Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some
Introducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up
Zoho Thrive has a new look!
Hello Zoho Thrive Users! We are delighted to announce the debut of Zoho Thrive’s new and enhanced user interface. With the revamped design, we have focused on delivering a quicker experience to set up and run the affiliate and customer loyalty programs.
Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Le mois de mai se termine au sein de la communauté Zoho France. Il est donc temps de revenir sur les faits et activités qui se sont déroulés tout au long de ce mois. Les événements physiques reprennent sont toujours ausi nombreux et les
Our pivot tables just had a pivotal update!
A pivot table can help you summarize rows and rows of data in a single table. This means you are readily provided with the insights that you need from your data. Zoho Sheet has now made this process a little more easy with the new pivot table enhancements like auto-refresh, auto-expand and has made it possible to experiment a little as you create your pivot tables. Keep working on the data; we'll keep up with you! Here's a classic issue with the traditional pivot tables. You'll have to keep refreshing
Featurecast Story 19 - WhatsApp Sandbox
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 19 - WhatsApp Sandbox Maximize the benefits of business messaging without paying for it What is a sandbox environment? A sandbox environment is a virtual playground that allows you to freely
The all new Marketing Automation 2.0 is now part of Marketing Plus
Hey everyone, We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities Here's a brief overview of
Power of Automation :: Automatically move a task to a different tasklist once the status is updated
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 Series #20: Publish your slides effortlessly with Show
The purpose of every presentation is to inform, educate, inspire, and persuade the audience. The key to achieving it is by presenting your slides effectively. You can either present your slides in person, remotely, or even publish them online. Hello all!
[New] Manage your Shopify orders directly from Bigin with the all new Shopify topping!
We’re happy to announce a new Shopify integration for Bigin. This feature allows you to connect your Shopify account with Bigin and manage your customers and track orders directly in the app. Shopify is a top e-commerce platform that helps you create
Update on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset the
New and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, making
You can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import data
【Zoho CRM】履歴機能のアップデート:3年分の履歴が確認可能に。その他、データのフィルタリングやメモとの関連づけなど
こんにちは!コミュニティチームの鳥越です。今回は「Zoho CRM アップデート情報」の中から以下を紹介します。 【Zoho CRM】履歴機能に関するアップデートのお知らせ:過去3年間の履歴が確認できるようになりました。 データの更新履歴や関連するアクション履歴を確認できる「履歴機能」のUIが新しくなりました。また、履歴データを過去6ヶ月から3年前まで確認できるようになるなど、いくつかのアップデートがありましたので紹介します。 アップデート内容 1. 過去3年間の履歴を参照できるように 2. 各履歴に対するメモを追加できるように
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised
(Cancelled) UK In-person Zoho User Group (ZUG) Meetups - Learn, share and discuss all things Zoho
Hi there, Hope you all are well. We're thrilled to announce the next series of in-person Zoho User Group (ZUG) meetups in the UK. Following the success of our first leg of meetups in 2024, where Zoho experts had the opportunity of engaging with users.
Free webinar: Simplifying data collection and document signing with Zoho Sign and Zoho Forms
Hello everyone, Are you still using paper forms and documents to collect critical data and execute business paperwork? If so, going digital can help you greatly reduce paper clutter and administrative costs. Zoho Sign, our digital signature app, integrates
Customization hacks in Zoho Writer - Part 1
Hey Community, We're happy to share a few tricks to personalise your documents, save time, and get in the zone when you work in Writer. Let's dive right in! Color code your edits Who doesn't love a pop of color in their workday? Assign a custom color
Join our free webinar on projects accounting and timesheets management with Zoho Books!
