Product Updates in Zoho Workplace applications | August 2025

Product Updates in Zoho Workplace applications | August 2025

Hello Workplace Community,

Let’s take a look at the new features and enhancements that went live across all Workplace applications this August.

Zoho Mail

Delegate Email Alias

Now you can let other users send emails on your behalf—not just from your primary email address, but also from your email aliases too.

Zoho Sprints Notifications in Zoho Mail

Notifications from Zoho Sprints can now be viewed directly in your Zoho Mail preview pane in Zoho Sprints format, making it easier to stay updated. You can see details, comments, and attachments for any Sprint record without leaving your inbox.

New image annotator in Compose

A new image annotator is now available in Compose. Simply double-click any image to open it and start editing.

Auto-Hide Recipient fields for a cleaner Compose view

When the Auto-hide recipient setting is turned on, the To, Cc, and Bcc fields will be hidden as you start composing your email. This frees up space to help you focus on writing. You will still be able to see how many recipients have been added to each field, even while they are hidden.

Switch Keyboard Shortcuts

Switch to different Keyboard Shortcuts based on other popular email service providers such as Outlook, Gmail and Zimbra Mail. Simply choose your provider from the drop-down menu next to Reset Shortcuts.

Summarize content in Shared Mailbox

With Zia AI integration, you can quickly summarize the entire email conversation in Shared Mailbox using the ‘Summarize’ option in the top left corner of the email preview.

Microsoft To Do tasks import

Easily import all your tasks from Microsoft To Do to Zoho ToDo in Zoho Mail, so you can keep everything in one place without losing any important details or deadlines.

Enhanced Dashboard Sharing Options

You can now share your dashboard data more easily in Admin Reports. In addition to exporting it as a PDF or CSV, you can share files directly via Cliq, add them to WorkDrive, or save them to your device—all in just a few clicks.

Zoho Calendar

Host your Calendar events using Zoho Cliq Meetings

Zoho Calendar's integration with Zoho Cliq enhances two-way sync between the platforms, enabling you to launch audio/video conferences and start Cliq group chat with participants when an event is created. This improves collaboration by automatically linking participants and communication tools to your calendar events with ease.

Hassle-free event sharing using URL

Now share your event details via URL with custom event detail visibility based on your preference (org/public).

Repeat drop-down aligns with your selected day

Repeating an event is now more convenient: The repeat event drop-down auto suggests the preset repeat patterns based on the selected date or day from the grid.

Export Calendar with custom date range

Customize the calendar export with the preferred time range of your choice with the newly added end date support.

Zoho Cliq

Screenshare preview

When you share your screen in a Cliq call or a meeting, you will now see a live preview of what you are sharing. This helps you stay in control and avoid sharing the wrong screen or window.

Stream Live Events with external tools

You can now produce and stream Live Events in Zoho Cliq using external production software through the RTMP protocol. Once you schedule an event in Cliq, you’ll get a stream key and URL to connect with your external service. This lets you create richer, more professional live events and broadcast them directly to your Cliq audience.

Copy and paste any file type

Copy-paste just got better. Along with images, you can now copy and paste PDFs, videos, and other file types directly into the composer.

New information types in DLP

We have expanded the list of sensitive information types supported in Data Loss Prevention (DLP). This includes IDs, phone numbers, and tax identifiers from Vietnam, Hong Kong, Malaysia, the Philippines, and Indonesia. We have also added support for international data like credit card numbers and date of birth, as well as the US National Provider Identifier.

Traditional Chinese (繁體中文) support

你好! Zoho Cliq is now available in Traditional Chinese, making collaboration easier for more teams across Taiwan, Hong Kong, and beyond.

Auto respond from anywhere

We now support auto response in the Cliq mobile app. Set up auto response even from wherever you are to make sure your teammates know why you’re not responding right away.

Zoho Connect

A new and structured organization chart

View how your company is structured at a glance. The new Organization Chart gives you a clear, visual view of roles, reporting lines, and teams.

Zoho Trident

Record audio and video meetings

You can now record audio and video meetings from the Cliq module in Trident, allowing you to revisit important conversations or presentations at your convenience. (Available on both Mac and Windows.

