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

    • Zoho Books Idea - Bank Details Button on Banking

      Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

    • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

      Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

    • Function #55: Convert multiple quotes to single SO using Custom Button

      Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Time based workflow without edit/action

      Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

    • What's New - August 2025 | Zoho Backstage

      Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

    • prevent selling expired items

      Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

    • Product details removed during update from other system

      We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

    • Client Customer

      I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

    • Add Ability to Use Zoho Finance Tags

      For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

    • Embeded Signing doesn't work on Safari Browser

      We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

    • Dataprep Webhook Limits and Cannot update column with Dataprep

      I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

      Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

    • Project Management Bulletin: August, 2025

      We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

    • Zoho Sign and Zoho Workdrive Integration

      Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

    • 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

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • How do you list multiple contacts for a lead?

      My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

    • Modifying Three Dot Menu Options

      Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

    • 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

    • 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

    • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

      Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • How to update Multiple Users field in Quote Module from Deal Module

      Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

    • how to disable staff selection Zoho Booking integrated to SalesIQ?

      currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

    • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

      I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • 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

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Updating Subform Record from other Form

      Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

    • Next Page