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
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
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