Updates in Zoho Workplace applications | Jan and Feb 2024

Updates in Zoho Workplace applications | Jan and Feb 2024

Dear Workplace Community,

Hope you're all doing good and staying safe. While we continue to provide you with a seamless solution for collaboration and communication within the organization, we at Zoho Workplace were coming up with quite a few new features and enhancements across all Workplace applications.

Let's take a look at the product wise updates for the month of January and February, 2024.

Zoho Mail

Enhancing email security - Zoho Mail now supports BIMI

Brand Indicators for Message Identification (BIMI) - adds an extra layer of security to your email communications. You can now display your organization's logos next to your emails in the recipient's inbox. This improves trust among recipients by providing a recognizable and legitimate representation of your organization and reducing the risk of potential phishing attempts. Recognizing legitimate emails becomes much easier with Zoho Mail.

Filter emails with no subject

Are you worried about managing incoming emails that lack subject lines? You can now filter such emails and define specific actions to be taken on these emails, such as moving them to a designated folder, marking them as spam, or deleting them altogether.

Unsubscribe from Shared Folders

Zoho Mail now offers you even more control over your inbox. Unsubscribe from folders you no longer want to be part of, freeing yourself from unnecessary emails or notifications from folders you're not actively engaged with. Focus on what truly matters to you.

Enhanced email management for Shared Mailboxes

Owner or the Moderator of a Shared Mailbox now have the option to delete emails within the group, providing enhanced control and efficiency in managing Shared Mailboxes.

Zoho Calendar

No more switching between applications

When you schedule an event in the CRM calendar from the Zoho Calendar,  you have the option to see the created event in Zoho CRM by selecting the 'View in CRM' option.

Export your calendar data whenever needed

Whether you're offline or aiming to transfer data to another account, Zoho Calendar allows you to export all calendars from the My Calendars section. You can also export Group Calendars that you've created or where you serve as a moderator, along with Shared calendars.

Introducing Zoho Calendar and Calendly sync

By using Calendly sync, you can easily manage both your Calendly and Zoho calendars from a single interface. This integration allows you to synchronize your Calendly calendar with your Zoho Calendar, enabling you to effortlessly view and manage your events from Zoho Calendar.

Zoho Meeting

Personal Meeting Rooms in Zoho Meeting

A personal meeting room is an ideal way to host private meetings and conversations with your colleagues, friends, and family. This secure, private space is only accessible through a unique link that is reserved for a particular user. The room is equipped with all the features of an online meeting, allowing you to collaborate with your guests in real-time.

Zoho Meeting Annotator

Zoho Meeting's annotator will help you add notes, comments, draw shapes, or highlight parts of your screen while screen sharing. You can now effortlessly add annotations and engage more during your screen sharing sessions.

Zoho Cliq

Video effects in video messages

Video messages now support background effects and video filters, enhancing the quality of your messages.

Send button in the composer

You can now activate the send button in the chat composer, altering the way you send messages. Once enabled, you can send messages by clicking the button or using the "shift+enter" keyboard shortcut, as the enter key will create a new line in the chat composer.

Bulk import upgrades

We have enhanced the capabilities for admins, allowing bulk imports of users along with their data, such as designation and department, in addition to their names and email addresses.

Additionally, you can now conduct bulk imports of departments and designations as well.

Mention restriction configuration

As an admin, you get a new configuration option to limit users from mentioning individuals who are not part of the group chat or channel.

Default Channel Permissions

As an organization admin, you can adjust the default permissions of different channels (organization, team, personal, external) upon creation, giving you more control over how they function right from the start. Additionally, you can enforce specific permissions to be mandatory, ensuring that even channel admins cannot alter them. For instance, you can mandate that only admins have the authority to add users to an external channel.

Network performance in calls/meetings

Monitor your network performance during calls and meetings through the network performance monitor in the call settings. With an easy-to-understand score, you will know if your network is causing lags.

Enhanced security for webhook tokens

We have added an extra layer of security for your webhook tokens with Two-Factor Authentication (TFA). You will need to authenticate to view or create webhook tokens, ensuring only authorized access.

Global search update: Widgets

If you're looking for widgets, type their names into the global search bar at the top of your Zoho Cliq screen, and you will find them in no time.

Zoho Connect

Improved file-sharing capabilities in Connect

You can attach and share more files in your posts as we now support an even wider range of file formats, including audio and video.

Zoho Analytics integration : Study your data insights- Beta

Sync and explore your Zoho Connect data with the help of the Zoho Analytics integration. Get data visualization to make better informed decisions.

Track your Zoho Calendar events on dashboard

Add this event widget to your dashboard to stay updated with your Zoho Calendar events, so that you won't miss your schedules.

