Welcome to our catch-up, where you’ll be in the know of all the latest Zoho updates in one place!
(image via Zoho)
(image via Zoho)
Improvement available for Enterprise Edition and above, in all distribution centers.
User License Price Updates in CRM
Zoho has updated its pricing model for CRM portal user licenses. Now, instead of a fixed cost of $5 per user per month, a tiered pricing model is being implemented. This means that as the number of users in the portal increases, the cost per user decreases, making it easier for businesses to scale.
Additionally, in an upcoming update, up to 1,000 users will be able to be invited to the portal for free, offering greater flexibility in user management.
(image via Zoho)
Available for Enterprise and Ultimate editions, for all distribution centers.
Release Plan: This block-based pricing is updated for CRM, CRMPlus, and Zoho One users.
Increase in API Credits
Zoho has increased the number of API credits available to its users, allowing companies to perform more integrations and automations.
(image via Zoho)
This measure responds to the growth in customer needs and the demand for more data-intensive operations. With this adjustment, users will have greater flexibility to handle large volumes of data without worrying about exceeding their API limits.
Available for Professional, Enterprise, Zoho One editions.
(image via zoho)
(image via zoho)
(image via zoho)
(image via zoho)
The update reflects Zoho’s commitment to continuously improving the customer experience.
New “Send and Update Status” Option in the Tickets Module
Zoho has introduced a new feature in the Tickets module that allows you to send and update the status of tickets directly from the list view.
Now, users can change the status of a ticket with a single click and send emails from the same interface, streamlining ticket management and follow-up. This update is designed to improve efficiency in handling requests and communication with customers.
(image via zoho)
Available to all users across all data centers.
This service identifies and blocks phishing attempts, ensuring that fraudulent emails do not reach users’ inboxes. Additionally, eProtect provides detailed reports and customization options to better manage email security. The tool is ideal for organizations looking to strengthen their cybersecurity and protect sensitive information.
(image via zoho)
eProtect can be configured to enhance security and archiving alongside your email provider. However, if you already use Zoho Mail, there is no need to sign up for eProtect, as these features are already integrated into the Zoho Mail service.
(image via zoho)
extract_json() Function
The extract_json() function is introduced, enabling efficient extraction of data from JSON columns. This facilitates the manipulation and analysis of complex data directly within Zoho Analytics.
(image via zoho)
Text Formula Improvements
You can now incorporate text into your report formulas, allowing for more precise data categorization and segmentation. This is useful for creating labels or classifications based on text, enriching analytical capabilities.
(image via zoho)
Customizable KPI Widgets
KPI widgets now offer more customization options, including the ability to add static images and custom icons. This enhances the visual presentation and interpretation of key data in dashboards.
(image via zoho)
Copy and Paste Reports
The new copy and paste reports feature within dashboards streamlines the creation and management of custom dashboards, allowing for quick replication of similar reports and maintaining visual consistency.
(image via zoho)
Enhanced View Sharing
The ability to share views has been expanded, now allowing users to share their views with administrators. This facilitates collaboration and oversight, ensuring teams have access to the same insights and data.
(image via zoho)
Users on the Ultimate plan of Zoho CRM, Zoho Books, and Zoho Inventory can purchase additional rows and users in the online store.
- Services and Appointments Modules in CRM Sandbox, License Pricing Update, and More API Credits
- Desk Updates its Settings with Function Reorganization and Categorization, and Ticket Module with Send and Update Status
- New Zoho E-Protect app to protect email from cyber threats.
- Zoho Analytics Updates: August 2024
- Webinars on Books, Projects, and Campaigns
Services and Appointments Modules in CRM Sandbox, License Pricing Update, and More API Credits
Zoho CRM has implemented significant updates to optimize the user experience. Here’s a summary of these enhancements so you can make the most of your CRM. Let’s take a look! New Service and Appointments Modules in CRM Sandbox Environments Now, Zoho CRM Sandboxes offer support for Service and Appointments modules, allowing for: More Comprehensive Testing: Conduct detailed tests of configurations and workflows related to services and appointments before implementing them in your production environment.Optimized Deployments: Identify and fix potential issues without affecting your live CRM.
(image via Zoho)
(image via Zoho)
Improvement available for Enterprise Edition and above, in all distribution centers.
User License Price Updates in CRM
Zoho has updated its pricing model for CRM portal user licenses. Now, instead of a fixed cost of $5 per user per month, a tiered pricing model is being implemented. This means that as the number of users in the portal increases, the cost per user decreases, making it easier for businesses to scale.
