CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
Tip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
Zoho Invoice: Playing Back 2023
Il est temps d'alléger vos outils avec AR Measurement
Que ce soit au bureau ou sur le terrain, les professionnels sont bien équipés pour prendre des mesures à la demande, mais le grand public n'a pas toujours les outils de mesure nécessaires. Pour surmonter cet obstacle, nous introduisons le service de mesure
Power of Automation - Automate the creation of tickets in Zoho Desk when an issue in created in Zoho Projects
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 complex tasks and
Comply with 21 CFR Part 11 and EU GMP Annex 11 using controls for life sciences
You can now enable controls for life sciences in Zoho Sign to stay compliant with FDA 21 CFR Part 11 in the US and Volume 4 GMP Annex 11 in the EU. Compliance with these guidelines ensures data privacy, security, and regulated use and maintenance of your
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
[WEBINAR] Banking module mastery: Effortless bank reconciliation with Zoho Books
Hi all! We're excited to kickstart the Zoho Books monthly webinars! Join us to explore the Banking module within Zoho Books and discover its capabilities. Efficiently manage your business finances with seamless banking integrations, enabling you to match
Building Extensions #11: Creating widgets with the JS SDK bundle in Zoho Desk - Event API
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 discussed Data Storage APIs, their use in extensions, and how to use them in your Zoho
Knowledge Management with Zoho Desk - Upcoming Webinar - Register Now
Hello all, We are gearing up for our eighth session in the webinar series. Webinar Topic: Knowledge Management with Zoho Desk Date & Time (PST): December 13, 2023, at 11:00 am | Registration Link: https://zurl.co/iUHQ (IST): December 13, 2023, at 11:00
Enhanced Email Security | Email Authentication Workshop - Google and Yahoo Email Policy Changes 2024
Dear Marketers, We're extending a special invitation to our exclusive Email Authentication Workshop, where we'll unravel the latest Gmail and Yahoo Mail updates that directly impact your email marketing strategy. Effective February 2024, gmail and yahoo
【Zoho CRM】Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。
いつもフォーラムをご覧いただき、ありがとうございます。 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】Webフォーム機能に関するアップデートのお知らせ：公開形式が追加されました。 *当アップデートは、以下の環境でご利用いただけます。(2024年2月13日現在) ーリンク：スタンダードプラン以上 ーQRコード：エンタープライズプラン以上 全てのデータセンターで利用可能 ◼︎ アップデート内容 1.Webフォームの公開方法にリンクとQRコードが追加
Announcing Zoho Recruit's Resume Extractor 2.0
Hi everyone! We’re happy to announce our new and improved Chrome browser extension! We’ve made a few major improvements to Resume Extractor that Zoho Recruit users should know about: 1. Overall Security Improvements: As of the latest update, the Resume
Meetups Usuarios Zoho CRM - Marzo 2024
Querida comunidad: Estamos felices de comunicaros que ya tenemos fechas para los primeros meetups de usuarios de Zoho de 2024. ¡Vamos allá! Empezaremos en Madrid el martes 5 de marzo Seguiremos en Valencia el miércoles 6 de marzo Y cerraremos en Barcelona
What's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace
Multiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
CRM | Exciting Announcement: Explore the Power of Cadences Studio in Our Webinar Sessions!
Dear Enterprise Community, Get ready for an enriching experience as we unveil the possibilities of Cadences Studio in our upcoming webinars next week! 🚀 Session Details: Session 1: Date & Time: Monday, February 5, 2024 9:30pm CT Registration Link Session
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why
Validate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in these
Zoho Developer Community Monthly Digest - January 2024
Hello everyone! Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January.