Optimize your workflow with saved task filters

Now, you can create and share personalized saved filters in Tasks to help you improve your task management and productivity.

Zoho Writer

Post your documents to WordPress.org from Zoho Writer

Easily publish Zoho Writer documents to your self-hosted WordPress.org site without depending on JetPack plugin.

Try out your hands on these features and enhancements! Feel free to post your suggestion and feedback in the comments.

Follow us on X, LinkedIn and Instagram for regular updates.

    Access your files securely from anywhere

          Zoho FSM Video Tutorials


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






                                      Zoho Developer Community




                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts





                                                                      Manage your brands on social media



                                                                            Zoho TeamInbox Resources



                                                                                Zoho CRM Plus Resources

                                                                                  Zoho Books Resources


                                                                                    Zoho Billing Resources

                                                                                      Zoho Projects Resources


                                                                                        Zoho Sprints Resources


                                                                                          Qntrl Resources


                                                                                            Zoho Creator Resources



                                                                                                Zoho CRM Resources

                                                                                                • CRM Community Learning Series

                                                                                                  CRM Community Learning Series


                                                                                                • Kaizen

                                                                                                  Kaizen

                                                                                                • Functions

                                                                                                  Functions

                                                                                                • Meetups

                                                                                                  Meetups

                                                                                                • Kbase

                                                                                                  Kbase

                                                                                                • Resources

                                                                                                  Resources

                                                                                                • Digest

                                                                                                  Digest

                                                                                                • CRM Marketplace

                                                                                                  CRM Marketplace

                                                                                                • MVP Corner

                                                                                                  MVP Corner






                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now


                                                                                                      Zoho Show Resources

                                                                                                        Zoho Writer

                                                                                                        Get Started. Write Away!

                                                                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                                                          Zoho CRM コンテンツ


                                                                                                            Nederlandse Hulpbronnen


                                                                                                                ご検討中の方





                                                                                                                          • Recent Topics

                                                                                                                          • information on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.

                                                                                                                            Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advance
                                                                                                                          • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                            Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                                          • zoho stream web notifications

                                                                                                                            since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.
                                                                                                                          • New in Zoho CRM: Pre-fill Public Forms with CRM Data

                                                                                                                            Public forms just got more flexible! With the new Pre-fill Public Forms with CRM Data option in the Zoho Forms integration, people filling out your public forms can search for a CRM record, select the right one, and have the form automatically populate
                                                                                                                          • HEIC File Type Viewer

                                                                                                                            Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
                                                                                                                          • Zoho Books | Product updates | October 2026

                                                                                                                            Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
                                                                                                                          • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

                                                                                                                            I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
                                                                                                                          • print preview

                                                                                                                            We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?
                                                                                                                          • Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

                                                                                                                            I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
                                                                                                                          • Connection into Cliq?

                                                                                                                            I have the SalesIQ chat widget on my site using the Zohobot but I'm not always on and my employees don't keep it open all the time. We do have Cliq open all the time though so I'd love a way to manage those discussions directly in Cliq as they come in.
                                                                                                                          • Kaizen #264 - Using zoho-crm Skill to Write Functions

                                                                                                                            Hello CRM wizards, Welcome back to another week of Kaizen. In our previous Kaizens, we explored how the zoho-crm skill can assist you across various Zoho CRM developer tools. This time, let us see how it can help you write Deluge Functions, from simple
                                                                                                                          • Edit Pinned Comments in Zoho Desk

                                                                                                                            It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
                                                                                                                          • Recover accidentally deleted mail account

                                                                                                                            Email account was accidentally deleted from admin console. 
                                                                                                                          • mail sent to gmail goes directly to spam

                                                                                                                            Hi TKIM and SPF are configured and verified. E-mails coming from zoho to my personal gmail account are going directly to the spam folder. How can I solve this? I can send you guys the headers privately if you need to.
                                                                                                                          • Shopify Integration: How do I change the default Unit of Measure from KG to PCS

                                                                                                                            For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.
                                                                                                                          • flexible subscription plan

                                                                                                                            Greetings! We currently have 5 Standard plans, but would like to add 5 mail-lite one just to receive emails (do not need other business features or storage. As Super Admin, I tried to do that my self but didnt see the option on your sales platform. Please
                                                                                                                          • mail

                                                                                                                            We want our tracked links in campaign and journey emails to use our own domain instead of the shared maillist-manage.net domain. We have already created the CNAME links.rexven.com → customer-campaign.zoho.com (DNS only). Does our plan support a custom
                                                                                                                          • Useless support and impossible to add users for whom I paid for

                                                                                                                            Over a week ago i signed up for 5 emails addresses and 10GB, and so far I only have 1 email working, no access to the dashboard. Remote connection with "support"....useless Screen grabs sent to "support" useless Messages to "support"... now not answering
                                                                                                                          • Mr