Hello Zoho Books Community, Join our monthly webinar series to discover how Zoho Books can transform your business accounting. This month, we're focusing on projects, timesheets, and the Zoho Projects integration story. What we'll cover: Efficient project
Announcing new features in Trident for macOS (v.1.5.0)
Hello everyone! Trident for macOS (v.1.5.0) is here with new features to enhance your email experience and productivity. Let's take a quick look at them. Edit templates Previously, you could create email templates in Trident to save messages that don't
Spotlight 17: Custom domains for an on-brand event
Your event markets your brand and gives it the exposure it needs to sell your product or service. And that's why branding is given a lot of (if not the most) importance in event planning. From the speakers to the sponsors, the colors used in your event
Announcing migration support for Zoho Marketing Automation 2.0
*** This post aims to cover details on how we support the migration plan from the older version of Zoho Marketing Automation, giving module specific guidance, timelines and some FAQs. *** Dear Marketing Automation Users, We understand your eagerness to
Connect your instant chat messengers and assist users from SalesIQ
Instant messaging platforms are one of the best and simple ways to connect and engage with your leads and customers in modern times. Businesses are investing heavily in growing their brand's image in social media. Due to this extended reach, lots of new
[Free Webinar] Learning Table Series - Creator for the Manufacturing Industry
Hello Everyone! We welcome you all to the upcoming free webinar - Learning Table 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
Cyber Security Awareness Month Webinar: Simplifying enterprise security with Zoho
In today's hybrid work environment, businesses of all sizes and types face a complex threat environment. In fact, more than half of all cyber attacks target small to medium-sized businesses. Hence, it is recommended to have a security-first approach and
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Introducing Org Fonts in Zoho Writer
Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle
Customer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from invoice.zoho.com/portal to invoice.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whom
Introducing Zoho Sprints 2.0 - User Experience Redefined
Greetings sprinters! Get ready to upgrade to a better version of project management today as we proudly unveil Zoho Sprints 2.0 - an extraordinary leap towards a more intuitive and delightful user experience. The core of this release lies in a complete
【開催報告】オンライン ユーザー交流会 2024/5/24(金)
皆さま、こんにちは。コミュニティチームの中野です。 5/24(金)に、ユーザー交流会を約2年ぶりにオンラインで開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 *開催前に定員に達したため、ご参加をお断りした方々申し訳ございませんでした。また、本投稿の最後に来月開催のユーザー交流会について記載しておりますのでご確認ください。 約2年ぶりにオンラインで開催したユーザー交流会は、インプルーブ 鈴田さん、Zotion 松井さん、西尾システムコンサルタント
Mobile application testing with Zoho QEngine | Webinar
Hi there, It's time for the fourth webinar in the Zoho QEngine 101 series, which will showcase swift and extensive mobile application testing with Zoho QEngine. Recap: Webinar #3 In Webinar #3 of the Zoho QEngine 101 series, we explored all the features
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from books.zoho.com/portal to books.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected to
Enhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you were
Extending multichannel support in Guided Conversations
Hello everyone! In this post, we will discuss the importance of creating GC flows for different channels. Guided Conversations are structured dialogues designed to assist users in achieving specific goals or tasks on a conversational interface. These
My Zoho Story #6 SORABITO株式会社 加藤さん Salesforce / Pardot からの乗り換え(Zoho CRM / Campaigns / Forms )
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただく加藤 夕子さんは、建機レンタル・建設会社向けサービスを展開するSORABITO 株式会社で業務効率化を推進しています。 加藤さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。 ――貴社の事業内容についてご説明ください
Customer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
Announcing new features in Trident for Windows (v.1.9.6.0)
Hello Community! Trident for Windows is here with exciting new features aimed at optimizing your email experience, with updates designed to elevate your day-to-day communication and productivity. Let's take a quick look at them! Create email templates
Zoho Desk's Instant Messaging Update | Improve customer communications with WhatsApp in Turkiye
As of May 15, 2024, Türkiye is now open for Cloud API business messaging. Businesses can begin conversations and receive messages from WhatsApp users with Turkish numbers. We now support WhatsApp Cloud for Turkish numbers Utilizing the Cloud API will
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