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

        • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

          Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • For each loop with available time slots

          I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

        • Can we have Backorder Management ?

          Can we have Backorder Management ?

        • Converting Amazon Sales Order to Invoice

          Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

        • Zoho Inventory | Can't uncheck/turn off Advance Tracking

          Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.

        • Landed Cost application to Vendor Bills from dropship Purchase Orders

          When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed

        • 2 serial numbers for 1 item (Mac address and Serial number)

          There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

        • Zoho Projects Roadshow, USA - 2024

          Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions

        • [Zoho Writer Webinar] Tips on collaboration control in Writer

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll

        • [Zoho Writer Webinar] Working with tables in Zoho Writer

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take

        • [Zoho Writer Webinar] Customize Writer to suit your business process

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improve

        • Is there a way to print the dashboard?

          I would like the capability of printing the dashboard - is that possible?

        • Workflows for Timesheet

          Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

        • Linkedin - Recruiter System Connect

          Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

        • [Webinar] A recap of Zoho Writer in 2024

          Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There

        • Learn how to automate IT asset and incident management with Zoho Writer

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2024: Learn how to use Zoho Writer's fillable forms for IT asset and incident management. This webinar will focus on how Zoho Writer can help you automate your organization's

        • [Webinar] Learn how Zoho Writer can streamline your finance and admin operations

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for October 2024: Streamlining finance and admin operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you generate payslips and automate claim processes.

        • [Zoho Writer Webinar] Learn how Zoho Writer can enhance the productivity of sales teams

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for August 2024: Streamlining sales operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you create sales documents and automate sales routines. There

        • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

        • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

        • [Zoho Writer Webinar] Use formulas and conditions in Zoho Writer's document automation

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for May 2024: Learn how to use formulas and conditions in Zoho Writer. This webinar will focus on how to use formulas and conditions when automating document generation in Zoho Writer.

        • [Zoho Writer Webinar] Personalize Zoho Writer to suit your needs

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for April 2024: Learn how to personalize Zoho Writer to suit your needs. This webinar will focus on how to easily customize Writer's features at the user and organization level for

        • How to refresh/update module fields in

          Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR

        • Data update/pull from a specific field or module

          Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch

        • Lookup field in User module cannot look up to custom modules!

          Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

        • Trigger Zoho Cliq Channel Workflows for API Messages

          Dear Zoho Cliq Team, I hope this message finds you well. We have noticed that reminders or messages posted to Zoho Cliq channels via the API do not trigger channel-based workflows. This limitation means that any bot configured with a participation handler

        • Webhook Trigger for New Messages in Cliq Channels

          Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

        • Ability to Edit the "Current Job Title" dropdown field

          Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually

        • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

          I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

        • Problem configuring/customizing sales pipeline steps

          Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M

        • workflow for bounced email gets triggered, but email is status = opened

          Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

        • Power of Automation :: Automatically start / pause / stop timer on task status update.

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

        • Website Access Blocked (from one pc only) when attempting unattended access to any device

          Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.

        • Zoho Analytics to Zoho Sheets - automatic update?

          Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?

        • Fixed Assets Register

          Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

        • Link to Desk tickets

          Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks

        • Announcing new features in Trident for macOS (v.1.11.0)

          Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format

        • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

          Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

        • 【Zoho CRM】Webフォームに関するアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からWebフォームに関するアップデートについて紹介します。 今回、以下２点のアップデートがありました。 ダブルオプトイン（2段階の同意確認）後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。

        • Next Page