Zoho Inventory Community Digest January 2021 - a monthly rundown
Hello all! We hope you all had a good start to 2021. Our team is looking forward to supporting you through a wonderful year. Let's start by walking you through some important updates that we made this January. 1. Feature spotlight As you move to expand
Community Digest - January 2021
We hope you find the Community Digest series useful! We like to keep adding to it as much as we can so, if you've got any ideas, feel free to add them in this form here. Your inputs are greatly appreciated:) Announcements Introducing the upcoming customization
Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access to
Zoho Inventory Community Digest October 2020 - a monthly rundown
Hello all! Hope you're all staying safe. This month was quite interesting. It's hard to believe it's been seven months since we started working from home officially. As we push on, we're bringing you a lot of new updates as well as our expert sessions,
Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho Marketplace
Community Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so that
Community Learning Series | Digest #6 - October 2020
Dear customers, We're happy to bring you the October edition of our #CommunityDigest! This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to where
Community Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020
Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox to
Community Learning Series | Digest #5 — September 2020
Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
Community Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone of
Zoho Inventory Community Digest July 2020 - a monthly rundown
Hello all! We have another edition of Zoho Inventory Digest here for you. Check out some of the latest updates for this month. 1. Ask The Experts series: To help our users who are trying to go digital in a short time, we have been discussing a few Zoho Inventory integration topics on our 'Ask the Experts' series. Some of the recent topics of discussions have been: Zoho Sign integration Avalara integration Zoho Desk integration Stripe integration Australiapost integration You can also join our
Community Learning Series | Digest #4 - August 2020
Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
Community Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich your
Community Learning Series | Digest #3 - July 2020
Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
Community Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API Credits
Community Learning Series | Digest #2 - June 2020
Dear customers, We launched the #CommunityDigest series a couple of weeks back and received positive feedback on edition #1. Thanks for your support! We are glad to bring to you the second edition of our digest. 1. Upcoming Webinars [On-demand webinar] 6 ways to use a recurring billing tool as a customer retention system Watch Now 2. Tips and Tricks In the previous digest, we looked at implementing a "30-day money-back guarantee" strategy for your business. Here's your takeaway from this edition:
Zoho Inventory Digest, June 19 2020
Hello all! We have another edition of Digest for Zoho Inventory here for you. Check out all the updates we have for you this week. 1. Ask The Experts Initiative: Keeping the current remote working strategy in mind, this week's Ask The Experts discussion was on Zoho Inventory - Zoho Cliq integration. You can find more details to this session here and also post your questions on this topic to discuss your ideas with our team or the community. 2. Integration Spotlight: To find out more on this
Zoho Inventory Digest June 4, 2020
Hello all! We are back with another edition of Digest for Zoho Inventory. Check out the updates we have for you this week. 1. Ask The Experts Initiative: In this week's 'Ask the Experts' we will be discussing about taking your store online along with managing your offline sales and multiple stock location. These days, we see many of our users trying to take their sales online with their currently affected store sales. This integration can help you consolidate your physical store and online store
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Introducing: Community Learning Series | Digest #1 - May 2020
Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! Welcome to the first edition of our digest! Each edition of our community digest includes guides
Zoho Inventory Digest
Hey everybody! Hope you're all safe and sound! Today, I am happy to introduce 'Digest', a brand-new section on our Zoho Inventory forum. Zoho Inventory Digest is a one-stop source for updates on upcoming webinars, product news, popular discussions, and more! Here's what we have planned for our community this month. 1. Ask The Experts Initiative: Since March we have rolled out a brand new forum discussion which discusses about the different features of Zoho Inventory one at a time. This week,
Community Digest - April 2020
Announcements: Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020. Check out the changes in the new UI of the record details page. Introducing new Zoho CRM extensions - RingCentral Video, WhatsApp Web, and 10 other extensions from Marketplace. Take a look at the newly launched Zoho CRM extensions - IDX Broker, Mapsly, Acefone and 10 other extensions Introducing new Zoho Desk extensions - Github, OnePage CRM, and 4 other extensions from Marketplace. Here's a list of the extensions
Community Digest - March 2020
