Zoho Connect | Quarterly product updates | Q1

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 plan

We released our Starter plan: An affordable offering for small teams and growing businesses to help them improve internal communication and collaboration. The plan went live for all customers on April 11, 2023. 

2. Microsoft Teams integration

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




3. Member stats in Tasks

We've added a new tab on the Task Statistics page that gives admins detailed task statistics for each member in the selected board. This tab is available only in Enterprise and Ultimate plans. Learn more




4. Improved left-side menu

The extended menu on the left side of the Zoho Connect has been re-designed to give it a fresh look and make navigation even easier. We've done this to enhance the user interface, provide a better user experience, and keep up with the evolving design trends. 




5. Video feedback

The built-in feedback provider in Zoho Connect now has a new option to record screen. This option enables the users to effortlessly record the screen demonstrating the issue and send it to the support team. This will help the support personnel understand the issue better and swiftly provide a solution. Learn more.




6. Configuring a web tab to open in a new browser tab

Previously we had a limitation in which only the links that support embedding their content within another app can be added as a web tab. However, with the new enhancement, URLs of websites that don't support loading or embedding their content within another app can be added as a web tab and configured to be opened in a new browser tab. Learn more.




Apart from these, we've made performance improvements under the hood to give a seamless user experience and better performance.

Take these features out for a spin and share your feedback on what worked and what could have been better in the comments below, or write to us at support@zohoconnect.com.


Thanks,

Team Zoho Connect


    • 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

      • Allow Multiple Scheduled Appointments with Zoho Support

        Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

      • attributed automatically database section

        Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

      • Pivot table with Text values - "Matrix Report"

        User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

      • Domain not usable

        We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please see

      • Bigin iOS, macOS and Android app update - File Cabinet

        Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use

      • Sorting and previewing notes

        I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,

      • Noto Sans numericals appearance changed?

        Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?

      • Power of Automation :: Automatically close the associated tasks once the Issues are closed

        Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have

      • Meeting vs Zoom and why we are moving

        Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

      • Functions - How to pass Dynamic Parameters / Arguments?

        I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

      • Import from GoHighLevel to Zoho CRM

        Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zoho

      • booking link that expires

        I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

      • Locking Certain Feilds

        Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"

      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

      • US to EU Data Migration done / Workflows and Custom Functions stopped working

        Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

      • Accessing Subform Data using getRecordByID

        I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

      • Track Contact's Employment/Account History

        Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe as a former employee under Account 1, while simultaneously listing him as a current employee of Account 2? ...view John Doe's employment history on his contact page in addition to the account he is currently associated with? I'm sure there is a way

      • Pre-fill TO and CC fields for Email Templates

        This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

      • Leads and Deals Issue

        Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

      • QR codes in templates

        I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

      • How do I hide all leads from Standard users in my CRM ZOHO

        I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

      • Custom view for Milestones

        Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

      • How to Implement Time-Based Filters in Zoho Workflows?

        Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

      • is there a better way to routinely export my project timesheets?

        Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

      • Portal Default View

        Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

      • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

        The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

      • Unlocking New Horizons: A Year in Review

        As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

      • Does zoho rest api support token exchange from microsoft entra id token

        i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

      • Important: DKIM verification needed for unauthenticated email domains

        Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

      • How do I define a weekend

        I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

      • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

        Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

      • Custom Status for Purchase Orders

        Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

      • Remove Address from credit card payment

        I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

      • Top Menu Disappeared from Blog Page

        Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

      • Subforms and automation

        If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

      • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

        Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

      • Copy Widget to another Dashboard

        I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

      • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

        I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

      • Quotes Module - import data

        Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

      • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

        🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

      • Next Page