Unlock the Full Power of Zoho Applications: Discover the Hidden Features

Hidden Features of Zoho Applications

Zoho Applications is a suite of cloud-based software solutions designed to help businesses streamline their operations and improve their productivity. While many users are familiar with the core features of these applications, there are several hidden features that can help users get even more out of their Zoho experience. In this article, we'll take a closer look at some of these hidden features of popular Zoho applications.

Zoho CRM: Email Insights

Users of Zoho CRM may access Email Insights, a potent hidden feature that offers insights into email activities. Users of Email Insights can view statistics for their emails, including open rates, click-through rates, and response rates. This can assist users in determining which emails are successful and which ones are not.

Go to the Email tab in Zoho CRM and select the Insights icon to see Email Insights. From there, you can view statistics for a single email or a collection of emails. Your search results can also be narrowed down by date range, email campaign, or sender.

Zoho Projects: Task Dependencies

Users can establish dependencies between tasks using Task Dependencies, a Zoho Projects feature that is hidden from view. Users can make sure that tasks are finished correctly and that they don't begin until the job before them has been completed by using task dependencies.

Simply choose the task you wish to make dependent on another activity, then choose the Dependency option to create a task dependency. You can then choose the task on which the current task depends. Additionally, you can add numerous dependencies to a process and build intricate dependency chains.

Zoho Books: Bank Reconciliation

A secret tool in Zoho Books called Bank Reconciliation can assist customers in maintaining the accuracy of their financial data. Users may simply compare transactions in Zoho Books with transactions in their bank account using bank reconciliation.

Go to the Banking tab in Zoho Books and choose the account you wish to reconcile before using Bank Reconciliation. The transactions in Zoho Books can then be compared to the ones in your bank account. Additionally, you may import bank statements in a variety of formats and compare them to the transactions in Zoho Books.

Zoho Sign: In-person Signing

Users of Zoho Sign can obtain signatures in person by using the app's hidden feature called "In-person Signing." Users can generate a document on their mobile device using in-person signing, and the signer can then use their mobile device to sign the document in person.

Simply create a document in Zoho Sign and choose the "In-person Signing" option to use in-person signing. The signer's information can then be added, and the document can then be sent to them. The document is then signed by the signer using a mobile device, and the signed copy is then submitted to Zoho Sign automatically.

Zoho Desk: Custom Views

Users can design unique views of their tickets using Zoho Desk's Custom Views tool, which is a hidden function. Users can filter tickets using custom views based on attributes like priority, status, and tags.

Go to the Tickets tab in Zoho Desk and select the Custom View option to create a custom view. You may then choose the criteria you want to use to filter the results and save the view. You can also produce numerous customized views and distribute them among your coworkers or team.

Zoho Invoice: Time Tracking

Users can track their time spent on a project or job using the Time Tracking function of Zoho Invoice. Users may quickly bill their clients for the time they have spent working on a project using time tracking, and they can also monitor their own productivity.

Simply create a new project or task in Zoho Invoice and then select the Time Tracking option from the drop-down menu. You may then set and stop a timer to keep track of your

Conclusion: These are only a few instances of the hidden capabilities of Zoho applications, to sum up. Users can get even more out of their Zoho experience and increase their productivity by utilizing these tools.

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