Launching Zoho TeamInbox: what’s in it for you!


The way we work now has changed and in all likelihood, will continue to change even after our current global situation. Work cannot be expected to be only desk-bound anymore. Many organizations have also been realizing the importance and advantages of remote work. However, this new order has also come with its own challenges—namely, communicating and collaborating with people working from different locations.

While we are all giving our best to keep work going, it’s important that we stay properly connected with our team. Lack of this connection with our team results in chaos and disrupts team productivity. Though there are many modes we use for communication, email has been a central mode of connection since its beginning. However, collaboration via emails is not always entirely smooth.

To make email-based collaboration easier, we are delighted to announce the launch of Zoho TeamInbox: shared inboxes for team collaboration, built on Zoho Mail.

To learn more about why we built Zoho TeamInbox, check out our previous blog.

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Why teams should use Zoho TeamInbox 

A unified inbox for the entire team

Say goodbye to confusing email forwards, CCs, and BCCs with a common space for all your group emails. Enjoy a transparent work environment where team members stay up to date on everything that’s happening.

Uncomplicated collaboration with team directly from your inbox

Receiving messages in one place and collaborating over them elsewhere can be chaotic. With Zoho TeamInbox, conduct discussions with your team over threads without having to switch apps and lose context. You can even invite people outside your team to assist you. This way, you can make sure to always send out accurate responses.

No more work duplication

Two people working on the same task can interrupt productivity. Delegate messages among your team members so everyone is aware if a task has already been assigned. Delegation also ensures that no message is forgotten or left unresponded.

Get to Inbox Zero with ease

Email overload can be stressful, but Zoho TeamInbox helps you sort emails based on their priority and close threads when you are done with them. This way, you can have more space for ongoing conversations and focus on the most important threads.

 

 

Collaborate on the move 

You don’t have to be at your desk to connect with your team. With our mobile apps for iOS and Android, you can receive emails and work together from wherever you are, at any time.

So, ready to explore?  

We are thrilled to offer you and your team the benefits of Zoho TeamInbox. Join us today—sign up to get instant product access and avail our introductory offer at just $8 per month for five users and three inboxes, billed annually.

Leave your comments below to let us know what you think of Zoho TeamInbox.

Note: Zoho TeamInbox is still in its beta, so should you have any hiccups in the product, please let us know.

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Automate and expand Connected Sheets updates with new APIs, connections, and capabilities

What’s changing 

We recently launched Connected Sheets, which connects Google Sheets and BigQuery to help you analyze large datasets using familiar spreadsheet tools. We’re now adding support for macros and APIs to help you automate tasks, as well as providing mobile access. Specifically, you can now use Connected Sheets with: 

Who’s impacted 

Developers and end users 

Why you’d use it 

Sheets Macro recorder 

You can use the macro recorder to record when to create, edit, delete, and refresh Connected Sheets objects. This generates macros which you can then directly run in Sheets to refresh the data. This can automate common tasks, saving time and reducing errors. 

Apps Script and Sheets API 

You can use these APIs to write scripts and applications that automate tasks. For example, you can automate CRUD functions for Connected Sheets objects, including sheets, formulas, pivot tables, and extracts. Additionally, you can use the APIs to refresh these objects, as well as to refresh charts. 

Mobile app support 

You can now view Connected Sheets on mobile devices. You can also copy and paste data from Connected Sheets using the mobile apps. At this stage, you can’t create, edit, or refresh data in Connected Sheets on mobile. 

Getting started 

Rollout pace 

  • Rapid and Scheduled Release domains: 
    • Sheets Macro recorder: Gradual rollout (up to 15 days for feature visibility) starting on August 26, 2020. 
    • Apps Script: Available now for all users. 
    • Sheets API: Available in September. 
    • Android app: Gradual rollout (up top 15 days for feature visibility) starting on August 17, 2020. To get access, update to the latest version of the Sheets Android app. 
    • iOS app: Gradual rollout (up top 15 days for feature visibility) starting on August 24, 2020. To get access, update to the latest version of the Sheets iOS app. 