Annotate the shared screen during calls and meetings

You can now annotate the shared screen during one-on-one calls and meetings initiated from the Cliq module in Trident to communicate your ideas clearly with visual cues. (Available on both Mac and Windows.)

Assign a host before leaving meetings

The meeting you’re hosting doesn't necessarily have to end when you have to leave. You can assign another participant to be the host so the conversation can continue after you leave the meeting from the Cliq module. (Available on both Mac and Windows.)

Zoho Vault

Introducing passkey management

We’re excited to introduce passkeys management in Zoho Vault on all fronts web, extensions, and mobile. This new technology offers a simpler, faster, and more secure way to sign in to your online accounts. Now, with Zoho Vault, you can securely store, share, and manage all your passkeys right alongside your passwords and other confidential information, all within one encrypted space.

Introducing SecureForms

Zoho Vault SecureForms makes it easy to collect confidential information from anyone within your organization or external collaborators. Whether you're an educational institution gathering student passwords or a business collecting payment details, SecureForms ensures all data is protected through end-to-end encryption. Once submitted, the information can be instantly imported into your Zoho Vault for secure storage and centralized access.

      • Sticky Posts

      • Product Updates in Zoho Workplace applications | March 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
      • Product Updates in Zoho Workplace applications | February 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My Personal
      • Product Updates in Zoho Workplace applications | January 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
      • Product Updates in Zoho Workplace applications | December 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification
      • Product Updates in Zoho Workplace applications | November 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert

        • Recent Topics

        • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

          Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
        • How to Migrate from MDaemon to Zoho Mail Account?

          Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some
        • Ask the Experts: A Live Q&A Session

          We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions! Whether you're trying to configure your account better, have questions about customization, or want
        • Tip #7: Customize the appointment confirmation page

          A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when
        • Add Image Upload Field to Zoho Bookings Registration Form

          Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
        • Meeting integration with Otter.ai

          Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
        • [Free webinar] AI agents in Zoho Creator - Creator Tech Connect

          Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
        • プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について

          現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際(または保存直後)に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge(関数)が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか? 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか?
        • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

          Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
        • Pasting Images in Zoho Desk ignores cursor location

          My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,
        • How to create a directory report from one-to-many relationship

          Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
        • SalesIQ Email Delivery Issues to Microsoft

          Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply
        • No Ability to Rename Record Template PDFs in SendMail Task

          As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
        • Moving Project Task to other parent not possible

          We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",
        • 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.
        • Remove or hide default views

          I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
        • Insert Template not inserting

          I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but
        • Add more than 7 sender addresses in campaigns

          I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you
        • Email sent to Hotmail arrives to Spam

          I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?
        • Hotmail

          I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!
        • Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?

          Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to
        • Search through email contents

          Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
        • Marketing Tip #9: Track your traffic sources

          Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
        • It Really Can Be This Simple

          Let's be honest.... Running a business already comes with enough moving parts. Invoices, payments, follow-ups, reminders, tracking who paid and who disappeared. It can slowly turn into a full-time admin job on its own, especially when you are a Sole Proprietor,
        • Huge confusion in zoho crm and zoho analytics

          Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting
        • Zoho Books | Product updates | May 2026

          Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
        • Update: [Issue fixed] Temporary access issue on Android and iOS devices

          Hello, Zoho Sheet users! We're aware that some of you are currently unable to open spreadsheet files from your Android and iOS devices. We extend our sincere apologies for the inconvenience caused. We're working on fixing the issue with highest priority
        • Action Required: Migrate Your SQL Server Connection

          Dear Users, Following our earlier communication on the upcoming Zoho Analytics security updates affecting Microsoft SQL Server connections, we have revised our recommended approach. The previously shared cipher suite configuration is no longer the recommended
        • Currency Change for Companies

          Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency
        • Accrual Data - Zoho Books API

          Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data
        • Bank Fees - Allow User to Choose Expense Account

          Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
        • Showing Cost Price and Profit Margin in PDF

          Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an
        • Side bar menu

          It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
        • Syncing zoho books into zoho crm

          I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
        • Remove horizontal scroll bar

          Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.
        • Rich Text Type Format for Notes Field

          Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update (12-May-26): We are working
        • Multiple Blueprints on different fields at the same time.

          It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
        • Updating Sales orders on hold

          Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
        • sales IQ issue on website

          i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform
        • Contract to payment flow

          Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should
        • Next Page