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

      • Product Updates in Zoho Workplace applications | July 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
      • Product Updates in Zoho Workplace applications | June 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly
      • Product Updates in Zoho Workplace applications | May 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options
      • Product Updates in Zoho Workplace applications | April 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared
      • Product Updates in Zoho Workplace applications | March 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments

        • Recent Topics

        • Tip of the Week #70 – Create common team signatures for your shared inboxes

          Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
        • Enhanced data export features: XLSX format, custom character encoding, and selective record export

          Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
        • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

          Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
        • Introducing Dark Mode / Light Mode : A New Look For Your CRM

          Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
        • Quick Item Search & Auto-suggestion for Invoices

          Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
        • Ticketbai! en el Pais Vasco

          Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
        • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

          Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
        • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

          Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
        • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
        • Important updates to your connectors

          Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
        • Create, collaborate, and manage agreements with Zoho Sign

          Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
        • Function #25: Automatically generate purchase orders from a sales order

          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
        • Has Anyone successfully integrated Zoho and Sage Intact?

          Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
        • hiding a topic from all but one segment (or list)

          My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
        • How do I set up this automation correctly?

          When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
        • Custom confirmation message

          How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
        • Desk x CRM Integration

          Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
        • Issue with Save & Share Link – Works for Others but Not Creator

          I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
        • Save the pdf report from a registration form in a Folder

          Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
        • zoho forms integration to zoho work drive

          Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
        • Zoho Forms to Zoho CRM Integration failed - can I restart it?

          The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
        • insert an equation, but in document, it shows an image not available.

          I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
        • Zoho Desk Android app update - Swipe action customization

          Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
        • Import KB template OR Export template for zoho desk?

          Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
        • XML format to import knowledgebase into Zoho Desk

          Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
        • Zoho Desk integration with Power BI

          Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
        • Arranging Ticket Templates

          Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
        • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

          I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
        • What they mean with "Portal"?

          I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't
        • Inactive User Auto Response

          We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
        • favorites no longer listed

          Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
        • Notecards Disappeared

          Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
        • Table Errors

          Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)
        • Aggregating the First Value in the Group By of a dataset

          Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
        • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

          That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.
        • Zoho Sheet - Desktop App or Offline

          Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
        • Next Page