Zoho Creator - [Free Webinar] Creator TechConnect Series - Custom widgets and extensions in Zoho Creator - Part 2
Hello Everyone! About the Creator TechConnect series The Creator TechConnect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into key essentials and technical nuances while building
Announcement: [WEBINAR] Enhance appointment scheduling for your business with Zoho Bookings and Zoho Flow
Dear Zoho Bookings community, Every business should have an organized workflow for its users. Although product integration can have its challenges, this shouldn't deter you from accessing data from multiple sources. Find out how you can streamline business
Re-enable the Channels app by 29th Feb 2024
Dear Users, The Channels app in Zoho Connect helps you easily access your Zoho Cliq conversations. Recently, we made some changes to the way data is exchanged between Zoho Cliq and Zoho Connect. If you are using the Channels app, please disable and re-enable
Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss out
Function #41: Notify users when sales orders exceed the credit limit
Hello everyone, and welcome back to our series! As you're aware, Zoho Books lets you set credit limits for your customers, that can be monitored in both invoices and sales orders. Previously, we shared a custom function that can alert users when an invoice
Build your own extensions with Zoho Writer
Hey Community! You can now integrate your favorite third-party apps by building your own extensions with Zoho Writer. You can also share these extensions you created with users worldwide by publishing them in the Zoho Marketplace. Here's how you can get
Voici Zoho Sprints 2.0 : Gestion de projet plus pratique et plus intuitive
Avec Zoho Sprints, nous perfectionnons constamment le parcours utilisateur de notre produit afin que vous puissiez profiter de tous les avantages que notre plateforme a à offrir. Nous avons le plaisir de vous annoncer le lancement de la version 2.0 de
Enhance your Replacement Searches with Advanced Filtering
We're thrilled to announce an exciting enhancement to Workerly's Find Replacement feature! Previously, temp matching was confined to the criteria saved for the respective job. With the introduction of advanced filters, refining your search is just a click
Clone Work item - Zoho Sprints mobile app - Android
Hello, Sprinters! In the latest Android version(v1.2.9) of the Zoho Sprints mobile app, we have brought in support for an option to Clone Work items. You can now clone work items directly from the item detail page. This handy feature makes it easier than
Google and Yahoo's 2024 email authentication requirements: A new era of security
Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here
Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023
Hello everyone! We are happy to present to you, some of the latest features introduced in Zoho CRM's in-built CPQ system. As you may already be aware, CPQ offers a bespoke quote management facility right inside Zoho CRM. You can set up product configurations
Live webinar: Zoho Show for sales professionals: Create a winning pitch deck with Zoho Show
Hello everyone, We are excited to invite you all to our first webinar of the year, Zoho Show for sales professionals: Create a winning pitch deck with Zoho Show. Whether your business is a small startup or a large enterprise, the sales of your product
Google and Yahoo's 2024 email authentication requirements: A new era of security
Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here
Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Ce premier mois de l'année est déjà terminé, voyons ce qu'il nous a réservé. La nouvelle version de Projects 8.0 est maintenant disponible pour tous. J'espère que vous l'avez essayée et que vous tirez le meilleur parti des
【Zoho CRM】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）
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】複数行項目に関するアップデートのお知らせ：リッチテキストに対応しました。 *当アップデートは、日本及び一部のデータセンター（AU, CA,CN,EU）のエンタープライズ以上のプランをお使いの組織に適用されています。(2024年2月8日現在) ◼︎ リッチテキスト形式の複数行項目の作成 カスタム項目の作成において、複数行項目にリッチテキストのオプションが導入されました。このアップデートにより、太字/斜体/下線付きのテキストで強調表示することができたり、色をつけたりと、より汎用性が高く、見やすいデータを管理できます。例えば、以下画像のイメージでご利用いただくことができます。
[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
Zoho Mail app update - Android - Insert Signature
Hello everyone! The latest Android version(v2.6.17) of Zoho Mail app, now features a highly requested feature: the 'Insert Signature' option!Now, composing emails on the go just got even easier with the ability to seamlessly toggle between different signatures
Hebrew Right-to-Left (RTL) support is now live on SalesIQ!
Hello everyone! In our ongoing commitment to diversify SalesIQ for a wide range of users, we are happy to share an update that enhances the SalesIQ experience for our Hebrew-language users. The Hebrew Right-to-Left (RTL) support has arrived on SalesIQ
Power of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement On a specific custom field update done in the Projects module, the user wanted
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