Bringing the macOS Monterey Experience to Zoho apps

The much awaited Monterey has arrived. Yes, we’re talking about the new macOS update which was previewed to the world in July 2021 and released today. With exciting new features like Focus modes, Quick Notes, a redesigned Safari browser, Siri Shortcuts for Mac, and much more, this new update allows us to collaborate, create, and share in a more effective way.

We at Zoho have always looked for ways to make our users’ lives easier and help them improve their productivity. Thus, we’ve embraced these new functionalities to allow you to enjoy what you do and optimized our apps for this new update.

 Let’s dive right into what’s new:

Bigin by Zoho CRM

Bigin is back with another update, and this time, we’re giving our Mac users reason to do a little dance. To start: let’s go over Shortcuts.Bigin lets you set up quick shortcuts to perform tasks with just one tap. If you use shortcuts for tasks like adding a note, viewing activities, and rescheduling calls, you’ll need to open Bigin less often and navigate through fewer menus and windows to complete routine tasks.

Here’s another feature to get you going. We’ve added Tooltips to make Bigin’s simple interface even simpler. You’ll find it easier than ever to learn how to use each button, just by hovering over them. Then there’s Quick Note. You can pull up this new note-taking app from anywhere in Bigin to conveniently jot down your thoughts. Find out more about this update right here.

Zoho OneAuth

Apple’s focus on security and top-notch user experience inspired us to build a native Zoho OneAuth – Authenticator app exclusively for macOS. With this release, we have now added another member to our Apple ecosystem along with iOS and iPad versions of the app.

Zoho OneAuth is a multi-factor authentication app built by Zoho to secure all your online accounts. The OneAuth app has many industry best security features like passwordless sign-in, app locks, remote sign-out, multiple Zoho account sign-in, and multi-device support.

With a native mac app, you can verify your Zoho account sign-in with your MacBooks and iMacs. Just enter your credentials on your browser, accept and verify the push notification you received on your Mac using Touch ID to sign in to your Zoho account easily.

We have brought you a few more features that come with the newly released macOS Monterey. Now, you can call Siri to open the QR scanner to scan the codes, manage your devices and sessions. You can also enable time-sensitive push notifications for OneAuth to get sign-in approval notifications even when you’re in Focus mode.

Apart from securing your Zoho accounts, Zoho OneAuth Authenticator can protect your third-party accounts like Google, Microsoft, Facebook, etc. via its OTP Authenticator. Check out more about Zoho OneAuth Authenticator here.

Zoho Books, Zoho Invoice, Zoho Expense, and Zoho Inventory

Joining the list of apps that are ready for macOS Monterey are our apps in the Zoho Finance suite – Zoho Books, Zoho Invoice, Zoho Expense, and Zoho Inventory. Let’s take a look at how you can benefit from the new updates.

While analyzing business data, you can now make a note of your insights without having to switch between apps. This is possible through Quick Notes, which lets you bring up the notes window while using Zoho Books, Zoho Invoice, or Zoho Expense, by moving your cursor to the bottom-right hot corner of your screen. Drag and drop one of your dashboard graphs onto this note, write down your ideas, and then add the app link for more context.

Another noteworthy update is that Siri Shortcuts now comes to Mac, helping you save time and get your work done by talking to Siri. Whether it is creating reports from unreported expenses in Zoho Expense, or searching for sales orders in Zoho Inventory, you can do them all hands-free without even opening your apps.

For those of you who like to work with just your keyboard, navigating across the Zoho Finance apps has become a lot easier now. You can switch between modules or select a field in transaction creation forms by clicking the Tab key, so that you can rely less on your mouse.

To give you a better idea of how these features can make your work easier, we’ve made a short video that demonstrates them. Try out the latest versions of these apps (Zoho Books, Zoho Invoice, Zoho Expense, and Zoho Inventory) to experience all the new features.

Zoho Sign

Apple has built on, and constantly improved, the accessibility features for apps on its platforms over various editions and iterations of software. Its persistence has played a key role in enabling users to access apps across its ecosystem in several more ways than one, particularly in recent years.

With the release of macOS Monterey, it’s even more so as it finally introduces popular features such as Siri Shortcuts and ‘text’ drag-and-drop that had been in the limelight earlier as iOS and iPadOS exclusives. This update completely changes the way you can interact with Zoho Sign on macOS! You can now simply talk to Siri to keep track of your paperwork and also easily add highlighted text from other apps, tabs, and windows to documents.

And it doesn’t end there! You can even print documents directly from the Zoho Sign app by sending them to a printer connected to your network, and do that and much more using just keyboard shortcuts and pointer enhancements. So, don’t wait. Try out the latest version of Zoho Sign for macOS for a reimagined experience of digitally signing documents.

Zoho Doc Scanner

Zoho Doc Scanner is now ready for macOS Monterey. Organize your documents better with intelligent folder suggestions using Core ML. Scan, view, and open your documents with Siri shortcuts to get things done faster. Associate and access your scanned docs to your notes with Quick Notes. We’ve also optimized the app for Monterey’s new tooltip buttons and pop-ups and have added a new Printing API to print your docs.

Zoho Notebook

We’ve optimized Notebook for the new macOS Monterey. Get your tasks done quickly with Shortcuts in Notebook for Monterey. Quickly create text, photo, and file note cards. For example, add your clipboard content as a Text Card. You can also create your own shortcuts and automate them to fit your work style.

We hope you like these new features for the new Monterey update! We’re constantly innovating and working to make your life a bit easier. If you have any suggestions or feedback, please share your thoughts in the comments section below or tweet to us at @Zoho

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