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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Product Updates in Zoho Workplace applications | July 2025

                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
                                                            • Product Updates in Zoho Workplace applications | June 2025

                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly
                                                            • Product Updates in Zoho Workplace applications | May 2025

                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options
                                                            • Product Updates in Zoho Workplace applications | April 2025

                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared
                                                            • Product Updates in Zoho Workplace applications | March 2025

                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments


                                                            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

                                                                                                            • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

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

                                                                                                              Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests
                                                                                                            • Approval - Report/Views

                                                                                                              Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?
                                                                                                            • "Zoho CRM Integration" option is missing in Zoho Social Settings

                                                                                                              I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.
                                                                                                            • Zoho CRM still doesn't let you manage timezones (yearly reminder)

                                                                                                              This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
                                                                                                            • Error 553

                                                                                                              Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente
                                                                                                            • Automate insurance document workflows with Zoho Writer

                                                                                                              Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                                                                                            • Create PDFs with Text so that we can copy from a generated PDF

                                                                                                              Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone
                                                                                                            • How To Insert Data into Zoho Table using Api

                                                                                                              Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are
                                                                                                            • How do I delete a folder in Marketing Automation?

                                                                                                              Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?
                                                                                                            • Portal Approval Process

                                                                                                              Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the
                                                                                                            • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

                                                                                                              Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates
                                                                                                            • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

                                                                                                              Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I
                                                                                                            • Thermal Printer Option Needed for Delivery Challan Templates

                                                                                                              Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
                                                                                                            • Separate Default Payment Modes for Receipts vs. Payments

                                                                                                              Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default
                                                                                                            • Update/Change GSTIN in GST Settings of zohobooks

                                                                                                              We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual
                                                                                                            • Link Payment Mode and Paid Through Accounts

                                                                                                              For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current
                                                                                                            • Lets enable business to choose the default payment mode

                                                                                                              Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions
                                                                                                            • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                              Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                                                                                            • South African Payment Gateways

                                                                                                              Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
                                                                                                            • Has anyone verified if Zoho is PCI compliant?

                                                                                                              We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information
                                                                                                            • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                              Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                                                                                            • Bigin Plugin for Outlook

                                                                                                              Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
                                                                                                            • Date does not fit the field

                                                                                                              Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the
                                                                                                            • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

                                                                                                              Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t
                                                                                                            • Multi Page/Step Forms in creator

                                                                                                              Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks
                                                                                                            • Package Geometry

                                                                                                              how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?
                                                                                                            • How to create a Master Kanban Board that syncs with Child Projects?

                                                                                                              Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure
                                                                                                            • Writer.. Broken?

                                                                                                              Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of
                                                                                                            • How to access Recruit Variables in a Deluge function?

                                                                                                              I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did
                                                                                                            • Upon De activate a user what name doe sthe contacts candidates go under?

                                                                                                              When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?
                                                                                                            • Weekly Tips: Customize alerts from your Priority Users

                                                                                                              You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from
                                                                                                            • Maximum 100 records in Sheet View is limiting. How can I increase this?

                                                                                                              Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need
                                                                                                            • Revenue Management: #3 Revenue Recognition Simplified

                                                                                                              In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge
                                                                                                            • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

                                                                                                              Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team
                                                                                                            • Push Invoices to Xero Manually

                                                                                                              Hi guys, I'm wondering if anyone has wanted to do this and has a workaround or knows of an app that may be able to help with this. I sell B2B and B2C. The customers can purchase on our website or through marketplace, all of which send sales to zoho. The
                                                                                                            • OpenAI error code: 1010 in a Zobot

                                                                                                              Please see short linked screen recording. Insights welcome. Please and thank you! https://workdrive.zohoexternal.com/external/f3247ba9c872639157b707700c0300c433c7664aea924a034f4da3c3ad2e355f
                                                                                                            • Ability to Create Sub-Modules in Zoho CRM

                                                                                                              We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module
                                                                                                            • Installing EMAIL Setup in New Domain

                                                                                                              Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho
                                                                                                            • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                              Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                            • Next Page