The month that was at Zoho Workplace | April 2023
Hello Community,
Hope you're all doing good and staying safe. We at Zoho Workplace have brought you with the list of new features and enhancements that have been released in the month of April across Workplace applications.
Let's take a look at them!
Zoho Mail
An easy way to add attachment to a CRM Lead
Do you find it time-consuming to download an attachment from an email and then upload it to Zoho CRM to be associated with a Lead? By creating an incoming filter action, you can now automatically add the Workdrive link with the attachment to a Lead in your CRM module.
Communicate better by posting emails to Cliq channels
If you want to auto-intimate your team members of an email through Zoho Cliq, we've got you covered. You can now choose to automatically notify your team via Zoho Cliq by posting the email link or just the attachments from an email to a channel that you're part of.
Now, Zoom meeting comes handy in Zoho Mail
Have you thought about adding a Zoom meeting link when you compose an email in Zoho Mail but had to navigate to a new tab to create one? Your thoughts have been heard. The Zoom extension in Zoho Mail now allows you to create Zoom meetings and share links directly from your mailbox.
Associate an email with any CRM entity
In addition to the emails that you send from Zoho CRM to any Leads or Contacts, you can also associate any email in your inbox with any entity in your CRM module and easily access them from Zoho CRM.
Two new reports under Security reports section
In Zoho Mail Admin Reports, two new reports have been added to the Security Reports section:
The administrators can use this report to view the consolidated list of suspicious login activities of users.
The administrators can use this report to view the session history i.e., the Client IP address and Session start time of any users.
Zoho Calendar
Skeptical about the state of your event email invites? Worry not!
The view events tab now lets you see where your event email invites are in terms of the delivery status. You will see the "undelivered message" status and the reason for it next to the participant if any of the invites have not yet been delivered.
Zoho Cliq
Microsoft Teams migration
If you're looking to migrate from MS Teams, we've made things easy for you. With just a click of a button in the admin panel, you can start a simplified process to migrate all your data from MS Teams to Cliq.The existing user information, DMs, channels, group chats, and thread messages from Microsoft Teams can be imported and you can continue conversations in Cliq instantly. Check this out now by exploring this video clip.
Org policy to limit/allow all users of the organization to install extensions
With the latest update to the organization policy, administrators now can restrict users from installing extensions that are not verified and available only in the Cliq marketplace. This new feature provides added security measures to prevent unverified extensions from being installed on a team's account, thus reducing the risk of privacy breaches and ensuring the safety of confidential information.
WorkDrive upload restriction
Admins now have the option to prevent users from uploading files from Zoho WorkDrive in a chat. The latest feature in the admin panel provides admins more control with the type of files users can upload, to help maintain data privacy and ensure that sensitive information is not shared inappropriately.
Zoho Writer
Zotero extension for Zoho Writer
Easily import and use your citations from Zotero in your Zoho Writer documents.
Zoho Connect
New option in web tabs
With the latest enhancement in web tabs, you can now add URLs of sites that don't support embedding and configure them to open in a new browser tab.
New tab in Task Statistics
On the Task Statistics page, we've added a new tab called Member Stats, where you can find the task stats for each member in the selected board.
Integrating Microsoft Teams and Zoho Connect
We've added a new option in Zoho Connect's built-in feedback provider which you can use to screen record the issue you're facing and send it to the support team effortlessly.
Zoho Show
Automate business workflows with the Show-Zapier Integration
With the Show and Zapier integration, you can transfer data from any app to Show.
Zoho Meeting
Manage online meetings using Zoho Meetings calendar
Check your upcoming events, schedule new meetings and webinars, and stay organized with all of your sessions, all from one place.
Auto-generated meeting key notes
Zoho Meeting's Zia integration, powered by Open AI, helps analyze and condense meeting transcripts into brief, easy-to-read keynotes. This Zia integration will help you increase your productivity with short and quick keynotes generated using the Meeting session's recording transcripts.
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
Ranadive E
Sticky Posts
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 CreateProduct 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 simplyAI 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 firstProduct 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.
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
Hotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want toRead webpage - MSXML2.ServerXMLHTTP
I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").valueZoho Creator Form Search
I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i haveHow to setup DKIM / SPF in Zoho Mail
Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for theMass update cant trigger a workflow?
Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulsearch and Smart Bar both missing in Mail
One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?"Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook
Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3Remote Control Functionality During Screen Sharing in Zoho Cliq
Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take controlLooking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsLet us add Lookup fields in the Blueprint Transitions
We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selectedZoho Projects API Scope for Issue Attachments
I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've triedHow to fetch custom fields for time entries in Zoho Project API v3
In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried usingZoho Survey Enhancements
We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I wouldImages Don't Display on Blog
Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post. I've not done anything different with this post than others regarding images, please advice. Thanks! Edit: I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live. This, even though my other blog posts are correctlyCreating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformCheckbox Field Mapping Zoho Forms to Zoho Sign
I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, thoughMCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingBooks P&L by Customer
Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -GinaSent mail sort by date disappeared
Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?I cannot check out to Zoho People.
When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobsPricing Strategies: #2 Plan your Service Offerings using Plans
Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception rightOpen a record to edit based on another form being edited
Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it toProblem with signature on zoho survey
Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signaturesChange in Zoho CRM API?
Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",MTA - BAD IP reputation by outlook/hotmail
Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)QuickBooks Extension for Zoho CRM - Advanced Features -2025
Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful setChanging Department often causes the Firefox tab to freeze
Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, theNeed to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple
Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho
¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestrosAnyway to move mail from one account to another yet?
Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.Using a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theBuilding Toppings #2 - Learn how to use Bigin's Developer Console to build toppings
Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowersProposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesLinks are incorrect when sent out
I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?Tip of the week #16 - Search and filter threads based on criteria
Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition. Firstly, there is a global search you canIntroducing recipient authentication via Stripe Identity in Zoho Sign
Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP EmailIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But IKeep Converted Leads
How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pipNext Page