Announcements: Check out the new, revamped record details page in Zoho CRM that's easier on the eyes Custom Buttons now available in the List View - Utility Menu. Learn more. Field limits are revised for the enterprise edition. Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM. Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. More than 900 extensions in the Zoho Marketplace to enrich your experience
Community Digest - February 2020
Announcements Map the fields from a layout in the Leads module with the appropriate layout from Contacts, Accounts, and Deals module in Sandbox and deploy the changes into your production account. The sign-in process in the Zoho CRM plug-in for Microsoft Word now uses OAuth instead of Authtokens A step-by-step guide to integrate Google Contacts using Sigma Important Updates in Zoho CRM Outlook plug-in and Marketplace. Check it out Now, transfer Records and assignment configurations during user
Community Digest - January 2020
Product Announcements Introducing edition-wise storage limits in Zoho CRM New error-code in CRM API - RECORD-LOCKED to prevent data loss Introducing edition based Data Storage limits and UI changes in Storage Space Check out how you can delete users and transfer the records owned by them Modified sign-in process of the Zoho CRM Outlook plug-in using OAuth instead of Authtokens. Kaizen Kaizen #13 - Bulk write API Kaizen #14 - Notification API Kaizen #15 - Java SDK for self client Kaizen #16 - Python
Community Digest - December 2019
Product announcements: Empower sales reps to sell with Zoho CRM, now with iOS 13 experience Are SPAM records troubling you? Include reCAPTCHA in your webforms with Zoho CRM All new Revamped Tax section is now available in the newer version of the CRM app! Updates in Email and Inventory templates: Cloning across modules, setting default font and more. New customize options in the module builder: Quick create and details view On including reCaptcha in your webforms PartnerSpeak on Zoho CRM Use
Community Digest - November 2019
Product announcements Zoho CRM's Social revamp and migration to new social accounts Zoho CRM's mobile application now supports our testing environment, Sandbox Ruby SDK for Zoho CRM is out E-sign your documents with the Zoho Sign extension for your CRM Kaizen Kaizen #4 - Troubleshooting OAuth 2.0 Kaizen #5 - Environments and domains in Zoho CRM (1) Kaizen #6 - Environments and domains in Zoho CRM (2) App Spotlight App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho
Community Digest - September 2019
Product announcements BCC dropbox email email address format will be revised Call leads and contacts via RingCentral Lead nurturing made easier with email marketing automation workflows Empower your sales reps to sell with Zoho CRM - now with iOS 13 experience Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators and discussing solutions.
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
Community Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups in
Community Digest - March 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in West Coast, US Feature updates Zia Voice - Call Zia to get instant answers for all your questions in Zoho CRM Zoho Survey now integrates with Zoho CRM - create surveys from within your CRM Associate later campaigns as child campaigns to an earlier campaign from within CRM. Tips and tricks Tip #52 - How to associate multiple line items to a record PartnerSpeak on Zoho CRM Jason is back with this month's discussion on creating
Community Digest - January 2019
Product announcements Zoho CRM has got some new UI enhancements! Check it out. Take a look at the new enhancements in list views, Blueprints and Workflow tasks. More on the discontinuation of Google+ integration with Zoho CRM. Zoho Community Meetups The first quarter of Zoho Community Meetups are in full swing. We have quite many meetups coming up so do register now. Zoho CRM meetups across the US. Zoho CRM meetups in Europe. Zoho CRM meetups in South Africa. Zoho CRM meetups
Community Digest - November 2018
Product Updates: Check out the latest Zoho CRM enhancements for this year. Introducing the long-awaited Maven distribution for Java SDKs. More Zoho CRM releases last month. Take a look at them all here. On Zoho Forms and its integration with Zoho CRM. Ask the Experts With Zoho CRM's API migrating to v2.0, and v1.0's deprecation at the end of this year, December's Ask the Experts session centers around migration from API v1.0 to v2.0. This live Q&A forum can be viewed here.
Community Digest - October 2018
Product updates Take a look at recent updates in Portals. Upcoming Meetups The Zoho CRM meetups for the month of November are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in France Zoho CRM meetups in Germany Zoho CRM meetups in Middle East Zoho CRM meetups in South East Asia Zoho CRM meetups in United Kingdom Zoho CRM meetups in United
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Community Digest - August 2018
Zoho CRM Meetups: The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in Canada Zoho CRM meetups in Switzerland Zoho CRM meetups in the US Automate using Functions Function #52: Automatically update the recent event date in the Accounts module. Function #53: Automatically name your deals during lead
Community Digest - July 2018
Product announcements TLS v1.2 upgrade and client component update for Zoho CRM Introducing server-less functions Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more here. Zoho CRM Meetups July's Meetups on Making the most of Zoho CRM focused on several important CRM features including Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups are
Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,
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