The month that was at Zoho Workplace | January 2023

The month that was at Zoho Workplace | January 2023

Hello Community,

Hope you're all doing good and staying safe. This new year we at Zoho Workplace, worked to provide you with new features and enhancements across Workplace applications.

Let's check them out!

Zoho Mail

Book conference rooms from right within your mailbox

Is the idea of booking a conference room for a team meeting in the midst of your hectic schedule tiring you? Don't worry. You can now check the availability of conference rooms in your organization and book them straight from Zoho Mail.

Zoho Social inside Zoho Mail

How often do you miss the mentions of your brand in a tweet or forget to reply to a message on your twitter handle? To help with this situation, we've integrated Zoho Social right within Zoho Mail to keep you posted about your messages, mentions, and much more while assisting you in increasing productivity.

Cloning inside your mailbox setting!

Yes, you read that right. You can duplicate an existing filter to create a new one with few or more changes to it.

New font alert!

Zoho Mail now supports a new font: Zoho Puvi. Go to your System settings in Zoho Mail to try out the new font.

Email forwarding rules - For better email management

You can now set up Email forwarding rules in Zoho Mail Admin Console to manage the conditions to forward your organization's incoming emails. The configuration can be applied to the entire organization or to specified users.

Folder navigation made easy

At Zoho Mail, we always aim to make users' email experiences more organized and user-friendly in order to increase their productivity. With the folders drop-down menu on top of the email listing, folder navigation has been made easier while scrolling through the listing.

Folders

Mail logs view based on your choice

You can now customize the fields to be displayed in the Mail Logs section of Admin Reports.

Zoho Cliq

More customizable notifications

With the finer controls we have added to the notifications and sound settings in Cliq, you can now add custom notification sounds to reminders, group chat, and channel messages. This way, you can easily differentiate what message you've received from the notification sound.

Cliq notifications

We have also added separate desktop notification controls for these as well.

Desktop notifications

Zoho Connect

New and improved left-side menu

We've reimagined and redesigned the extended left-side menu of Zoho Connect with icons that give it a fresh, new-look and make navigation even easier. Be sure to check it out!

Zoho Meeting

Unified calling and messaging solution

You can now have a unified calling and messaging solution for customer-facing teams from our online meeting software. Access calls inside Zoho Meeting with the click of a button. Both admins and super admins can click on the Calls tab or the Dialer icon in Zoho Meeting to enable the integration.

File sharing in the midst of a meeting made easy

We've been working on a file-sharing feature for hosts and participants to share materials such as PDFs, PPTs, and videos during online meetings. While scheduling meetings, you can now attach materials from your computer, WorkDrive, or library.

Zoho Writer

Easily generate citations and bibliographies!

Zoho Writer allows you to add citations and bibliographies to list the research materials that you referred to create your paper or thesis. You can also copy, edit, and delete a citation.

Try out these new features and enhancements, then share your feedback in the comments!

Watch this space for regular updates and follow us on Twitter and Linkedin for tips and deets.

    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Zoho Workplace gets yet another security boost: The addition of Zoho Vault

                                                    Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost
                                                  • Updates in Zoho Workplace applications | Dec 2023

                                                    Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email
                                                  • Updates in Zoho Workplace applications | Oct and Nov 2023

                                                    Hello Workplace Community, We wish you all a Merry Christmas! 🎄 Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace. Let's take
                                                  • The month that was at Zoho Workplace | September 2023

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

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


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho 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

                                                                                                  • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                    so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                  • Problem viewing document imported from google drive.

                                                                                                    Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
                                                                                                  • Launch Blueprint or Workflow Automation via Zoho Dataprep Import

                                                                                                    Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance
                                                                                                  • Cross module filtering is now supported in CRM

                                                                                                    Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
                                                                                                  • Posibility to add Emoticons on the Email Subject of Templates

                                                                                                    Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                                                                                  • Status properties

                                                                                                    Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.
                                                                                                  • Bulk Delete Customer Contacts.

                                                                                                    Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.
                                                                                                  • Multiple domains for same username and password

                                                                                                    I've come across this situation the vault is currently suggessting the passwords autofill option by the domain. wondering whether is there any option to save one password for multiple domains since the microsoft login has two domains https://login.microsoftonline.com/
                                                                                                  • Introducing Bot Filtering for Accurate Email Campaign Analytics

                                                                                                    Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
                                                                                                  • Option to specify or disable "Idle" times in preferences

                                                                                                    It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
                                                                                                  • Lockable Due Dates

                                                                                                    Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?
                                                                                                  • in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance

                                                                                                  • Function #61: Automatically add free item to the invoice based on item quantity

                                                                                                    Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
                                                                                                  • Regarding GST Report Issue in Zoho Books

