Updates in Zoho Workplace applications | Oct and Nov 2023

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 a quick look at them.

Zoho Mail

Mail Reading Formats: Plain & Rich Text

In Zoho Mail, it is now possible to read emails in the preferred mode of your choice. Enabling Plain or Rich text mode from the Mail View Options within settings allows you to choose between a visually enhanced and formatted text or a simple, unformatted text format to read your emails.

Send personalized Out-of-Office messages for internal and external contacts

You can now set distinct Out-of-Office replies to senders within your organization and those outside it. Manage your professional communications effectively, ensuring that your messages are not only automated but also finely tuned to the expectations of both internal and external audiences.

Admin Configured Out-of-Office response for internal and external senders

Now, administrators can also configure distinct Out-of-Office responses for emails from senders within the organization and external senders, ensuring that both internal and external contacts receive responses crafted to their respective needs and contexts.

Users can create email-enabled Groups with admin approval

Organizations users now have the option to create a group as an email-enabled group directly from their group management page if the admin has granted permission through the admin console.

Add email event invitations to Zoho CRM Calendar

You can now choose to add event invitations from your emails directly to the Zoho CRM Calendar instead of the Zoho Calendar for more efficient and consolidated management of your business events or activities related to customer relationship management.

New DRE Gallery function alert!

Now, our gallery of pre-defined DRE functions has a new addition, bringing even more flexibility to manage your inbox. A pre-written script to automatically add attachments from an email to CRM when the sender is listed as a CRM lead or contact is added to the Gallery function.

Associate Contact card to your email signatures

No more copying and pasting your contact information repeatedly. You can now include contact cards directly into your email signature. Recipients can easily save your contact details directly from your signature, eliminating the hassle of manual entry. It's a one-time setup for a lasting impact on every email you send.

Seamless language translation for your emails

No need to worry about missing out on important information or struggling to understand emails in different languages. In Zoho Mail, you can now translate all your emails to your preferred language. Enhance your email communication experience, fostering global collaboration and ensuring that language diversity is no longer a barrier to effective communication.

Admins can now recall sent emails

No more worrying about emails sent by mistake. Admins can now recall emails sent by users within the organization. This ensures that any unintended or erroneous messages are swiftly corrected, providing enhanced control and flexibility over email communications.

Shared Mailbox support in email Retention and Backup

In Admin Console, the ability to retain, backup, or recover emails now extends to shared mailboxes. Administrators can now have the same level of control and security for shared mailboxes as they have for individual user accounts and make sure that critical data is protected and accessible when needed, even for collaborative spaces within Zoho Mail.

Zoho Calendar

Audio Meeting or Video Meeting - Pick your style

With the Zoho Meeting integration, you can now choose to create either audio or video conferencing while scheduling an event. When Zoho Meeting is selected as a Conference option, a meeting will be set up in Zoho Meeting and the conference link will be emailed to the attendees.

Zoho WorkDrive

Video and audio preview enhancements

We have enhanced video and audio previews by adding sneak forward (Shift+Right arrow) and sneak backward (Shift+Left arrow) options. We have also introduced shortcut options for muting/unmuting (M), entering/exiting full-screen mode (F), and playing/pausing your content (space bar).

Additionally, we have introduced picture-in-picture (PIP) support for video files.

Experience WorkDrive in your preferred Indian language

India's rich linguistic diversity is now fully accommodated by WorkDrive. No matter which region you're from or which language you speak, WorkDrive is here to support your collaboration and document management needs.

We have expanded our language support to include all 22 official Indian languages. This means that you can now access and interact with WorkDrive in your preferred Indian language for a more convenient and user-friendly experience.

Locate files quickly with our recent search enhancements

Search enhancement
  • Streamlined search: We've enabled quick search options to help you find files in your My Folder, Team Folder, Org Folder, and any other specific subfolder.
  • Save search: You can now save search keywords along with the applied filters, making the process of generating future search results effortless.
  • Recent search listings: Your recent searches are now at your fingertips within the search UI. Quickly access them to find the information you need.

Zoho Cliq

Enhancements in Admin Panel

  • eDiscovery and data retention: Retrieve and clean up your organization’s data and assets with eDiscovery and data retention policies. These are necessary for compliance audits, lawsuits, and intellectual property theft, as you can quickly locate and provide the required supporting evidence.
  • Audit trails: Get a snapshot of all user activities across chats and channels at a glance and maintain a record of all critical actions performed by specific users across different modules.
  • Usage reports: Measure adoption rates and the hours spent on different modules. Admins can get a clear picture of the organization's interactions and how everyone uses Cliq.
  • Media IP versioning: With this new tool, you can track which of Cliq's media servers are whitelisted within your organization's network. This ensures continuous and seamless connectivity in your calls and meetings.
  • Status configuration across the organization: Manage your organization's status configurations by customizing the text, setting time limits for each status, and availability of custom statuses.
  • Centralized management for your channels:  Get better control over every channel within your organization by performing detailed actions like changing channel admins, adding or removing participants, and adjusting the roles available to a channel admin from a single centralized location.

AI advancements

  • Meeting summary & action items: Effortlessly review discussions with AI-generated meeting transcripts, pinpointing critical details and follow-up tasks for actionable insights.
  • Unread message summary: Missed a group chat and overwhelmed by hundreds of unread messages? Now generate message summaries to quickly catch up on what is going on.
  • Writing assistant: Receive support in composing messages with tone analysis and grammar correction while also gaining additional insights about your texts from our AI, Zia. Explore details like writing quality, word count, and readability for a comprehensive writing experience.

Updates in the Collaboration corner

  • Auto response: Set an auto-response in Cliq to keep your colleagues informed of your unavailability and return time with the out-of-office responder.
  • Pin multiple messages: Effortlessly pin multiple important messages in a chat to ensure essential information remains at the forefront.

