コミュニティダイジェスト 2024年1~2月
こんにちは。Zoho コミュニティチームの中野です。 フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。 1月、2月の活動は以下のとおりです。 [ Zoho CRM に関する アップデート情報 ] 設定画面が大幅に刷新されました。 通貨機能に関するアップデートの紹介 ＞通貨管理の権限設定や設定した通貨の変更履歴（為替レート、桁数の変更など）を確認できるようになりました。 リッチテキスト形式の項目を作成できるようになりました。（複数行項目）
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
We heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must
Updates for Zoho Marketing Automation 2.0 - Product Recommendation, RSS Campaigns, Cyclic Campaigns and more
Dear Marketers, We are here with a fresh set of updates for Zoho Marketing Automation. These updates are solely crafted for enhancing your marketing experience with the product and is available only on Zoho Marketing Automation 2.0. 1. Product recommendation
Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which would
Zoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,
Tip & Tricks: Make your Chatbot personal with Criteria Router!
Hi everyone 🤖 Ever wished for a bot that understands your visitors' needs and acts accordingly? We got you! Meet Criteria Router card – your ticket to an intelligent, customer-centric bot without breaking a sweat or code! Let's sprinkle some magic on
Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Free Webinar Alert! Transform your digital work experience with Zoho Workplace and Zoho Sign
Hello Community!!! We're excited to announce the free webinar on Transforming your digital work experience with Zoho Workplace apps and Zoho Sign integration! Join us for the webinar! Click here, to register!
Free Live Webinar! Transform your digital workspace with Zoho Workplace and Zoho Sign
Hello Community!!! We're excited to announce the live Webinar on Transforming your digital work experience with Zoho Workplace apps and Zoho Sign integration. Join us today for the webinar! Click here, to register!
Zoho Creator Upcoming Updates - February 2024
Hello All! Building on the momentum of the previous year, where we introduced a range of significant features, we're excited to kick-off 2024 with another set of important updates: System integrations Client actions in Kanban, Timeline, and Calendar reports
【Zoho CRM】会計年度機能のアップデート：年度の構成を週単位で設定できるようになりました。
こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】会計年度機能に関するアップデートのお知らせ：独自の会計年度が設定できるようになりました。 *当アップデートは、すべての有料プランでご利用いただけます。 会計年度は、Zoho CRM を導入してはじめに設定する基本機能の1つで、売上予測やレポート機能で期間を抽出する際に指標となります。 この会計年度の形式について、1年を月ごとではなく、52週に基づいて期間を定めるオプションが増えました。
New Features rolled out on Feb 26, 2024
Advanced Analytics Connector for Pipedrive You can now seamlessly import Pipedrive data into Zoho Analytics to gain enhanced insights. Attain a comprehensive understanding of your business processes, optimize sales strategies with detailed insights, and
Your Work, Safeguarded Every Minute with Auto-Draft
We're excited to announce that Zoho Recruit now has a Save as Draft feature to help you hire uninterrupted. Keep reading to learn more about how this nifty addition can save you time. What is the Save as Draft Feature? The Save as Draft capability allows
Data export enhancements
Greetings, Previously, exporting data in Bigin would download all fields in the view. With this enhancement, however, you can select the specific fields you want to export. Let's say you only want to download the customer's details, such as their name,
Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessary
What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans
Leverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,
Tip 1: How to paste images in Zoho Mail - Insert/ Embed images inline with email
We all add screenshots, or copy paste images in our emails. Often we rely on third party tools to annotate them, save and them embed them in our emails. No more image hassles! Just paste the screenshot you captured, annotate it, and embed the image right inside your email. Steps: Compose the email. Copy the image you want to embed, to the clipboard. In the editor, place the cursor on the exact location where you want to embed the inline image. Hit Ctrl + V to paste the image or choose Paste from
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Attention: Modification to the Get Agent API
Dear Folks, We'd like to inform you about recent updates to the Get Agent API in Zoho Desk, prompted by security considerations. If you're currently using the APIs mentioned, please take note of the changes outlined below. Existing Behavior: Currently,
New to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities to
What's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've been
Introducing a dedicated view for "Scheduled Temps"
Tired of managing hundreds of temp records in Workerly? Wouldn't it be cool if you had them all sorted automatically on a weekly basis just a click away? Introducing the enhanced "Scheduled Temps" view, your new shortcut to manage workforce effortlessly.
[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities
Power of Automation :: Streamline notification on Zoho Cliq channel on project 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. One of our
Enhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is all
3/8（金）開催 ユーザー交流会 東京 / 2024年度のコミュニティイベントのご案内
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。 3/8（金）18:00より今年最初のユーザー交流会を開催いたします。 ＊定員に達しましたので受付を終了いたします。 次回の東京開催は6/14に開催いたしますので、今回登録が間に合わなかった方はぜひ次回ご検討ください。 ▼ 前回のユーザー交流会の様子はこちら▼ 3月の開催回では、Zoho CRM / Zoho Analytics 活用事例や、Zoho Champion の3名によるパネルディスカッション、参加者同士でサービス運用について共有しあうグループワークを実施します。
CRM Wizards for Inventory Modules and More
We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive forms,
Introducing Solutions Library for Zoho CRM
Greetings Zoho Enterprise Support Community! We are thrilled to announce the launching of a programmable solutions/use cases library for Zoho CRM. The library will offer numerous solutions across various modules and automation features. First, let's understand
Free webinar: Best practices for deploying and using Zoho Vault
Hi everyone! Password management shouldn't be a headache, especially for admins and users at organizations that manage thousands of passwords. But without the right tools, it can quickly become a nightmare of weak passwords and risky practices. That's
Unified Business Analytics - An essential step to business success
With exponential data growth today, a commonly pursued objective among businesses is Unified Business Analytics. This allows businesses to bring all their data to one place, build smart data models, and analyze data across domains—highlighting the cross-functional
CRM - Astuce #5 : Effectuer des actions en masses
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression en
WorkDrive 4.0: Enhanced productivity. Improved usability. (Phase 2)
Hello All, In our previous announcement, we introduced the first set of WorkDrive 4.0 features designed to meet the evolving collaboration, security, usability, and data management needs of modern teams. We are excited to present the next set of feature
Announcing the early access of custom portals in Zoho Learn
Hello Everyone, We are excited to share with you that the early access program for our custom portals feature is now open! Custom portals give your external audience a place to learn and access resources. In Zoho Learn, you can build unique portals to
Featurecast Story 15 - Inserting Articles
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 15 - Inserting Articles Insert knowledge base articles in business chats for efficient customer support When a customer initiates a conversation on any instant messaging channel to request
【残り3枠】2/28 14:00〜Zoho ワークアウト オンライン開催のお知らせ ：課題解決型ワークショップイベント
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 ＊満席につき参加登録受付を終了いたしました。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRM
[Webinar] Learn how to create design documents, manuals, SOPs, and more with Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for February 2024: Learn how to create design documents, manuals, SOPs, and more with Writer's tools. This webinar will focus on how Zoho Writer can help create complex business documents
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