Updates in Zoho Workplace applications | Oct and Nov 2023

Hello Workplace Community,

We wish you all a Merry Christmas! 🎄 

Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace.

Let's take a quick look at them.

Zoho Mail

Mail Reading Formats: Plain & Rich Text

In Zoho Mail, it is now possible to read emails in the preferred mode of your choice. Enabling Plain or Rich text mode from the Mail View Options within settings allows you to choose between a visually enhanced and formatted text or a simple, unformatted text format to read your emails.

Send personalized Out-of-Office messages for internal and external contacts

You can now set distinct Out-of-Office replies to senders within your organization and those outside it. Manage your professional communications effectively, ensuring that your messages are not only automated but also finely tuned to the expectations of both internal and external audiences.

Admin Configured Out-of-Office response for internal and external senders

Now, administrators can also configure distinct Out-of-Office responses for emails from senders within the organization and external senders, ensuring that both internal and external contacts receive responses crafted to their respective needs and contexts.

Users can create email-enabled Groups with admin approval

Organizations users now have the option to create a group as an email-enabled group directly from their group management page if the admin has granted permission through the admin console.

Add email event invitations to Zoho CRM Calendar

You can now choose to add event invitations from your emails directly to the Zoho CRM Calendar instead of the Zoho Calendar for more efficient and consolidated management of your business events or activities related to customer relationship management.

New DRE Gallery function alert!

Now, our gallery of pre-defined DRE functions has a new addition, bringing even more flexibility to manage your inbox. A pre-written script to automatically add attachments from an email to CRM when the sender is listed as a CRM lead or contact is added to the Gallery function.

Associate Contact card to your email signatures

No more copying and pasting your contact information repeatedly. You can now include contact cards directly into your email signature. Recipients can easily save your contact details directly from your signature, eliminating the hassle of manual entry. It's a one-time setup for a lasting impact on every email you send.

Seamless language translation for your emails

No need to worry about missing out on important information or struggling to understand emails in different languages. In Zoho Mail, you can now translate all your emails to your preferred language. Enhance your email communication experience, fostering global collaboration and ensuring that language diversity is no longer a barrier to effective communication.

Admins can now recall sent emails

No more worrying about emails sent by mistake. Admins can now recall emails sent by users within the organization. This ensures that any unintended or erroneous messages are swiftly corrected, providing enhanced control and flexibility over email communications.

Shared Mailbox support in email Retention and Backup

In Admin Console, the ability to retain, backup, or recover emails now extends to shared mailboxes. Administrators can now have the same level of control and security for shared mailboxes as they have for individual user accounts and make sure that critical data is protected and accessible when needed, even for collaborative spaces within Zoho Mail.

Zoho Calendar

Audio Meeting or Video Meeting - Pick your style

With the Zoho Meeting integration, you can now choose to create either audio or video conferencing while scheduling an event. When Zoho Meeting is selected as a Conference option, a meeting will be set up in Zoho Meeting and the conference link will be emailed to the attendees.

Zoho WorkDrive

Video and audio preview enhancements

We have enhanced video and audio previews by adding sneak forward (Shift+Right arrow) and sneak backward (Shift+Left arrow) options. We have also introduced shortcut options for muting/unmuting (M), entering/exiting full-screen mode (F), and playing/pausing your content (space bar).

Additionally, we have introduced picture-in-picture (PIP) support for video files.

Experience WorkDrive in your preferred Indian language

India's rich linguistic diversity is now fully accommodated by WorkDrive. No matter which region you're from or which language you speak, WorkDrive is here to support your collaboration and document management needs.

We have expanded our language support to include all 22 official Indian languages. This means that you can now access and interact with WorkDrive in your preferred Indian language for a more convenient and user-friendly experience.

Locate files quickly with our recent search enhancements

• Streamlined search: We've enabled quick search options to help you find files in your My Folder, Team Folder, Org Folder, and any other specific subfolder.
  
• Save search: You can now save search keywords along with the applied filters, making the process of generating future search results effortless.
  
• Recent search listings: Your recent searches are now at your fingertips within the search UI. Quickly access them to find the information you need.
  

Zoho Cliq

Enhancements in Admin Panel

• eDiscovery and data retention: Retrieve and clean up your organization’s data and assets with eDiscovery and data retention policies. These are necessary for compliance audits, lawsuits, and intellectual property theft, as you can quickly locate and provide the required supporting evidence.
  
• Audit trails: Get a snapshot of all user activities across chats and channels at a glance and maintain a record of all critical actions performed by specific users across different modules.
  
• Usage reports: Measure adoption rates and the hours spent on different modules. Admins can get a clear picture of the organization's interactions and how everyone uses Cliq.
  
• Media IP versioning: With this new tool, you can track which of Cliq's media servers are whitelisted within your organization's network. This ensures continuous and seamless connectivity in your calls and meetings.
  
• Status configuration across the organization: Manage your organization's status configurations by customizing the text, setting time limits for each status, and availability of custom statuses.
  
