🚀 Zoho WorkDrive 6.0 (Phase 1) Features Updates and Enhancements

🚀 Zoho WorkDrive 6.0 (Phase 1) Features Updates and Enhancements

Hello, everyone!

WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security, and serve as the unified content hub across all Zoho applications.


WorkDrive 5.0 marked a major leap forward with Data Loss Prevention (DLP) policies, AI capabilities, advanced sharing controls, and automated Workflows, redefining the way teams collaborate and manage information.

Now, with WorkDrive 6.0, we are introducing the next set of intelligence and control to your workspace. From AI-powered content discovery to enhanced administrative tools and improved accessibility, this release empowers teams to work smarter, collaborate seamlessly, and manage data with greater security and confidence.

Let’s dive into what’s new!



Content Intelligence

Ask Questions on Files: Let Zia Find Answers Hidden in Your Files (Beta)

Finding specific details inside lengthy documents can often be time-consuming. With Zia, you no longer need to scroll through pages or use keyword searches to locate what you need. You can now ask questions directly within your files and get instant answers drawn from the file’s content.

Open any supported file in Preview mode, click the Zia icon in the right pane, and select Ask questions from this file. Type your query, such as “List the sales numbers from this report”, and Zia will display the exact answer along with the relevant context.

Learn more about asking questions on files using Zia

Info
  1. Supported plans: Business plan and Zoho One bundle.
  2. Available for users in the US, IN, and EU data centers only.



Zoho WorkDrive + Zoho MCP: Turn Prompts into Actions with Zoho MCP
 (Early Access)

Zoho WorkDrive is now integrated with Zoho MCP (Model Context Protocol), a new service that connects your apps and AI agents to automate complex workflows with a single prompt. By setting up your MCP server, you can link WorkDrive with more than 950 Zoho and third-party applications, allowing AI agents like Claude, OpenAI, Copilot, or Cursor to perform multi-step actions across apps.

Once configured, Zoho MCP enables AI agents to understand context and execute multi-step actions automatically.

For example, by typing a prompt like:

"Move ‘Finalised Presentation.ppt’ to the Approved Presentations folder in WorkDrive and share it with {user_email} with a natural language message."

Your agent will move the file to the specified folder in WorkDrive, share it with the intended recipient, and include a natural language message, all triggered by a single instruction. No manual steps, no app switching, and no coding required.

Learn more about Zoho MCP + WorkDrive integration


File Suggestions: Find Files Faster with AI-Powered Recommendations (Beta)

Employees often spend a significant part of their workweek searching for the right files. File Suggestions helps reduce that effort by anticipating what you need and surfacing the most relevant files instantly.

The feature studies your activity patterns, access history, and team interactions to recommend files you have recently accessed, frequently worked on, or commonly use, along with files your team engages with regularly. You can explore all these smart recommendations anytime from the File Suggestions tab in the left panel.

Learn more about File suggestions

InfoSupported plans: All paid plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles.


Media Content Summarization: Get Instant Insights from Audio and Video Files

WorkDrive’s File Summarization now goes beyond documents, spreadsheets, images, and presentations to include audio and video files. With this enhancement, Zia can automatically transcribe and summarize media content, giving you quick insights without the need to replay lengthy recordings.

Learn more about File summarization using Zia


Automation

Automation in WorkDrive 6.0 focuses on extending workflows beyond internal teams and enabling deeper integrations.

Workflows: External User Support

WorkDrive Workflows now support external users, making it easier to collaborate on structured processes with clients, vendors, or partners outside your organization. You can now assign tasks such as reviews or approvals to external participants directly within a workflow, ensuring seamless coordination across teams. Earlier, workflows were limited to internal team members.

Along with this update, client users can now trigger automatic workflows. Previously, they could only start manual workflows and perform transitions.

Learn more about Workflows

InfoSupported plans: Business plan and Zoho One bundle.

