Announcing new features in Trident for macOS (v.1.10.0)

Announcing new features in Trident for macOS (v.1.10.0)

Hello everyone!

Trident for macOS (v.1.10.0) is here with major features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them.

Create tasks from emails.
In addition to creating tasks from selected text in an email, you can now also convert an entire email into a task. The email subject will automatically become the task title, and the email content will be considered the task description.

Note: The option 'Add to Filters' is now rearranged under the 'Add to' toolbar option.


View events from CRM Calendar.
You can now view all of your CRM tasks, meetings, and calls from the Zoho CRM web app as events in Trident's calendar module. This enables you to schedule client meetings and manage follow-ups to improve customer relationships and efficiency.


View your out-of-office status in Calendar.
You can now view your entire out-of-office duration in the calendar. This allows those who have access to your calendar to see when you'll be unavailable and schedule events and meetings based on your availability.


Import events from ICS files. 
You can now import events from ICS files into your personal or group calendars, with options to include attendees, set reminders, mark events as private, or overwrite existing events with updated details. ICS file attachments can be opened from any module, allowing you to easily import events to your calendar.


Add and edit contacts.
Previously, you could view all of your personal and organizational contacts in Trident. Now, you can also add new contacts and edit existing contact details directly within the app so you can keep your contacts' information up to date at all times.


Zoom eWidget.  
Another addition to Trident's list of widgets: the Zoom eWidget. With this new widget, you can view all of your upcoming and past Zoom meetings, schedule new ones, and join meetings instantly. This integration helps you keep your meetings organized in one convenient place.


Download email attachments to your Mac with Smart Flow.
You can now drag and drop email attachments to your Mac device to download them easily. This enables you to bypass clicks, navigation, and waiting times, ensuring a smarter way to download files.


Other enhancements.
In this update, we've made some enhancements to other existing features to improve your experience using Trident. Here's a quick overview:
  • Threaded conversations are now highlighted on selection.
  • Task start and due dates can now be updated with time in the Task module as well as in the Smart Assistant. 
To leverage these new features in Trident, update the app to the latest version by following the steps below:
  1. Open Trident.
  2. In the system menu bar, click Trident.
  3. Select Check for Updates from the menu list.

Don't have the app yet? Download it from the website and experience a smarter way to work.

Give these features a spin, and let us know your feedback and suggestions in the comments section below. You can also reach us at trident@zohosupport.com.

To submit your feedback directly through the app, follow the steps below:
  1. Open Trident.
  2. From the system menu bar, click Help.
  3. Select Send Feedback.
  4. In the feedback window, enter the necessary details under Subject and Feedback Content.
  5. When ready, click Submit.


We look forward to hearing from you!

Until next time,
Sneha

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner






                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • How to update changed purchase account of item in invoice

                                                                                                              I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the
                                                                                                            • How can I see content of system generated mails from zBooks?

                                                                                                              System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                            • How can I see content of system generated mails from zBooks?

                                                                                                              System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                            • Not sure how to use credits to my account

                                                                                                              Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
                                                                                                            • Control who sees Timeline and Interactions in Zoho CRM through Profiles

                                                                                                              The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
                                                                                                            • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                                                                                              Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
                                                                                                            • 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
                                                                                                            • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                              Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                            • Issue showing too many consultations in my workspace link.

                                                                                                              Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                                                                                            • 👋 Welcome to the Zoho MCP Community

                                                                                                              Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                            • CRM Validation Rules Support Only Single Condition

                                                                                                              Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
                                                                                                            • Unapproved Leaves are hard to distinguish in Attendance View

                                                                                                              This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
                                                                                                            • Performance Appraisal Probation Period

                                                                                                              Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!
                                                                                                            • Zoho Creatorの一括操作における処理の同期/非同期について

                                                                                                              現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか?それとも非同期的に行われるのでしょうか? 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。
                                                                                                            • Adding Chargebee as a Data Connector

                                                                                                              Is it possible to get Chargebee added as a Zoho Analytics data connector?
                                                                                                            • Delete commerce website

                                                                                                              I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The
                                                                                                            • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                                                                                              My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
                                                                                                            • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                              Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp
                                                                                                            • Print checks for owner's draw

                                                                                                              Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
                                                                                                            • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                              Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                            • What’s New in Zoho Inventory | April 2025

                                                                                                              Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
                                                                                                            • Copy a Record Template from one Form to another

                                                                                                              I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
                                                                                                            • Zoho Books - Quotes to Sales Order Automation

                                                                                                              Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow
                                                                                                            • When Zoho Tables Beta will be open to EU data center

                                                                                                              Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                                                                                            • Pass current date to a field using Zoho Flow

                                                                                                              I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
                                                                                                            • API: Mark Sales Order as Open + Custom Status

                                                                                                              Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
                                                                                                            • Zoho Quartz Screen Recording

                                                                                                              Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you
                                                                                                            • Please add an “Auto-Apply Unused Credits” toggle

                                                                                                              Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for
                                                                                                            • Tip 26: How to hide the "Submit" button from a form

                                                                                                              Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
                                                                                                            • filter broke my data

                                                                                                              I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                                                                                            • 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
                                                                                                            • How do I move Notes around within a Group?

                                                                                                              It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
                                                                                                            • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                              Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                            • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                                                                                              I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
                                                                                                            • Separate Items & Services

                                                                                                              Hi, please separate items and services into different categories. Thank you
                                                                                                            • What's New in Zoho Inventory | Q2 2025

                                                                                                              Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
                                                                                                            • Mastering Zia Match Scores | Let's Talk Recruit

                                                                                                              Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
                                                                                                            • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                                                                                              I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
                                                                                                            • Next Page