This Week in Zoho - Issue 26

16th May 2024

Hi there,

Welcome to This Week in Zoho, your weekly drop of all the need-to-know Zoho news and groundbreaking updates that you won't want to miss!

This Week in Zoho is brought to you by Limitless, my gaming-changing Zoho Consultancy that offers unlimited consultancy and development starting at just ￡1500 per month! Learn more and book a free introductory meeting by clicking here.

In this week's newsletter, we'll cover:

• Timeline Updates in Zoho CRM
• Plagiarism Checker in Zoho Writer
• Schedule Meetings in Zoho Desk

Plus, you won't want to miss this week's Zoho tip, where I show you how to un-delete a record in my completely free training video.

This is your weekly roundup of the significant updates and changes from across the world of Zoho.

Timeline Updates in Zoho CRM

Zoho CRM has introduced a comprehensive update to its timeline view, significantly enhancing the functionality for users. This revamped feature extends the timeline from the previous six months to an impressive three years, catering to the needs of businesses that require long-term data tracking and historical insights. The extended timeline is particularly beneficial for industries with lengthy sales cycles, stringent compliance requirements, and frequent audits.

One of the most notable improvements is the ability to add notes directly to timeline events. This feature allows users to maintain detailed records of interactions and changes, allowing better communication and collaboration within teams. Notes can be used to document important discussions, decisions, and actions related to specific events, ensuring that all relevant information is easily accessible and contextually linked to the timeline.

The timeline's new filtering capabilities offer another layer of utility. Users can filter timeline data by module, user, time, and the source of changes, making it easier to manage and analyse vast amounts of information. For instance, sales managers can quickly identify changes made by specific team members, track the evolution of a deal over time, or focus on particular modules like leads or opportunities.

Finally, Zoho CRM now includes email status tracking within the timeline view. This feature allows users to see the complete history of email interactions, including whether emails were sent, opened, clicked, or bounced. This visibility into email engagement provides valuable insights into customer behaviour and the effectiveness of email campaigns.

These updates are designed to provide a more comprehensive and user-friendly experience, allowing businesses to make better-informed decisions based on a complete view of their historical data.

Learn More: https://help.zoho.com/portal/en/community/topic/zoho-crms-revamped-timeline-view-will-extend-to-3-years-and-support-notes-filters-and-email-statuses

Plagiarism Checker in Zoho Writer

Zoho Writer has introduced an AI-powered plagiarism checker, enhancing its suite of features aimed at improving writing integrity and originality. This new tool is part of Zoho's continuous efforts to integrate advanced technology into their applications, ensuring users benefit from the most innovative solutions.

The AI-powered plagiarism checker in Zoho Writer is designed to help users maintain the authenticity of their documents. By checking text against a comprehensive database of sources, this tool can quickly identify potential plagiarism, making it a valuable asset for writers, educators, and professionals who need to ensure their work is original and free from unintentional copying.

This addition builds on the capabilities of Zia, Zoho Writer's AI-powered assistant, which already provides grammar and style suggestions tailored to the context of the user's writing.

Learn More: https://help.zoho.com/portal/en/community/topic/introducing-zoho-writers-ai-powered-plagiarism-checker

Schedule Meetings in Zoho Desk

The Zoho Meeting extension for Zoho Desk is a significant enhancement for customer support teams, integrating seamless meeting capabilities directly within the ticket interface. This new feature is designed to improve the efficiency and effectiveness of customer service operations by allowing support agents to initiate and schedule meetings without leaving their ticket management workflow.

With the Zoho Meeting extension, agents can now start a video or audio meeting directly from a ticket in Zoho Desk. This integration facilitates real-time communication with customers, making it easier to resolve complex issues that are better handled through direct interaction.

The extension supports various functionalities like screen sharing and meeting recording within the Zoho Desk interface. These features can be particularly useful in technical support scenarios, where demonstrating a solution or going through complex processes is necessary. The recording function also means that both agents and customers can revisit the discussions for clarity or compliance purposes.

In addition to these direct benefits, integrating Zoho Meeting within Zoho Desk simplifies the workflow for agents. It reduces the need to switch between multiple applications to communicate with customers, thereby minimising errors and saving time!

Un-Deleting a Record in Zoho CRM

Everyone's done it; we've hit delete on the wrong thing in the CRM and entered panic mode, trying to remember everything deleted to recreate the record and cover up our mistake!

Thankfully, hidden from view, there is a way to restore deleted items without remembering every detail, and I've covered it in this week's video!

I'll be honest: this video was prompted by me making a desperate rush to the deleted items after hitting the wrong button in my own CRM... So, even as a Zoho consultant, sometimes you need this handy safety net!

Thank you again for taking the time to read through this newsletter ??.

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