Zoho is always working on new changes and improvements to its software. We've compiled all the news from Zoho over the past few months into one article!
You can watch videos with all the news and updates on our YouTube channel!
News and updates at Zoho CRM
Improvements to the user interface in the email creation window
- The email creation window can now be reduced in size to make it compact and can be dragged around the screen for easy retrieval when writing an email.
- Recipient email addresses added to "To", "Copy" and "Hidden Copy" are now displayed together without hiding the entry space in the message creation window.
- Attachments can now be collapsed to make room in the message creation window.
User field in subforms
Link CRM users to subform records directly using a custom field. In addition, you can have fields associated with the user, such as the user's email address field, in subforms.
Updates to Wizard
Advanced button customization options in Wizards
Select one of the optional color options available in the color palette to design buttons in Wizards. You can also select one of the most commonly used color options for button styles.
Conditional rules in Wizards get new criteria
The following criteria are added to conditional rules in Wizards to contextually gather information about records:
1. When to apply the rules
2. Setting a fixed value for the fields
Blocking certain entries and granting special access to certain profiles
4. displaying text components and wizards
Mail merge is now available for use in iPad and Android tablet browsers
The mail merge feature in Zoho CRM can now be used from web browsers on iPad and Android tablets to create and manage templates on the go.
Integrate WhatsApp Business with Zoho CRM
Integrate WhatsApp Business with Zoho CRM and respond to customer queries directly from your CRM organization. Additionally, send documents and media files from a list of cloud storage services such as Google Drive, Sky Drive, Evernote and Dropbox.
News and updates at Zoho Writer
Work processes
The multi-step document workflows Writer allow you to simplify and standardize business processes and the process of creating, reviewing and approving documents in your organization.
- Dedicated workflows: Review workflow, approval workflow, editorial review workflow, review and approval workflow
- Workflows can be started automatically or manually as needed. At each step in the workflow, only assigned co-authors will be able to work on the document. Easily identify your document's stage in the process with built-in product status notifications. Writer also informs all stakeholders about the status of the document via real-time email. notifications.
- View your document's path through your workflow to see its status and act accordingly. Easily view the status of all documents you've sent for review, as well as those awaiting your action, right from the Writer dashboard.
- View a comprehensive history and audit trail for all workflows to meet regulatory requirements, with answers to these three important questions: who performed what action and when
Creating print-friendly layouts with Writer
The advanced layout settings at Writer, complete with new binding options (including mirrored margins), simplify the process of designing print-friendly layouts. The new universal layout design panel lets you adjust all your layout options from one place, without having to switch between multiple tabs and menus.
Zoho Connect Ultimate Edition
Introducing Zoho Connect Ultimate Edition: an enterprise intranet that transforms employee engagement and work culture.
Develop a culture of appreciation and gratitude -recognize each other by awarding badges using Connect peer-to-peer recognition options.
With a fully customizable dashboard, you can be sure that all the information you need - from announcements and events to schedules - is always at the fingertips of every employee.
Engage employees at the right time, regardless of their shifts or time zones, by scheduling your posts. Mark important announcements as must-reads so no one misses important information.
Create trigger rules for modules based on specific actions. You can save time on routine actions such as adding tasks, creating events, and publishing messages.
News and updates at Zoho Bigin
What's new at Bigin: a quick overview of everything you need to know about our latest updates
Bring actions closer to your pipelines. Here is a list of actions you can perform when viewing the pipeline:
- Instantly identify open and overdue tasks related to the transaction.
- Create a new task or event or register a call.
- Change/edit an existing activity.
- Mark the action as completed or remove it from the pipeline.
- Send an email to a contact in the conveyor belt.
Thanks to a new email feature, data from your mailbox is automatically added as new entries to your pipeline.This is now possible with the new user field feature. You simply need to add a customizable user type field to your transactions and allow access to the record for your team members. That way, they can access, modify, or even delete records as needed as they work.
Sometimes you can make a new deal with a new potential client who is not yet among your contacts CRM Zoho Bigin. In such cases, you can now create a contact at the same time as creating the deal.
Bulk email functionality has been improved. There is now a drop-down menu with a "Bulk Email" option that will serve as a single point of navigation for everything related to bulk emails. Send emails to different sets of contacts by selecting them in the custom view. After you send emails, the toolbar displays their status. You can check if emails have been delivered, opened, reviewed, returned, and more.
New application integrations Zoho
Zoho Recruit + Calendly
The integration will allow:
- Give your candidates the opportunity to schedule interviews at their convenience.
- Help you save time and avoid lengthy emails.
- Simplify the hiring process and close the position faster.
Zoho Recruit x Zapier
Why integration will be good for you:
- Stay on top of the latest technology and increase your return on investment.
- Save time and reduce the number of errors caused by manual data entry
- Easily communicate and transfer data between applications for a better customer experience.
Zoho Sign + Microsoft Power Automate
Here are a few examples where this integration can be useful:
- Automate the collection of digital signatures
- Send reminders to stakeholders
- Synchronize data related to documents and signatures in your favorite applications.
