Other Zoho Applications
Where AI Agents Could Extend Portal, Project and Client User Management in Zoho Projects
Managing Portal Users, Project Users and Client Users in Zoho Projects is largely a manual, checklist-driven job: someone has to notice a new starter needs access, invite them, set their project profile correctly, and later remember to deactivate ...
Zoho Projects: Project-Specific Feeds and Tighter Time Log Controls
Zoho Projects has rolled out updates making it easier to stay on top of project activity and improve accuracy while tracking time, covering project-specific feeds and four new time log restrictions. Checking the Feed for a Single Project The Feed ...
Zoho Billing: Introducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces, such as Google Play or the App Store. As a subscription business grows, managing these separate subscription sources can become genuinely complex, especially when customers also ...
Site24x7: AI-Assisted Support for Faster Troubleshooting
Site24x7 has introduced AI-assisted support, aimed at resolving support requests faster. As part of this, relevant configuration, performance, and log data tied to your specific support request can be shared with OpenAI for processing, in order to ...
Sitemap.xml in Zoho Commerce
A sitemap is a file listing all your store's important pages and metadata, making it easier for search engine crawlers to discover and understand your content. Zoho Commerce generates and manages this for you automatically. Enabling Your Sitemap Go ...
Zoho Recruit: Corporate HR Edition vs Staffing Agency Edition
Zoho Recruit is offered in two editions built around different hiring models: the Corporate HR Edition and the Staffing Agency Edition (sometimes referred to as the Hiring Agency Edition). Both editions run on the same underlying Zoho platform and ...
How to Style Text with Markdown in Zoho Backstage
Zoho Backstage supports markdown, a lightweight formatting syntax that lets you add rich text styling to otherwise plain text. Within Backstage, markdown works in announcements, messages posted in discussion channels, comments left on images in the ...
Zoho Creator Application Architecture: Why Planning It Early Matters
Most organisations get started with Zoho Creator by building a handful of simple forms to automate an internal process. That is one of Creator's strengths: it is highly accessible and lets you get something working very quickly. The trouble tends to ...
Zoho Creator Application Architecture: Workflows, Limits and Best Practice
Planning the architecture of a Zoho Creator application before you build it saves a huge amount of rework later. Creator applications tend to grow organically, and without early thought about structure they can turn into something difficult to ...
Zoho Social: Adding a First Comment
Filling a post's caption with hashtags can make it look cluttered and spammy. Adding those same hashtags as the first comment underneath the post instead is a neat way to keep your caption clean while still getting the visibility benefit hashtags ...
Zoho Publish: Already in Zoho One, Now Launched as a Standalone Product
Zoho Publish has actually been part of Zoho One since 2023, but it has now also launched as a standalone product available on its own in the wider market. If you're already on Zoho One, nothing changes for you; this is primarily a notice about its ...
Introducing TrainerCentral 2.0: One Platform, Expanded Capabilities, Greater Scalability
TrainerCentral has released a major update, TrainerCentral 2.0, bringing AI-assisted content creation, easier migration from other platforms, tools to keep learners engaged after a course ends, exam-grade assessment security, standalone assessment ...
Zoho PageSense Verification Blocked by Your Firewall: What To Do
If you have tried to verify a Zoho PageSense installation using the automated verification link (in the format https://yourdomain.com/?ps_verifyscript=true) and the request has been rejected, this is usually down to your Web Application Firewall ...
Meet the New Zoho Expense: Integrated Business Travel with Native AI Across Every Layer
Zoho Expense began life as an expense management tool, but it has grown into a full Travel and Expense (T&E) platform that now covers business travel bookings, expense management, and corporate cards. This release brings native online travel booking, ...
Zoho PageSense Blocked by Firewalls: How to Prevent Website Crashes
Zoho PageSense relies on third-party cookies and script calls to track visitor behaviour on your website. Increasingly, these cookies and requests are blocked by corporate firewalls, ad blockers, and built-in browser tracking protections such as ...
Customize Your Appointment Booking Emails in Bigin
Zoho Bigin now lets you customise the content of the emails sent out when a customer books, reschedules, or cancels an appointment through your Booking Pages. Previously, these emails used a fixed template that was identical for every business and ...
Associate Products with Pipeline Records via Bulk Import
Zoho Bigin lets you import Associated Products in bulk and automatically link them to their respective pipeline records, rather than having to associate products one deal at a time. This is particularly useful when migrating sales data into Bigin ...
Zoho Bigin Sequences
A Sequence in Zoho Bigin is a series of automated, response-based follow-ups that keeps a record engaged through emails, tasks, and calls. Each follow-up can trigger the next step based on timing or how the record actually responds, letting you build ...
Using AI to Enhance Zoho Cliq Conversations With External Partners
Once a business starts running vendor and client conversations through Zoho Cliq's external chats and channels, a natural next question is whether artificial intelligence could take some of the manual effort out of managing them. What follows is a ...
How to Start a Zoho Cliq Chat With an External Contact: Step-by-Step
Explaining a feature in the abstract only gets you so far, so this article works through what starting an external conversation in Zoho Cliq generally looks like, using a single concrete example: reaching out to a freelance contractor your business ...
