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

                                                                                                            • change time zone

                                                                                                              can't seem to figure out how to change the time zone of the project
                                                                                                            • Bigin iOS app update: Built-in telephony and RingCentral support

                                                                                                              Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In
                                                                                                            • Add Image or Update Image API - for Items Module

                                                                                                              I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?
                                                                                                            • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

                                                                                                              Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
                                                                                                            • Debugging `try` blocks : Tip

                                                                                                              I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and
                                                                                                            • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

                                                                                                              Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are
                                                                                                            • Use approval workflow comments in record scripts

                                                                                                              Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how
                                                                                                            • ZOHO Store

                                                                                                              Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.
                                                                                                            • Support Migration into Aliases in Zoho Mail

                                                                                                              Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and
                                                                                                            • API for Z Workdrive Flow Make-Integromat ?

                                                                                                              We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?
                                                                                                            • Apps Pane no longer visible

                                                                                                              I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back
                                                                                                            • Canvas View - Print

                                                                                                              What is the best way to accomplish a print to PDF of the canvas view?
                                                                                                            • 5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(8/21)

                                                                                                              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。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ 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
                                                                                                            • New in Zoho Forms: Inline OTP Verification

                                                                                                              Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents
                                                                                                            • Zoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once

                                                                                                              Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.
                                                                                                            • Create task from email

                                                                                                              Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?
                                                                                                            • Zoho Socials - Unable to view Channels and SmartQ

                                                                                                              Hi, The channel Facebook has been added by the admin, however, it is not visible on the User level (employee). Other channels are visible. Also, we have the premium account, and SmartQ is not working. Can anyone help? Regards, Priyanka
                                                                                                            • Eliminating Manual Consolidation: Automating Currency Field Sync from Task to Project

                                                                                                              Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                            • We want to set the "Converted from Lead" value in Deals using a Workflow or via a Deluge script. How?

                                                                                                              For use in Zoho Analytics, we need the field "Converted from Lead" filled in our deal records. This field is empty everywhere, because we do not create deals directly when converting a lead to a contact. We want to do that using the API or a workflow
                                                                                                            • Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?

                                                                                                              hello, When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields? Since you can create a sales order in different ways (convert, new -
                                                                                                            • How to cancel the GSTR1 pushed to GSTN

                                                                                                              How to cancel the GSTR1 Pushed to GSTN, some rectifications to be done in HSN & SAC code
                                                                                                            • Zoho Books API — Invalid Operation Type / Scope does not exist

                                                                                                              Hello Team, We are unable to use the Zoho Books API from our registered application. We’ve already: Created a client in Zoho API Console using (Admin in Books) Generated the OAuth code and token successfully Used the correct scopes: ZohoBooks.fullaccess,ZohoOauth.userinfo.READ
                                                                                                            • Enhancements in Canvas

                                                                                                              Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                                            • Minimum order quantity

                                                                                                              Is there a way to enforce a minimum order quantity - ie has to have a minimum of 250?
                                                                                                            • 【Zoho CRM】ポータル機能のアップデート:UIとポータルの作成フローの変更

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 目次 概要 ユーザーグループの作成フローの変更 ユーザーグループ詳細画面内のタブについて 「タブと権限」タブについて 「設定」タブについて 概要 UIとポータルの作成フローが変更されました。ポータルの新機能に先立ち、UIを一部変更しました。タブやオプションの配置を見直し、機能へよりアクセスしやすくなっています。 また、「ポータルユーザーの種類」は今後、「ユーザーグループ」と呼称され、ページ上のボタンも「ユーザーグループを作成する」に変更されます。
                                                                                                            • Tax on Imported goods charged by Shipping Company

                                                                                                              Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
                                                                                                            • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                                                                                              If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
                                                                                                            • Zoho Webinar via Social Media

                                                                                                              Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?
                                                                                                            • Add Hebrew & RTL Support to Feedback Widget

                                                                                                              Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
                                                                                                            • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

                                                                                                              Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being
                                                                                                            • Kit Items Breaking Automations - "Provide mapped components for all kit items"

                                                                                                              This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide
                                                                                                            • Show item Cost value on Item screen

                                                                                                              The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                                                                                            • Mark shipment as delivered via api

                                                                                                              Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');
                                                                                                            • Setting Alternative units for an item.

                                                                                                              Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
                                                                                                            • Zoho Inventory search when adding items to SO/PO, etc.

                                                                                                              I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where
                                                                                                            • Item Group Attributes

                                                                                                              Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products
                                                                                                            • Remove HTML Format - Deluge

                                                                                                              Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
                                                                                                            • Using multiple languages in template

                                                                                                              I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
                                                                                                            • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

                                                                                                              Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
                                                                                                            • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

                                                                                                              Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.
                                                                                                            • Next Page