Hello Community,
Trident for Windows has some exciting new features, prioritizing security with enhancements to elevate your day-to-day communication and productivity.
Let's take a quick look at them.
Scrub emails
Introducing the Scrub feature in Trident for a clutter-free mailbox experience. With this new addition, you can easily archive or delete emails in bulk from multiple senders with just a single click. The Scrub feature works based on the senders of the emails and can be used for up to 5 senders. When you receive multiple emails from the same set of senders, you can effortlessly archive or delete them in bulk from specific folders.
Save email drafts as templates
With the Save as Template option in the Mail Composer, you can now draft emails and save them as templates for recurring, routine emails. These saved templates can be accessed anytime from the Templates folder in the left pane or from More Options in the Mail Composer.
Learn more
Download email attachments with passwords
To ensure your attachments are fully secure even after you download them, you can now download them with a password. Whether you've accidentally shared the file or if your system is left unlocked, your attachments remain safeguarded against unauthorized access.
Learn more
View email attachments the way you like
Previously, email attachments were displayed at the bottom of the email by default. Now, you can view the attachments either at the top or bottom, depending on the preferences set in Zoho Mail web's settings.
Explore expanded search filters in Calendar
Previously, you could only search for events by their title, the calendar they belong to, or specific dates. Now, with the inclusion of thirteen new filters, you can also search by event creators, attendees, location, organizers, descriptions, attachments within events, and even recurring events. These search options allow you to easily locate specific information within your schedule, ensuring you find what you need instantly.
Learn more

Access the WorkDrive widget even with an individual plan
Zoho WorkDrive users with an individual plan can now access the WorkDrive widget in Trident.
Sticky notifications for email and task reminders
In addition to Streams and email notifications, you can now get sticky notifications for email and task reminders. These notifications stay on your screen until you act on them, ensuring you never miss important emails or upcoming tasks. With options to snooze or dismiss reminders, you can stay organized and prioritize your work accordingly.
Learn more

To leverage these new features in Trident, update the app to the latest version by following the steps below:
Click the Main Menu icon on the top-left corner of the app.
Select Check for Updates from the menu list.

If you haven't already downloaded the app, you can download it from here.
Give these features a spin, and let us know your experience as well as any suggestions by submitting feedback from within the app. You can also reach us at trident@zohosupport.com.
To submit your feedback directly through the app, follow the steps below:
Click the Main Menu icon on the top-left corner of the app.
Select Feedback.
In the feedback window, enter the necessary details under Subject and Feedback Content.
Once ready, click Submit.
We look forward to hearing from you!
Until next time,
Rowan
Recent Topics
Automation #3 - Auto-sync email attachments to tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email
Automation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
Automation #13 - Auto assign tickets based on agent shift time
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field
Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,
Automation #16: Automate Ticket Reopening on Scheduled Timestamp
Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.
Automation#19:Auto-Close Tickets Upon Task Completion
Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,
Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
Improved UX design for Projects CRM integration
The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific
Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics
Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer
Security Enhancements | Migrate to the Updated Policies
Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the
Bring Zoho Shifts Capabilities into Zoho People Shift Module
Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.
How to block a WhatsApp user for sending spam
Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending
Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as
Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Automation#20 : Auto-Add Ticket Tags based on Keywords
Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps
Automation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Homepage not assignable to group
MS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
Automation#22 Track Ticket Duration at Specific Status
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
Address changes in quote form
When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are
Automation#24: Auto-Update custom field from Accounts to Tickets
Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,
Kaizen #227 : Client Script Support for List Page (Canvas)
Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use
Automation#25: Move Tickets to Unassigned When the Owner Is Offline
Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,
Automation#27: Retain Ticket Owner on Moved Tickets
Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages
Automation#28 Notify Agents on Article Expiry
Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to
Automation#29 Retain ticket status on moved tickets
Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving
Automation#32:Auto Add New Portal Users to the Help Center User Groups
Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with
Automation#34 : Automate Email threading for Ticket notification
Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation
Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros
Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and
Automation#36: Auto-create time-entry after performing the Blueprint transition
Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
Automation#33: Automate Splitting Names for Existing Contact Records
An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
Workqueue
I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are
Zoho CRM Web form page URL
Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all
Receiving too many Spam Leads. Why?
I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
Mail Merge is not working properly as far as the AUTOMATE section is concerned
Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Next Page