New Features rolled out on November 24, 2023

New Features rolled out on November 24, 2023

Hello users!

We have a host of features and enhancements in store for you this month, ranging from new business application connectivity to robust security enhancements. Let's take a look at the latest updates to Zoho Analytics.

Advanced Analytics for Jotform



Advanced Analytics for Jotform enables you to understand the preferences and opinions of the targeted audience, gauge satisfaction and engagement rates, and identify areas that may need improvement.

Workspace Level IP Restrictions



Add a layer of security by configuring workspace-level IP restrictions for enhanced security, and to prevent unauthorized access. Previously, IP restrictions were available only at the account level.

Zoho Directory Integration



Zoho Analytics' integration with Zoho Directory allows administrators to handle identity and user access management with ease. Manage varying login credentials using one tool to strengthen online account security.

Denodo - Live Connect



Zoho Analytics now supports live connect for Denodo databases. Live connect helps with real time analysis.

Share to Cliq



We are excited to announce a significant enhancement to the Zoho Analytics - Zoho Cliq integration. The Share to Cliq option enables users to send reports to any user or Cliq groups within the organization seamlessly, in a variety of file formats.

New Modules in LinkedIn Ads

Zoho Analytics now supports the below new modules to effectively analyze the LinkedIn Ad campaigns.
  • Industry Performance
  • County Performance
  • Job Function Performance
  • Job Title Performance
  • Company size Performance
  • Job seniority Performance
  • Country/Region Performance
  • Location Performance
  • Company Performance

New APIs

A comprehensive set of new APIs (2.3.0) are now available in various categories to enhance your experience with Zoho Analytics.

Meta data API
Data Modeling
Sharing and Collaboration
Do try out the new features and let us know your feedback.

    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Zoho Analytics in 2024: A look back

                                                    Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
                                                  • Announcing Zoho Analytics 6.0 Beta!

                                                    We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
                                                  • What's New in Zoho Analytics - August 2024

                                                    Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
                                                  • We are coming to your city! Zoho Analytics Community Meetup

                                                    Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
                                                  • Zoho Analytics: 2021 Look Back

                                                    As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Matrix dropdown

                                                                                                    Is there a way to create a matrix question with dropdown answers but 1 row correlates to 1 column? So really I want to combine 4 dropdown questions into 1 matrix but each question has a single, and different, dropdown for answers.
                                                                                                  • Managing Rental Inventory in Zoho

                                                                                                    Can Zoho Inventory manage rental inventory efficiently, or is there another Zoho app that would be better suited for this kind of operation? Looking for advice on the best approach. Thanks in advance.
                                                                                                  • Code API récupération enquêtes et documents

                                                                                                    Bonjour peut-on générer des codes API avec Zoho Survey ou Forms afin de récupérer des questionnaires existants sur nos autres outils ? Comment procéder ? Faut-il disposer d'un abonnement particulier ?
                                                                                                  • Field Updated based off Call Status

                                                                                                    I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
                                                                                                  • Exporting uploaded files in bulk on Zoho Survey?

                                                                                                    Hi, I have a survey that includes an image upload field, I'd like to be able to export the individual responses in bulk, but it appears only the name of the image uploaded, and not the image itself gets exported. Any way to have the images be exported
                                                                                                  • Is there API Doc for Zoho Survey?

                                                                                                    Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                                                                                  • Create Quote does not show the "Product Description" entered as part of the Product setup.

                                                                                                    The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
                                                                                                  • How to convert Item to composite Item

                                                                                                    Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.
                                                                                                  • Function #4: Schedule Customer Statements

                                                                                                    Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                                                                                  • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

                                                                                                    The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
                                                                                                  • Email Verification on Subdomain

                                                                                                    Hi, The latest guidelines for setting up an email newsletter are to set it up on a subdomain of your main domain so that if you get put in a spam block, it doesn't block all your company email. We have been trying to set this up and managed to get our
                                                                                                  • Phone Number Format Change - Bulk Add Country Code and Remove Dashes

                                                                                                    In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages
                                                                                                  • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

                                                                                                    Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
                                                                                                  • Tracking Agent Diligence in Updating Records

                                                                                                    Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,
                                                                                                  • Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk

                                                                                                    Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
                                                                                                  • Categorise Attachments

                                                                                                    We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
                                                                                                  • How to autorespond for inactive users?

                                                                                                    Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?
                                                                                                  • Mass Action Button Script

                                                                                                    Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whatever
                                                                                                  • Error 553

                                                                                                    Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them
                                                                                                  • Implement Regex in Layout and Validation rules

                                                                                                    Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
                                                                                                  • Zoho Desk Validation Rule Using Custom Function

                                                                                                    Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
                                                                                                  • Confirmation prompt before a custom button action is triggered

                                                                                                    Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                  • How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

                                                                                                    We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
                                                                                                  • Zoho Sheets working offline

                                                                                                    Hi,  I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this.  Does someone have any ideas or steps I might have missed?  Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016??  Many thanks. 
                                                                                                  • Repeating Sections in Writer

                                                                                                    I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another
                                                                                                  • Trying to copy Active Leads to a Custom Module called Dead Leads

                                                                                                    Hi, I am trying to code when the "Active Lead Status" field is changed to "Dead", a copy of the record should be created in the "Dead Leads" module while keeping the original lead in "Active Leads." I am using the following code but I keep getting the
                                                                                                  • Important update in Zoho Forms: Enhancements for improved email deliverability

                                                                                                    Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                                                                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                                                                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                                                                                                  • Default Reminder for tasks set to Pop-up instead of email

                                                                                                    Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
                                                                                                  • Why hasn't Zoho CRM For Everyone been rolled out?

                                                                                                    I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is good
                                                                                                  • Canva Integration

                                                                                                    Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                  • Can I print a set of record templates as a single pdf?

                                                                                                    I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so
                                                                                                  • Time Zone Sending in Marketing Automation

                                                                                                    Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied results
                                                                                                  • Combine Small Pie Slices in Pie Chart

                                                                                                    Hello, I am trying to make a pie chart showing our sales in each of our product categories. The problem is that we have over 80 product categories, and not that much room from which to look at it. I am wondering if there is a way to combine the smallest
                                                                                                  • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

                                                                                                    Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
                                                                                                  • Zoho Desk Onboarding Assistance - How to do bulk taging

                                                                                                    Hi How to apply a particular tag to multiple tickets in one go.
                                                                                                  • Round robin not processing backlog tickets

                                                                                                    We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
                                                                                                  • Merge Tickets Directly from Contact Page in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
                                                                                                  • Text snippet

                                                                                                    There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
                                                                                                  • Next Page