Live Webinar - Drive your team towards tighter collaboration

Live Webinar - Drive your team towards tighter collaboration

Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed. 
 
However skilful your team might be, a collaboration platform can make them even more efficient and productive. 
 
With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page. 
 
To solve these challenges, we have built an online content collaboration platform (CCP) that will not only bring members from different time zones to a virtually collaborative space, but also help them stay dynamic and efficient. 
 
Join us on August 8th, 2018 for a free webinar to find out more about this CCP and how it could help your team and your whole organization. 



During this webinar, you'll learn about a tool that'll help you:

1. Work with your global teams in a virtual collaborative space
2. Adapt to the dynamic workplace settings
3. Become more productive 
4. Achieve more by delegating work 
5. Observe and analyze teamwork
6. Keep your external stakeholders in the loop
 
Date: August 8th, 2018 (Wednesday)
Time: 10.00 - 11.00 AM PDT
 
 
If you have more questions, drop us an email at support@zohoworkdrive.com .








    • Sticky Posts

    • Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!

      Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to

    • Live Webinar - Drive your team towards tighter collaboration

      Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed.    However skilful your team might be, a collaboration platform can make them even more efficient and productive.    With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page.    To

    • Live Webinar: Collaboration Made Simple with Our Brand New Tool

      Creating successful work groups when a team is geographically dispersed can be quite challenging. The process of keeping work and tasks in order becomes difficult and collaboration between team members can go haywire.  As a result, companies have shifted the way in which teams traditionally manage and organize their work. More organizations now want an exclusive, convenient place to work together, one that’s accessible by both internal and external collaborators.  That is why we have developed a

    • Live Webinar - Go 'Pro Team' With Our New Productivity Tool

      Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks?    Join us for a webinar on Thursday, May 17, 2018  to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away.  Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't

    • Live Webinar - Make the Most of your Team Collaboration

      Do you have a collaborative team that's constantly looking for better ways to optimize productivity, connect with each other, and have better tools to share files? Well, look no further.   The Zoho Docs team has something big in store for you and your team. Join us on  Tuesday, April 17, 2018  to learn how to keep all your team files in one place, and turn you and your colleagues into productivity superstars! You'll also get a sneak peek at a new product that will help you:  Organize your team's

    • Recent Topics

    • Is there any support for Drivers license and other forms of ID scanning capabilities?

      When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help

    • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

      We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

    • Gravity Forms plugin not passing some fields

      I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem

    • Can't delete bank transactions (i changed from 14 days trail to free just now)

      Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?

    • Feature Request: Search in the PC client. Some thoughts about the search.

      Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

    • Leave Policy for Brazil

      Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th

    • Adding date field to each individual Items when creating Invoices?

      When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the

    • Auto-Create OneDrive Folder Structure Upon Lead Creation

      Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.

    • What do the Image Sizes mean in Zoho CRM Email Templates?

      Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"

    • Translate any published presentation to the language of your choice

      As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product

    • Blueprint: multi-select lookup field not available in the criteria option

      I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition

    • Apply Credit Note Automatically

      We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied

    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

    • Record Template - Conditionally printing sections

      Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.

    • User can choose the PDF report

      Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?

    • Query table pull last 12 months

      I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

    • PLEASE FIX Search options and consider a Global seach option

      A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....

    • Customize your calendar based on personal preferences

      Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

    • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

      When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

    • Show iFrame of related List inside of Blueprint Transition

      Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?

    • Lookup Fields not Converting

      I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

    • 2024: A Year of Transformation with Zoho Forms

      As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all

    • Stop selling out of stock Items.

      Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 

    • Bigin API Token Request ("invalid_client")

      Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter

    • Customer Happiness not clickable when using API

      Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

    • Send To Zoho Sign not Showing

      The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

    • How to Get An Image's URL once it's uploaded to library?

      I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

    • 【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。

    • Bluerprints: How to connect the created record back?

      I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

    • Populate a Related List Item based on a Stage

      I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that

    • Being able to draw inside a module ?

      I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he

    • 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

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Delete a department or category

      How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • Analytics Module: Can you move items from one dashboard to another?

      Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

    • 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?

    • Is there a way to print the dashboard?

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

    • Custom Deal Name in Lead Conversion Mapping

      I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

    • Next Page