Workflows: Now Smarter with Custom Functions and Connections

WorkDrive Workflows just got more powerful. You can now automate advanced business processes using Custom Functions and Connections, enabling deeper integrations and smarter automation across your organization. Move beyond standard actions like share, copy, or move, and tailor workflows to match your team’s unique processes.

With Custom Functions, you can build and run scripts using the Deluge scripting language to handle complex actions or link WorkDrive workflows to other Zoho and third-party applications. Connections make this integration seamless by using secure OAuth 2.0 authentication, allowing your workflows to access external APIs without manual token setup. Together, they help you streamline data exchange, reduce manual effort, and keep your workflows synchronized.

Learn more about Connections and Custom Functions

InfoSupported plans: Business plan and Zoho One bundle.



Accessibility Controls

Making Zoho WorkDrive Work for Everyone: More Accessible, More Inclusive

The new Accessibility Controls in Zoho WorkDrive are designed to make the platform easier and more comfortable for everyone. Whether you prefer larger text, higher contrast, or keyboard navigation, WorkDrive now lets you personalize your workspace to match your needs. These updates improve readability, focus, and ease of navigation for all users, including those with vision, mobility, or learning challenges.

WorkDrive is also optimized for assistive technologies such as screen readers, offering better navigation, clearer labels, and a smoother user experience. With these features, WorkDrive becomes more inclusive and adaptable, giving every user the freedom to work their way.

Alongside these improvements, we are advancing toward full compliance with WCAG 2.0, 2.1, and 2.2 (A & AA levels). This ongoing effort reflects our commitment to creating a platform that is accessible, usable, and welcoming to all users, regardless of ability or environment.

Learn more about Accessibility Controls


WorkDrive Desktop App now Available for Linux Users

We’re extending WorkDrive TrueSync support to Linux OS, joining Windows and macOS. Linux users can now enjoy the same seamless experience of accessing WorkDrive files directly from their desktop.

The WorkDrive TrueSync app creates a virtual drive of your WorkDrive account, allowing you to browse, open, and manage files without downloading them. This helps you save computer storage while keeping your data easily accessible.

Simply get started by downloading and installing the WorkDrive TrueSync app for Linux OS: Download Link

Learn more about WorkDrive TrueSync for Linux OS


Feature Updates & Enhancements

Customize File Listings: Add Columns and Sort Your Way

WorkDrive now lets you customize your file listing view by adding multiple columns and sorting files based on your preference. Choose the information you want to see, such as file owner, last modified date, file size, or type, and arrange it in a way that works best for you.

Whether you are scanning large folders or comparing multiple files, customized listings help you view relevant details faster and stay organized. Column customization is supported in List and Compact views, giving you a cleaner and more structured way to manage files every day.

Learn more about customizing file listings


Set Expiry Dates for Direct Shares

Expiry dates aren’t limited to External Share Links or Download Links anymore. You can now set an expiration date when sharing files directly via email, giving you tighter control over how long recipients can access your content. Once the expiry date is reached, access is automatically removed—keeping shared files secure and time-bound.

Learn more about sharing files and folders in WorkDrive


Archive Team Folders: Put Inactive Team Folders on Pause

You can now archive Team Folders that are no longer in active use but may be needed later. Archiving helps teams keep their workspace organized without losing access to important data. Once a Team Folder is archived, no users can access its files or folders, but all data, structure, and sharing permissions remain intact.

Learn more about archiving Team Folders


Mark as Final: Finalize, Lock, and Protect Your Work

The Mark as Final feature helps you indicate that a file has reached its final or approved version. Once applied, the file becomes read-only for all users, ensuring no accidental edits or changes are made.

Learn more about Marking a File as Final


Version History in File Preview: View and Manage File Versions Instantly

WorkDrive now offers a more intuitive way to view and manage file versions. With the Enhanced Version History update, users can preview all file versions directly within the preview window, making it easier to compare, review, and manage versions without leaving the page. You can seamlessly switch between different versions and keep track of changes in real time.

