Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications this April.
Zoho Mail
Simplify the management of incoming emails in your Shared Mailbox by easily setting up filters. Just navigate to the Manage Group settings to get started, and automate your email workflow in just a few clicks!
Assign emails to members of a Shared Mailbox to streamline task ownership and enhance collaboration. Easily track all assigned emails in the Assigned tab within the Shared Mailbox.
Admins now have the ability to customize few specific Mail settings for users directly within the Admin Console by setting specific permissions. These user permissions are tailored to each policy and will only be applicable to members associated with that particular policy.
Moderation in streams just got effortless! Simply select the Moderator option from the drop-down menu in the Add New Member pop-up to easily add users as moderators.
When adding a custom emoji while creating a Signature or Out-of-Office reply, you will see a warning message prompting you to remove the inserted emoji. Instead, you can use Zoho Mail's built-in emojis.
You can effortlessly drag and drop attachments from an email in one window directly into the compose page of another window.
Only Marketplace Developers will now be able to develop these Custom Slash Commands. The Organization Admin must first grant the necessary permissions in the Admin Console.
Now by entering group email addresses directly in the From field of the Mail Merge sheet, you can send emails from a designated group address.
Now, if you spot an error in your uploaded sheet during the Mail Merge action, you have the option to skip it and proceed with the Mail Merge process with the correctly entered data!
Email routing will be temporarily suspended for accounts that exceed the designated Failure Threshold. You can easily set this Custom Failure Threshold to a value between 5 and 50, tailored to fit your organization's specific needs. To configure this threshold, simply navigate to the account settings in your admin console and adjust the threshold limit accordingly. Once set, if an account surpasses this limit, email routing will automatically be paused for that account.
The new Group Management Admin Role in the Admin Console allows Admins to manage group operations. This includes adding and removing users from groups, deleting groups when needed, and setting up important features like anti-spam settings, moderation controls, and advanced options.
You now have the option to export your Admin Console Dashboard data in either PDF or CSV format. Simply click the Export as button located in the top right corner of your dashboard to do so.
Zoho Calendar
Zoho Calendar now integrates with n8n, a powerful open-source workflow automation tool. This integration enables you to automate tasks like creating, updating, or deleting events and perform their corresponding actions.
Zoho People can now be synced with Zoho Calendar, allowing you to easily view key employee-related information directly in your calendar. With this one-way sync, you can access holiday details, leave application statuses, and other organizational data without needing to log into your Zoho People account.
Administrators can now configure the visibility of resource booking titles from the Zoho Calendar Admin Console. With this enhancement, administrators can choose whether the title of a resource booking should be visible to all users or restricted only to the meeting attendees. This added control helps ensure that sensitive or specific booking details are shared appropriately, improving privacy, security, and customizing user access to booking information.
Admins can now manage whether users are allowed to modify their user location details within Resource Booking . By customizing these permissions, administrators ensure that location information is consistent, accurate, and in line with organizational requirements. Admins can configure these settings under the User Location section in the Resource Booking Settings of the Admin Console.
With Zoho Meetings's Co-Host feature, now available in Zoho Calendar, you can easily delegate hosting duties to another individual who is part of the event. By simply assigning a Co-Host when creating your event, you can share tasks like adding participants, managing the agenda, or sharing content, all without switching between platforms.
Managing your calendar data just got more flexible. With the new CSV export option, you can easily download calendars from Zoho Calendar into a structured file. Whether you're compiling reports, archiving schedules, or exporting events to other tools, the CSV export option puts your calendar data right at your fingertips, organized, accessible, and ready to use.
Zoho Cliq
Enhanced participant view during screen sharing
Easily navigate through all meeting participants while sharing your screen. Previously limited to the top 6 active users, you can now scroll through the full list of participants in grid view for better visibility and control.
Venue selection for scheduled meetings
Planning meetings on the go just got easier. You can now select a venue while scheduling a meeting. Choose either a mapped meeting room in your organization or a location from the map to help attendees know exactly where to join.
Zoho Connect
Clearing old drafts is now faster than ever. Select multiple drafts and delete them all at once to keep your space neat.
Share posts directly with individual users for more personal conversations without having to mention them in comments.
Select any text in a post and quote it instantly in your comment. This helps keep the replies specific and easy to follow.
If you think a post deserves more spotlight, you can convert it into a full-blown Forum post in a few clicks.
Zoho Sheet
We've enhanced filters!
Zoho Sheet now allows you to add filters to all the tables across your spreadsheets while having a single sheet-level filter.
Zoho Writer
Export your Zoho Writer documents as password-protected PDFs to restrict viewing, copying, and printing them, and ensure your confidential information stays secure.
Easily ensure that your documents are neatly structured and easy to navigate with captions, cross-references, table of figures and tables, and more.
Zoho Trident
Whether you've missed adding an important attachment or made a typo, with the Undo Interval setting, you can now cancel sending the email within the set timeframe (Available on Mac only).
Trident’s unified calendar includes all of your calendars in one view. To search for a specific calendar, swipe down on the left pane to reveal the search bar, then enter the calendar name to find it (Available on Mac and Windows).
Loop the right people into the conversation for real-time collaboration. You can add users to an ongoing one-on-one audio, video, or screen share call and convert that call into a meeting (Available on Mac and Windows).
Zoho Vault
Zoho Vault now supports integration with Splunk, IBM QRadar, Coralogix, and Elastic. This expansion allows for advanced log analysis and threat detection, strengthening your overall security posture.
Increased access timeout
We've increased the password access duration. Instead of the previous 30-minute limit, users will now retain access for a full 60 days, offering greater convenience and flexibility.
Multi-language support for third-party sharing
Multi-language support is now available for password and folder sharing with third-party users, providing localized interfaces for improved communication and security.
Platform-based filters in the login activity report
For precise monitoring, we've added platform-based filtering in the login activity report, providing granular insights into user access across all platforms.
Enhanced password generation for custom fields
Password generation is now even more versatile. This feature is now available for password types in custom fields.
Recent Topics
Image Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
Function #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
RingCentral/Zoho CRM integration
Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
Free webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
Range names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
The connected workflow is a great idea just needs Projects Integrations
I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Enhancements in Portal User Group creation flow
Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Cant Save Gauge on Creator Page
How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
Update application by uploading an updated DS file
Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)
Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
Change Currency symbol
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
Auto Capitalize First Letter of Words
Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
Follow-up emails via Workflow Automation not staying in the same thread
Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
Client Script refuses to set an initial value in Subform field
I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Send / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
Zoho Social - Post Footer Templates
As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
Zoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
Simplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
Week date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format. Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
Help Center IFrame Issue
I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
Staff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
Comment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
An Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
Shared values: From classroom lessons to teaching moments in customer service
While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
Export to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
Custom Button Disappearing in mobile view | Zoho CRM Canvas
I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
I hate the new user UI with the bar on the left
How can I reverse this?
Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
Office 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
Field Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
Question regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
Next Page