Zoho Sign + Sign with Singpass
Key Benefits Sign with Singpass:
- Seamless mobile signing experience
- Provides the highest level of warranty and compliance
- Increased productivity and efficiency
Zoho Meeting + Zoho Flow
Zoho Meeting comes with 13 triggers and 6 actions that can be used to automate business processes in Zoho Flow.
News and updates at Zoho Campaigns
SMS-Zoho Campaigns Gateway
Customers in the U.S. and Canada can now send SMS campaigns seamlessly. This will not only simplify the SMS creation process, but also make it easier to identify a recurring phone number.
Optimizing artificial intelligence for e-commerce
Taking the first step toward artificial intelligence, Zoho is developing an automated product recommendation system based on data collected after analyzing customers' shopping habits.
Custom return paths
The Zoho Campaigns now allows email marketers to create a customizable return path address for themselves. Users can customize the return path and match it to their domain name.
RTL for the MEA region
The Right to Left (RTL) scripting option is specifically designed for customers in the MEA region. To support RTL scripting, the Zoho Campaign email template editor will have the ability to write from right to left.
Easily edit workflows
Now Zoho is running an impromptu version of workflows in which users can edit their live workflows without any changes to the flow.
TikTok, Instagram Reels and Stories, and YouTube Shorts in Zoho Social
Now you can plan, publish and collaborate on videos for TikTok from Zoho Social. The centralized content calendar Zoho Social helps you organize all your videos into one view and define your planned content strategy TikTok.
You can schedule and publish videos to Instagram, view and respond to incoming mentions and comments, and even see how many likes, views, and plays your video has received. You can either choose to automatically publish your videos to Instagram, or schedule them for a specific date. Stories Instagram is a stream of photos or videos that disappear from your profile after 24 hours. With our feature update, you can schedule and create your Instagram stories in advance. You can also access lots of unique and fun custom stickers with Zoho Social, and apply filters to completely customize the look of your story and create it from scratch
Now you can create a quick teaser for a longer video and upload it as a short film from our publishing window. You can also use interesting captions, change the thumbnail, add appropriate hashtags, and control visibility.
Zoho app updates in iOS 16
Experience the new iOS in OneAuth with the following cool features:
- Access keys: extends login capabilities to all applications Zoho.
- Watch Face widgets. Get the one-time passwords you need right from your Apple Watch.
- Focus Filters: allows you to associate the appropriate Zoho account for each focus mode.
- Live Text: makes it easy to add accounts 2FA, reading information from web pages and documents.
- Screen Lock Widget: quickly provides one-time passwords to help you log in to your accounts.
- Quick Notes: allows intuitive editing of 2FA accounts with seamless depth mapping.
- Signing is made easier with quick notes, lock screen widgets, document scanner and other features in iOS 16.
This year,Bigin 's new tools and features foriOS 16 make the iPhone even more suitable for business use. With lock screen widgets, you can display important information on the very first screen, such as your schedule of activities for the day, the status of a pending transaction, and more.
With the latest update of iOS 16, creating an email template has become even faster. Now you can easily edit your email content by copying and pasting text from the camera or photos/videos.
The iOS 16 update brings with it several new features to help you use our apps efficiently on your iPhone. You no longer have to navigate to the app to create timesheets and invoices or record hours worked on a project. By setting up lock screen widgets on your iPhone, you can skip the extra taps and perform these actions right from the lock screen. + Enhanced Live Text feature lets you copy data from downloaded receipts.
Plan safe business trips with Zoho Expense by getting up-to-date weather information on travel days. Now you can track your mileage right from the lock screen by simply adding a mileage tracking widget and activating it when you need it.
With the new iOS 16 updates this year, things are much more interesting. The new and improved Zoho One mobile app is a powerhouse of functionality. It has the ability to manage multiple users and profiles right from your mobile screen. The Zoho One app now keeps you up to date with key data on your iPhone, increasing its viability for better business utilization.
Now you can access your notes from your lock screen widgets using round, rectangular and embedded widgets to view and create notes, share cards with checklists during FaceTime using SharePlay, and make changes with your colleagues and save changes with you.
You can apply focus filters in the Notes app by setting customizable themes such as light/dark mode, font sizes, image scaling sizes, default color for notes, and default notepad. You can also save photos to your gallery in focus mode.
With the new Doc Scanner updates with iOS 16 , you can easily access your documents from your iPhone's lock screen using round, rectangular and embedded widgets. Control the behavior of your app by applying focus filters, setting themes such as light/dark mode and default color in focus mode.
With the latest iOS 16 updates, you can now seamlessly manage your HR operations. With one of our recent updates, you can now perform key HR functions right from your iPhone's lock screen by adding the widgets you need.
Live Text for WorkDrive. You can now copy text from images, screenshots, and PDF files to use on the go.
Zoho Cliq Networks
Networks at Zoho Cliq is a comprehensive external collaboration platform. Change the way you work with partners, suppliers, customers and any other stakeholder outside your organization with Cliq Networks.