Additionally, in an upcoming update, up to 1,000 users will be able to be invited to the portal for free, offering greater flexibility in user management.
(image via Zoho)
Available for Enterprise and Ultimate editions, for all distribution centers.
Release Plan: This block-based pricing is updated for CRM, CRMPlus, and Zoho One users.
Increase in API Credits
Zoho has increased the number of API credits available to its users, allowing companies to perform more integrations and automations.
(image via Zoho)
This measure responds to the growth in customer needs and the demand for more data-intensive operations. With this adjustment, users will have greater flexibility to handle large volumes of data without worrying about exceeding their API limits.
Available for Professional, Enterprise, Zoho One editions.
Desk Updates its Settings with Function Reorganization and Categorization, and Ticket Module with Send and Update Status
New Grouping and Categorization of Features in Desk Settings Zoho has reorganized and categorized features on the CRM settings page to improve usability. Now, functions are grouped more logically, making it easier to navigate and find the necessary tools. This redesign focuses on making the user experience more intuitive and efficient, allowing quicker access to key settings. A summary of the changes:- General is now called Organization; some functions have been moved to specific categories.
- Users and Controls has been renamed User Management.
- Channels have reorganized their tools.
- Customization and Automation have relocated and renamed various functions, such as Notification and Supervisor Rules.
- New sections have been added, like Self-Service, ZIA, and Privacy & Security.
- Marketplace is now called Integrations.
(image via zoho)
(image via zoho)
(image via zoho)
(image via zoho)
The update reflects Zoho’s commitment to continuously improving the customer experience.
New “Send and Update Status” Option in the Tickets Module
Zoho has introduced a new feature in the Tickets module that allows you to send and update the status of tickets directly from the list view.
Now, users can change the status of a ticket with a single click and send emails from the same interface, streamlining ticket management and follow-up. This update is designed to improve efficiency in handling requests and communication with customers.
(image via zoho)
Available to all users across all data centers.
New Zoho E-Protect app to protect email from cyber threats.
Zoho has launched Zoho eProtect, a comprehensive phishing protection solution designed to defend business email accounts.
This service identifies and blocks phishing attempts, ensuring that fraudulent emails do not reach users’ inboxes. Additionally, eProtect provides detailed reports and customization options to better manage email security. The tool is ideal for organizations looking to strengthen their cybersecurity and protect sensitive information.
(image via zoho)
eProtect can be configured to enhance security and archiving alongside your email provider. However, if you already use Zoho Mail, there is no need to sign up for eProtect, as these features are already integrated into the Zoho Mail service.
Zoho Analytics Updates: August 2024
Zoho Analytics introduced several key enhancements to optimize the user experience and data management: Improved Connection with Zoho Databridge Zoho Databridge now allows cloud data connections without the need to configure IP whitelisting, simplifying security setup and improving accessibility.
(image via zoho)
extract_json() Function
The extract_json() function is introduced, enabling efficient extraction of data from JSON columns. This facilitates the manipulation and analysis of complex data directly within Zoho Analytics.
(image via zoho)
Text Formula Improvements
You can now incorporate text into your report formulas, allowing for more precise data categorization and segmentation. This is useful for creating labels or classifications based on text, enriching analytical capabilities.
(image via zoho)
Customizable KPI Widgets
KPI widgets now offer more customization options, including the ability to add static images and custom icons. This enhances the visual presentation and interpretation of key data in dashboards.
(image via zoho)
Copy and Paste Reports
The new copy and paste reports feature within dashboards streamlines the creation and management of custom dashboards, allowing for quick replication of similar reports and maintaining visual consistency.
(image via zoho)
Enhanced View Sharing
The ability to share views has been expanded, now allowing users to share their views with administrators. This facilitates collaboration and oversight, ensuring teams have access to the same insights and data.
(image via zoho)
Users on the Ultimate plan of Zoho CRM, Zoho Books, and Zoho Inventory can purchase additional rows and users in the online store.
Webinars on Books, Projects, and Campaigns
Zoho Books Basics – Finance ZUG Virtual meetup
Introduction to Zoho Projects
Master Email Marketing with Zoho Campaigns and Zoho CRM Integration
Do you want to add these new features to your Zoho system? Let’s work together! Learn more about our Zoho consulting services and contact us for a free consultation.
