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:
- The launch of the all-new Zoho Cliq Android TV application for your meetings.
- An update to the admin panel where admins have better control of the internal apps in their organization and new navigation sidebar customization options.
- The new built-in phone system to make calls to mobile numbers and host your contact center in Cliq.
- Map view to build useful widgets and much more with the updated Zoho Cliq Developer Platform.
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.
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
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
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.
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
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 pipCustomizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show theIntroducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. ThisFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withTip of the Week #77– Stay informed of the activities happening in your organization
Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after loggingZoho Logs - Not seeing logs since 30 Nov
Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on aNext Page