Hello Sprinters,
The first quarter of this year has been quite exciting following the release of Zoho Sprints 2.0. Our roadmap encompasses a whole lot of new features and enhancements. As a start, we've rolled out some of the new features and improvements as planned. We've also prioritized many requirements from our customers who have proactively given feedback on our new version and had them duly implemented.
With these updates, you can:
- Manage your projects better on the enhanced Zoho Sprints 2.0
- Create your own extension or plugin
- Get live updates on your sprint board
- Scroll through the item details page to go from tab to tab
- Organize the tabs on the item details page
- Set your notification preferences
- Keep your users informed with the help of the new disclaimer feature
Zoho Sprints 2.0
Sprint 2.0 has been our mission for the past year. It was with great effort and commitment that we managed to release the new version with the goal of providing an improved user experience and a robust performance upgrade. This enhanced version comes with a complete revamp of the user interface and an improved performance ability, enabling a more convenient and intuitive project management system.
Learn about all the enhancements and improvements
Extension developer
The capability to build your own extension or plugin to meet specific business requirements is now at your disposal. You can create and publish the extension using Sigma, a tool that exclusively serves this purpose.
Learn more about Sigma
Creating and installing a custom plugin in Zoho Sprints greatly expands the functionality of the application. It allows you to perform specialized tasks that solve your unique requirements in a manner that best suits your business.
Learn how to build an extension
Live updates on sprint board
Following the release of Sprints 2.0, customers gave a feedback relating to the Board module. The behavior of the Sprint board was such that a user will have to refresh the page to view all the updates that were made by other users while viewing it. Customers suggested that getting real-time updates, eliminating the need to refresh the page, would be a good solution. So, we promptly incorporated the feedback. The updates made by others would get autosaved and reflect on the sprint board while you're viewing it, meaning you don’t have to refresh the board to view simultaneous updates by others.
Learn how live updates work
Scroll action in item details page
Similarly, another request from users of 1.0 was to enable navigation through scroll action in item details page. So, in addition to the existing action that allows users to select the required tab, we have rolled out an enhancement that allows users to navigate from tab to tab by scrolling.
Learn more about this enhancement
Organize tabs on the item details page
The item details page now includes the capability to customize the order in which the tabs are displayed. Click the ellipsis icon beside the tabs and select the Organize Tabs option to customize the order. This allows you to prioritize the frequently used tabs.
Learn how to organize tabs
Notification preferences
The option to mute or unmute notifications has been added as a setting to provide you with a certain level of autonomy over which projects you want to be notified. The Notification Preferences section comes with project level capability to enable or disable notifications. This setting is applicable to both web and mobile applications.
Learn more
Display disclaimer
The workspace owner can now use the disclaimer feature to communicate information to the organization's users and also get acknowledgement that the users have received the information. You can find it in the Settings window.
The workspace owner can:
- Enter the content that needs to be displayed
- Select the users who would view the disclaimer
- Publish it to the intended users who will view it when they sign in
- Track the users who have acknowledged and not acknowledged the disclaimer
- View the history of the changes made to the disclaimer
Learn more about creating and managing a disclaimer
here.
We'd also like to bring to your notice that Sprints 1.0 will not be functional after April 30th, 2024. All users will be migrated to the new version. There're many more improvements lined up in the new version for the upcoming quarter. We'll get back to you with those in our next quarterly updates post.
Thank you,
The Zoho Sprint Team
Recent Topics
How can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
Sales
1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
Include Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
acc
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 pay//
South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
CRM Implementation
I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?
Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?
Marketing 2.0 has been a catastrophe
Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.
Cannot average "Duration (Time)" from Pick List History Tracking in Reports
Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
Need to send a single email to up to 20 recipients
I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Unable to Schedule One-to-One Emails in Zoho CRM
Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Repeatable Fields/Sections in Zoho CRM
Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named
Zoho Analytics: Requests for view access
Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules
Boolean Fields in Mail Merge Displaying as Checkmarks
I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?
Formula in Sub Form
Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
Email alias already exist
Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket
Migrate emails from a shared mail box to a private mail box
How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?
Support poor service
I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is
Zoho say my domain seems to be already associated with another account
I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."
Incorrect Device Time
Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?
Get user images by API
Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,
Depois de 1 ano não consigo receber e-mail
Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor
Submitted form URL
I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries
Function for Emails tranfer from Lead to Deal
Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring
Create a new immigration service- Similar to immigration law software
It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
Zoho Meeting very bad video quality
Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like
Contacts with Deals not appearing.
What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
CRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
Version of Cliq included with Zoho One and Limitations
I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level. If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with
Resubmit for Approval for Zoho Books Module in CRM
The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
Upload edited meeting recording for attendees to download
Hi Would it be possible to let meeting organisers upload an edited version of the meeting recording? Usage case: most of us probably start a meeting 15 minutes before the official start time. It would be nice to trim that dead time off the recording.
Why does the embed feature within the article editor seem to be not functional?
I would like to embed media into an article, but that feature seems to be non-functioning. Am I doing something wrong? to clarify, I do not want to create an article by embedding. I want to embed media into an article I have created in a manual.
Get all fields using COQL
Hi Is it possible to get all the fields of a record using COQL?. Something similar to select * from Accounts in SQL.
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Next Page