help
Planned Maintenance for the US Data Center on Nov 23rd and 30th
Hello Enterprise Community, An annual infrastructure maintenance for the US Data Center is scheduled for November 23, 2024 and November 30, 2024 between 8:30PM PST to 12:30AM PST. We do not expect any major interruptions as all Zoho services will continue
Generate personalized documents in bulk from your web app with the Merge APIs
Hello users, Did you know that Zoho Office Integrator offers a Merge API that allows you to generate customized business documents in bulk? Create offer letters, payslips, invoices, and more in bulk and store them in your preferred storage location in
Zoho Developer Community Monthly Digest - October 2024
Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events
Announcing Zoho Developer Community Hackathon 2024
Hello developers, Are you up for exciting coding battles? Get your arsenal ready and flaunt your expertise! Join us for the first-ever Zoho Developer Community Hackathon 2024—the biggest coding challenge of the year! REGISTER NOW What's in it for you?
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
Spotlight series #24 - Add explanation notes to your slides
The previous post in this series discussed how adding audio and video recordings to your presentations can help your audience understand the content, even when you're not there to present it. Now, here's another way to achieve the same goal. The month's
Announcement: Migrate your workspaces to Zoho DataPrep 2.0
Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
Power of Automation :: Automatically update the Project status based on the Milestone status
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
Spotlight 7: Boost ticket sales with promo codes
Events are all about people, and it takes a substantial amount of marketing and promotion to bring in a crowd. By adding promo codes to your marketing mix, you can incentivize prospective attendees to buy tickets to your event by offering discounts and
Zoho Cliq 6.0: Simplifying work for greater productivity
Zoho Cliq 6.0 is here, and it's revolutionizing the way we collaborate! With a dazzling array of features designed to boost productivity and streamline communication, this update is your ticket to a more organized and connected work experience. Opening
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
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 （11/15）
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 11月開催のZoho ワークアウトについてお知らせします。 ＊今月の開催回は諸事情により中止とさせていただきます。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
Knowledge Base - Primary Departments to Control Article Reviews and Feedback to Ticket Conversion
Hello everyone, We have an important inclusion in the Knowledge Base module: Associating a category to one or Primary Department. Up until now, a category could be associated with more than one department. This allowed the agents who were part of multiple
What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
[Free Webinar] Creator Tech Connect Series - Directory stores and device management 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
The Social Wall: October 2024
Hi everyone, With just two months left in 2024, we can’t keep calm about these updates that will make your social media marketing experience even more holistic! Add a 'Call' button to your Google Business Profile posts You can now give a more seamless
What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
Mastering email etiquette and best practices to follow in Zoho Mail
Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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