Product Updates in Zoho Workplace applications | April 2025
Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications this April.
Zoho Mail
Filters for incoming emails in Shared Mailbox
Simplify the management of incoming emails in your Shared Mailbox by easily setting up filters. Just navigate to the Manage Group settings to get started, and automate your email workflow in just a few clicks!
Assign emails to members in Shared Mailbox
Assign emails to members of a Shared Mailbox to streamline task ownership and enhance collaboration. Easily track all assigned emails in the Assigned tab within the Shared Mailbox.
Customization of selective Mail Settings
Admins now have the ability to customize few specific Mail settings for users directly within the Admin Console by setting specific permissions. These user permissions are tailored to each policy and will only be applicable to members associated with that particular policy.
Assign users as Moderator in Streams
Moderation in streams just got effortless! Simply select the Moderator option from the drop-down menu in the Add New Member pop-up to easily add users as moderators.
Custom emoji usage restriction for Signature and Out-of-Office replies
When adding a custom emoji while creating a Signature or Out-of-Office reply, you will see a warning message prompting you to remove the inserted emoji. Instead, you can use Zoho Mail's built-in emojis.
Drag and Drop attachments from one window to another
You can effortlessly drag and drop attachments from an email in one window directly into the compose page of another window.
Custom Slash Command creation permissions
Only Marketplace Developers will now be able to develop these Custom Slash Commands. The Organization Admin must first grant the necessary permissions in the Admin Console.
Sending Mail Merge emails using Group email address
Now by entering group email addresses directly in the From field of the Mail Merge sheet, you can send emails from a designated group address.
Mail Merge Skip and Proceed option
Now, if you spot an error in your uploaded sheet during the Mail Merge action, you have the option to skip it and proceed with the Mail Merge process with the correctly entered data!
Set custom failure threshold
Email routing will be temporarily suspended for accounts that exceed the designated Failure Threshold. You can easily set this Custom Failure Threshold to a value between 5 and 50, tailored to fit your organization's specific needs. To configure this threshold, simply navigate to the account settings in your admin console and adjust the threshold limit accordingly. Once set, if an account surpasses this limit, email routing will automatically be paused for that account.
Group management admin role
The new Group Management Admin Role in the Admin Console allows Admins to manage group operations. This includes adding and removing users from groups, deleting groups when needed, and setting up important features like anti-spam settings, moderation controls, and advanced options.
Download reports dashboard as CSV or PDF
You now have the option to export your Admin Console Dashboard data in either PDF or CSV format. Simply click the Export as button located in the top right corner of your dashboard to do so.
Zoho Calendar
Event-based workflows in your calendar with n8n integration
Zoho Calendar now integrates with n8n, a powerful open-source workflow automation tool. This integration enables you to automate tasks like creating, updating, or deleting events and perform their corresponding actions.
Sync Zoho People with Zoho Calendar for seamless scheduling
Zoho People can now be synced with Zoho Calendar, allowing you to easily view key employee-related information directly in your calendar. With this one-way sync, you can access holiday details, leave application statuses, and other organizational data without needing to log into your Zoho People account.
Configurable visibility for Resource Booking titles
Administrators can now configure the visibility of resource booking titles from the Zoho Calendar Admin Console. With this enhancement, administrators can choose whether the title of a resource booking should be visible to all users or restricted only to the meeting attendees. This added control helps ensure that sensitive or specific booking details are shared appropriately, improving privacy, security, and customizing user access to booking information.
Manage user location permissions in Resource Booking
Admins can now manage whether users are allowed to modify their user location details within Resource Booking . By customizing these permissions, administrators ensure that location information is consistent, accurate, and in line with organizational requirements. Admins can configure these settings under the User Location section in the Resource Booking Settings of the Admin Console.
Meeting co-host support within Zoho Calendar
With Zoho Meetings's Co-Host feature, now available in Zoho Calendar, you can easily delegate hosting duties to another individual who is part of the event. By simply assigning a Co-Host when creating your event, you can share tasks like adding participants, managing the agenda, or sharing content, all without switching between platforms.
Export your calendars in CSV format
Managing your calendar data just got more flexible. With the new CSV export option, you can easily download calendars from Zoho Calendar into a structured file. Whether you're compiling reports, archiving schedules, or exporting events to other tools, the CSV export option puts your calendar data right at your fingertips, organized, accessible, and ready to use.
Zoho Cliq
Enhanced participant view during screen sharing
Easily navigate through all meeting participants while sharing your screen. Previously limited to the top 6 active users, you can now scroll through the full list of participants in grid view for better visibility and control.
