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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Updates 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 email
                                                • Updates 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
                                                • The month that was at Zoho Workplace | September 2023

                                                  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September. Let's take a quick look at them! Zoho Mail New languages support Zoho Mail now supports
                                                • The month that was at Zoho Workplace | August 2023

                                                  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have got quite a few new features and enhancements for the month of August, 2023. Let's take a quick look at them: Zoho Mail Prevent your catch-all from getting
                                                • The month that was at Zoho Workplace | July 2023

                                                  Hello Community, Hope you're doing good and staying safe. The Zoho Workplace applications have got quite a few features and enhancements for the month of July, 2023. Here's the list for you: Zoho Mail New languages support Zoho Mail now supports five


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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

                                                                                                  • Copy, Duplicate, or Clone a Custom View?

                                                                                                    I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.
                                                                                                  • Import from OneNote

                                                                                                    Is there a way to import notes from OneNote? 
                                                                                                  • In Zoho Forms - adding a Zoho CRM field for Contact barely shows any fields.

                                                                                                    I'm making a Zoho Form and I want to add a CRM field for Contact. I was expecting to be able to match the contact on the email address provided in the form. My standard layout has lots of fields but for some reason on the dropdown list in Zoho Forms,
                                                                                                  • Is Bigin Really Free - Confused by notifications?

                                                                                                    I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything
                                                                                                  • What's New in Zoho Analytics - December 2024

                                                                                                    Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
                                                                                                  • Tracking a loan from an investor - a new Bank or Credit Card

                                                                                                    I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
                                                                                                  • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

                                                                                                    Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
                                                                                                  • The Zoho Meeting Video Quality Crisis

                                                                                                    I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first
                                                                                                  • Pay run Error

                                                                                                    Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further solu
                                                                                                  • How to make the default currency type in a certain module different from the base currency>

                                                                                                    We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!
                                                                                                  • Track Contact's Employment/Account History

                                                                                                    Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe
                                                                                                  • CRM became very slow

                                                                                                    Plz check asap. image failed to upload , workflow doesn't run
                                                                                                  • ZohoCRM Workflows Not Triggering After Tool Recovery

                                                                                                    I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering
                                                                                                  • API to post drafts for social media

                                                                                                    I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                                                                                  • What do the color presents represent on the parts of the website?

                                                                                                    I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks
                                                                                                  • Switch to enable or disable sent notification when close a ticket

                                                                                                    Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.
                                                                                                  • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

                                                                                                    Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
                                                                                                  • Deluge upload to upload file field

                                                                                                    Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
                                                                                                  • Alternatives to using multi-select lookup field for a 1-many module relationship?

                                                                                                    I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
                                                                                                  • O que é o Code Studio no Zoho Analytics?

                                                                                                    Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python
                                                                                                  • Sobre qual tema você gostaria de falar em 2025?

                                                                                                    Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
                                                                                                  • Sobre qual tema você gostaria de falar em 2025?

                                                                                                    Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
                                                                                                  • Need manual aggregate column pathing help

                                                                                                    See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
                                                                                                  • Automatic Updates for Zoho Desk Extensions

                                                                                                    Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
                                                                                                  • Contemplating moving my site from WordPress to Zoho Sites

                                                                                                    Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
                                                                                                  • How to view all departments on one dashboard or ticket view?

                                                                                                    Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
                                                                                                  • Is Drawing feature supported in zoho Sheets?

                                                                                                    Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 
                                                                                                  • Conexion CREATOR x CRM

                                                                                                    Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required
                                                                                                  • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

                                                                                                    I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
                                                                                                  • IP Addresses for Whitelist

                                                                                                    Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA
                                                                                                  • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

                                                                                                    It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
                                                                                                  • Template Email Reset Password

                                                                                                    Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com
                                                                                                  • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

                                                                                                    Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
                                                                                                  • Possible to customise list of file attachment options?

                                                                                                    Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
                                                                                                  • Automating CRM backup storage?

                                                                                                    Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                  • Invoices with billable time and expenses

                                                                                                    I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each
                                                                                                  • URL for downloading uploaded file - THE SOLUTION

                                                                                                    Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID
                                                                                                  • All Tasks Queued for Last 3+ Hours

                                                                                                    How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
                                                                                                  • Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

                                                                                                    Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
                                                                                                  • Auto Generated Invoice number YEAR

                                                                                                    Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
                                                                                                  • Next Page