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

        All-in-one knowledge management and training platform for your employees and customers.







                              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 | January 2026

                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
                                                              • Product Updates in Zoho Workplace applications | December 2025

                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification
                                                              • Product Updates in Zoho Workplace applications | November 2025

                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert
                                                              • 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 Create
                                                              • Product 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 simply


                                                              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

                                                                                                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

                                                                                                                • Deposit on a Sales Order

                                                                                                                  Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • Bulk Delete Attachments

                                                                                                                  Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
                                                                                                                • How do I sync multiple Google calendars?

                                                                                                                  I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                                • Ability to Disable System Banner Messages in Chat Flow Control

                                                                                                                  Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting
                                                                                                                • Idle Chat Reminders for Agent-Handled Conversations

                                                                                                                  Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,
                                                                                                                • Snapchat

                                                                                                                  Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.
                                                                                                                • Zoho Sign "An unexpected error occured" when clients trying to sign documents

                                                                                                                  We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response
                                                                                                                • ¡Vuelven los Workshops Certificados de Zoho a España!

                                                                                                                  ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría
                                                                                                                • How to list services on quote instead of products

                                                                                                                  I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?
                                                                                                                • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

                                                                                                                  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
                                                                                                                • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                                  HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
                                                                                                                • Zoho Books - France

                                                                                                                  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                                • Creating meetings from an email

                                                                                                                  Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.
                                                                                                                • Please, make writer into a content creation tool

                                                                                                                  I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
                                                                                                                • ZohoSalesIQ.Chat cannot send messages

                                                                                                                  Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`
                                                                                                                • Missed chats on WhatsApp closing after one minute

                                                                                                                  Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?
                                                                                                                • Feature Request: Add Tax ID Display on Event Tickets

                                                                                                                  Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate
                                                                                                                • Release Notes | January 2026

                                                                                                                  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                                                                                                • Email Alias: To keep emails flowing without disruption

                                                                                                                  Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,
                                                                                                                • Zoho Sites - General Feedback

                                                                                                                  Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
                                                                                                                • Archive Option in Conversation View

                                                                                                                  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
                                                                                                                • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

                                                                                                                  Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
                                                                                                                • Bulk upload image option in Zoho Commerce

                                                                                                                  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                                • Function #11: Apply unused credits automatically to invoices

                                                                                                                  Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                                                                                                • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the
                                                                                                                • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

                                                                                                                  Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the
                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

                                                                                                                  Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows
                                                                                                                • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

                                                                                                                  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,
                                                                                                                • Function #53: Transaction Level Profitability for Invoices

                                                                                                                  Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
                                                                                                                • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                                                                                                  While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,
                                                                                                                • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

                                                                                                                  Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,
                                                                                                                • Zobot Execution Logs & Run History (Similar to Zoho Flow)

                                                                                                                  Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,
                                                                                                                • Global Search Settings

                                                                                                                  I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background
                                                                                                                • Card Location in Zobot

                                                                                                                  Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.
                                                                                                                • Automation Series: Auto-create Dependent Task on Status Change

                                                                                                                  In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using
                                                                                                                • Languages in Zobot

                                                                                                                  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)
                                                                                                                • Composite items inside of composite items; bill of materials needed

                                                                                                                  Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
                                                                                                                • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

                                                                                                                  This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security
                                                                                                                • Next Page