Blueprint transitions are compatible with IM tickets
Hi everyone, We are excited to announce that Blueprint transitions are supported for instant messaging (IM-related tickets in Zoho Desk. This is designed to streamline the process for agents managing IM tickets, making it easier to engage with customers
Important update! Re-authentication mandated for sensitive admin operations in Admin Console.
Dear Zoho Mail Community, Hope you're all doing good and staying safe! As we strive to provide you with better security for your business email needs, an additional measure has been taken to ensure more security to the sensitive Admin Operations performed
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list
Zoho Desk integrates with Qntrl for effective task management
Hello everyone, We are happy to announce that you can now integrate your Zoho Desk account with Qntrl. This integration provides an effective way to manage tasks, collaborate, streamline processes, and deliver projects on time which helps to collaborate
Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to
Identify and prioritize profitable deals: Zoho CRM Forecasts help users target opportunities that generate revenue.
Good morning to all my favorite Enterprise Support folks! Sales reps often juggle multiple deals, each moving at different speeds. Not every deal will close—some may take longer, while others might not close at all. This inconsistency affects the organization's
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
Announcing new features in Trident for Windows (v.1.16.5.0)
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. View your out-of-office status in Calendar You can now view your entire out-of-office
【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開！
皆さま、こんにちは。コミュニティチームの藤澤です。 10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました！ 本投稿では、その様子をお届けします ！当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 ※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。 今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。 ⚫️Zoho 社員セッション：CX
Enhance Email Communication with Zia's Writing Assistant in Zoho CRM
Good afternoon to my Enterprise Support people! I hope everyone is having a great Zoho day! Zoho CRM now features Writer's Blue Pencil Integration, a powerful writing assistant powered by Zia. This tool helps users craft clear, concise and polished emails
Updates to Analyse Sentiment task
Hi there, The Deluge team continuously strives to improve the performance of the various Deluge tasks, and as part of these efforts, we have made significant backend changes to one of our AI tasks, Analyse Sentiment (zoho.ai.analyseSentiment). What is
Dynamic Display - Bigin - iOS
Hello everyone! In the most recent updates for the Bigin mobile app (iOS v1.8.1 and macOS 1.6.1), we have introduced support for Dynamic Display, just like in the Android version of the app. This feature empowers users to personalize their list view in
All about extensions
Extensions are installable plugins or add-ons that help enhance a product. With Zoho extensions, you can improve your existing Zoho products or integrate with third-party apps. Why extensions? Some in-product customizations are available for your Zoho
In app audio, video player - Zoho Projects Android app update
In the most recent Zoho Projects Android app update, we have introduced the in app audio and video player for the Zoho WorkDrive storage type as well. You can now access the audio and video files on the app without being redirected to Zoho WorkDrive.
Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance
Zoho CRM For Everyone (CRM4E): ¿Qué es y cómo usarlo en tu negocio?
¡Hola, Español Zoho Community! Hoy queremos hablaros sobre una de las novedades de Zoho CRM más interesantes: Zoho CRM for Everyone. Este lanzamiento entrega a cada equipo de las empresas un espacio propio para contribuir activamente, ya que permite a
Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents with
Enhancement available now! Edit, Filter, Sort and more in CRM for Everyone's Subforms Details Page
Happy Friday from Enterprise Support! Subforms let you link multiple line items to a single record, making data organization simpler. For instance, a sales order subform can display products, quantities, amounts, and other details in one place. Picture
[Resolved] Service Alert: Messaging Slowness in SalesIQ (IN DC)
The issue is been resolved now and all the operations function as normal. We are currently experiencing slowness in messaging operations within SalesIQ, starting from October 21st, 10:05 AM (IN DC). We apologize for any inconvenience this may have caused.
Drive holiday sales with email marketing
Did you know that email marketing contributes to 30% of annual retail sales during the holiday season? Join us for an exclusive webinar where our product experts will discuss how to drive holiday sales using email marketing. What you'll learn: Why email
Module "Candidatures" dans Zoho Recruit - Une nouvelle approche pour structurer vos candidatures
Nous sommes ravis de vous présenter le module Candidatures, une nouvelle fonctionnalité qui transforme la façon dont vous gérez les candidatures. Ce module offre une approche simplifiée et efficace du suivi et du traitement des candidats tout au long
Building Extensions #12: Creating widgets with the JS SDK bundle in Zoho Desk - Config Params
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we used Event APIs, along with the Data API and Request API, to create an extension that
Group related values into categories in CRM analytics for easier analysis
Greetings from Enterprise Support! I am sure you can relate that analyzing large datasets can be tricky when dealing with scattered data points, making it hard to find useful insights. To solve this, we’re introducing options for creating categories within
Join our upcoming webinar! Empowering the Future of Work with Secure Solutions in Zoho Workplace
Hello everyone, Join our upcoming webinar: "Empowering the Future of Work with Secure Solutions in Zoho Workplace." This webinar will take you on a deep dive into the robust capabilities of Zoho Workplace's security solutions. We'll also provide insights
Update on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Nuevos tiempos en Zoho Community en español
¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar: 1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,
Update on PDF Download Issues Caused by Antivirus Software
Hello there, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Custom rollup fields for work items
We’ve been receiving requests from our valued customers to introduce rollup fields to automate calculation in work items. Here are some of the requests we've received so far: Is there any way to have task estimation points roll up to the story (parent)?
Pin comments and threads - Zoho Desk app update
Hello, everyone! We are excited to introduce the pinning comments and threads option in the latest Android version(v2.6.34) of the Zoho Desk app. You can now pin the important comments or threads in the tickets. These pinned comments and threads will
IM reply option via blueprint transition - Zoho Desk app update
In the latest version of the Zoho Desk Android app update (v2.6.35), we have brought in support for the IM Reply option within the blueprint transition screen. Now, you can directly reply to IM chats via the ticket's blueprint transition. Please update
New Updates to Zoho Desk Notification Center
We've made a series of updates to the Zoho Desk notification center to improve how agents manage and respond to notifications. These updates address common challenges faced by agents, such as not being able to apply a filter to view notifications where
Power of Automation :: Automatically update completed project status on 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 when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matched
What's New - September 2024
Hello everyone, We spent the past month rolling out exciting new features to make event management easier. In addition, we’ve improved Backstage's performance and fixed bugs to ensure a smoother event management experience. So, in case you missed them,
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
Enhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
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
📣 📣 ZUG Meetups India - Explore Hybrid Workspaces using Zoho Workplace - Meet and Learn! 🧑🏽💻🧑🏽💻
We are excited to announce the User Community initiative to meet you all in person and help you explore the need of the hour - Hybrid Workspaces using Zoho Workplace. We aim to help you to setup your Digital Workplace effectively so that your employees
Final reminder on discontinuing the support for Remote Authentication mechanism
We have already announced about the deprecation of Remote Authentication mechanism five months back here. This announcement is a follow up to let the customers, who are yet to migrate from Remote Authentication mechanism, know that we will stop supporting
In focus: Radar exception alerts
Hello there, and welcome to the Radar in focus series, where we shine light on some of the most beneficial features from the Radar app. This time, our spotlight is on the exception handling mechanism of Radar. Consider the following scenario Company A
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