[Zoho Connect] Introducing Live Broadcast
Companies, regardless of their size, struggle with bringing all of their employees together. While Zoho Connect acts as a common employee experience platform, in this age of remote or hybrid work, it's important to go that extra mile to provide a personal
[Zoho CRM] WhatsApp Enhancement
Zoho is thrilled to share some exciting enhancements to their WhatsApp Business integration with Zoho CRM. You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities that can
[Zoho CRM] Subform Field Limit Increase
Zoho is delighted to announce an update regarding the limits of fields in subforms on layouts. They have made adjustments to accommodate your evolving needs and provide a more adaptable user experience. The increased field limits enable you to capture
[Zoho CRM] Strategy Influencer Now Integrated with Forecasts
Zoho had earlier mentioned during the launch of their Strategy Influencer feature that they would be enhancing forecasts by integrating Strategy Influencer with it. They are glad to announce that this integration is now available in Zoho CRM. You can
[Zoho Expense] New Travel Management Platform
As business travel across the globe continues to see an uptick in 2023, the need for managing business travel becomes more of a priority, especially when the economic downturn forces businesses of all sizes to focus on cost optimization. It's time for
[Zoho SalesIQ] Cookie Management Enhancements
Zoho have got a significant update to SalesIQ's cookie management that gives your website visitors absolute control over their data privacy. With their latest update of the SalesIQ cookie banner, your website visitors can now easily manage their cookie
[Zoho Desk] Introducing New Team Logos
Identifying teams during ticket transfers has become easier! Sometimes, tickets demand immediate attention. This may be due to a security breach, last minute payment, or urgent technical issue. In the case of a last-minute payment, the ticket must be
[Zoho CRM] Introducing Profile Based Home Pages Sharing
Zoho are happy to announce that they have added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Let's say you're the sales manager of the Sales Department
[Zoho CRM] Mail Merge Enhancements August 2023
Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents with prospects and customers. By utilizing merge fields, you can combine data from your CRM with pre-existing templates, eliminating the need
[Zoho FSM] Extension for Zoho CRM
The Zoho FSM for Zoho CRM is an extension that augments the utility of Zoho FSM and Zoho CRM and enables the sales and service teams to work closely. It is another significant addition to the diverse feature set offered by Zoho FSM. Read on to find out
[Zoho CRM] WhatsApp messages can now be automated in Zoho CRM!
Hi Zoho CRM enthusiasts and wizards! As an active community member within Zoho Cares, we have been advocating and fighting for useful enhancements and fixes for a long time. One of them is the ability to send automated WhatsApp messages directly from
[Zoho Desk] KB Updates | Resetting Article Insights and Simplified Cloning
Resetting Article Insights Over time, articles are often looked at again and changed. Some common ways to make an article better are to add important information, answer common questions, and change parts of the article to make it easier to read and understand.
[Zoho Desk] Send WhatsApp Messages from Zoho Desk Contact Module
Now, you can send WhatsApp texts through Desk's Contacts module. A WhatsApp message sent to a phone number that belongs to an end user's device is an outbound WhatsApp message. You can now send one or multiple template messages to one or more recipients.