• Centralized management for your channels:  Get better control over every channel within your organization by performing detailed actions like changing channel admins, adding or removing participants, and adjusting the roles available to a channel admin from a single centralized location.
  

AI advancements

• Meeting summary & action items: Effortlessly review discussions with AI-generated meeting transcripts, pinpointing critical details and follow-up tasks for actionable insights.
  
• Unread message summary: Missed a group chat and overwhelmed by hundreds of unread messages? Now generate message summaries to quickly catch up on what is going on.
  
• Writing assistant: Receive support in composing messages with tone analysis and grammar correction while also gaining additional insights about your texts from our AI, Zia. Explore details like writing quality, word count, and readability for a comprehensive writing experience.
  

Updates in the Collaboration corner

• Auto response: Set an auto-response in Cliq to keep your colleagues informed of your unavailability and return time with the out-of-office responder.
  
• Pin multiple messages: Effortlessly pin multiple important messages in a chat to ensure essential information remains at the forefront.
  

Channel permission to close threads

With our latest addition to channel permissions, you can efficiently designate who can close threads, offering improved control over your channel's discussions.

Zoho Meeting

Import webinar registrants with a CSV

Streamline your webinar registration process by uploading a CSV file containing attendee names and emails. You can effortlessly import your webinar registrations, saving time and simplifying the process. To import registrations, navigate to the registrations tab of the scheduled webinar and click Import CSV in the top right corner.

End of session notification

With the end-of-session notification, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when and how many times you'd like to be reminded about the scheduled end time. This can be customized under the Meeting settings.

Zoho Writer

Visualize, summarize, and transform data in mail merge templates

Display data exactly the way you want and highlight key insights with group by and aggregate in Zoho Writer's mail merge templates.

Zoho Sheet

Create and share bulk spreadsheets seamlessly using Merge Templates

Do you spend hours drafting new records and copy-pasting data from other sources? You can efficiently create and share bulk data records with the Merge Template in Zoho Sheet.

Zoho Connect

Get instant reminders for live broadcasts

With the convenience of reminders, you can get notified about live broadcasts to help you plan your participation effectively.

Boost task activity with the fun Arcade feature

Get points for performing certain task activities. From creating a task to changing the task status, earn points for your active participation on the board.

Get detailed insights on your posts

Understand user sentiment and interaction on your posts, such as views, comments, and reactions to help you keep track of your post-related engagement at all times.

Do try out the features, enhancements and let us know your feedback and suggestions in the comments section given below.

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

• Topic Participants

• Ranadive E

  

• Sticky Posts

• Product Updates in Zoho Workplace applications | December 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification

• Product Updates in Zoho Workplace applications | November 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert

• Product Updates in Zoho Workplace applications | October 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

• Product Updates in Zoho Workplace applications | September 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

• AI in Zoho Workplace: A Sneak Peek into What’s Coming!

  Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

• Recent Topics

• Mind mapping in Zoho Projects

  Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Documents don't sync properly

  Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the

• We are looking for an experienced Zoho Developer

  Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need

• Initiate approval workflow after "on edit --> on success"

  Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative

• Tax Deductible Donations to a Charity Organisation

  For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?

• Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk

  Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,

• External lookup fields to synchronise with Analytics

  Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank

• We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

  Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or

• Boot Loop After Removing Service from Client via Admin

  We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like

• Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

  Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current

• is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

  this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

• How to disable the Login button in Desk Helpcenter

  Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any

• stock movement report by each transaction for each item

  Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer

• Full Text Customization & Translation in SalesIQ Chat Widget Settings

  Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

• Best way to display complex Bookings Consultation Descriptions on Zoho Site?

  I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

• Gmail is ramping up its email sender policy as of November 2025

  Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

• Modifying iframe data of Zoho booking iframe

  Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

• Zoho CRM Workflow and Function Backup Options

  Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

• Is or will be possible to associate meeting transcription and summary, made by Zia, to meeting/contact/account record in CRM?

  Would be useful to keep context and track jobs, better if it will be auto

• Desk Field Not Showing in Analytics

  Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report

• Export data using advanced export options and customizable settings

  Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract precise

• Moving data from one pipeline to another

  Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or

• How to export/find all deluge code.

  Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?

• Have Some Bugs in Zoho CRM Ask Zia Assistant

  Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .

• COD with Partial payment

  Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and return

• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Resizing a Record Template Background Inage

  Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

• Updated font library: New font styles and custom font options in Zoho Sheet

  Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

• Introducing Data Bars: Graphically represent changes in data within the cells

  Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

• Default Font Size in Desk

  How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried

• Tip #19 - Create checkbox tracker in your spreadsheet

  Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

• Tip #20 - Three things you probably didn't know you can do with picklists

  Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

• Per Level Approval for admins

  We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option

• Feature enhancement: Highlight rows based on a cell value

  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

• Updating custom fields in Zoho Projects

  Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());

• Markdown for Desk?

  Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)

• 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

• Calendar not working

  Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point

• WhatsApp Message Template Quick Reply Buttons

  Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's

• Next Page