Availability 

  • Connected Sheets is available to G Suite Enterprise, G Suite Enterprise for Education, and G Suite Enterprise Essentials customers 
  • Connected Sheets is not available to G Suite Basic, G Suite Business, G Suite for Education, G Suite for Nonprofits, and G Suite Essentials customers 

Resources 


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Selecting the perfect HRIS for your organization

Selecting HRIS


Having an HR information system (HRIS) that allows you and your employees to manage all HR activities from a centralized location can greatly benefit your organization. It streamlines HR management and ensures that routine tasks are made easier.

Selecting HRIS

While selecting an HRIS for your organization, it’s easy to get overwhelmed with the many options available. Here are some tips to help you select the perfect HRIS:

  • Evaluate your organizational culture and understand what you wish to gain from the HRIS.

  • Receive input from your IT team, payroll team, stakeholders, employees and anyone who is going to use the HRIS.

  • Make a list of the available HRIS vendors and shortlist vendors whose products are consistent with your organizational needs and budget.

  • Contact the shortlisted vendors and request a demo or a free trial.

  • Gather your teams again to make the final choice.

  • Reevaluate your choice after a month or two to see if the HRIS has met your expectations.

Read more about the types, benefits, and features of HR information systems.

Net Universe offers all Zoho subscritpions and consultant services with worldwide Delivery Services.
Send us an email to [email protected] for more information or visit https://www.netuniversecorp.com/zoho.

Expanding shortcuts in Google Drive, reducing unorganized files

What’s changing 

Earlier this year, we made shortcuts in Google Drive generally available. Shortcuts simplified file and folder structures in Drive by creating pointers to items, rather than having items which existed in multiple locations. This helps ensure easy access to files and folders for different users while reducing possible confusion about how files are owned, managed, and updated. 

Now, we want to share three updates to our plans for shortcuts and file locations: 

  • Expanding use of shortcuts: Removing some specific actions which still created multiple locations for files. 
  • A migration update: More details on migration of existing multiple-location files to shortcuts. 
  • Improving file management and reducing “unorganized” files: Ensuring files which have their last location removed are now placed in the owner’s My Drive folder. See more details below. 

Who’s impacted 

Admins and end users 

Why it’s important 

Expanding the use of shortcuts will increase the consistency of behavior and make it easier for users to understand how their Drive is structured. 

Additional details 

Expanding use of shortcuts 

After launching shortcuts, there were still some ways for users to add files to multiple locations. We’re now stopping some of those to create a more consistent experience across different platforms and ways of using Drive. Specific changes include: 

  • When using Drive on the web, the keyboard shortcut Shift+Z on a shared file used to place the file in multiple locations. Now, when a single file or multiple items are selected, Shift+Z will create a shortcut instead. However, if a single folder is selected, Shift-Z will still add another location for the folder to ensure continued compatibility with offline access via Backup and Sync. 
  • When using Drive on the web, making someone else the owner of a file used to create multiple locations for the file. Now, if the new owner can see the file’s existing location, it will remain there. If the new owner can’t see the existing location, it will be moved from its current location to the My Drive folder of the new owner, and a shortcut will be created in its place 

A migration update 

In our original announcement, we mentioned that we would be migrating existing files in multiple locations to shortcuts. We’d like to share more details on these plans: 
  • We will start this migration some time in 2021. We’ll announce the migration on the G Suite Updates blog and with an in-product notification banner at least 2 weeks before it starts. 
  • The migration will remove all but one location of files that currently are in multiple locations, and will replace the removed files with shortcuts. 
  • The migration heuristics will be based primarily on original ownership, but will also take signals about access and activity on other parent folders into account, to ensure the least possible disruption for collaboration.  
  • File access and ownership will not be impacted. 
  • The migration will be automatic and won’t require manual work from users or admins. 

Improving file management and reducing “unorganized” files 

A file can become unorganized when its last previous location is removed. For example, this could happen if you had added a file to a shared folder that was later deleted by the owner of the shared folder. 

Previously, in those situations you would only have been able to find the file by specifically searching for it, not by browsing for it. This led to some instances where it appeared a file was lost. Now, we will add these items to the owner’s My Drive. This change will make it easier to locate files which have had their locations removed. 

