Introducing Shift Patterns
We're thrilled to announce the Fixed and Flexible Shift Patterns, catering to your diverse workforce needs! Zoho Workerly now empowers you to choose between Fixed and Flexible Shift Patterns, tailoring your schedule to the needs of each job and temp.
Building extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another feature
Zoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unify
Zoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unify
Featurecast Story 14 - WhatsApp Interactive Message Templates
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 14 - WhatsApp Interactive Message Templates Boost customer engagement with WhatsApp's Interactive Message Templates One of the significant features introduced for WhatsApp Business is interactive
Zoho Desk's Instant Messaging | Feature Updates | Feb 2023
Hello All, We are back with some exciting updates and feature enhancements to meet your business communication needs. Let's take a look at what's new in the Instant Messaging module. Multi-number support for WhatsApp users If you have been using the WhatsApp
Zoho Books 2023: A Stellar Recap
Working remotely with Cliq: Availability Reports in Remote work
Tracking employee attendance is crucial in times of remote work to maintain continuous productivity in the organization. To resolve the challenges of tracking and maintaining attendance of the employees irrespective of their work locations, Remote Work in Cliq brings Availability Reports exclusively for admins. Need for Availability Reports Individuals have their own schedule while working remotely. Availability reports gives a holistic view of the team's preferred break hours, individual break
Announcing ZUG India Meet-ups - Interact with Zoho People & Payroll Experts!
Dear Users, We are happy to announce another round of Zoho Community User Meet-Ups in India. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams
What's New—Jan 2024
Hello everyone, After dedicating our efforts to some behind-the-scenes enhancements throughout January, Backstage is now running more smoothly. So here are the most recent updates from Backstage. Manage permissions pertaining to event registrations for
Function #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credit
Assign owner actions in workflows
Greetings, Previously, in Bigin, you could assign owners by updating the appropriate field. However, this method only allowed you to choose one owner at a time. To enhance this process, we've introduced a new Assign Owner action, which enables you to
Update in Notification Email Address
Dear users, Previously, Zoho Connect notification emails were sent via noreply@zohoconnect.com email address. Now, we have moved it to a new email address, notify@zohoconnect.com. This change has been implemented to bring you clarity and help you understand
Free webinar: Cybersecurity Awareness Month tips: How to stay prepared
With the majority of the world now operating remotely, people have increasingly embraced the new comforts of online life. From shopping for essentials to conducting business operations, anything is now possible from the relative safety of one's home. As we witness a surge in the use of online applications, there is no better time than now to talk about cybersecurity. To bring greater awareness to rising cybersecurity threats, the U.S. Department of Homeland Security and the National Cyber Security
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
New guidelines of Google and Yahoo
Dear users, Google and Yahoo have introduced their new guidelines for email standards to take effect starting this month. To protect their users from spam and fraudulent emails, they've mandated email authentication for the emails sent to their users.
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
The Social Wall: January 2024
Hi everyone, We hope 2024 is filled with promise for all of us. It surely is here at Zoho Social. To begin with, we rolled out some updates and initiatives this January that can help you see a quick reflection of your previous year and that can make your
[Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users
Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Update (May 2025): Outlook introduces similar email authentication requirements Following Google and Yahoo, Outlook will also enforce new email security rules starting May 5, 2025. Bulk senders must authenticate all emails using SPF, DKIM, and DMARC to
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
Deluge - Our interim solution for Gmail's policy changes
Earlier this month, we shared the news about the upcoming changes in Gmail's guidelines and their impact on send mail tasks in Deluge. We've since received feedback from users expressing concerns about how these changes will affect their email communications,
Important announcement regarding Gmail's new Email sender guidelines
What is this announcement about? Google has recently announced a new set of guidelines for sending emails from/to Gmail accounts, which will come into effect from tomorrow, Feb 1, 2024. They're enforcing stringent authentication requirements to improve
Featurecast Story 13 - WhatsApp Credits Dashboard
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 13 - WhatsApp Credits Dashboard Utilize the WhatsApp credits dashboard to analyze your business conversations During 2023, WhatsApp announced that it was shifting to a conversation-based
Zia update: Smart composing with generative AI capabilities
Hey everyone! We're excited to announce the launch of smart composing in Zoho Writer, powered by ChatGPT's generative AI. This is a game changer for content creators, who now have the power to write better, faster, and more easily. To begin utilizing
Send invoice for appointments in Zoho Bookings
In this post, we'll see how to automate invoices to the customer when an appointment is made in Zoho Bookings. We've made a workflow template in Zoho Flow that integrates Zoho Bookings and Zoho Books for easy customer invoicing. You can set up this integration
Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.
Not sure who is signing your document? Not anymore with dynamic knowledge-based recipient authentication!
Hi Zoho Signers! Zoho Sign partners with IDology to provide dynamic knowledge-based authentication (KBA) for recipient authentication. Dynamic KBA generates questions to which ONLY the signer would know the answers. The questions are sourced from public
Automating appointment status and customer feedback collection
Hello community members, In the spirit of elevating your scheduling game for 2024, we're bringing you a couple of useful workarounds that can enhance your overall Bookings experience. We have divided the community post into two halves. In the first half,
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
Unveiling the Future of CRM Engagement: Introducing Zoho CRM's Cadences Studio
Hello Enterprise Community, In the ever-evolving landscape of customer relationships, businesses face the challenge of standing out with unique and tailored engagement strategies. Gone are the days of generic communications and mass email blasts. Today's
Introducing Zoho CRM Support Access for Enhanced Assistance
Hello Enterprise Community, We are excited to announce the launch of Support Access, a powerful feature designed to streamline and expedite support interactions with our Zoho CRM users. What is Support Access? Support Access allows you to grant temporary
Webinar Tendances de la relation client 2024 & Nouveautés Zoho CRM, vos réponses
Bonjour à tous, La semaine dernière, vous étiez nombreux à assister à notre premier webinar de l'année ! Vous nous avez posé de nombreuses questions et nous voici avec vos réponses : Modèle de donnée : peut-on voir les cles uniques primaires ou secondaire?
What's New in Zoho Analytics - January 2024
Hello users! With the onset of a new year, we're delighted to bring you new feature updates and enhancements to improve your experience. Read on to learn more about what's new in Zoho Analytics. HyperSQL - Live Connect We have enabled Live Connect for
Updates in Zoho Workplace applications | Dec 2023
Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email
Function #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can display
Enhancements to List View
Greetings, We’re happy to announce a set of enhancements to the List View, which gives you more flexibility in personalizing how you view data inside Bigin. It introduces a more refined and interactive interface, optimizing the user experience for efficient
Important notice: Changes in sender domains
Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".
Gmail's new guidelines and their impact on Zoho Creator
Hello everyone, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024, which will have implications for Zoho Creator, especially on send mail tasks. Gmail is rolling out policy changes with the
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