Learn more about version listing in file preview


Embed Code Customizations: Personalize How You Share Content

WorkDrive’s Embed Code Customizations give you more control over how files, folders, and videos appear when shared on external platforms like websites, blogs, or portals. You can now adjust the size, layout, theme color, and appearance of embedded content, and even configure playback options for videos such as auto-play, looping, or hiding controls.

Learn more about Embed Code Customizations


Upload Options: Skip Duplicate Files

Zoho WorkDrive automatically detects files with the same name and extension during uploads. You can now choose how to handle such files. Update the existing file with the latest version, keep both files as separate copies, or skip the upload altogether. This helps prevent accidental overwrites, reduces confusion, and keeps your workspace organized.


Manage Large files in My Folders

Large files like videos, design assets, and heavy presentations can quickly fill up your WorkDrive storage. The new Large File Listing view in My Folders makes it easy to find and manage these space-consuming files in one place. Review your largest files, decide what to keep or remove, and clean up older versions to free up valuable storage.

Learn more about optimizing storage space in My Folders


Administration and Data Security

Data Loss Prevention: Smarter Data Protection with Enhanced DLP Rules

WorkDrive’s Data Loss Prevention (DLP) feature already helps organizations prevent unauthorized access, sharing, or misuse of confidential files through automatic detection and classification. With this update, WorkDrive’s DLP policies offer new ways to define smarter, more precise detection rules:

  • Multi-keyword identifiers: You can now select Multi-keyword Identifier as a rule type and include multiple related terms within a single rule, separated by commas.

  • Regex-based identifiers: Create advanced detection rules using regular expressions (regex) to identify structured data patterns.

  • Sensitive Content Identifiers: WorkDrive can now identify PHI (Protected Health Information) data such as patient IDs, medical record numbers, and insurance policy details, supporting compliance in healthcare and related sectors.

Learn more about enhanced DLP rules in WorkDrive

InfoSupported plans: Business plan and Zoho One bundle.


Data Templates and Custom Fields: More Flexibility and Control

WorkDrive’s Data Templates make it easier to organize, classify, and retrieve business data stored across files and folders. With this update, we’re introducing key enhancements that bring more flexibility, discoverability, and administrative control to your workspace.

What's New:

  • Control access to data templates by associating specific members or groups. Only the specified members or groups can associate these data templates.

  • Each team can now create more than 1,000 custom fields and mark up to 1,000 of them as searchable.

Learn more about data templates and custom fields


InfoSupported plans: Business plan and Zoho One bundle.


Manage Large Files: Optimize your team's storage

Similar to the Large File view in My Folders, the new Large File Listing in the Admin Console helps you easily identify and manage space-consuming files across your team from a single location.

As an admin, you can review your team’s largest files, decide what to retain or remove, and clean up older versions to free up valuable storage. Learn how to optimize your team's storage

InfoSupported plans: Business plan and Zoho One bundle.


View Preferences

Ensure a consistent viewing experience across your team. As a team admin, you can set:

  • Default folder view for your team: Set the preferred layout (List, Thumbnail, or Compact) for all users.

  • Default right panel view for file preview: Choose what displays by default in the right panel when files are previewed (Only Preview, File Details, Comments, or Data Templates).

Learn more about setting view preferences


Edit Permissions for Non-Zoho Formats

Team admins can enable or restrict editing of non-Zoho file formats using Zoho Editors, giving organizations complete control over how files are edited within WorkDrive.

Learn more about editing non-Zoho formats using Zoho Office Suite apps


External Share Link (User Info Collection)

Admins can define default user information requirements for external share links to enhance access tracking and security. When enabled, external users must provide details such as name, email address, or phone number before accessing shared files or folders.

Note: The setting is applied by default to all new external share links. Users may customize or disable the requirement during link creation, based on sharing preferences.

Learn more about enabling user info collection for external share links


Redesigned Admin Dashboard

Apart from these controls, we’ve also redesigned the Admin Dashboard to give admins clearer visibility into plan details, storage usage, and key activity insights. You’ll receive automatic storage alerts as capacity nears its limit, helping you stay ahead of potential disruptions and keep your team working without interruption.



