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                                                                                        • Most Discussed Topics

                                                                                        • API for Zoho CRM "Make this an online meeting" option

                                                                                          Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
                                                                                        • Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?

                                                                                          This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning.  So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
                                                                                        • What's New in Zoho Books - August 2022

                                                                                          Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and Bahrain
                                                                                        • Button to create a sales order from a deal in Zoho CRM

                                                                                          Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order.  I need to send a total invoice
                                                                                        • KPI Widget

                                                                                          For comparing current and previous year sales reports, I am creating a KPI widget. In previous years, I would like to add a timeline or date filter for analyzing monthly sales. Let's say I want to compare my current month sale with my same month sale
                                                                                        • Sticky Posts

                                                                                        • Convert a message on Cliq into a task on Zoho Connect

                                                                                          Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect.  If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one.  For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing,
                                                                                        • Gallery Function for Updating Project Status

                                                                                          A custom function is a software code that can be used to automate a process.  Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
                                                                                        • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                                            Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
                                                                                        • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

                                                                                          Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO
                                                                                        • Extension Pointers: Publishing an Extension

                                                                                          Extensions are software components that help developers add features that enhance the functionality of your Zoho product.   Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of