The month that was at Zoho Workplace | February 2023

The month that was at Zoho Workplace | February 2023

Hello Community,

Hope you're all doing good and staying safe. The applications in Zoho Workplace had few enhancements and feature releases in the month of February.

Let's take a look at them!

Zoho Mail

Adapting to Zoho Mail made easier

Are you someone who recently switched to Zoho Mail and is having trouble getting used to the email composer in Zoho Mail? To make your transition easier while experiencing a secure email experience, the Composer presets of Google, Outlook, and Yahoo are now made available within Zoho Mail settings.

Tags to organize your shared mailbox better

The emails in your shared mailboxes can now be assigned tags and categorized based on your preference. This will help you keep your emails in your shared mailboxes organized and easy to access.

Mark Zoho Desk tickets as spam

To mark a ticket or more from a contact in Zoho Desk can now be done right within your mailbox. Yes! You heard it right. The Zoho Desk extension in Zoho Mail helps you to mark as spam a ticket with ease.

Import users from M365

If you're an organization admin who's migrating to Zoho Mail from Microsoft 365, you need not worry about the user creation Zoho Mail. You can now import users from M365 into Zoho Mail and create users here without any hassles.

Splunk in Zoho Mail to enhance your Organization security - Beta

By continuously gathering high volumes of network and machine data, analyzing, and correlating them in readable form in real-time, the Splunk integration with Zoho Mail Admin Portal helps you handle your organizational threats effectively.

Zoho Cliq

Introducing Zoho Cliq 4.0

The key features in this release include:

Last seen

Last seen for users is now supported. If there is no activity for 15 minutes, your last seen status will be displayed so your colleagues can know when you went away before they contact you.

Upgraded calls and meetings

With the upgraded interface, you can now share slides in Cliq meetings and also the device audio while you're sharing your screen. The "speech detection" system notifies you with a pop up when you speak while you're muted (so you never have to hear "you're on mute" ten seconds into your speech). You can also transfer your active call to a different device seamlessly.

Editing images before you share

Add a fresh coat of paint and delight to your images shared in your Cliq mobile apps with the annotating option.
Annotate

Upgraded search

The search bar has been upgraded so you now have the option to:
  • Filter by date
  • Filter by sender name
  • Jump to date

Zoho WorkDrive

WorkDrive Snap: Record quickly and share your thoughts effectively

Snap
WorkDrive now offers Snap, a recording feature that helps you quickly record your screen, as well as video and audio, from within the WorkDrive app. Share your recordings with your collaborators instantly.

With this feature, you'll be able to:
  • Record your screen: Capture your screen along with video or audio to convey important points more easily. Share feedback on a document, create simple how-to guides, and more.
  • Record video clip: Instead of scheduling multiple meetings to share announcements, updates, or new policies, you can quickly record the required information as a video clip and share it with your collaborators instantly.
  • Record audio clip: Record important audio clips or keep a record of customer feedback and support calls to improve the quality of your business services.
Note:
You can also record offline; however, to upload the file to WorkDrive, you must be connected to the internet.

Cliq-WorkDrive integration: Share WorkDrive files within Cliq

Cliq integration
With this integration, you can share files from your WorkDrive account with users via Cliq chats and channels. You can also choose the share type and assign permissions.

In your channels, you will have the option to share selected file(s) with channel members, organization members, or external users with appropriate access permissions.

Zoho Meeting

Animation support in PPT sharing

To enhance the presentation quality and rendering, we now provide webinar presentation sharing with animation.

Zoho Writer

Extensions to your rescue

Writer extensions help you post blog posts, forum posts, and all kinds of articles from within Writer. Craft your article, blog post or forum post using Writer's editing capabilities and post them on platforms directly from Writer or save a draft with all your content and formatting style, saving a lot of time and effort.

Try out the features and provide your comments below.

Watch this space for regular updates and follow us on Twitter and Linkedin for tips and important deets.

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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 primary
                                                          • Product 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 effortlessly
                                                          • Product 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 options
                                                          • 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


                                                          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 create auto populate field based on custom module in Zoho CRM?

                                                                                                            Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                          • Rich Text For Notes in Zoho CRM

                                                                                                            Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                          • Change Last Name to not required in Leads

                                                                                                            I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                          • Office 365 and CRM mail integration: permission required

                                                                                                            Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                          • Tables improvement ideas / features

                                                                                                            Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
                                                                                                          • Deluge - Can't get phone number SalesIQ

                                                                                                            Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
                                                                                                          • Zoho Desk - Community

                                                                                                            As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
                                                                                                          • access to quartz for my customers

                                                                                                            Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
                                                                                                          • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                            Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                          • How to search a value stored in a subform?

                                                                                                            Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
                                                                                                          • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                            Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                          • How do the keyword critera work?

                                                                                                            Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
                                                                                                          • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

                                                                                                            I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
                                                                                                          • Improving Collaboration Features in Zoho Portal

                                                                                                            Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
                                                                                                          • Automated Shopify Emails Not Being Delivered

                                                                                                            I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
                                                                                                          • I can't log in to my account on Thunderbird

                                                                                                            I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                                                                                          • Send a campaign to one recipient.

                                                                                                            Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
                                                                                                          • Try FSM again for our business

                                                                                                            We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
                                                                                                          • Use Zoho Books to bill for work done in Zoho Desk??

                                                                                                            I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
                                                                                                          • Get Cliq Meetings in my O365 calendar

                                                                                                            Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
                                                                                                          • Issue with Zoho Help Portal – Tickets Missing or Not Answered

                                                                                                            Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
                                                                                                          • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

                                                                                                            Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
                                                                                                          • Zoho Forms - Form Rules based on attachment fields

                                                                                                            Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
                                                                                                          • Add multiple users to a task

                                                                                                            When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                          • Can't open draft email for editing

                                                                                                            Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
                                                                                                          • Open filtered deals from campaign

                                                                                                            Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                          • Change scheduling emails time

                                                                                                            When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
                                                                                                          • Zoho CRM: how can I control which contacts to sync with Outlook?

                                                                                                            I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
                                                                                                          • How to overcome limitations in meetings

                                                                                                            As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
                                                                                                          • Different MRP / Pricing for same product but different batches

                                                                                                            We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                          • Add a 'Log a Call' link to three dot icon in Canvas

                                                                                                            Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                                                                                          • Syncing Zoho Forms with Bigin - Embedding issue?

                                                                                                            Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
                                                                                                          • Can not add fields to a Section

                                                                                                            I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
                                                                                                          • Record Logged in User while using CRM lookup field

                                                                                                            Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
                                                                                                          • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

                                                                                                            I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
                                                                                                          • Collaps Notes

                                                                                                            There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                                                                                          • Zoho Down

                                                                                                            I have a drop in my Zoho One services.
                                                                                                          • Runing RPA Agents on Headless Windows 11 Machines

                                                                                                            Has anyone tried this? Anything to be aware of regarding screen resolution?
                                                                                                          • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                            Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                          • Why am I getting event Pop-up Notification for events that have been cancelled?

                                                                                                            Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
                                                                                                          • Next Page