API updates reminder 

Earlier this year, we announced changes to the Drive API which would support the transition to file shortcuts. These changes will start to go into effect on September 30, 2020. Read more details about the API changes here. 

Getting started 

Rollout pace 

Expanded use of shortcuts and improved file management: 

Migration of existing files in multiple locations: 

  • Will not start until 2021, and will be announced in advance on the G Suite Updates blog and with an in-product notification banner. 

Availability 

  • Available to all G Suite customers and users with personal accounts 

Resources 


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The importance of route optimization in field sales

This is a guest post by Badger Maps.

Field sales reps need to commute several miles each day to meet customers at their locations, and the number of customers they serve depends on how their routes are planned. Ineffective routes require unnecessary time and fuel expenses. Your reps will get tired from driving long, poorly planned routes, and clients will be forced to wait, making them more stressed and less likely to recommend your services to others.

Route planning and optimization can help you identify the fastest and most efficient routes, drastically reducing fuel costs and the time field sales reps spend behind the wheel.

The benefits of planning and optimizing routes:

  • Enhanced customer experience: Giving your customer an accurate ETA so that they can plan their schedule accordingly contributes to a good first impression.
  • Better field sales rep safety: Drivers will be taking optimal routes that consider factors such as weather conditions, road conditions, and traffic congestion.
  • Increased field sales rep productivity: Using the best route possible to reach a destination reduces travel time, allowing your reps to see more customers in a single day.
  • Improved fuel efficiency: Bring down fuel consumption, and reduce the wear and tear on your company vehicles, lowering maintenance costs.
More time = More selling

Use the Badger Maps and Zoho CRM integration to organize schedules and customer details for your sales reps, enabling them to focus better and close more deals. View data from popular navigation apps like Google Maps, Waze, or Apple Maps in Zoho CRM so you can optimize routes, plan schedules, and close deals quicker.

Whether you’re a manager in an office or a sales rep on the road, the Badger Maps – Zoho CRM integration can accelerate your sales process, increase productivity, and enable collaboration wherever you may be.

Sales reps: The mobility of your customer data is essential. As a field sales rep, you spend the majority of your time on the road, visiting prospects and customers. A lot of time can be wasted on creating schedules, planning routes, and managing data across multiple platforms.

Badger Maps makes it easy to visualize your customers and prospects on an interactive map, creating a schedule and an optimized route within minutes. The integration with your Zoho CRM account makes sure all the notes, appointments, and data you update will be synced together, so you can access it no matter where you are. You can also filter your customers by top opportunities and create the shortest routes to all of them.

Sales managers: As a manager, you can see real-time updates on customer data and the latest deals even when your field sales reps are not in the office. You can visualize your team’s performance, stacking sales reps based on how many check-ins they have made, sales they have closed, and the amount of revenue they have brought in.

Quickly build tomorrow’s perfect schedule and sales route in advance, and focus more on delivering great customer experience. Try the Badger Maps extension for Zoho CRM.


Work smarter by adding new capabilities to Zoho CRM with business solutions from Zoho Marketplace.

Explore Zoho Marketplace

 

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The 5-step guide to boost signup form conversions

Let’s start with three simple questions. Are you…

  • Thinking of more ways to get better conversions?

  • Looking to grow your email list?

  • Researching how to keep subscribers loyal?

If it’s a yes for most or all of these, the perfect solution to adopt right away are signup forms. These are forms that can be embedded on your web pages and social media channels to collect details (name, email address, and more) of your visitors/followers in order to add them to your mailing list. You can then send out email campaigns to contacts who filled out the form and nurture them to convert as customers.

Whether it’s a pre-designed signup form template or one you customized, it’s simple to feature these on your website or on social media. However, you can’t know which one is right for your business needs unless you experiment with them. So, today we’re going to make your journey of creating signup forms easier with a crash course to cover the basics.

We’ll walk you through five steps to follow as you prepare a signup form for your brand to gain better audience attention and conversions. Hopefully our examples will help you create a form that works for you. So, let’s take the steps one by one.

1. Be clear of your intentions

Your audience should clearly understand the type of content that they’ll be receiving via emails if they sign up with your form. The moment to be obvious of your intentions is when collecting their details. With so much mishandling of information in the world, they might be doubtful that you’re being completely honest about how you’ll use their data. So, be clear from your end by telling people what type of emails will be sent to them if they subscribe to your articles, newsletter, and more.

