[Zoho Social] November 2023 Updates
Zoho has some important information about recent updates and enhancements. X discontinues support for post location tagging through API Zoho is migrating to the next version of the X(formerly Twitter) API. X recently announced that, with this version,
[Zoho CRM] Setup Page Revamp in December 2023
Zoho is pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been made with careful consideration to improve the organization and visibility of the setup page, ultimately enhancing your overall experience
[Zoho Writer] Mail Merge Enhancements
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. Zoho has supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
[Zoho Creator] A Source for Writer Merge Templates
Hello all! Zoho is excited to share that they've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data
[Zoho CRM] Adds Activity Options for Workflows
Zoho is excited to announce the addition of two new dynamic actions to their workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to your operations.
[Zoho CRM] Aggregate Fields in Subforms Enhancements
Hello everyone, Zoho is excited to inform you about the latest enhancements made to their aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
[Zoho CRM] Calendar Synchronization Updates
Zoho has been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, Zoho is now introducing synchronization
[Zoho Books] November 2023 Updates
Hello users! Zoho is back with the latest features and enhancements made to Zoho Books which includes a new integration, enhancements to custom module PDFs and more. Let's get right into what's new in Zoho Books this November! Introducing PDF Templates
[Zoho Expense] October 2023 Updates
Hello users, Zoho is back again with their What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for
[Zoho CRM] Module Data Exports Receive a MASSIVE Update
Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups as a workaround. You also can't export data
[Zoho CRM] Zia Strategy Influencer Enhancements
Zoho is thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these enhancements!
[Zoho Projects] Introducing Projects 8.0
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year, focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
[Zoho CRM] Actions by Zoho Flow
Hello everyone, Zoho is releasing a feature called Actions by Zoho Flow. As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've required the building of custom
[Zoho Desk] iOS v2.8.1 Update
Hi everyone! In the latest iOS update (v2.8.1) of the Zoho Desk mobile app, Zoho has brought in support for the below mentioned functionalities. Sensitive Content Detection: Provide a safer experience by detecting and alerting users to nudity in images
[Zoho CRM] Autumn 2023 Autumn Updates for Sales Team - Part III
Performance analysis in forecasting Nothing makes sales reps happier than knowing that they're on track to achieve or even exceed their targets, because—let's be honest—while sales is tough and competitive, at the same time the sense of fulfillment one
[Zoho CRM] Autumn 2023 Updates for Sales Team - Part II
Exciting updates to Mail Merge Mail Merge offers a great way to customize, personalize, and share documents with your customers by integrating with Zoho Writer. By utilizing merge fields, you can combine data from your CRM with pre-existing templates,
[Zoho CRM] Autumn 2023 Updates for Sales Team - Part I
Enhancements to your home pages and dashboards Home pages are a vital part of your team's daily operations. A great home page carries all the important information that your team might need to get an idea of what they need to do for the day when they
[Zoho CRM] Autumn 2023 Updates for Customer
For Customers A CRM is a tool meant not only to make the lives of your team members easier, but ultimately to elevate your customers' experience with your business. With a strong focus on customer centricity, they're excited to announce that all these
[Zoho CRM] Autumn 2023 Updates for Administrator
For admins So much work goes into keeping a complex CRM deployment up and running, and Zoho want to do their best to give administrators all the tools necessary to make the management for CRM account easier. Let's see what they have for your admins this
[Zoho CRM] Sandbox Integrations with Zoho Social & Zoho Survey
Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which would make testing
[Zoho Social] Introducing Inbox
Zoho Social is introducing the Inbox feature, which allows users to conveniently manage all social media interactions for their brand. With Inbox, users can handle interactions from various platforms like Facebook, Instagram, X (formerly Twitter), Google
[Zoho Cliq] Introducing Cliq 5.0
Zoho Cliq is excited to introduce Cliq 5.0: An enterprise-ready and AI-driven solution designed to make your communication smarter and more efficient. Say hello to a more effective administration For admins who are managing the tasks of monitoring user
[Zoho Billing] October 2023 Updates
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages. Continue reading to discover additional information. Enable SSO (Single Sign-On) directly
[Zoho Meeting] October 2023 Updates
Hello everyone, Zoho Meeting is excited to announce a few updates. Here's what they have been working on lately: Introducing Zoho Meeting Rooms, an immersive solution that allows teams to connect over virtual meetings in video conference rooms. Users
[Zoho Meeting] Introducing Rooms
As firms move to hybrid work environments, efficient business communication is more important than ever. Zoho has strived for an immersive experience that blends in-person and virtual interactions. Welcome to Zoho Meeting Rooms, an immersive and hands-free
[Zoho CRM] Wizard Enhancements
Zoho is thrilled to introduce some enhancements to the wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you resolve errors faced while creating wizards, and some added options. First a quick recall: Wizards in Zoho CRM
[Zoho Books] October 2023 Updates
TDS Amount Override Similar to the tax amount override feature, you can now configure TDS Override and enable users in your organization to edit the TDS amount applied in transactions. To configure TDS override, go to Settings > Taxes > Tax Settings.
[Zoho FSM] September 2023 Updates
Custom Reports Zoho FSM has almost 30 in-built reports. You can now expand its scope by customizing it according to your needs. You have the flexibility to include the appropriate fields or attributes that effectively display your data in a manner that
[Zoho Desk] iOS v2.8 Update
The Zoho Desk mobile app (v2.8) for iOS has recently received an update that introduces a range of new features and enhancements. Zoho has utilized the capabilities of iOS 17 to offer users a smoother and more productive experience. Here's what's new:
[Zoho Desk] Enhanced Views and Filters
Zoho is excited to introduce a new and improved method for handling your support tickets through the My Area section in the Help Centre. With the introduction of views and filters, we aim to simplify the process of viewing and managing the support tickets
[Zoho CRM] A/B Testing Enhancements
Zoho is thrilled to announce a suite of enhancements to the webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results driven. The enhancements will help the users by providing
[Zoho Connect] September 2023 Updates
Zoho Connect has recently introduced several new features and updates. 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
[Zoho CRM] Canvas Now Supports Sandboxes
A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in increasing adoption
[Zoho CRM] Email Bounce Enhancements
Zoho is excited to announce an enhancement to the email bounce management system that makes it easier to handle different types of email bounces and take necessary actions. They understand that managing bounced emails is crucial to maintaining successful
[Zoho CRM] New Keyboard Shortcuts
Zoho is pleased to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules and then click
[Zoho Desk] Preview Field Visibility
Zoho is pleased to announce an option to preview how fields are visible to different user profiles when they have permission-based access. Administrators can set field permission for different user profiles based on the business requirement and the sensitivity
[Zoho Billing] Zoho Subcription Has Been Replaced
Zoho has replaced Zoho Subscriptions with a new service called Zoho Billing. The new platform is made to meet the changing billing needs of businesses in a world where hybrid pricing models and customized service offers are becoming more important. Looking
[Zoho Desk] Monthly Release Round-up August 2023
Zoho is happy to share a quick overview of the features and enhancements that were released last month. Introducing Teams logos While creating teams, logos can be used to represent each team for quick identification. Users can recognize the teams with
[Zoho Desk] New Shared Snippet Feature
Zoho is excited to announce that their highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency. Snippets
[Zoho CRM] Adds Unsubscribe Page Customization
Zoho is excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional options
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