Product updates - Jan and Feb 2024 | Zoho Workplace

Product updates - Jan and Feb 2024 | Zoho Workplace

Dear Workplace Community,

Hope you're all doing good and staying safe. While we continue to provide you with a seamless solution for collaboration and communication within the organization, we at Zoho Workplace were coming up with quite a few new features and enhancements across all Workplace applications.

Let's take a look at the product wise updates for the month of January and February, 2024.

Zoho Mail

Enhancing email security - Zoho Mail now supports BIMI

Brand Indicators for Message Identification (BIMI) - adds an extra layer of security to your email communications. You can now display your organization's logos next to your emails in the recipient's inbox. This improves trust among recipients by providing a recognizable and legitimate representation of your organization and reducing the risk of potential phishing attempts. Recognizing legitimate emails becomes much easier with Zoho Mail.

Filter emails with no subject

Are you worried about managing incoming emails that lack subject lines? You can now filter such emails and define specific actions to be taken on these emails, such as moving them to a designated folder, marking them as spam, or deleting them altogether.

Unsubscribe from Shared Folders

Zoho Mail now offers you even more control over your inbox. Unsubscribe from folders you no longer want to be part of, freeing yourself from unnecessary emails or notifications from folders you're not actively engaged with. Focus on what truly matters to you.

Enhanced email management for Shared Mailboxes

Owner or the Moderator of a Shared Mailbox now have the option to delete emails within the group, providing enhanced control and efficiency in managing Shared Mailboxes.

Zoho Calendar

No more switching between applications

When you schedule an event in the CRM calendar from the Zoho Calendar,  you have the option to see the created event in Zoho CRM by selecting the 'View in CRM' option.

Export your calendar data whenever needed

Whether you're offline or aiming to transfer data to another account, Zoho Calendar allows you to export all calendars from the My Calendars section. You can also export Group Calendars that you've created or where you serve as a moderator, along with Shared calendars.

Introducing Zoho Calendar and Calendly sync

By using Calendly sync, you can easily manage both your Calendly and Zoho calendars from a single interface. This integration allows you to synchronize your Calendly calendar with your Zoho Calendar, enabling you to effortlessly view and manage your events from Zoho Calendar.

Zoho Meeting

Personal Meeting Rooms in Zoho Meeting

A personal meeting room is an ideal way to host private meetings and conversations with your colleagues, friends, and family. This secure, private space is only accessible through a unique link that is reserved for a particular user. The room is equipped with all the features of an online meeting, allowing you to collaborate with your guests in real-time.

Zoho Meeting Annotator

Zoho Meeting's annotator will help you add notes, comments, draw shapes, or highlight parts of your screen while screen sharing. You can now effortlessly add annotations and engage more during your screen sharing sessions.

Zoho Cliq

Video effects in video messages

Video messages now support background effects and video filters, enhancing the quality of your messages.

Send button in the composer

You can now activate the send button in the chat composer, altering the way you send messages. Once enabled, you can send messages by clicking the button or using the "shift+enter" keyboard shortcut, as the enter key will create a new line in the chat composer.

Bulk import upgrades

We have enhanced the capabilities for admins, allowing bulk imports of users along with their data, such as designation and department, in addition to their names and email addresses.

Additionally, you can now conduct bulk imports of departments and designations as well.

Mention restriction configuration

As an admin, you get a new configuration option to limit users from mentioning individuals who are not part of the group chat or channel.

Default Channel Permissions

As an organization admin, you can adjust the default permissions of different channels (organization, team, personal, external) upon creation, giving you more control over how they function right from the start. Additionally, you can enforce specific permissions to be mandatory, ensuring that even channel admins cannot alter them. For instance, you can mandate that only admins have the authority to add users to an external channel.

Network performance in calls/meetings

Monitor your network performance during calls and meetings through the network performance monitor in the call settings. With an easy-to-understand score, you will know if your network is causing lags.

Enhanced security for webhook tokens

We have added an extra layer of security for your webhook tokens with Two-Factor Authentication (TFA). You will need to authenticate to view or create webhook tokens, ensuring only authorized access.

Global search update: Widgets

If you're looking for widgets, type their names into the global search bar at the top of your Zoho Cliq screen, and you will find them in no time.

Zoho Connect

Improved file-sharing capabilities in Connect

You can attach and share more files in your posts as we now support an even wider range of file formats, including audio and video.

Zoho Analytics integration : Study your data insights- Beta

Sync and explore your Zoho Connect data with the help of the Zoho Analytics integration. Get data visualization to make better informed decisions.

Track your Zoho Calendar events on dashboard

Add this event widget to your dashboard to stay updated with your Zoho Calendar events, so that you won't miss your schedules.

Optimize your workflow with saved task filters

Now, you can create and share personalized saved filters in Tasks to help you improve your task management and productivity.

Zoho Writer

Post your documents to WordPress.org from Zoho Writer

Easily publish Zoho Writer documents to your self-hosted WordPress.org site without depending on JetPack plugin.

Try out your hands on these features and enhancements! Feel free to post your suggestion and feedback in the comments.

Follow us on X, LinkedIn and Instagram for regular updates.

    • Recent Topics

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

    • Power of Automation::Streamline log hours to work hours upon task completion.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Reverse payment on accidentally closed invoice.

      An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

    • Zoho Vault Passwords

      Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

    • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

      I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • 【Zoho CRM】レポート機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

    • I don't see any WITHDRAWL transaction at all

      Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

    • Shared inbox unable to see replies

      Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

    • Next Page