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 | Feb 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessibleProduct Updates in Zoho Workplace applications | Jan 2025
Hello Workplace Community, We are excited to announce the release of new features and enhancements across all Workplace Products this January. Let's check them out: Zoho Mail OAuth Identity Verification for SecurePass Email Access With the latest updateZoho Workplace gets yet another security boost: The addition of Zoho Vault
Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra costUpdates in Zoho Workplace applications | Dec 2023
Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based emailUpdates 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
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
Problem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configurationZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.
Dear Zoho Mail Community, We are very much glad to meet you all in person in the Zoho User Group (ZUG) meetups across 7 cities in India, this year. Come meet us in your city or the ones nearby to yours and learn first hand the smart ways to go digitalMultiple office locations in Zoho Recruit
Hi, we have just started to use Zoho Recruit for our recruitment company. Im a little confussed to how we add multiple office bases for the same company name. For example, if it was company ABC, they also have an ABC Manchester, ABC Bristol and so on....I need to know the IP address of ZOHO CRM.
The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like toCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theyGenerate 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 toProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outInvite External Users to Zoho Projects Without a Full Zoho One License
Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,Columns language changed
Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? ThanksHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesDisable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client ScriptProduct Updates in Zoho Workplace applications | Feb 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessibleHow to integrate Zoho Sign with Zoho CRM
Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but weUnexpected Error in Reports (Pivot Chart, Pivot Table)
Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introducePOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.Line chart customization
Hi, is there any way to draw multiple lines on a single line chart. Now on te x-axis im displaying dates and on the y-axis dispalying total records count. I want to display multiple lines on the same chart. The sample image is attachedIntroducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update
Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduceDoes Zoho Docs have a Line Number function ?
Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, FrankDark Mode for ZOHO Recruit
Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection
Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other appsTerritory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andWhy can't you make a layout rule based on a lookup field?
Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me theAccess demo forms other than developers in Zoho Creator 6
Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishingBigin_Email Notification not being sent when a new lead is created
I have a workflow in BIGIN set to send an email notification when a new lead is created via a webform (integrated with ZohoForm) The trigger is whenever a contact is "Create or Edit". Conditioning was applied for contacts which source is "Website" IfCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesPrevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theI'm so confused by the new (?) look
I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multipleCustom CSS in Zoho Form
Hi, Please let me know, how we can add custom css in Zoho Form. ThanksDeluge Script to Reopen Ticket if Tasks are not Completed
I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,Zoho Desk & Tasks
Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases weExport all Zoho desk tickets for past 3 months
Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the mostZoho CRM <> Zoho Desk Account Sync
I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync toCount Function in Zoho Table
Hi Zoho Team, Hope you're doing well. We would like to request the addition of a Count function in Zoho Table, similar to what exists in Excel, Google Sheets, and Airtable. Currently, there is no built-in way to count the occurrences of unique valuesConfiguring ZMA Webhook for Zoho Flow : Missing Key Information Error
I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the errorGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Zoho Billing Record Refund vs Refund
When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" isEmoticons to Slack in Zoho Flow
When using the Slack integration in Zoho Flow, is there a way to send emoticons in the message? When I tried :emoticon: it didn't translate it to the emoticon.Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbersNext Page