Zoho Connect | Product Updates

Zoho Connect | Product Updates

At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect.

Live Broadcast

Whether it's a company event, or an AMA (Ask me anything) with management, Connect makes it easy to stream it live to 10 employees or 10,000. Sessions can also be recorded so members of your team can access them anytime.

Note: Although the Live Broadcast feature is part of Connect's Ultimate Edition, users subscribed to other plans can still purchase it as an add-on.


Personal Dashboard

To each their own. This is the principle behind personal dashboards in Zoho Connect's internal networks. While the main dashboard acts as a bulletin board for the entire organization, individual users can now configure their own dashboards by using an array of widgets to create a personalized information architecture. Each user can only create one dashboard for themselves.




 

Save posts as drafts

Never worry about losing your content again! Start typing your post and save it as a draft anytime so you can work on it later.

 

Integration with Zoom

With the new Zoom integration for Zoho Connect, users can conveniently schedule and join meetings directly from Connect. This integration enables teams to leverage the features of Zoom for their online meetings without leaving the Zoho Connect environment.

 

Voice notes

Give your thoughts a voice by sharing them as audio notes within posts and comments.

 

Permission-based user roles for Groups

Previously, as part of the Ultimate Edition, we introduced user-based custom roles to manage activities at the organizational level. Now, you can use the custom roles you've created to assign permissions within a Group. For example, if the network admin has created the role of 'Trainer', Group admins can now assign the role to their users for specific activities.

Please note that only users who are part of the Group will have the permissions assigned to them.


Panel for recent updates

Get the latest news on everything that's happening with Connect, from new features to upcoming webinars and more—without leaving the app.


Try out these features and share your feedback in the comments or reach out to us at support@zohoconnect.com.

We are always grateful for your continued support.

Thanks,

The Zoho Connect Team

    • Sticky Posts

    • Zoho Connect | Product Updates

      At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect. Live Broadcast Whether it's a company event,
    • Zoho Connect | Quarterly product updates | Q1

      Dear customers! Hope you are all doing well. In the past few months, we've added new features and updates to provide you with the best user experience possible. And here's a quick rundown of features we released from Jan 2023 to April 2023. 1. Starter
      • Recent Topics

      • Zoho Projects - Unread Comment Icon

        Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
      • Zoho Projects - Update Feed via API

        Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
      • Automated log-out/session end

        I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
      • Subform auto populate values

        Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
      • What is New in CRM Functions?

        What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
      • Gantt Chart - Zoho Analytics

        Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
      • WhatsApp Calling Integration via Zoho Desk

        Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
      • Request for Auto PO - Min–Max based Automated Purchase Feature

        Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
      • Identify long running sync jobs/tables

        My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
      • Zoho Analytics Regex Support

        When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
      • Automatically CC an address using Zoho CRM Email Templates

        Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
      • Solution to Import PST File into Office 365.

        MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
      • Series Label in the Legend

        My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in
      • Associate emails from both primary and secondary contacts to deal

        We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
      • New integration: Zoho Sign for Zoho Projects

        Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
      • Update to attachment display in ticket threads

        This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
      • Narrative 15: Blueprint - Automate, guide, and transform your support processes

        Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
      • Batch/lot # and Storage bin location

        Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
      • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

        Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
      • Good news! Calendar in Zoho CRM gets a face lift

        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
      • Writer update results in BitDefender blocking it as malware

        After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
      • Zoho Books - New Interface keep details with PDF View

        Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
      • Zoho One Unified Portal - Applications

        Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
      • Refresh frequency

        Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
      • Refund

        My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
      • Can we generate APK and IOS app?

        Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
      • Add "Fetch Composite Item" Action for Inventory

        I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
      • Calling Function via REST API with API Key gives 401 using Zoho Developer

        Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
      • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

        Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
      • Embed CRM record images in email templates

        I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
      • Assign multiple departments to multiple helpcenters

        Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
      • Zoho Desk Training

        Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
      • Advanced Customization of the Help Center using JavaScript

        Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming
      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
      • Edit default "We are here to help you" text in chat SalesIQ widget

        Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
      • PO Based Advance payment to Vendor

        We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
      • Converting Customer Invoice to Purchase Bill

        Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
      • Getting Project Template List using the REST API

        I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
      • Next Page