Recent Topics
[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
[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.