                                                                                                    Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
                                                                                                  • Multiple Salesperson against an invoice

                                                                                                    Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
                                                                                                  • Projectwise budget ---

                                                                                                    Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
                                                                                                  • Looking back at Zoho Social's 2024: Highlights and memories

                                                                                                    Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates
                                                                                                  • Building a Zoho Extension for Webex CC - Handling URL Changes

                                                                                                    Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything
                                                                                                  • Remove County field from Customer Address input screen (or allow input to be deleted)

                                                                                                    We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
                                                                                                  • Zoho still running very slow

                                                                                                    I have a lead log for my company and creator seems to be running extremely slow still.
                                                                                                  • Bigin API Token Request ("invalid_client")

                                                                                                    Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
                                                                                                  • Shared Dashboard / Report Permissions : Read not Write

                                                                                                    hi all, We are missing a huge fonctionnalite in setting up Dashboards (and reports) on corporate level.  Currently, we can not set Read Permissions on share Dashboards (and reports) without giving write access as well When we create a corporate dashboard
                                                                                                  • Profile stitching with Zoho Marketing Automation

                                                                                                    When it comes to marketing, knowing who your audience is and tracking their interactions is vital. That's why Zoho Marketing Automation has taken a significant leap forward with its enhanced profile stitching feature. With this update, you can track your
                                                                                                  • GDPR

                                                                                                    Hi , I'm checking out the HIPPA capabilities and at the moment I can see only three modules that can be selected to enable HIPPA Any idea how I can add additional modules such as customers? TNX David
                                                                                                  • default task list for new project

                                                                                                    Is there any way to have a default task list already created in a project, when the project is created in Zoho Books?
                                                                                                  • Record less quantity than ordered in ZOHO inventory

                                                                                                    Lets say I ordered 100 widgets from a Vendor. I have paid the Vendor month ago and just waiting for the product to ship. I have finally received the products but have only received 80 widgets. I see no way in ZOHO to only receive 80 widgets. ZOHO is forcing
                                                                                                  • Stripe payments via Books invoice link missing email - affects fraud detection

                                                                                                    Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more
                                                                                                  • Power of Automation: Automatically sync custom field data between two tasks.

                                                                                                    Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                  • 'View Invoice' button hyperlink taking to Google Business Maps listing

                                                                                                    The green "view invoice" button in my invoice emails is sending people to my Google maps business listing rather than the invoice. Both my clients and I are experiencing this as a new issue.
                                                                                                  • Migrating Zoho emails to Google Workspace

                                                                                                    Hi Is there a tool to migrate Zoho email to Google workspace?
                                                                                                  • Custom Functions - Calculate Commission - failure after migration from US to EU

                                                                                                    Hello, i would ask for help. My Custom Function - Calculate Commission stopped working and shows a failure. Mismatch of data type expression. Expected List but found String What is the problem? Could anyone help? Here is script: void automation.ObliczProwizje(Int
                                                                                                  • GoCardless Mandate Sync Question

                                                                                                    Hello, When syncing our customer database with GoCardless, some customers aren't working despite both email addresses matching in Zoho Books and GoCardless. Also what do we do about customers where they are associated with multiple accounts as these aren't
                                                                                                  • Create a draft in reply to an email via Emails API

                                                                                                    Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                                                                                  • Weekly Tips: Flags for an organized mailbox

                                                                                                    Wishing you all a Happy New Year 🎉 As we step into 2025, it's time to refocus and set our intentions for the year straight. Whether you're already back at work or just returning from the holidays, you probably have emails that need your immediate attention,
                                                                                                  • Edit line item amount

                                                                                                    It would be sooooo much better to be able to edit the line item amount in all of the modules, if there is any variation in agreed prices it's extremely painful to calculate the rate to match ;-( The rate could be auto calculated on editing this field making life so much easier !
                                                                                                  • Chanel Partner

                                                                                                    Any Zoho channel partner or dubai based company who will help us for getting zoho services including the training for our staff
                                                                                                  • Refer a Friend Campaign

                                                                                                    I am looking to run a referral campaign that sees an initial email going to existing clients, asking them to refer a friend. For each new client referred, the existing client will get a ticket in a prize draw - the more new clients they refer, the more tickets they get in the draw.  I am wanting to figure out how this could be done via Zoho, and how these referrals can be tracked and linked to the existing client who referred them.
                                                                                                  • Emails cannot be received

                                                                                                    Hey, There is an issue in my Zoho account, E-mails can be send from my side but cannot be received on my account MX, DCIM and other are added but still cant receive them. Please help me to solve this problem at your earliest convenience and this is happening
                                                                                                  • Newsletter in multiple languages

                                                                                                    Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
                                                                                                  • i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent

                                                                                                    i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent as recall button doesn't appear
                                                                                                  • Next Page