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 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
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
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
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
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
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
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