                                                                                                                            can't access my email
                                                                                                                          • Reduce Mail Lite Renewal from 2 licenses to 1

                                                                                                                            Hello Zoho Support, I have a Mail Lite 5GB subscription with 2 licenses. have deleted the unused user, and now only 1 user/license is being used. My subscription is due for renewal, but the renewal page still shows 2 licenses and does not give me an option
                                                                                                                          • Adding additional records dynamically to a subset of fields

                                                                                                                            I'm trying to create a service ticket layout which will be passed to a Creator application for Field Service Management (FSM) purposes. We need to be able to define a specific subset of service product fields such as "Service Product", "Service Product Serial Number", "Service Product Warranty End Date" and "Service Product Current Warranty Status". We may need to record more than one of these subsets, in case the customer has more than one product which has to be serviced on their site. It seems
                                                                                                                          • Push error with Zoho Books and Zoho CRM

                                                                                                                            I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.
                                                                                                                          • Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

                                                                                                                            Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
                                                                                                                          • {"code":57,"message":"You are not authorized to perform this operation"}

                                                                                                                            In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token
                                                                                                                          • Allow widgets to be placed between native sections in the Ticket Properties panel

                                                                                                                            One of our biggest frustrations with the Tickets module is how rigid the Ticket Properties panel is. Every section there is built only from native Zoho Desk fields. We can add sections, rearrange fields, and pick layouts, but we can’t put anything custom
                                                                                                                          • #13 Understanding Your Zoho Invoice Limits

                                                                                                                            Ravi's busiest month was also the month his invoicing stopped working. He had been using Zoho Invoice comfortably for months. Then, just when business picked up, he hit a limit he hadn't expected. The problem wasn't that he had missed a payment or forgotten
                                                                                                                          • Map Dependency Upgrades in Zoho CRM

                                                                                                                            Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across
                                                                                                                          • How to Allocate Incoming Purchase Stock to Specific Sales Orders in Zoho Inventory?

                                                                                                                            Hi all, We are using Zoho One Enterprise and need guidance on managing sales order–wise allocation of incoming stock in Zoho Inventory. Our workflow is: A customer order is received, and the Sales Order is confirmed. The sales team immediately creates
                                                                                                                          • How to disable automatic ticket closure emails for specific outgoing communications?

                                                                                                                            Is there a way to disable the automatic "Ticket Closed" email notification for specific tickets or outgoing emails? Currently, every time we send an email to a customer, the system automatically sends a "Ticket Created" email, followed by a "Ticket Closed"
                                                                                                                          • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

                                                                                                                            Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
                                                                                                                          • What's new in Zoho Workplace | September 2026

                                                                                                                            Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in September. Zoho Mail Compose Options Across Templates You can now use the Undo, Redo, and New List options
                                                                                                                          • Unable to export reports despite enabled report export permissions

                                                                                                                            Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
                                                                                                                          • What does "Tickets for Review" do?

                                                                                                                            What is the purpose of the va nilla view " Tickets for Review?"
                                                                                                                          • Set department automatically for incoming calls

                                                                                                                            Is it possible, when receiving an incoming call through Zoho Desk (using Twilio integration), for the department to be auto-selected based on the phone line being called? Currently, we have to manually select the department from the dropdown menu when
                                                                                                                          • Zoho Desk training for administrators in EU and US region

                                                                                                                            Hello Everyone, Get ready for the certified Virtual Classroom training for our Zoho Desk users in Europe and the US. Our in-house Zoho Desk expert, @Dheeraj | Zoho Desk, will conduct the virtual classroom training. This training focuses on simplifying
                                                                                                                          • Support Plan: Recuring Issue

                                                                                                                            Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to
                                                                                                                          • Webinar de Zoho People: tecnología para RR. HH.

                                                                                                                            ¿Y si RR. HH. pudiera estar tan conectado con el negocio como el resto de tu organización? La gestión de personas está evolucionando, y los departamentos de Recursos Humanos necesitan herramientas que les permitan ir más allá de las tareas administrativas
                                                                                                                          • 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
                                                                                                                          • WhatsApp in Zoho CRM Plus: inbound works, every outbound message fails with crm.bm.msg.failed.undefined since Oct 14 (business stopped)

                                                                                                                            Hello Zoho team and community, We are Roxo Inc, a Zoho CRM Plus customer in Florida. WhatsApp is our main sales and support channel, and since October 14, 11:11 AM EDT we cannot send any WhatsApp message from Zoho CRM. We are facing a large drop in sales
                                                                                                                          • Pushover Notification Module

                                                                                                                            Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable
                                                                                                                          • Next Page