Bonus point: Whenever you convey your intentions, remember to keep them short and crisp so visitors can easily grasp them the first time they read them. Keeping things concise is also important given the popularity of mobile visitors with less screen space.

Sign up form template

2. Adopt the two-step opt-in approach

While your traffic is important, the conversion rate and loyalty of your visitors are more important. If you use a two-step opt-in method, visitors will have to confirm their subscription by clicking on a confirmation email you send them. They won’t be added to your mailing list until after they confirm. You may be thinking, “Why make it harder for them to subscribe?” Well, the reason is it ensures you’re getting subscribers who are actually interested in your brand. Their willingness to go through one more step indicates their genuine interest in what you have to offer. It also gives the visitor one more chance to decide whether they really want to receive emails from you. This considerate move helps the visitor realize that you value them and their decisions.

Bonus point: Make sure to give a customized success message for each of the responses that you set up for your signup form submissions.

Setup response pages and emails

 

3. Use an impactful CTA button

While setting up a signup form, you have to keep in mind that it’s not only for visitors to view but also to click. It’s important to include an eye-catching and strategic CTA button to draw the visitor’s attention. For that, you’ll have to give content that is relatable. The example below shows a fashion store’s signup form, where they’re announcing a 10% summer sale for customers opting in on their newsletters. Notice that the CTA doesn’t say, “Sign up to register.” Instead, it’s an actionable CTA that focuses on a deal for the customer: “Get my 10% off.”

Bonus point: Making sure that the power words—the CTA—you choose include a benefit for the visitor who signs up will entice them to click.

Sign up for template in Zoho Campaigns

 

4. Embed popup forms on blogs and web pages

One of the goals of publishing blogs and pages is to make sure that the reader becomes your customer. Embedding popup forms in your blogs and web pages makes it easy for the reader to let you know they want to stay informed about your business. This is a great way to add more visitors to your mailing list. There are different types of popup forms you can use on your site. You can embed a form that pops up covering the entire screen, or you can try a simple popup form that slides in when the visitor first enters the page. Pairing embeddable popup forms that are customized to your brand with good marketing copy is a great way to grow your organization’s reach.

Bonus point: Leave room for readers to say “no” or “not now” by giving your pop-up a clear exit/close button. Also, make sure you’re using a responsive pop-up form design that won’t ruin a mobile experience and irritate users.

Popup form template in Zoho Campaigns

 

5. Personalize emails with recipient details

Like we all know, people don’t enjoy giving out a lot of personal details. Yet the more details you have, the better you can personalize that first email you’re sending them, which increases the likelihood they’ll open it. So you need to get these basic details without annoying them. This is possible with the help of a simple form that asks for minimal details like their first name, region, and maybe a couple more. Remember to mark only the “email address” as the required field though.

Bonus point: One of the most important pieces of information to collect is what region the customer is in. Knowing this will help you decide the optimum time to send them your email campaigns, which will increase the likelihood they’ll open them.

Sign up form templates in Zoho Campaigns

Now that you’re ready with the basics of signup forms, let’s start using them in practical ways. Also, do you have anything else to add? Feel free to mention them in comments for your fellow email geeks. 🙂

P.S. If you like the above signup form examples, we offer a collection of pre-designed templates that can be added to your web pages in a couple of clicks. Check out our template collection now.

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Send us an email to [email protected] for more information or visit https://www.netuniversecorp.com/zoho.

Use target audiences in beta to limit Google Drive sharing to specific groups

What’s changing 

We’re launching a new feature that enables admins to define specific audiences that their users can link-share Drive files with. This gives admins more influence over who their users share files with, and helps to protect organizational data by reducing the potential for accidental oversharing of files. Target audiences is initially available in an open beta. 

Who’s impacted 

Admins and end users 

Why you’d use it 

Previously, admins could choose to allow users to link-share files to either their entire domain or anyone with the link. Target audiences allow admins to define and recommend more granular link-sharing options for users. 

