New Zoho CRM mobile updates: date sync, Zia analytics support, and subform permissions
Hello Everyone! Hope you're doing great! We’re excited to share some new updates to the Zoho CRM Mobile app that are designed to make your experience even smoother and more efficient. We've included a summary of these updates so that you can take a closer
Zoho Desk 2024 Autumn release
Greetings Zoho Desk users! Earlier this year, in February 2024, we released an array of features ranging from process orchestration to ticket management, self-service, and more. Here is the announcement post for reference: February 2024 release announcement.
Zoho Desk Autumn Release - 2024 — Post 4
Continued from Zoho Desk Autumn Release - 2024 — Post three Integration Streamline field service operations with the Zoho FSM extension The Zoho FSM extension integrates field service management with Zoho Desk. For example, if a ticket requires on-site
Zoho Desk Autumn Release - 2024 — Post 3
Continued from Zoho Desk Autumn Release - 2024 — Post two Instant Messaging Mass WhatsApp messaging for efficient communication Agents can send WhatsApp messages to multiple contacts at once, which is useful for various activities, such as onboarding
Zoho Desk Autumn Release - 2024 — Post 5
Continued from Zoho Desk Autumn Release - 2024 — Post four SDK Flutter SDK support for mobile app developers Integrate the ASAP SDK with Flutter for cross-platform mobile app development, expanding support capabilities across different mobile environments.
Automation #1 - How to manage Approval process using Blueprint
With numerous ways to automate different workflows and use cases in Zoho Desk, we thought why not collate the common ones and start a series for the benefit of our community! So, here we are with the first topic in our "Automation" series. This will be a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. This month, we will discuss how
Webinar 2: Supercharged customer support for growing business
Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you: Understand your customers better and their journeys to proactively support and engage them even before they ask for help. Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
Zoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into each
Document editor in Zoho Office Integrator
Hello users, Did you know that Zoho Office Integrator has an embeddable powerful document editor that allows you to create various types of business documents, including sales contracts, legal documents, and NDAs? With Zoho Office Integrator as a part
Power of Automation: Automatically notify project owners via email when a project is overdue.
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 rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
【Zoho CRM】サンドボックス機能に関するアップデート：サービスタブと予約タブに対応しました。
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」の中からサンドボックス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、サンドボックスでサービスタブや予約タブを有効にし、テストしてから本番環境に適用することができるようになりました。 タブの変更だけでなく、サービスタブと予約タブの設定をテストし、それらを本番環境に適用することもできます。 本番環境への適用後は、サンドボックスでこれらのタブに対してさらに変更を加え、本番環境に適用することができます。
ANZ In-Person Zoho User Group Meetups: Focusing on Zoho Creator & Zoho Flow (September 2024)
Hello, Zoho Community! Calling all Zoho users in Australia! We're thrilled to announce the next series of Zoho User Group (ZUG) Meetups, continuing the success of our previous sessions. These meetups are a great opportunity to learn, network, and engage
Zoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.
🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉
Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your
Zoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
Introducing Compose Email Settings
Emails play a vital role in Zoho Recruit, facilitating communication with candidates, clients, internal teams, and more. Users often prefer a specific email style that aligns with their professional and personal needs. Compose Email Settings in Zoho Recruit
What's New in Zoho Inventory - January - May 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Customer and Vendor Portal Domain Change We are updating the Customer and Vendor Portal's default
Introducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments
Free webinar: A walkthrough of Zoho Vault mobile and desktop apps
Hi everyone! In today's hybrid work environment, we use multiple devices such as laptops, smartphones, iPads, and even Apple Watches to stay productive. As we juggle between these devices, securing access to our apps becomes crucial. That's where Zoho
Setup page changes: Regrouping and categorization of features
Dear Desk Users, We're pleased to announce an upcoming revamp of the Desk setup page. These changes are intended to improve the organization and visibility of features on the setup page. Why are we making these changes? Simplified navigation Our primary
Read receipts in Cliq is here!
This has been long pending! But it's finally here :) We're thrilled to announce that Read receipts for Cliq is here for you all to use. Read receipts allow you to know whether your message is read by the receiver. You'll be visually informed with a double tick when someone has read your message. A quick tap on the double tick will display the message read info in channels and group conversations. Read receipts in channels and group conversations In case of channels and group conversations,
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
Automation #2- Create recurring tickets using Schedules
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Creating recurring tickets for
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Marketplace Extension - Zoho Desk Android update
Hello, Everyone! In the most recent Zoho Desk Android app update, we have extended the support for marketplace extensions in the following locations: Top Band (Navigation Drawer) Ticket Add/ Edit Form Ticket Sub Tab Ticket Details More Option Top Band
Spotlight Series #22: Create your own shapes in presentation slides
From placeholders to background designs, shapes are used almost everywhere in a presentation. At times, the default shapes may not be sufficient to showcase your creativity. With Zoho Show, you no longer have limitations when it comes to shapes. In this
Incentivizing Customer engagement in ZylkerShop
Hello Everyone! Welcome to the next series on ZylkerShop’s journey towards enhancing user experience on its Help Center portal. Last week, we explored how ZylkerShop managed onboarding users into its customer portal. This week, we shall see how ZylkerShop
Introducing Services and Appointments Modules in CRM Sandbox
Hello Enterprise Community, We are pleased to announce that the Zoho CRM sandbox now supports the Services and Appointments modules! These modules are ideal for businesses offering customer services, allowing you to manage service categories, track appointments,
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Power of Automation :: Automatically send an email to the Deal owner based on Project completion percentage
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
Tips & Tricks: Ensure Your Bot's Final Messages Get Noticed with Card Wait Time
Creating a seamless and engaging chatbot flow is key to a great user experience. Each bot flow should have a strong start and a smooth conclusion to keep users engaged. In SalesIQ's codeless bot builder, the End card is used to end bot conversations.
Customize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline
Filter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.
Exposing webform as link or QR Code and actions on submit customization in CRM
Dear Customers, We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose
User Engagement: Seamless Help Center Onboarding
Hello Everyone! Welcome to a series exploring how ZylkerShop established its business through Zoho Desk's Help Center. ZylkerShop is an e-commerce platform serving household customers and businesses with a diverse range of products, including home appliances,
Fireside chat with Zoho Desk and LateShipment
Hello, customers! Zoho Desk's Marketplace contains over 300 extensions for various functions. LateShipment is one of our key marketplace technology partners for helping you manage deliveries effectively. With the Zoho Desk+Lateshipment integration, you
Introducing advanced video-related features
Videos are an indispensable tool for businesses, contributing to functions like marketing, sales, training, customer service, and events. With this in mind, WorkDrive brings you three advanced features for better video creation and collaboration. Video
[Webinar] Navigate e-invoicing compliance with Zoho Books
Hello everyone, We are excited to announce our August webinar series on e-invoicing! This series is designed to help businesses streamline their invoicing processes and ensure compliance with regional regulations using Zoho Books. Our experts will cover:
Breakout Rooms pour une meilleure collaboration lors de vos réunions en ligne
L'un des défis majeurs auxquels sont confrontées de nombreuses entreprises est la difficulté d'organiser des discussions en petits groupes dans le cadre de la réunion d'un grand groupe. Dans un contexte virtuel, les grands rassemblements peuvent être
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