[Zoho FSM] Introducing the End-to-Field Service Management Platform
Zoho FSM is designed for service companies, especially those with large and varied field teams. These include service providers in fields like home services, HVAC, construction, utilities, healthcare, telecommunications, and security. Their biggest challenge
[Zoho Meeting] New Files Tab
We’re excited to share a few updates for Zoho Meeting. A new Files tab to manage all your PDFs, PPTs, Video files and recordings, live transcription during sessions, ability to lock settings and also adaptive echo cancellation for better audio and other
[Zoho Desk] Monthly Release Round-up - July 2023
We're glad to give you a quick rundown of the new features and improvements that came out last month. Additional Options Included for Automatic Spam Detection While setting automatic spam detection, admins can choose from the following options to be more
[Zoho Desk] Mobile App Now Supports WhatsApp Templates
The Zoho Desk mobile app now supports WhatsApp templates in Instant Messaging (IM) in Android v2.6.10 and iOS v2.7.4. Agents can deliver WhatsApp templates to users. Template types: Marketing - To promote product announcements and offers. Utility - Send
[Zoho Cliq] Active Noice Cancellation Feature
Zoho Cliq's new active noise cancellation function minimizes background noise and distractions during calls, letting you focus on meetings. Environmental Noise Cancellation (ENC) vs Active Noise Cancellation (ANC) During audio communication, ENC and ANC
[Zoho CRM] Improvements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively
[Zoho Cliq] May & June 2023 Updates
In the last two months (May and June), Zoho has updated Cliq with some of the most recent features and enhancements. Assign paid licences for Cliq to certain users When the number of users is higher than the number of licences, we now have the freedom
[Zoho Desk] Monthly Release Round-up - June 2023
We are glad to provide a summary of the improvements and enhancements made by Zoho last month. Introducing Google Analytics 4 Integration With the demise of Universal Analytics (UA) on July 1st, 2023, Zoho have introduced Zoho Desk connection with Google
[Zoho Desk] Instant Messaging Feature Updates
We're excited to provide this quarter's feature improvements on the Instant Messaging module's major updates. Let's get started! Changes in WhatsApp Conversation-Based Pricing Businesses that are already using the WhatsApp Business Platform will be charged
[Zoho Desk] ASAP SDK Feature Updates
We're excited to tell you about the new features and improvements coming to the ASAP SDK in Zoho Desk. Let's get into it and explore the new features and enhancements. Multiple ASAP configuration in a single SDK Precise and hassle-free customer support
[ZOHO PEOPLE] One Click Approve/Reject Requests using Outlook!
What's New in Zoho? Aplikasi has got a quick info bite for you! OUTLOOK ACTIONABLE CARDS (OAC) - An easy way to APPROVE/REJECT requests! Zoho People - March 2023 This one goes out to those in HUMAN RESOURCES! In case you didn't already know, this feature
[Zoho CRM] New capabilities added to Zia's Email Intelligence
[Zoho CRM] New capabilities added to Zia's Email Intelligence Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and
[Zoho CRM] Send Mail Merge Document from Zoho CRM
Please map "recId" to the respective Id field of the module you want. For example, if you're doing for the Contacts module, map it to "Contact Id" field in the Edit Arguments in the custom function builder. //get info recDet = zoho.crm.getRecordById("Contacts",recId);
Execute automation and other processes during import
Hello everyone, Zoho has now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Reports and Dashboards are now together called "Analytics"!
We have now grouped Reports and Dashboards modules under a new heading called Analytics. This is similar to the Customers module, which houses both Contacts and Accounts. So the next time when you are looking to access a report or a dashboard, you need
How to Integrate Zoho CRM and Zoho Mail? [SOLVED]
Zoho CRM is a great tool to interact with your leads and customers. In Zoho CRM, it is possible to integrate it to any mail services using IMAP settings. The best email service provider for it is of course, Zoho Mail. What are the perks of integrating
Color code meetings in Zoho CRM's Calendar, list and related views
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
New Looks and Features for Email in Zoho CRM!
Hey fellow people! How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does
Transforming with Carpedia!
We are proud to announce our beloved digital transformation partner and client, Carpedia! Carpedia had been struggling in their fleet management and keeping everything systematically before this. Like many others, their management system hinged on excel
How to Import Records Into Zoho CRM? [SOLVED]
Sometimes you need to import a lot of records at once into Zoho CRM. This is a very common phenomenon. You wouldn't want to create your records one by one, moreover if they're in the thousands! Worry not, as it is really easy to do so in Zoho CRM. Please
How to Create a New Deal? [SOLVED]
Deal in Zoho CRM is used to track your sales activity progression. Have you scheduled a meeting with the client? Has the quotation gone out? Do you win or lose the deal? So, how to create a Deal in Zoho CRM? Follow the instructions in this video to learn
How to Create a New View? [SOLVED]
Hi everybody, Using Zoho CRM is indeed easy, and it is easier when we know how to sort and choose what data to be displayed. To achieve that, we can create a custom 'view'. Please note that this is subject to the permission given by your administrator.
Why can't my employee see their leave entitlement? [SOLVED]
Sometimes, you get a report from your employees/users that they cannot see their leave entitlement, although the configuration has made them inclusive. So, in this case, what could be causing this? The most common reason is the user's field value used