Zoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightful
Function #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manual
Zoho CRM Community Digest - December 2023
As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you in
[Webinar] Extend Zoho Writer's document automation capabilities with Deluge
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for January 2024: Learn how to extend document automation capabilities with Deluge scripting. This webinar will focus on how Zoho Writer can help automate tasks and achieve specific
Important Notice: Gmail Sender Policy Updates and Impacts on Vertical Solutions- Subscriber Accounts
Dear Partners, Google has announced its Email sender guidelines that will be effective from February 1, 2024, intending to enhance security and minimize spam on its platform. This post is to highlight the changes and impacts on the emails sent from our
【Zoho CRM】通貨機能に関するアップデートの紹介
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」の記事を紹介します。 【Zoho CRM】通貨機能に関するアップデートのお知らせ *アップデートは、以下の環境fr適用されています。(2024年1月25日時点) ーUSデータセンターを除く、すべてのデータセンター ーZoho CRM 無料、スタンダード、プロフェッショナルプラン ●Zoho CRM 通貨機能とは？ 商談や見積書データにおいて、複数の通貨を使用して管理できる機能です。 例えば、取引先の通貨（例：アメリカドル）に合わせて商談の見積書を作成できたり、各国の通貨ごとに売上レポートを作成できます。
Update: Merge tag automation and footer creation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We wanted to bring you to notice a few changes in Zoho Marketing Automation in terms of usability. Merge tags automation
Expanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you to
Unlock seamless data-capturing with QR codes
We're thrilled to share a groundbreaking enhancement that will reshape the way you connect with candidates. In our continuous efforts to enhance your recruiting experience, we proudly present the QR Code feature for Webforms, Career Sites and more. This
Power of Automation :: Automatically associate the team upon project creation.
A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection with required scopes. Then, set up work flow rules criteria and associate a custom function to that workflow rule. Requirement: One of our
Important update: Changes to email sender policies
Hello, This is to announce important changes to email sender policies from Google that may impact your use of Zoho Webinar. Restriction on public domains Effective February 1, 2024, Google is implementing policies that will affect the configuration of
Deluge monthly roundup - October 2023
Hello Deluge enthusiasts, Deluge has come a long way over the years, and October was no different, so let's dive right in to the highlights from the past month! toDateTimeString Rebranded Zoho Subscriptions tasks Indian locale support in toWords() - -
Gmail's new guidelines and their impact on Deluge
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 send mail Deluge tasks across Zoho services. Gmail is rolling out policy changes with the
Link multiple documents, headings and more—the many ways to use links in Writer.
Apart from inserting links to specific webpages, you can also use links in Writer to navigate to other Writer documents, specific pages of a document, a comment, a particular part of a document or even headings. Here's a quick rundown of the different linking options in Writer: Link to a different Writer document Writer makes it easy to link information from one document to another. To do this, select the document name from the Recent Documents
Free webinar: Digital signatures for digital-first businesses in 2024
Hi all, With paperwork increasingly growing paperless, new challenges have emerged in using technologies like digital signatures. This raises questions like: How do we verify a signer's identity and authenticate access to documents? How do we expand Zoho
Zoho Creator Upcoming Updates - September 2023
Hello all! Zoho Creator is on a journey of perpetual improvement, consistently adding new features and enhancements to enrich our platform. Today, we're excited to bring you the latest updates and enhancements for this month: Global variables New default
Announcing ZUG India Meet-ups - Interact with Zoho Projects & Sprints Experts in your city!
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
【1/25 14:00〜】Zoho ワークアウト開催のお知らせ 先輩ユーザーに相談しながら、自身の課題解決に向けて取り組みましょう
お世話になっております。Zoho コミュニティチームです。 本日は、1月開催のZoho ワークアウトについてお知らせします。 詳細・申し込みはこちら ━━━━━━━━━━━━━━━━━━━━━━━━ 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。
[Upcoming Webinar] 7 BI trends to watch in 2024
BI and analytics is increasingly taking center stage, as we generate and interpret business data like never before. And with the recent breakthroughs in AI, the BI space is witnessing a stream of futuristic capabilites that are transforming data into
WorkDrive 4.0 : productivité et facilité d'utilisation accrues
Plateforme unique pour vos besoins à la gestion de contenu La productivité ou l'utilité d'une plateforme peut être mesurée en fonction de sa capacité à connecter des outils, des équipes, des contenus et des connaissances externes. Lorsqu'une plateforme
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Announcing ZUG Australia & New Zealand Meet-ups - Meet, Talk, and Learn from Workplace Experts!
