Digest Februari 2025 - Een terugblik op de Zoho Community van Februari

Digest Februari 2025 - Een terugblik op de Zoho Community van Februari


Beste Zoho Benelux Community,

Elke maand brengen we de Community Digest uit om onze gebruikers te informeren over de mijlpalen en talloze updates in onze producten. Februari markeert de start van de langverwachte Zoholics kaartverkoop, de viering van 100+ WordPress plugin integraties in Zoho Flow, de 10e verjaardag van Zoho Social, de nieuwe mogelijkheid om direct mail te versturen binnen de Cases module in CRM en de officiële release van LiveCase in Zoho Show. Laten we samen ontdekken wat er in de maand februari heeft plaatsgevonden in de Zoho Benelux Community!


Bestel vandaag nog uw tickets voor Zoholics 2025!

Zoholics Benelux en Nordics is eindelijk terug, en u kunt uw tickets nu hier bestellen! Met twee jaar in de planning, kunt u een echt  bijzonder Zoholics ervaring verwachten in 2025... 

Gedurende twee dagen voorzien wij u van informatie over onze nieuwste productreleases, actuele masterclasses van experts en inzichtelijke klantenpanels. Uw favoriete 1-1 sessies met technische experts zullen ook terugkeren, evenals een hal vol bruisende stands en interactieve ervaringen in ons expocentrum voor Zoho Partners. Het bekende lekkere eten, de geweldige goodies en de overvloedige netwerkmogelijkheden zijn vanzelfsprekend.



Maar we introduceren dit jaar ook een aantal nieuwe elementen voor Zoholics. We hebben een nieuwe locatie (hallo NBC Congrescentrum!). We organiseren een nieuwe awards ceremonie om bijzindere prestaties van onze klanten in het zonnetje te zetten. En de grootste verandering is dat we de traditionele tracks hebben ingeruild voor gecertificeerde productworkshops, zodat elk lid van uw team zijn of haar softwarevaardigheden kan verbeteren.
Bestel vandaag nog uw tickets voor Zoholics 2025 hier!

We vieren 100+ WordPress plugin-integraties in Zoho Flow

We zijn verheugd om een belangrijke mijlpaal met u te delen - Zoho Flow ondersteunt nu meer dan 100 WordPress plugin integraties! De Zoho Flow plugin in WordPress heeft ook 4000+ downloads bereikt. Deze prestatie komt slechts zeven maanden nadat we de 50 plugins in onze WordPress integratie galerij hebben overschreden. Met deze integraties kunt u workflows automatiseren tussen uw WordPress ecosysteem en meer dan 1.000 zakelijke apps. Van e-commerce en online formulieren tot marketingautomatisering en CMS, u kunt nu taken stroomlijnen tussen afdelingen en teams zonder afhankelijk te zijn van meerdere integratieplugins, aangepaste code of verschillende integratieplatforms. Ontdek alle plugins hier.



Zoho Social wordt 10 jaar!

In de afgelopen tien jaar heeft Zoho Social zich ontwikkeld tot een krachtige tool voor het beheren van sociale media. Van LinkedIn tot WhatsApp tot Threads, de software stelt bedrijven van alle groottes in staat om eenvoudig hun social media accounts bij te houden en te beheren.

Er zijn belangrijke mijlpalen bereikt, zoals meer dan 10 miljoen verzonden berichten en meer dan 100 miljoen gepubliceerde posts... Dit wakkert het vuur van onze ontwikkelaars aan om te blijven groeien en de functionaliteit van Zoho Social te verbeteren, en er is ons verteld dat automatisering hoog op de prioriteitenlijst staat voor de komende tien jaar.

Van harte gefeliciteerd Zoho Social!

Lees de volledige aankondiging hier.

Direct e-mails versturen via de Cases module in CRM

De mogelijkheid om e-mails te versturen vanuit de Cases module, waar gebruikers reikhalzend naar hebben uitgekeken, is nu beschikbaar, net als in de andere modules. Cases is een module in Zoho CRM die speciaal is ontworpen voor het beheren van supporttickets. Als uw organisatie een helpdesk of een vergelijkbare tool heeft, kan een gebruiker de tickets direct vanuit de Cases module oplossen.

Voorheen moesten gebruikers naar de module Contacten gaan om een e-mail te versturen over een case. Bovendien verschenen bij het bekijken van gegevens van een contactpersoon alle e-mails die aan de contactpersoon waren gekoppeld, waardoor het lastig was om e-mails te vinden die betrekking hadden op een specifieke zaak.

