Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March.
Zoho Mail
Create Collections Under Categories in Bookmarks
Create multiple collections under categories to further classify, manage, and view your bookmarks.
Unread email view filter search
View all your unread emails with a single click using the Unread view parameter in Mail search, which quickly displays all emails in the Unread view.
Enhanced email Print options
You can now choose to include tags, attachments, and user information when printing emails through print options.
Mailbox delegation is now available in Zoho Mail Mobile app
Effortlessly delegate your mailbox to other users to manage on your behalf using Mailbox delegation available in Zoho Mail Mobile app.
Zoho Calendar
Add multiple attendees instantly with contact categories
Add multiple attendees easily by selecting a contact category while creating an event. All contacts within the chosen category are automatically included, helping you save time and streamline event scheduling.
Explore!
Zoho Calendar Mobile app updates
Interactive widgets for quicker actions - Perform quick actions directly from your home screen—view, manage, and update your schedule in real time without opening the app. (iOS only)
Add attachments while creating events - You can now include attachments during event creation, making it easier to share relevant documents, images, or files for better context and collaboration.
Custom notification sounds - Personalize your experience by setting custom notification sounds, helping you easily distinguish calendar alerts from other app notifications.
Improved visibility for completed tasks - Tasks marked as complete in Zoho ToDo will now appear with a strikethrough, giving you a clear visual indication of completed items within your schedule.
Try Now!
Zoho Cliq
Create Zoho Projects tasks without leaving the chat
You can now quickly turn Cliq discussions into Zoho Projects tasks and assign users with a simple command.
Install Zoho Projects Read More
Zoho Connect
Build a workplace people choose to stay in
In our latest blog, discover practical employee retention strategies that improve engagement, strengthen culture, and help organizations reduce turnover in 2026.
Read Full Blog
Zoho Sheet
Create calculated fields and items in your pivot table
You can now create calculated fields and items in pivot table to perform custom calculations without modifying the source data.
Learn More!
Trident for Zoho Workplace
Upload email attachments to WorkDrive
Until now, you could drag and drop email attachments one at a time to the WorkDrive widget without downloading them to the system.
With the new “Add to WorkDrive” option, you can now select and upload multiple email attachments at once. This makes it even easier to move files from your inbox to WorkDrive without the extra step of saving them to your device. (Available on Mac and Windows)
Block and reject future emails
When you receive emails from an unknown sender with malicious content, you can choose to block and reject emails from that sender. This will move the current email to the Spam folder and bounce all future emails from the sender back to them. (Available on Mac and Windows)
Report phishing emails
If you receive an email that appears suspicious, you can now report it as a phishing attempt directly from the Mail Detail view. Reported emails are moved to the Spam folder, and similar emails are automatically filtered into Spam in the future. Reporting such emails helps improve protection against similar threats. (Available on Windows only)
Know when emails track you
Tracking or spy pixels can pick up on your private data, such as when and where you read the email, IP address, and more, to report it back to the sender. Trident can now automatically detect emails containing spy pixels and display a warning. (Available on Mac and Windows)
Annotate images while composing emails
You can now annotate images directly from the Mail Composer to highlight important details before sending them. This helps provide clearer visual context when sharing images in your email. (Available on Windows only)
Stay alert during email exchanges
A warning message is now displayed in the Mail Detail view to protect users against malicious content and phishing attempts in the following types of emails:
Emails identified as potentially harmful, such as unauthenticated senders or emails containing risky attachments.
Emails that may contain potentially unsafe elements, such as password-protected attachments or suspected spam patterns.
Emails that require user awareness, such as messages from first-time senders, external senders, or non-contact email addresses.
Create filters from emails
You can now create filters directly from an email to organize similar emails in the future automatically. The filter conditions are automatically populated based on the email’s details, making it easier to set up filters and manage incoming emails. (Available on Mac and Windows)
Zoho Writer
Zoho Writer switches to a new UI
Zoho Writer now offers a familiar, classic word processor user interface to provide a consistent and unified user experience across all Zoho Office Suite products.
Learn more about the new UI
Zoho Show
Video animations
Enhance presentations by adding animations to videos and controlling how they appear and play during slideshows for better storytelling and visual flow.
Text source copy-paste
Copy and paste text from external sources with improved formatting retention, reducing the need for manual adjustments.
Recent Topics
Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
How to set default reply email address depending on receipt email address
Hi, I have a number of different customer support email addresses (info@XYZ.com, retuns@XYZ.com etc.) and want to set Zoho Desk so that the email address from which an agent replies is automatically defaulted to a predetermined address depending to which
Writer is horrible
Form filling is about unusable for complex forms! I am so tired of it.
How to Migrate from MDaemon to Zoho Mail Account?
Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some
Trigger workflows from SLA escalations in Zoho Desk?
Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
CRM Portal Lookup Linkage and Related Fields
hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primary
HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions
We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer
Cold emails not allowed?
I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very
Zoho Team Inbox - roadmap
Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions
Leave Time - Past Dates by Pay Period
Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from the
Link webform to a job opening
I have a webfrm embeded on my website and everytime a candidates fill the form, their candidate status is to new. Is it possible that it links to a specific job opening instead of me having to assing it manually ? Thanks
New in WorkDrive: Organize your storage using Data Templates
Organizations generate huge volumes of data day in and out. From financial reports, client details, and resumes to promotional images, product videos, and more. The list is endless. When you have so much data to manage, you need to classify your documents and structure them in a way that makes them more accessible. This is exactly what WorkDrive's Data Templates lets you do! You can create Data Templates, add meta data as custom fields, and associate those fields with files and folders based on
Need Native Support for docx files in Zoho Writer
Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Associate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis
What's New - May 2026 | Zoho Backstage
Another month, another round of improvements in Zoho Backstage. We’ve been busy refining existing experiences and introducing new capabilities to help you plan, manage, and deliver successful events with less effort. Here’s a quick look at everything
Product sorting in Zoho Commerce - how can I influence standard behaviour?
Hello Zoho, I want to sort my products by e.g. name, SKU (Ascending / Descending) or by another attribute. I could neither find any solution in the settings, nor an entry in this help. Can you advice how this would work? Seems the standard sorting is
Dynamically prefill ticket fields
Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
Price Managment
I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
Workflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Delivery Note without services
Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, Michel
Automation Series: Auto-assign Task Followers
As task progresses, several users are required to stay aware of the updates to plan their upcoming work items efficiently. Manually adding users as followers for an active task might create additional overhead. With this automation, followers can be added
Send Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
Terms & Conditions
I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?
Billing Status Update
Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant
Export to pdf. Images not showing
My report contains a column with images. When I export it as a list, the images do not show in the PDF document. I have published the report but the images are still not visible. What should I do so that the photos appear in the export?
Zoho CRM Kiosk question – Passing Screen Fields to a Function
I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The
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Associate Zoho Project with Deal that is in a specific stage?
Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior
Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
New UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
SMTP outgoing problem
Hello I have a website where the SMTP email is connected through Zoho Mail SMTP. Today I am no longer receiving emails from the website. Joomla shows that the email was sent successfully, but I do not receive it.
Fiscal year setting
Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period
Issue with payments on invoices
Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?
auto add as member the contact owner
is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?
Welcome to Zoho CommunitySpaces
Hello everyone, This is your space to ask questions, share ideas, and connect with others building and growing their own communities. For those new here, Zoho CommunitySpaces is a platform for building and managing online communities—from discussion spaces
Announcing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
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