Function #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billed
【Zoho CRM】割り当てルール機能に関するアップデートのお知らせ
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。 今回は「Zoho CRM アップデート情報」の中から割り当てルール機能に関する最新のアップデートをご紹介します。 今回のアップデートにより、割り当てルール機能でルールの適用対象データの条件をユーザーの役職に基づいて設定できるようになりました。 割り当てルールの設定権限を持つユーザーは、ルールを適用する際に「すべてのデータ」または「次の条件に一致するデータ」を選択できます。 「次の条件に一致するデータ」の場合は、データの項目やそのデータに関連するユーザーに基づいて、条件を設定することが可能です。
Announcing Zoho Mail - Inactive user Policy
Dear Zoho Mail users, Thanks to all of you for your continuous support. We have recently started implementing the Inactive User Policy, for Zoho Mail. A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity. Whoever received the communication need not panic, as we have just communicated our policy to all the users. To
Optimize your Knowledge Base for enhanced visibility with meta descriptions
Let's explore the importance of a meta description for your article. Imagine a diligent writer named Damon, who has been working tirelessly on a knowledge base article for his website. He knew that a well-crafted meta description was crucial to attract
Introducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,
Free Webinar Alert! Mastering email security using Zoho Mail
Warm greetings to our Zoho Mail community! We're happy to invite you to our webinar, "Mastering Email Security: Tips and Tricks in Zoho Mail." Join us to gain insights on how to protect your inbox from email threats like phishing, malware, and spam. We’ll
Power of Automation :: Automatically move the tasks from one Project to another when 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
Zoho CRM Community Digest - August 2024
Hello Everyone, This month, we've got a host of exciting updates to Zoho CRM, including early access to CRM for Everyone, the Beta release of ZDK CLI, the new Zoho CRM V7 API featuring advanced capabilities, and the ability to convert dashboards into
Introducing Zia's integration with OpenAI for Zoho CRM
The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM
Hello everyone, We're excited to unveil two highly anticipated subform features: Bulk additions for subforms via lookup Subform permissions Let's dive into them further: Bulk additions for subforms via lookup One of our most significant updates yet introduces
Take control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
Stay on top of your tasks now, with Task notifications in Zoho Desk Android app
Hello all, In the latest version (v2.4.16) of the Zoho Desk Android app, we have brought in support for Task Reminder notifications. You can now get notified if the reminders for the tasks are enabled while creating the tasks. Below is a screenshot
Free webinar: The critical role of electronic signatures in HR
Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical
In Focus: Radar's Community Dashboard— A must-have tool for every community manager
The community dashboard in Radar comprises a number of useful KPIs and charts that can help with fostering engagement in your user community. The insights and handiness of Radar's community dashboard make it a must-have tool for community managers. To
[Free Webinar] Learning Table Series - Creator for the Nonprofit 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
Zoho Creator Integration with Zoho CRM goes live for Professional Users
Hi all, We're excited to announce that the integration of Zoho CRM with Zoho Creator, previously available for our Enterprise and above edition users, is now accessible to all Professional users! With this integration, Professional plan users can now
Instagram now available in Zoho Marketing Automation
Let's go Social! Hey Marketers, We’re more than thrilled to announce that Zoho Marketing Automation now lets you publish, schedule, and measure metrics of your Instagram posts directly from our platform! With this new integration, managing your social
Organize your knowledge base articles in a custom order
Hello everyone, In your knowledge base (KB), articles can be displayed based on the time of creation, time of modification, or in a custom order that allows a static view of articles in the help center. Previously, the custom order was an option limited
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Last modified on September 30, 2024: These enhancements related to the Kanban view in the Activities modules are currently available for all users across all data centers. Modified on September 12, 2024: This announcement was initially shared as a heads-up
Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
Join Us for Zoho User Group Meetups: Explore Zoho Inventory and Zoho Payroll Across India!
Are you a Zoho product user eager to meet, network, and share ideas with Zoho product experts, industry peers, and local partners? If so, you're in the right place! We're excited to announce a series of interactive and engaging Zoho User Group (ZUG) Meetups
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 （9/27）
ユーザーの皆さま、こんにちは。 9月からZoho コミュニティチームに参加することになりました、藤澤と申します。 皆さま、以降よろしくお願いいたします。 9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/tZAoce2qrDwjG9B5m8QWJfNtsuMm_Ceem5_Q ━━━━━━━━━━━━━━━━━━━━━━━━ 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
Customize the document editor in your web app!
Hello users, Did you know you can customize Zoho Office Integrator's document editor in your app, according to your business needs, and improve the way you work? Read this article to learn about the document editor functionalities you can customize in
Introducing Teams on Zoho Projects app
Hello, Everyone! We have introduced the Teams module on the Android version of the Zoho Projects mobile app. What's new card will be displayed while accessing the teams functionality. The Teams section is available under the Home module and the Projects
Managing Ticket Responses in the Help Center
Hello Again! Welcome to the series unveiling amazing codes to customize your Help Center with ease! This week, we’re revealing codes to hide two additional tabs on tickets in the Help Center. By default, Help Center tickets offer users the options to
Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
Catch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
Track agent work activities and attendance with the agent attendance tracker extension
Hello everyone, In this post, we will discuss the importance of tracking agents' attendance, the current challenges that businesses are facing in this area, and the key benefits of monitoring daily activities. Managing agent attendance effectively is
WhatsApp messages and Calendar view for activities - Android & iOS - Bigin
Hello Everyone! In the most recent Android (v1.6.17) and iOS (v1.9.1) update of the Bigin app, we have included support for a list of fantastic features designed to enhance your productivity and user experience. Here’s what you can expect: Instant Messages:
Power of Automation:Automatically add a row in Zoho Analytics when the status of a bug is updated to 'Reopen'.
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 / Business Rules (be it Tasks / Project) and associate the custom function to
Tip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).
Introducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* Additional
Improved communication with bulk WhatsApp messaging
Dear Desk users, We have added the option to send WhatsApp messages in bulk to multiple contacts. Agents can select multiple contacts from the All Contacts View list and send WhatsApp messages to all of them at once. This action is useful especially when
Important update: New TRAI guidelines for SMS campaigns
Hello there, There's a big update from the Telecom Regulatory Authority of India (TRAI) that could impact how you send SMS campaigns, especially if you're dealing with customers in India. Starting September 1, 2024, TRAI has made it mandatory for businesses
Important update: New TRAI guidelines for SMS campaigns
Note: This update is for users performing SMS marketing in India using Zoho Marketing Automation . Hello there, There's a big update from the Telecom Regulatory Authority of India (TRAI) that could impact how you send SMS campaigns, especially if you're
9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettable
Stay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.
What's New in Zoho Invoice | May - July 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from May to July. Continue reading to learn more about them. In this, you'll learn more about the following features: TDS in Quotes, Credit Notes,
Zoho PDF editor - Outil d'édition PDF gratuit en ligne
Zoho présente son tout nouvel éditeur de PDF ! Grâce à cet outil en ligne gratuit, vous pouvez éditer des PDF sans effort, ajouter du texte, insérer des images, créer des formes, inclure des hyperliens et même les transformer en formulaires à remplir
New Feature: In-person Locations
Hello all, Greetings from Zoho Bookings team! We're glad to introduce a valuable addition to Bookings, the In-person Locations feature. With this feature, you can add physical locations to your services and efficiently manage multiple services occurring
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