Zoho Cliq External Chats and Channels: An In-Depth Guide
External chat in Zoho Cliq is a genuinely useful feature, but it works differently enough from ordinary internal messaging that it is worth understanding properly before you roll it out across a team. This article goes further than a basic overview ...
Using Zoho Cliq to Coordinate With an External Vendor: A Practical Example
Reading a feature description is one thing, seeing how it might play out in a real working day is another. Here is a plausible scenario showing how a business could use Zoho Cliq's external chat features to run a project with an outside vendor more ...
Zoho Cliq External Users: What They Are and How to Chat With Them
If your business works with people outside your own team, vendors placing orders, clients awaiting updates, distributors coordinating stock, you have probably wished there was a faster way to reach them than email. Zoho Cliq addresses this with the ...
Why Does My Zoho Bookings to Office 365 Calendar Sync Fail at Sign-In?
If you are trying to connect Zoho Bookings to your Microsoft 365 calendar, for example to sync availability with Outlook, and the sign-in fails with a Microsoft prompt asking you to "explain the reason" for the request before it stops, this is almost ...
How to Identify Which Version of Zoho Creator You Are Using
Zoho Creator currently runs on two versions: C5, the older version, and C6, the current version. If you are not sure which one your account is on, this can be checked from your dashboard in a couple of steps. How to check your Creator version Sign ...
How to Customise Your Organisation Profile in Zoho Creator
In Creator 6, your organisation's details, logo, contact information, and super admin are managed from the Organisation section, rather than the Personal Details tab used in Creator 5. Note: If your account is still on Creator 5, see How to Manage ...
How to Manage Personal Details in Zoho Creator
The Personal Details tab in Zoho Creator lets you set up basic profile information for your account, including your organisation name, phone number, username, time zone, and date format. Note: This article applies to Creator 5 accounts. If your ...
How to Upgrade Your Zoho Creator Account to C6
This article covers how to upgrade a Zoho Creator account to the latest version, C6, along with the issues you might run into along the way and how to resolve them. Attention: The upgrade to C6 is irreversible. Once an account has been upgraded, it ...
How to Upgrade Users and Customer Portal to Creator 5 in Zoho Creator
Zoho Creator 5 introduces a new sharing model for how Users and the Customer Portal are managed within an application. To move onto this improved model, Zoho is rolling out an upgrade that needs to be run individually for each app in your account ...
Is Live Captioning Available in Zoho Backstage OnAir?
Live captioning is a feature that displays a real-time text transcript of spoken audio during a virtual event, helping to improve accessibility for attendees who are deaf or hard of hearing, or who are participating in environments where audio is not ...
Presenting as a Speaker Using Zoho Backstage OnAir
If you are presenting at a virtual event hosted on Zoho Backstage OnAir, this guide covers everything you need to participate effectively: how to join your session, navigate the interface, share content, engage with the audience, and manage ...
Setting Up OnAir in Zoho Backstage
Zoho Backstage's OnAir feature set gives event organisers full control over the look, feel, and interactivity of virtual sessions. Whether you want to brand your sessions with a custom logo, set an appropriate background, assign hosts, or build ...
Announcing Zoho Backstage 2.0
April 2024 Have you ever experienced the 'catch-up effect'? It's when something accelerates after a period of slowdown or stagnation. That's precisely what's happening in the events industry post-pandemic. Physical events are bouncing back like never ...
Vani: Zoho's Visual Collaboration Platform
Vani is Zoho's visual collaboration platform, letting teams brainstorm, plan, and execute together on a shared infinite canvas. It's an independent brand within Zoho, alongside brands like TrainerCentral and Qntrl, and competes directly with ...
Enhancements to Zoho Billing Integration With Zoho CRM
February 2024 Enhancements to Zoho Billing Integration With Zoho CRM Presently, when Zoho Subscription is integrated with CRM, it automatically adds Zoho Subscription as a related list in the Contacts and Accounts modules. While users can create new ...
Translate Zoho Backstage
December 2023 When you create your Zoho Backstage microsite potentially you would like it in different languages. The issue is two fold. Firstly Zoho can't support an infinite number of languages. Plus when you add custom elements or change the ...
What happened to Zoho Subscriptions?
November 2023 Contained within the Zoho Finance Suite of products was a subscription management tool called Zoho Subscriptions. In 2023 Zoho rebranded Zoho Subscriptions to Zoho Billing.
Introducing Zoho Shifts (BETA): Simplifying Shift Scheduling and Employee Management
Introducing Zoho Shifts 10th November 2023 BETA Product Are you tired of juggling endless spreadsheets for employee scheduling and time tracking? Look no further! Zoho Shifts is here to revolutionise the way you manage your workforce. Key Features ...
New Product - Zoho Practice
New Product - Zoho Practice 10th November 2023 Introducing Zoho Practice: the latest advancement in the Zoho Finance Suite, carefully crafted for the contemporary accounting firm. Set to launch on November 15th, Zoho Practice transcends traditional ...
Zoho Mail - Email retention and eDiscovery
Email retention is the process of retaining emails for a specific period of time, be that for backup, compliance or GDPR reasons. You also need a method to search historic emails and retrieve specific emails. Read more about Zoho Mail - Email ...
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