The month that was at Zoho Workplace | September 2023

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 four new languages: Bodo, Dogri, Kashmiri and Santhali.

Color coding your email listings

Tired of staring at that bland inbox all day? Want to make it more fun and functional? Simply apply tags to your emails and watch your inbox transform into a burst of colors. It not only adds a visual layer to your inbox but also makes navigation easy as you effortlessly distinguish between various types of emails with enhanced clarity and ease. Add some color to your inbox today!

Craft your responses and compositions with unique Signatures

We understand that composing and replying to emails has its unique nuances. You can now have separate signatures for both replying and composing emails.Tailor your emails with distinct signatures, and keep your responses consistent, and stand out with personalized unique signatures. 

Zia Summarize is now available to all your mail accounts

Zia effortlessly summarizes emails from your inbox, but we've taken it a step further. Now, you can summarize emails not just from your primary inbox but also from your POP, IMAP, and delegated mail accounts. Have a comprehensive email summarization experience with Zia Summarize! 

PGP Encryption in Zoho Mail

With PGP integration, your conversations are fortified with an extra layer of protection through powerful encryption, protecting your sensitive information from unauthorized access. Generate and store public and private keys right within your mailbox. Use these keys to send encrypted emails to your recipients and add a touch of authenticity by digitally signing your emails, verifying your legitimacy with every communication.

Zoho Calendar

Discover Meeting rooms in your location effortlessly and save time

When you select 'Add Room' during event creation, you will now have access to a list of all rooms available in your location, automatically fetched. Additionally, easily refine your search by filtering for minimum seating capacity and desired amenities while booking your room.

Zoho Writer

Pexels extension for Zoho Writer

Search and embed high-quality images from Pexels into your documents right from within Zoho Writer.

Zoho Notebook extension for Zoho Writer

Create notes and checklists, add images, and attach files on your documents in Zoho Writer without having to switch tabs.

Introducing smart composing and on-the-fly formatting features in Writer

Leverage the power of generative AI, slash commands, and distraction-free formatting to quickly and easily create, compose, edit, format, and layout content in Writer.

Zoho Cliq

Customize bot menu icons

Customize your bot menu action icons, including changing their colors. These icons will add a touch of style to the bot menu actions and convey more meaning visually.

Open chat in widgets

Open chat windows right alongside a widget to quickly access your conversations, thereby minimizing context switching.

Zoho Meeting

Hands-free solution to connect over virtual meetings in conference rooms

Zoho Meeting Rooms integrates seamlessly with your conference room displays, providing a high-quality meeting experience. You can create and manage multiple meeting rooms, and connect those with the rooms controller instantly. And while scheduling a meeting, you can quickly associate an available meeting room for the session.

Pin videos to focus on particular participants

With the new Pin feature in Zoho Meeting, you can pin up to 8 video feeds and customize your layout so that the important speakers are always heard on your online meetings. By pinning, you can bring the video feeds of specific participants into focus, regardless of who's currently speaking, and have a customized collaborative experience like never before.

Project question in webinar

You can project a question during live webinar to ensure that everyone in your webinar will view that particular question in a more prominent way on their screens.

Advanced control over session recordings

Our latest update gives organization admins more control over meeting and webinar recordings. Organization admins can now enforce auto-recording for sessions, and prevent hosts from accessing, sharing, downloading, and even deleting session recordings.

Custom sender and reply-to email addresses

You can now configure the sender and reply-to email addresses for your meeting invitations and follow-up reminders. While configuring, you can replace the default email address with either the meeting host's email address or a custom email address.

Zoho Connect

Make sure employees access verified knowledge

Make sure that the articles you share on the Manuals are reviewed, ensuring accurate, helpful, and trustworthy information, by setting up reminders for verification.

Introducing the personal dashboard

Earlier, we had introduced the company dashboard, a bulletin board for all organizational information. What if individual users can bring together what matters most to them? This is exactly what the personal dashboard does. It helps you and every single member create a personalized pin-up board of resources for themselves.

Save board filters as presets

Use our existing Board filters to bring out just the tasks you need and keep it that way by saving the filters as presets. You can also share the saved presets with other members of the Board.

View weekly and monthly Gantt chart reports

Get a view of tasks scheduled over time by generating weekly or monthly reports of the existing Gantt chart.

Try out the new features and enhancements and let us know your feedback and suggestions in the comments.

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


      • Sticky Posts

      • 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
      • The month that was at Zoho Workplace | July 2023

        Hello Community, Hope you're doing good and staying safe. The Zoho Workplace applications have got quite a few features and enhancements for the month of July, 2023. Here's the list for you: Zoho Mail New languages support Zoho Mail now supports five

        • Recent Topics

        • A/R Aging Details shows wrong aging days

          In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
        • Global Choice List share ownership

          I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
        • Domain Transfer

          I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.
        • Project Templates & Reminders

          I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
        • Kaizen #126 - Circuits in Zoho CRM - Part 1

          Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
        • Create customized SLAs for your customer base with support plans

          Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
        • Zoho Flow or Schedules

          I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
        • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

          Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Workflow - Execute Based on Date

          Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly
        • Can we set a BCC address as default to show while sending emails?

          Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address
        • Make collecting payments from your customers in Bigin easier with payment links

          Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
        • Send email is not authenticated

          Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".
        • Inbox Preference - Saved replies based on message repsonse with specific word

          Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained
        • Basic Price List Functionality Still Missing

          I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
        • How do I hire employees????

          Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
        • Automate data upload process like reports

          I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
        • Greylisted, try again after some time

          Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost
        • Emails linked to Deal

          Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive
        • How to transfer all my mails from Zoho to Gmail or Office 365

          is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 
        • Inquiry Regarding Image Display Issue in Campaign Duplication

          We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header
        • New integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation

          Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leaving
        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
        • What is Attendee Status 0 and 1?

          Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendee
        • ZOHO BackStage

          How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

          Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.
        • Calculate hours between 2 date/time fields

          Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael
        • External ID validation.

          I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Remove Address from credit card payment

          I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.
        • Create a button that executes a customized function

          Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I
        • Custom field doesn't fill when converting sales order to invoice

          Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select
        • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

          I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho
        • How to Display a Logo Image on a Public Form?

          I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
        • Advice for my first project in Zoho

          Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my
        • Associate Email API Internal Error

          I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the
        • Profit on Sales order

          Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
        • Subform Data in v2 REST API

          What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the
        • Is the filename of an attachment restricted to only certain languages?

          Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled
        • Next Page