Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications this July.
Zoho Mail
Worried about losing your Pocket bookmarks? Don't worry we have got you. Effortlessly import all your Pocket bookmarks into Bookmarks application in Zoho Mail using the Import from Pocket option.
Default and customizable keyboard shortcuts are now available for Shared Mailboxes in the Mail Keyboard Shortcuts settings.
Improved address book display in Compose page
The Address book has been enhanced to appear as a pop-up window instead of a drop-down menu when clicking on the CC field in the compose page.
Notes added within a group can now be filtered by the user who added them, using the new Added by option in the filter.
Reader view for Shared Mailbox emails
Easily view all your Shared Mailbox emails in a clear, distraction-free Reader view for a better and more focused email experience.
Week and Month view in Calendar eWidget
Quickly view all your events organized by week or month using the Week and Month views in the Calendar eWidget.
Conference support in Calendar eWidget
When creating an event through Calendar eWidget, you can now select from multiple conferencing options, including Zoho Meeting (audio/video), Zoom, Webex, and Microsoft Teams.
When you create an event using the 'Add to Calendar' option in the email preview, any attachments included in the email will now be automatically added to the event in Calendar eWidget.
Using Smart Add in the Calendar eWidget in Zoho Mail makes creating events faster and easier. Simply type a quick phrase like “Product Meeting with Team tomorrow at 3 PM,” and it will automatically create the event for you.
Zoho Calendar
You can now add rooms tailored for you based on your priority like favorites, default location, floor, and building.
Get to know the custom permissions set for participants when creating an event. With permissions button, you can see the count of participants with specified permissions.
Zoho Cliq
Zoho Projects integration update
We have updated the settings for sending Zoho Projects task updates to channels. In addition to a cleaner layout, you now have access to a central toggle button to easily turn all channel notifications on or off.
Delete messages in bulk
Select and delete up to 25 messages in one go, instead of just 5. Cleaning up conversations is quicker and less repetitive now.
Zoho Connect
Our search just got a lot more advanced. With our new Natural Language Processing (NLP) search, you can type queries like you talk. For example, you can simply search “tasks assigned to me last week” or “files shared by John” and get precise results instantly.
For newbies in Connect, you can now add pre-filled sample data to help you get familiar with the platform. Explore tasks, forums, groups, feeds, manuals, town halls, and events, and learn how things work. It’s the fastest way to learn by doing.
Sharing your task has become more flexible than ever. With the new share task section option in Boards, you can collaborate with precision. Whether it’s a checklist, a set of tasks, or simply a discussion section, share only what’s needed with the right people. This is perfect for cross-functional teams and external collaborators.
Zoho Meeting
You can now integrate Zoho Meeting with thousands of popular apps through Zapier integration. Automate your workflows effortlessly without any coding needed—so you can focus on what truly matters.
Zoho Show
With the introduction of Zia AI in Zoho Show, you can
- Instantly generate presentations based on your visual style and content tone
- Add more slides to existing presentation
- Generate both content and visuals for a slide based on its title
- Refine and enhance content
- Shorten and summarize your content
- Turn huge paragraphs into lists
Zoho Trident
You can now switch between Reply, Reply All, and Forward directly in the Mail Composer, even after starting with a different action. (Available on Mac only.)
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 only.)
With the dedicated search bar in the WorkDrive widget, you can now quickly locate files and folders. (Available on Mac only.)
Quickly compare and manage simultaneous events with overlapping and split layouts. This makes scheduling conflicts easier to spot and resolve at a glance. (Available on Mac only.)
You can now invite users to view task details, leave comments, add attachments, and collaborate on tasks so everyone stays aligned and nothing slips through the cracks. (Available on Mac and Windows.)
Following its
addition to the Workplace bundle, Zoho Vault is now available in Trident as a widget. You can easily manage your passwords and confidential information, view all of your stored passwords, edit them, share them, or access passwords shared with you, all without leaving Trident. (Available on Windows only.)
Are you working at odd hours or from a different time zone and wondering how to message your colleagues without disturbing them? You can now schedule your messages to be sent when your colleagues are available.
Forward messages from one user to another by simply dragging the text message and dropping it into the chatbox.
You can now use slash commands from the chat box inside the Cliq module of Trident to execute frequently performed actions like pinning messages or muting channels. Quickly execute actions with built-in or custom slash commands.
You can now start and join meetings scheduled from the Cliq web app from Trident. You will also receive timely reminders to ensure you're available for your scheduled meetings right on time.
Have you ever typed out a detailed response to a colleague but couldn't send it because something urgent came up? No worries, you can now access your message drafts in Trident's Cliq chatbox across the Cliq web and the Cliq mobile app, allowing you to edit and send the messages from anywhere.
Zoho Vault
Czech language support
Zoho Vault now supports Czech, adding to our list of 10 supported languages. This update helps make your workforce password management experience even more personalized and user-friendly.
Zoho Writer
Automatically trigger document generation in Zoho Writer via events from third-party applications using incoming webhooks.
With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record ID are automatically fetched from the Zoho app. You don't have to spend time manually mapping records and fields in the Deluge code.
Zoho WorkDrive
Introducing Zoho AI in WorkDrive
Introducing Zia – the built-in AI assistant, now in Zoho WorkDrive that helps you work faster and more efficiently. From summarizing files and translating comments to assisting with content creation and transcription, Zia brings smart, practical tools right into your daily workflow — no extra setup, no added cost.
- Zero setup, zero cost: AI features ready to use, no extra configuration.
- Privacy-first: Your data stays within Zoho — never shared externally.
- Flexible AI options: Choose between Zoho AI and OpenAI for different tasks.
- File summarization: Instantly get key points from long documents.
- Comment translation: Communicate effortlessly in 70+ languages.
- Content assistance: Draft text, refine comments, and generate visuals.
- Media cover creation: Auto-generate cover images for audio/video files.
- Built-in transcription: Convert recordings to searchable text.
Recent Topics
Data Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
Bulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
Error 550 5.4.1
I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
Has Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username
Placing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this using
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Unable to retrieve Contact_Name field contents using Web API in javascript function
Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
How can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
Adding image in HTML report page
Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
How to change view of HTML report based on device but always print in A4
Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
Age Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
Sendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
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
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Unarchive tickets
How can I manually unarchive tickets?
Canvas View in Zoho Recruit
Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
What impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
Feature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function
Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
How can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
UK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
Retainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.
Collaborate Feature doesn't work
Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
IMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
Vendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
report showing assignment type
Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows
GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Kanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
Next Page