Venue selection for scheduled meetings
Planning meetings on the go just got easier. You can now select a venue while scheduling a meeting. Choose either a mapped meeting room in your organization or a location from the map to help attendees know exactly where to join.
Zoho Connect
Bye-bye, bulk drafts :)
Clearing old drafts is now faster than ever. Select multiple drafts and delete them all at once to keep your space neat.
Share posts privately with users
Share posts directly with individual users for more personal conversations without having to mention them in comments.
Quote text easily in comments
Select any text in a post and quote it instantly in your comment. This helps keep the replies specific and easy to follow.
Turn Feed posts into Forum posts
If you think a post deserves more spotlight, you can convert it into a full-blown Forum post in a few clicks.
Zoho Sheet
We've enhanced filters!
Zoho Sheet now allows you to add filters to all the tables across your spreadsheets while having a single sheet-level filter.
Zoho Writer
Download Writer documents as password-protected PDFs
Export your Zoho Writer documents as password-protected PDFs to restrict viewing, copying, and printing them, and ensure your confidential information stays secure.
Add captions, dynamic cross-references, table of figures, and more
Easily ensure that your documents are neatly structured and easy to navigate with captions, cross-references, table of figures and tables, and more.
Zoho Trident
Retract sent emails
Whether you've missed adding an important attachment or made a typo, with the Undo Interval setting, you can now cancel sending the email within the set timeframe (Available on Mac only).
Search from the list of unified calendars
Trident’s unified calendar includes all of your calendars in one view. To search for a specific calendar, swipe down on the left pane to reveal the search bar, then enter the calendar name to find it (Available on Mac and Windows).
Convert one-on-one calls to meetings
Loop the right people into the conversation for real-time collaboration. You can add users to an ongoing one-on-one audio, video, or screen share call and convert that call into a meeting (Available on Mac and Windows).
Zoho Vault
Expanded SIEM Integration
Zoho Vault now supports integration with Splunk, IBM QRadar, Coralogix, and Elastic. This expansion allows for advanced log analysis and threat detection, strengthening your overall security posture.
Increased access timeout
We've increased the password access duration. Instead of the previous 30-minute limit, users will now retain access for a full 60 days, offering greater convenience and flexibility.
Multi-language support for third-party sharing
Multi-language support is now available for password and folder sharing with third-party users, providing localized interfaces for improved communication and security.
Platform-based filters in the login activity report
For precise monitoring, we've added platform-based filtering in the login activity report, providing granular insights into user access across all platforms.
Enhanced password generation for custom fields
Password generation is now even more versatile. This feature is now available for password types in custom fields.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sania Sultana H
Sticky Posts
Product Updates in Zoho Workplace applications | August 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primaryProduct Updates in Zoho Workplace applications | July 2025
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 Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.Product Updates in Zoho Workplace applications | June 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlesslyProduct Updates in Zoho Workplace applications | May 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze optionsProduct Updates in Zoho Workplace applications | April 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor butWise integration in Zoho Books
Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books teamError Message: None of the rows can be imported
I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment
so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it fromConnecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they couldNot able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from ClientsNested Sub-forms (Subform within subform)
Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form -> Sub form A ->Sub form B If we tried this, only one level of sub form only working. Any one having any idea about this? Thanks Selvamuthukumar RRestore Trashed Records Anytime Within 30 Days
Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they areAvoiding Inventory Duplication When Creating Bills for Previously Added Stock
I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convertApplying EUR Payments to USD Invoices in Zoho Books
Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment inHow to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zohoCustomer Addresses cannot be edited/deleted in invoices
In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses addedCustom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?Accelerate Github code reviews with Zoho Cliq Platform's link handlers
Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. ShareHeads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currencyPartial payment invoicing
Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available asInputting VAT Pre-Registration expenses for first VAT Return
Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When IAnyone else experiencing very slow loading of pages in Zoho Projects?
I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! OtherZoho Desk Lookup Field Reporting
Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fieldsIntegrating asana will cause notification messages to pop up continuously
When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.Entire notebook that had notes has disappeared
I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are inMy site has disappeared from web builder
www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can ITrying to trigger email notification based on rollup summary field
Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyonezia data enrichment - switch to webamigo Extension
Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous methodRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileExport Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to anotherInteractions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. CustomersHow to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?
Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,Linkedin: when Zoho Social is going serious with it?
Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、How to get fields centered in a form?
Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing? Any help would be greatly appricated. Thanks, Michael McNeillMake Packages from multiple sales order of a single customer
Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone pleaseZoho Books X Zoho Expense
Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with theABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility intoSort, filter & save views for BOOKS PROJECTS
Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basicallyedit input format in custom field - sales order
hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, TinaThis transaction type cannot be matched with a line on the statement.
When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorizedNext Page