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

      • 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

        • Recent Topics

        • Customer Happiness not clickable when using API

          Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
        • Restricting Calendar View to Working Hours

          Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
        • Send To Zoho Sign not Showing

          The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
        • How to Get An Image's URL once it's uploaded to library?

          I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac
        • 【Zoho CRM】インポート機能のアップデート:既存データへのタグ追加が可能に!

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます: 個別タグ付け:少数のデータを手動でタグ付け 自動化:特定のタイミングで繰り返しタグ付け 一括更新:インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。
        • mail

          Frequent sending of this email, what does this mean? How to solve it
        • Issues with Calendar .ics Files Attached in Customer Email Notifications

          Hello, Thank you for recently adding .ics files as attachments in confirmation emails generated by Zoho Bookings; however, it seems that there are some issues with the new feature, particularly in the email notifications sent to customers: If a booking
        • Bluerprints: How to connect the created record back?

          I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
        • Populate a Related List Item based on a Stage

          I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that
        • Being able to draw inside a module ?

          I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
        • Holidays

          Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
        • Delete a department or category

          How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
        • 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...
        • Analytics Module: Can you move items from one dashboard to another?

          Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
        • Suppress "spreadsheet will not be saved" message on published sheet

          I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
        • Missing "Email Authentication" tab

          Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
        • Show item Cost value on Item screen

          The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
        • Integration with Moodle

          Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
        • How to Record Loan with interest

          I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 
        • Task status - completed - other options

          I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
        • Task module and related-to field

          In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
        • Add Lookup Field in Tasks Module

          Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
        • migrating from Zoho Invoices (CRM) to Zoho Books

          Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
        • Zoho MA and Custom Module

          I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
        • When is partial reimbursement going to be launched?

          Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
        • Year-End Wrap: Declutter Your Inbox Using Email Filters

          Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
        • Unified Notes View For Seamless Collaboration

          To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
        • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

          Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
        • Formula fields - Request for dynamic recalculation / proper implementation

          Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
        • Items attribute questions

          Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
        • Organize and Track Phases with Phase Custom Views

          Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
        • Record Asset Received as Payment

          How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
        • Invoice Line Item Report

          Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
        • Progressive Invoicing

          Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
        • Client Script - mapping data from different module

          Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
        • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

          Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
        • Customer can't comment on SO or Invoice

          Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
        • Zoho Creator customer portal limitation | Zoho One

          I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
        • See Calendar When Creating Meetings On Record Page

          It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:
        • Saved filters, layout rule support, related list quick navigation, and more

          Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's
        • Next Page