In deze verbetering kunnen gebruikers ervoor kiezen om alle casusspecifieke e-mails te bekijken die naar de gekoppelde contactpersoon zijn verzonden vanuit de module Zaken, waardoor extra context wordt geboden. Gebruikers kunnen nu ook individuele e-mails en massamails rechtstreeks vanuit de module Zaken naar de gerelateerde contactpersoon sturen.

Bekijk deze verbetering hier in meer detail.



Maak kennis met LiveCast in Zoho Show

Naarmate de wereld digitaal verandert, verdwijnt vaak de menselijke maat in de manier waarop we dingen doen. In zo'n scenario kunnen persoonlijke contacten het verschil maken - of u nu uw volgende grote idee presenteert, een teamtraining geeft of een klantpresentatie geeft.

Eén manier om deze connecties op te bouwen is door uw publiek u te laten zien terwijl u presenteert. Om dit mogelijk te maken, introduceren we nu LiveCast in Zoho Show!

Met deze functie kunt u uw live video in dia's weergeven, zodat uw publiek zowel uw aanwezigheid als uw inhoud kan zien.

Ontdek hier hoe u deze functie inschakelt.



🎉 Word lid van de Zoho Benelux Community en blijf op de hoogte! 🎉

Blijf op de hoogte van het laatste nieuws, productupdates, exclusieve evenementen en nog veel meer. Bent u al lid? Blijf dan deelnemen en help de Zoho Benelux Community te laten schitteren! 🌟

Zoho Benelux & Nordics Team
    • Sticky Posts

    • Zoholics is weer terug in 2025! Save the date!

      Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in
    • Welkom bij de Zoho Dutch Community

      U bent van harte welkom bij de Zoho Dutch Community. Deze Community is gericht op Zoho gebruikers uit Nederland en andere Nederlandstalige gebieden. Wij zullen hier de nieuwste updates en verschillende Tips & Tricks over onze diverse producten met u delen.
    • Community Digest: Samenvatting van December 2022

      Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren
    • Community Digest: Samenvatting van November 2022

      Beste Community leden,   Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community.   Tijdens de Zoho Creator Meetup hebben onze gebruikers
    • Community Digest: Samenvatting van Oktober 2022

      Beste Community leden,   De maand Oktober is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze afgelopen maand is gebeurd binnen de Zoho Dutch Community.   Na Zoholics zijn wij direct aan de slag gegaan met het organiseren
      • Recent Topics

      • Can I hide empty Contact fields from view?

        Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
      • Zoho Cliq not working on airplanes

        Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
      • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

        Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
      • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

        Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted
      • Is this a SCAM email or is it really Zoho?

        L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.
      • Is it possible to use HTML formatting in SMS messages sent from Zoho?

        Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho
      • an issue in Zoho CRM where the workflow rule is not triggering

        H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this
      • Email Insights included in Bigin emals are marked as SPAM everywhere

        Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is
      • Email Parser Not Extracting Fields Correctly with Certain Label Formats

        I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:
      • How do I import Connected Records for a Deal?

        Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec
      • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

        Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When
      • Zoho Training

        Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client
      • Detailed list of scoring rules in Zoho CRM

        Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
      • How to create a summary document from Projects details

        Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer
      • Host in US Data Centre

        I humble apply to be registered on US Data centre
      • convert the project to templet

        i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
      • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

        Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
      • Resource Management System built using Zoho CRM, Creator, Projects, and People:

        In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes
      • Dynamic Remaining Quantity in Lookup During Allocation

        Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside
      • connect zoho creator with google drive

        Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place
      • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

        Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record
      • Uploaded files are not included when using "Include user submitted data" in Email Notification

        In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File
      • kanban view for client portal

        Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
      • Credit Card Pre-Authorization with later Capture/Settlement

        We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole
      • Zoho Sign 2025–2026: What's new and what's next

        Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.
      • Work Orders / Bundle Requests

        Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
      • Izettle or Sumup Integration for Zoho Books.

        The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.
      • Train Zoho Answer Bot Based on Customer

        Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have
      • Trying to access records in a custom module in Zoho Desk and not having luck

        I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function
      • Composite items inside of composite items; bill of materials needed

        Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
      • ZOHO Books Smart Accounting Software for Travel Agency

        Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   
      • 452 Mailbox delivery restricted by policy error

        We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending
      • Send Email reply on behalf of Agent

        Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an
      • Sharing Tickets to a team within a department

        Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a
      • Removing To or CC Addresses from Desk Ticket

        I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
      • Do not use isnull()

        Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.
      • Organization wide Account and Contacts Visibility/Sharing Capabilities?

        Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
      • Is there a way to configure dark mode for Campaigns emails that go out to customers?

        I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other
      • When Does WorkDrive integrate with Books?

        When Does WorkDrive integrate with Books?
      • FSM integration with Books

        Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
      • Next Page