Explore and share feedback

From AI-powered insights to refined admin controls, WorkDrive 6.0 brings meaningful upgrades designed to boost productivity and simplify teamwork. Try the new features and share your thoughts as you explore the platform.

Team Zoho WorkDrive 💙


    Access your files securely from anywhere


          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



                                                                • Sticky Posts

                                                                • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

                                                                  Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered
                                                                • Support for auto-upgrade in TrueSync (for Windows)

                                                                  WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported
                                                                • WorkDrive API Documentation

                                                                  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
                                                                • March 15, 2023: Zoho Docs is discontinued

                                                                  As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration
                                                                • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

                                                                  Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement


                                                                Manage your brands on social media



                                                                      Zoho TeamInbox Resources



                                                                          Zoho CRM Plus Resources

                                                                            Zoho Books Resources


                                                                              Zoho Subscriptions Resources

                                                                                Zoho Projects Resources


                                                                                  Zoho Sprints Resources


                                                                                    Qntrl Resources


                                                                                      Zoho Creator Resources



                                                                                          Zoho CRM Resources

                                                                                          • CRM Community Learning Series

                                                                                            CRM Community Learning Series


                                                                                          • Kaizen

                                                                                            Kaizen

                                                                                          • Functions

                                                                                            Functions

                                                                                          • Meetups

                                                                                            Meetups

                                                                                          • Kbase

                                                                                            Kbase

                                                                                          • Resources

                                                                                            Resources

                                                                                          • Digest

                                                                                            Digest

                                                                                          • CRM Marketplace

                                                                                            CRM Marketplace

                                                                                          • MVP Corner

                                                                                            MVP Corner









                                                                                              Design. Discuss. Deliver.

                                                                                              Create visually engaging stories with Zoho Show.

                                                                                              Get Started Now


                                                                                                Zoho Show Resources

                                                                                                  Zoho Writer

                                                                                                  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

                                                                                                                    • SalesIQ's Summer '26 Release: For The Moments That Matter

                                                                                                                      Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
                                                                                                                    • Cannot deploy digital employee-

                                                                                                                      I followed the guide here https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/operators/articles/zia-agents-in-zoho-salesiq#Supported_SalesIQ_Tools but no matter how many times I try I cannot for the love of god make it work I get this error
                                                                                                                    • Displaying only unread tickets in ticket view

                                                                                                                      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                                                                                                    • 【受付開始】Zoholics Japan 2026 開催のご案内

                                                                                                                      Zoho が年に一度開催するユーザー向けイベント「Zoholics」。 今年は 「AI-Powered DX with Zoho」 をテーマに、2026年9月25日(金)に 東京駅直結の会場とオンラインのハイブリッド形式で開催します。 今すぐ申し込む AIの活用が加速する今、業務効率化やDX推進に取り組む企業にとって、 「どのようにAIを業務へ取り入れ、成果につなげるか」が重要なテーマとなっています。 Zoholicsでは、Zohoの最新AI機能や製品アップデートに加え、実際の活用事例や業務改善のヒントをご紹介します。
                                                                                                                    • Print checks for owner's draw

                                                                                                                      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
                                                                                                                    • Reconciliation: don't auto-select transactions outside the entered Period

                                                                                                                      When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
                                                                                                                    • Topics not loading in individual contact records in Zoho Marketing Automation

                                                                                                                      When working correctly, an individual contact record in ZMA shows a "Topics" section in the "Subscription" tab of the individual record. However, in 2+ different Zoho accounts and different browsers, the "Topics" section doesn't load and instead it spins
                                                                                                                    • Can't view nor download attachments

                                                                                                                      Me and a number of people I know suddenly stopped being able to either view nor download attachments that arrive in new emails we receive since this morning. Older emails work just fine and we can download/view them. Zoho Mail states the it wasn't able
                                                                                                                    • [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

                                                                                                                      The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
                                                                                                                    • Linking the Overview window between reports on a dashboard

                                                                                                                      Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but I
                                                                                                                    • Subforms and automation

                                                                                                                      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
                                                                                                                    • "code":3001 ["Failed to update data."]

