The month that was at Zoho Workplace | January 2021

The month that was at Zoho Workplace | January 2021

Dear community,

2021 took off in high speed for the Zoho Workplace team with a bunch of new updates and partnerships rolled out. He's a low-down on the month that was!

Zoho Workplace partners with Sri Lanka's Dialog Enterprise

Dialog Enterprise, the corporate solutions arm of Dialog Axiata PLC, Sri Lanka’s premier connectivity provider joins hands with Zoho to give its enterprise customers access to the Workplace suite of collaboration applications. We hope to reach and empower many Sri Lankan businesses through this exciting partnership! Read official announcement.

More WorkDrive features at the same cost

The Standard plan of Zoho Workplace now gets upgraded from 5GB WorkDrive storage per user to 10GB per user with access to more of WorkDrive's features without any change in the price. Learn more.

Writer introduces sections and advanced layouts

Zoho Writer adds another important feature to its arsenal, which is the ability to divide a document into sections that have their own set of properties like columns, page orientation, and more! Tell me more.

Blending project management and collaboration

Zoho Sprints integrates with Meeting and Show. You can now schedule a meeting in the context of the work item you are currently on. Your presentation will be dressed to impress with the option to add Sprint cards directly into your slides. Know more.

WorkDrive introduces client users

External users who work with you and your team for a long period can be now added as Client users in your WorkDrive Team with limited roles and permissions. Learn more.

Templates for documents and spreadsheets

WorkDrive allows you to create preset layouts in the form of templates for your Writer and Sheet files. You can also save existing files as templates. Know more.

Text options for better readability

Worried about the text on your spreadsheet looking crowded or poorly aligned? Zoho Sheet's new text rotation, indentation, and wrapping options help you display text exactly the way you want. Learn more.

Resolve issues faster by collaborating with our Support

WorkDrive has introduced a "Share to Support" feature that allows you to share your files or folders with our expert Support staff to help analyze, or debug any issues you have. No worries about the security of your files— you get to see all the access stats, commenting and downloading are restricted by default, and the access will be automatically removed after 7 days.

Follow for instant file updates

Don't want to miss anything happening around a file or a folder? Use the "Follow Updated" feature to stay informed. Learn more.

Convert a checklist item into a task

Checklist items that require more tracking, and follow up can be instantly converted into tasks.

Have fun exploring all these new features! 

Until next time,
Pearlyn
 

 




 





 

 





 

    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

                                                          • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

                                                            Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
                                                          • 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


                                                          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

                                                                                                          • Signature field is showing black

                                                                                                            Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
                                                                                                          • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

                                                                                                            Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference
                                                                                                          • How to Delete/hide Google adwords section from Layout?

                                                                                                            Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.
                                                                                                          • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

                                                                                                            he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
                                                                                                          • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                            Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                          • Way to update CRM records in quik view

                                                                                                            I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet
                                                                                                          • Writer sing up problom

                                                                                                            Zoho writer sing up prolom face
                                                                                                          • Where to integrate Price Book and Product List Price

                                                                                                            Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
                                                                                                          • Form / CRM Integration Not entering into workflow

                                                                                                            I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source
                                                                                                          • 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,
                                                                                                          • Zoho Slowness - Workarounds

                                                                                                            Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with
                                                                                                          • Don't understand why Forms Mobile Scan and Fill not working

                                                                                                            I have configure enabled mobile scan and fill, I have enabled QR and Bar code on two fields name and position, I have mapped seq 1 to Name and seq 2 to position, I have created a 2d QR code with the person names and position, seperated by a comma. When
                                                                                                          • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

                                                                                                            Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders
                                                                                                          • Template usage

                                                                                                            Hi, We are using some templates as a response to customer questions. Is it possible to analyze the usage of these templates? We want to know if the use of our templates has increased over time
                                                                                                          • Ticket Status Colors

                                                                                                            Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
                                                                                                          • Sync Lookup Fields from Zoho CRM

                                                                                                            HI Team, I have synced a lookup field from my CRM data to Campaigns. When I view the synced data the field appears to display a Zoho CRM record ID rather than the text value. Is it possible to get the sync to import the text value rather than the CRM
                                                                                                          • New From Address cannot verify

                                                                                                            I have created a new From Address, which is the support@ address for my domain, that forwards to the default support mailbox. Presumably then, the verification email that is sent, should turn up as a ticket, but it does not. How can I verify my from address so that I can use my own domain?
                                                                                                          • How to update/remove file in zoho creator widgets using javascript API

                                                                                                            Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
                                                                                                          • issue with image thumbnails not showing in Image Selector

                                                                                                            We have been using Zoho Campaigns for over a year, maybe close to two years, and this issue just started happening in the last month. I wanted to wait to see if it would resolve on it's own, and it doesn't seem to be. The thumbnail images for all new
                                                                                                          • Deluge Script for adding tag

                                                                                                            Trying to create a custom function where a tag is added to a record - but for the life of me, I cannot figure out how. Help please! Moderation Update: Adding the help doc and sample to add Tags to records via deluge here for everyone's benefit. tag1 =
                                                                                                          • Unlock your Zoho Vault with OneAuth, Windows Hello, TouchID, YubiKey, and many more!

                                                                                                            Hello everyone, We are thrilled to introduce one of the most highly requested features – the ability to unlock your Zoho Vault using various authenticators. The primary purpose of a password manager is to remember just one master password and securely
                                                                                                          • Blueprint or Validation Rules for Invoices in Zoho Books

                                                                                                            Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
                                                                                                          • Creator roadmap for the rest of 2022

                                                                                                            Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
                                                                                                          • How can I get base64 string from filecontent in widget

                                                                                                            Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
                                                                                                          • Add Setting Values to the Rules

                                                                                                            Hi, It would be great to use the rules to set values in fields for submission, such as if a Type is X then set the Field Y to 10. Thanks Dan
                                                                                                          • So we ran with it for the week

                                                                                                            In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
                                                                                                          • Is there a way to set Document Owner/Sender via the API

                                                                                                            When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
                                                                                                          • What's New - September 2025 | Zoho Backstage

                                                                                                            September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running
                                                                                                          • Prevent stripping of custom CSS when creating an email template?

                                                                                                            Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
                                                                                                          • Stock Quotes/Spreadsheet

                                                                                                            It would be nice if we could download security and mutual fund prices from Yahoo Finance (or?) in order to maintain an up to date investment portfolio on Zoho. Any chance?
                                                                                                          • link to any Belgian bookkeeping software?

                                                                                                            Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
                                                                                                          • marketing automation

                                                                                                            wants to know about the zoho marketing automation
                                                                                                          • Problems with email templates (HTML - Outlook)

                                                                                                            Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
                                                                                                          • Zoho CRM IP Addresses to Whitelist

                                                                                                            We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
                                                                                                          • How to create a drop down menu in Zoho Sheets

                                                                                                            I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
                                                                                                          • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                            Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
                                                                                                          • Zoho CRM's custom views are now deployable from sandboxes

                                                                                                            This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
                                                                                                          • Scheduling Calls in CommandCenter / Blueprints

                                                                                                            I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
                                                                                                          • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

                                                                                                            Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
                                                                                                          • Limit in number of records for subforms and multi-select lookup fields

                                                                                                            It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
                                                                                                          • Next Page