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

        • 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
        • Zoho Analytics to Zoho Sheets - automatic update?

          Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
        • 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.
        • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

          Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
        • 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
        • DORA compliance

          For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
        • 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
        • Zoho Creator Upcoming Updates - December 2024

          Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
        • 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
        • Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
        • Introduction of Robotics Process Automation in Zoho products

          It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
        • Lock a custom field on a deal record but keep all other fields editable?

          I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through
        • Add Feature To Hide Plugin Sections On Record View

          Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
        • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

          Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
        • Problem configuring/customizing sales pipeline steps

          Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
        • fetch records from analytics table from creator

          I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke
        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
        • Ability to Change Custom View After Cadence Creation

          Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
        • Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

          Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and
        • Note not being pulled for other modules in email template

          Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate
        • Next Page