This means that admins can prevent oversharing without hampering collaboration—since target audiences are defined and recommended by their admins, users can be confident that sharing files with a target audience is appropriately broad and secure. It can also help users share files more quickly, as target audiences allow for the ease of link-sharing, but with more specific audiences. This can reduce the need for users to manually add specific users and groups and respond to individual access requests. 

For example, an admin could set up an audience of all finance team members. When someone on that team enabled link sharing for a file, they’d see an option to allow link-sharing to anyone on the finance team. Members of the team could access the link immediately, while anyone outside of the team would have to ask permission before they could view the file. 

Getting started 

  • Admins: Find Target audience settings at Admin console > Directory > Target audiences. You can assign target audiences on the group or OU level. Visit the Help Center to learn more about managing target audiences for your organization. 
  • End users: There is no end user setting for this feature. If enabled by an admin, users will see target audiences available to them as link-sharing options for Drive, as indicated in the image above. 

Admins can create a target audience in the Admin console 

Rollout pace 

Availability 

  • Available to G Suite Business, G Suite Enterprise, and G Suite Enterprise for Education 
  • Not available to G Suite Basic, G Suite for Education, G Suite Essentials, G Suite Enterprise Essentials, and G Suite for Nonprofits customers 

Resources 

Roadmap 


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Use Collaborative Inboxes and labels in new Google Groups

What’s changing 

We’re launching two features in new Google Groups:

  • Collaborative Inboxes, which can be used by teams to collaborate on messages received by a group, such as a customer support team managing support queries from customers. 
  • Shared labels, which can help organize group conversations and enable you to filter and search for messages. This replaces tags and categories in classic Groups. 

Who’s impacted 

End users 

Why it’s important 

These features were available in classic Groups, but until now were not available in new Groups. We hope that adding them to the new experience will enable more users to use the new and improved interface in Groups. 

Additional details 

Collaborative Inboxes 

Using Groups as a Collaborative Inbox can be useful if you want to use a group as a mailing list for a team, where different team members can see, manage, and respond to messages sent to the group. For example, you could have a Collaborative Inbox for your support team, so the team could all see inquiries to your support email address. Once inquiries are received, team members can assign each other tasks, categorize topics with labels, and mark topics as resolved. Collaborative Inboxes in new Groups enables:

  • Advanced search, including for conversation status 
  • Filtering, including quick filters for conversation status or to help users find conversations assigned to themselves, others, or that are unassigned 
Existing collaborative inboxes will be accessible in the new Groups experience. New and existing groups can be changed to a Collaborative Inbox via Groups settings. 

Labels 

Labels is a replacement for tags and categories in classic Groups. Any tags currently used in classic Groups will be migrated to new Groups as labels, and the feature will be turned on automatically. Tags that are created under categories will also be migrated over if the Labels feature is enabled in new Groups. Note, categories will not be migrated.

When a message is posted to a group, group owners or managers can label conversations. Labels will appear in the left navigation panel of a group, and any users viewing the group can then search and filter conversations by those labels. This can make it easier to find messages, to see grouped related messages, or to manage workflows within Collaborative Inboxes. 

Getting started 

  • Admins: There is no admin control for this feature. 
  • End users: These features will be OFF by default, but can be turned on for each group by group owners or managers. Visit the Help Center to learn more about Collaborative Inboxes and labels. 

Rollout pace 

Availability 

  • Available to all G Suite customers and to users with personal Google Accounts 

Resources 


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Unified user photos and new admin controls

Quick launch summary 

We’re changing the manner in which user profile photos are displayed across Google products and services, and updating how admins can manage those photos. 

Last year, we removed a photo setting in Gmail that allowed users to set a different profile photo in Gmail than their Google Account. Starting today, users who still have two different profile photos will be migrated to a single profile photo. No action is needed by users, the current Google Account photo will become their only profile photo. This will ensure users are seen and recognized consistently across different products and interfaces. 
Previously set Google Account profile photos are kept in a user’s Album Archive, available at get.google.com/albumarchive. New profile photos set by users or admins will also be stored here. 

Getting started 

A user’s Google Account photo will be used for their profile photo 

Rollout pace 

Availability 

  • Available to all G Suite customers 

Resources 


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