                                                                                                                      I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets
                                                                                                                    • BUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display

                                                                                                                    • WORKFLOW ISSUE: Zoho Finance Extension

                                                                                                                      Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows
                                                                                                                    • Drive Zoho CRM adoption and usage through our native integration with Zoho DAP

                                                                                                                      You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hires
                                                                                                                    • Moving from Office365 to Zoho Mail

                                                                                                                      I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen
                                                                                                                    • Best sales insights for target accounts?

                                                                                                                      Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
                                                                                                                    • WhatsApp Vendors

                                                                                                                      Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules? WhatsApp is often the preferred method of communication with some vendors. Credit Notes Payment Receipts Sales Receipts
                                                                                                                    • Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

                                                                                                                      I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
                                                                                                                    • Time Zone is incorrect

                                                                                                                      Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.
                                                                                                                    • Over-the-Air (OTA) Updates for V3 Attendee Apps | Zoho Backstage

                                                                                                                      Imagine discovering a critical bug or a last-minute schedule change right before a major event, but knowing it will take 24 to 48 hours just to get an app store approval. That stress is now a thing of the past. We have officially rolled out Over-the-Air
                                                                                                                    • Please Remove the Confirmation Popup

                                                                                                                      Currently, every time a recruiter changes the status of a candidate in Zoho Recruit, a popup confirmation appears that requires clicking “OK, Got it” before proceeding. This creates unnecessary friction in the workflow, especially for users handling high
                                                                                                                    • Zoho Projects: Q2 Updates 2026

                                                                                                                      Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own
                                                                                                                    • Overview on users IMAP settings

                                                                                                                      We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
                                                                                                                    • What is a realistic turnaround time for account review for ZeptoMail?

                                                                                                                      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                                                                                                    • crm to books

                                                                                                                      We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?
                                                                                                                    • Is there any way to have Dataprep ingest RSS?

                                                                                                                      As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks
                                                                                                                    • Alternate color rows

                                                                                                                      After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.
                                                                                                                    • Tax/Vat Number Field As Standard - Customer & Vendor

                                                                                                                      Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,
                                                                                                                    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

                                                                                                                      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
                                                                                                                    • Restricting coupon codes and plans to specific customers

                                                                                                                      Having the ability to restrict coupon codes, plans and add ons to specific customers (new or existing) e.g. sending an invite link out to a certain customer or allowing a certain group of customers the ability to use a certain promo code or sign up to
                                                                                                                    • Coupon Management Lacks functionality

                                                                                                                      Hey Zoho Team, Let me start of by saying I'm a huge fan of the entire Zoho suite. I have a couple of thoughts about the way coupons are handled and believe there they are in need of some improvement. There are a couple of key issues: 1. Coupons need to
                                                                                                                    • Free Webinar Alert! Zoho Mail + Zoho CRM: Turn inbox replies into CRM deals

                                                                                                                      Hello Zoho Community! Are your sales conversations happening in Zoho Mail while your customer data lives in Zoho CRM? Join our upcoming webinar to learn how integrating the two can help you automate follow-ups, capture leads faster, and keep every customer
                                                                                                                    • Assign account to a ticket created with WebToCase

                                                                                                                      We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with
                                                                                                                    • Introducing the Employee Portal for internal job posting

                                                                                                                      Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees
                                                                                                                    • Connect ZOHO social with Google Data Studio and download data from ZOHO social

                                                                                                                      Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, Chris
                                                                                                                    • Marketing Tip #42: Keep policy pages updated and accessible

                                                                                                                      Policy pages may not be the most exciting part of your store, but they play a big role in building trust. Before buying, many customers look for information on shipping, returns, refunds, privacy, and terms. If these pages are missing, outdated, or hard
                                                                                                                    • Extend the Image Choice Field

                                                                                                                      Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike the
                                                                                                                    • Migrate from Zoho Mail to G Suite

                                                                                                                      I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.
                                                                                                                    • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

                                                                                                                      Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/
                                                                                                                    • Next Page