Channel permission to close threads

With our latest addition to channel permissions, you can efficiently designate who can close threads, offering improved control over your channel's discussions.

Zoho Meeting

Import webinar registrants with a CSV

Streamline your webinar registration process by uploading a CSV file containing attendee names and emails. You can effortlessly import your webinar registrations, saving time and simplifying the process. To import registrations, navigate to the registrations tab of the scheduled webinar and click Import CSV in the top right corner.

End of session notification

With the end-of-session notification, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when and how many times you'd like to be reminded about the scheduled end time. This can be customized under the Meeting settings.

Zoho Writer

Visualize, summarize, and transform data in mail merge templates

Display data exactly the way you want and highlight key insights with group by and aggregate in Zoho Writer's mail merge templates.

Zoho Sheet

Create and share bulk spreadsheets seamlessly using Merge Templates

Do you spend hours drafting new records and copy-pasting data from other sources? You can efficiently create and share bulk data records with the Merge Template in Zoho Sheet.
Merge template

Zoho Connect

Get instant reminders for live broadcasts

With the convenience of reminders, you can get notified about live broadcasts to help you plan your participation effectively.

Boost task activity with the fun Arcade feature

Get points for performing certain task activities. From creating a task to changing the task status, earn points for your active participation on the board.

Get detailed insights on your posts

Understand user sentiment and interaction on your posts, such as views, comments, and reactions to help you keep track of your post-related engagement at all times.

Do try out the features, enhancements and let us know your feedback and suggestions in the comments section given below.

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

    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

                                                                                                  • Add Feature To Hide Plugin Sections On Record View

                                                                                                    Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
                                                                                                  • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

                                                                                                    Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
                                                                                                  • fetch records from analytics table from creator

                                                                                                    I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke
                                                                                                  • Ability to Change Custom View After Cadence Creation

                                                                                                    Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
                                                                                                  • Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

                                                                                                    Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and
                                                                                                  • Note not being pulled for other modules in email template

                                                                                                    Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate
                                                                                                  • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

                                                                                                    We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
                                                                                                  • Pick list - Cannot save list "Special Characters not Allowed" error message

                                                                                                    Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like:  Industry - Prepared Food Is the simple dash a special character too? Jan
                                                                                                  • Making the Resolution Tab Mandatory

                                                                                                    Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
                                                                                                  • Is this possible with Campaigns?

                                                                                                    My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
                                                                                                  • Notificación de cumpleaños

                                                                                                    Hola: Se puede enviar alguna alerta de felicitación al personal que cumple años, que se dispare solo? Si existe como se puede hacer? Saludos
                                                                                                  • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

                                                                                                    Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,
                                                                                                  • Callback URLs

                                                                                                    I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middleware
                                                                                                  • Email signature not being included if user creates ticket / sends email

                                                                                                    When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie
                                                                                                  • Zoho Notebook window ignores taskbar

                                                                                                    When maximized to full screen, the Zoho Notebook window ignores the presence of the taskbar and overlaps it. What could be the problem? Linux Mint 22 Cinnamon. Zoho Notebook 3.2.0
                                                                                                  • URL for job opening

                                                                                                    I would like to ask you to add this feature to the product: create an unique url for each job opening on Zoho Recruit, so that I can add a link to it when I post the opportunity in a mailing list or on a forum.
                                                                                                  • Document images

                                                                                                    We used to be able to rotate the images but this has now been removed ???
                                                                                                  • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

                                                                                                    Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
                                                                                                  • One license but several mailboxes for one person

                                                                                                    Hello, I am interested in getting a Zoho One license. Unfortunately, there is one major issue with the pricing. I am only one person using the Zoho apps. I plan to use them as individual entrepreneur. Although I need several mailboxes in Zoho mail for
                                                                                                  • Involved account types are not applicable when create journals

                                                                                                    { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
                                                                                                  • KB Templates

                                                                                                    * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
                                                                                                  • Zoho CRM Reports Module on Mobil App

                                                                                                    I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
                                                                                                  • Zoho Projects Android app update - List view enhancement

                                                                                                    Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,
                                                                                                  • On the US Data Centre rather than the UK but dont know how to migrate it

                                                                                                    We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round
                                                                                                  • Zoho Sheet Custom function column showing Error #EVAL!

                                                                                                    Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,
                                                                                                  • Create Your Own Issue Management System

                                                                                                    Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
                                                                                                  • Resource utlisation

                                                                                                    Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.
                                                                                                  • Ask the experts - A live Q & A discussion on Zoho Recruit

                                                                                                    We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
                                                                                                  • Bug - OTP (email) and No Duplicates

                                                                                                    Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
                                                                                                  • Personal Facebook page posting instead of Business Page

                                                                                                    I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?
                                                                                                  • Recording depreciation of fixed assets as a percentage of residual value

                                                                                                    In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
                                                                                                  • Function #28: Automatically calculate Customer Loyalty points

                                                                                                    Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
                                                                                                  • Function #6: Calculate Commissions for paid invoices

                                                                                                    Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
                                                                                                  • How to Add Product SKU in Invoice?

                                                                                                    How to Add Product SKU in Invoice?
                                                                                                  • Tracking movement between departments

                                                                                                    I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets
                                                                                                  • Zoho CRM Calendar View

                                                                                                    Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
                                                                                                  • Call transcrition working for ringcentral?

                                                                                                    I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
                                                                                                  • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

                                                                                                    What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
                                                                                                  • WhatsApp and Zoho Creator Integration

                                                                                                    How we have integrate WhatsApp App with Zoho Creator without using external application ?
                                                                                                  • Improve Creator Calendar Report

                                                                                                    Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just
                                                                                                  • Next Page