Hello Everyone! Our Workplace experts are visiting the top cities in Australia & New Zealand to meet you all in person and help you boost the productivity of your organisation. Come and meet us at one of the cities listed below - whichever is nearer to
Function #38: Charge rush fees for invoices
Hello everyone! Rush fees are additional charges that businesses add to invoices when customers request expedited or prioritized services, compensating for the extra resources and effort. The method for calculating these fees can vary across industries
Merge and Store v1 API depreciation
Hi Zoho Writer users, The Merge and Store v1 API allows you to store the merged document in Zoho WorkDrive. The response of this API will be returned with the document's ID only after the merge is complete. In Deluge, the maximum timeout for operation
Customized Character Styles in Zoho Writer
Hey Zoho Writer Fam, We're excited to introduce the customized character styles feature in Zoho Writer. This feature allows you to create personalized character styles, giving you control over the font, size, boldness, italics, underlining, color, and
Support Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
Product updates: Enhanced Help widget
Hi Bookings community! We are glad to announce our improved Help widget, which aims to provide a better support experience. This update has been enhanced with the following features: Built-in screen recording Submit support request Live chat Enable edit
2023年度 Zoho Champion 決定のお知らせ
こんにちは。Zoho コミュニティチームです。 Zoho コミュニティでは、2023年の1年間でコミュニティに貢献し、他ユーザーの役に立つ活動・情報発信を特に積極的に行ってくださった3名の方を、 「Zoho Champion」 として表彰させていただきます！ @西尾真言 さん、 @Kunio さん （旧アカウント： @松井 邦夫 さん）、@Yuichi
Announcing New Features in Trident for macOS (v.1.1.0)
Hello Community, Trident for macOS has quite a few new features that will enhance your day-to-day communication and productivity. Let's take a quick look at them. Modifying and revoking SecurePass emails With the Modify option in SecurePass emails, you
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Function #35: Automatically create a Task when a Quote is sent
Hello everyone, and welcome back to our series! A business employs various approaches to boost its revenue, and one such method involves promptly following up with customers to convert Quotes into actual sales. The challenge lies in handling numerous
Enhance the security of your data through efficient backup solutions
Backup and restore support is now available for all your WorkDrive content through ManageEngine RecoveryManager Plus. Download ManageEngine RecoveryManager Plus for WorkDrive Introducing the ChangesAPI in WorkDrive! These APIs enable the identification
Tips and Tricks #04: Make your slides loop automatically using Zoho Show
Hi everyone, We are excited to present to you our next Show tip for this week. If you want to check out our previous 'tips and tricks' posts in our community learning series, please click here. Otherwise, keep reading to learn about today's new hack.
New options to store, send, and sign merged documents with Writer's Zapier integration
Hi Zoho Writer users, We've added new capabilities to the Zoho Writer and Zapier integration. You can now automate more operations to further enhance productivity. Here are the highlights of this update: Merge and Store Generate customized documents in
Power of Automation :: Automate the creation of tasks and link them to the issues.
A custom function is a software code that can be used to automate a process and this allow 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
Org edit and details view - Bigin - Android
Hello everyone, In the most recent update of the Android version of the Bigin app (v1.6.10), we have included support for the functionalities mentioned below: 1. Edit and view organisational details This functionality allows you to edit and view the details
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Zoho Creator - [Free Webinar] Creator TechConnect Series - Custom widget/extension concepts - Part 1
Hello Everyone! About 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
What's New in Zoho Books - October 2023
Hello users! We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in Zoho
What's New in Zoho Books - November 2023
Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,
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