Zoho product news
Zoho CRM: Improve your A/B testing with Zia suggestions
We're thrilled to announce a suite of enhancements to our 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 ...
Zoho CRM: New updates for hassle free error management in CRM wizards
Hello customers, We're thrilled to introduce some enhancements to our wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you out resolving errors faced while creating wizards, and some added options. First a quick ...
Zoho Writer: Elevate your documents with Org Default Templates in Zoho Writer!
We have an exciting feature to share with you today that will take your document creation process to the next level: Org Default Templates Let's dive right in! Organizational Default Templates streamline document creation for org members with ...
Zoho Project: Automate the process of cloning a Task on specific status update
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific ...
Zoho Sheet: Work seamlessly with Sheet's shortcuts
Navigating your worksheets and performing specific actions should be a quick and easy process. That's where keyboard shortcuts come in. Shortcut keys help you accomplish tasks more efficiently, eliminating the need to move away from the keyboard. ...
Zoho Calendar: Event proposal time, Zoom, Outlook sync, and Rapid meetings
We hope you’ve had a chance to try the features we mentioned in our last blog post. That was only 50% of the new features you unpacked! In this post, we'll talk about the rest of Zoho Calendar's new features and how they can make your workday easier, ...
Zoho Mail: Streamline your email workflow with mailbox delegation
In today's fast-paced work environment, managing an overflowing email inbox can be a daunting task. The constant influx of messages, important notifications, and requests can easily overwhelm even the most organized individuals. Fortunately, there is ...
Zoho CRM: Useful enhancements to Mail Merge
We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents with prospects and customers. By ...
Zoho CRM: Introducing customization in the Unsubscribe page
We're 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 ...
Zoho Billing: An ideal billing partner for your growing business
We are delighted to introduce Zoho Billing, an end-to-end billing solution crafted to streamline billing for companies of every size. Built on the foundation of Zoho Subscriptions, Zoho Billing will replace it with significant advancement in billing ...
Zoho CRM: Enhanced email bounce management
We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessary actions. We understand that managing bounced emails is a crucial aspect of maintaining ...
Zoho Bookings: New feature - Collective Booking
We're excited to announce the much-awaited feature Collective Booking, a new service type for handling a new type of appointment. Through this feature, you can now involve multiple staff members in a single appointment, opening up new possibilities ...
Zoho Forms: Bringing you Advanced Form Analytics
In the dynamic landscape of digital interactions, businesses strive to optimize every aspect of their online presence. From websites to user interfaces, each element plays a crucial role in engaging users and achieving organizational goals. One such ...
Zoho Mail iOS and Android app update - SecurePass Email
Hello Everyone! In the iOS and Android versions of the Zoho Mail mobile app (iOS v2.8.10 and Android v2.6.7), we have extended support for 'SecurePass Email' functionality. With this functionality you can restrict the recipients from downloading, ...
New Features rolled out on August 16, 2023
Advanced Analytics for Klaviyo Advanced Analytics for Klaviyo enables marketers to assess the campaign's performance, helps refine strategies to improve audience engagement, and personalize email campaigns based on demographics to achieve a higher ...
Wondering how to create and edit DOCX documents without MS Word? Try Writer's all-new desktop app!
Easily create and edit local documents, including MS Word documents, without signing up or signing in. We are excited to roll out Writer's enhanced desktop app. The demand for a true Writer desktop app, which would allow users to create and work on ...
Knowledge Base updates and enhancements: Resetting article insights and simplified cloning
Hello everyone, Hope you are well! Knowledge Base articles can provide a wealth of information on a wide range of topics to help readers find solutions to their problems. That's why the Knowledge Base is one of the most popular self-service ...
Deprecating Activities module
We're glad to connect with you yet again. Activities module split into Calls, Meetings, and Tasks modules was released to all customers by Jan 2022. Customers who signed up Zoho CRM before that release would have the Activities module along with ...
Expanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you to ...
Zoho FSM Extension for Zoho CRM: Synergize Your Sales and Service Teams
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 ...
Enhance business productivity with automatic prefilled form generation
Easily generate personalized, interactive prefilled forms in bulk with Zoho Writer—without writing a single line of script. We have powered up Zoho Writer's fillable form generation capabilities, so you can create prefilled form workflows with merge ...
What's New in Zoho Expense: July 2023
Hello users, We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per ...
Introducing the Submissions sub-module
The Submissions sub-module stores candidate submissions made to client-contacts as records, along with other key details. Designed to provide you with an eagle-eye view of all your candidate submissions, this sub-module makes it easier for you to ...
New feature: Invite additional guests for your bookings
Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make ...
New views to manage activities within a record
We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of what's ...
Guided Conversation Enhancements: Send and receive locations during chat session and view flow metrics
Hello everyone, We are excited to announce two new enhancements in Guided Conversations. Earlier this year, we introduced Guided Conversation, a self-service platform that allows organizations to empower their customers and employees to find ...
Automation #10 - Auto Assign Ticket based on Keywords
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on ...
Introducing Validation Rules in Zoho Recruit
Dear valued customers, We are excited to announce the introduction of Validation Rules in Zoho Recruit. Validation Rules are an essential addition to our software to help you maintain data integrity and ensure your recruiting process runs smoothly. ...
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments ...
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products ...
Introducing Zoho CRM's all new email configuration
Dear All, We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look ...
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical to capture all activities and monitor their outcomes ...
Sync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the ...
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 ...
Important updates to Zoho CRM's email deliverability
Dear All, We're thrilled to talk about the enhancements that are coming up to improve Zoho CRM's email deliverability, as well as the systems we have in place today to support our customers' email communications. As you might know, our current ...
Zoho Desk Monthly Release Round-up - June 23
Desk Monthly Release Round-up - June 2023 Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Introducing Integration with Google Analytics 4 With Universal Analytics (UA) been sunset ...
News in Zoho Books - July 2023
Hello users! We are delighted to share the latest features and enhancements we've released this past month. This month's updates range from new allocation methods for landed cost to design enhancements in certain modules. Keep reading to learn what's ...
Zoho Desk Monthly Release Round-up - June 2023
Desk Monthly Release Round-up - June 2023 Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Introducing Integration with Google Analytics 4 With Universal Analytics (UA) been sunset ...
Analytics New Features rolled out on July 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource ...
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments ...
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