The month that was at Zoho Workplace | February 2021

The month that was at Zoho Workplace | February 2021

Dear community,

Here's a round-up of all the features and updates across the Zoho Workplace suite last month:

Reminders pane in Mail for quick access

Tracking your reminders or wondering if and when you had set one is not something you should be doing. An all-new Reminders pane centralizes all your reminders in one place, with options to add and organize. Learn more.


New additions to eWidget
 
We are constantly working towards tighter integration of Workplace apps with other Zoho and third-party apps. In the same spirit, this month we have added new extensions to Mail's eWidget. Check it out.

Call upon the WorkDrive genie
 
Here's some magic: open your WorkDrive files on your desktop apps and work on them. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere Pro, respectively, on your desktop. WorkDrive Genie is now in it's beta and available only for Windows.  Try now or learn more.

Writer inches closer to becoming a linguistic expert!
 
Zoho Writer now has better language skills, and knows how not to annoy you with red squiggly lines for your name! With organization dictionary that automatically adds employee names, smarter spell check, ability to identify incomplete sentences and number inconsistencies, Writer is now truly an expert! Know more.

New features to make your spreadsheets look and perform better
 
Who would have thought that spreadsheets would be enjoyable? But we at Zoho, want them to be! So we added a huge list of useful features like including an image in a cell, new functions, and more that will make handling spreadsheet data a breeze! Know more.

Who's really responsible for your account security?
 
It's actually a collective responsibility, and as an individual, ask yourself how secure your passwords are! Can you say with all certainty that #myPasswordIsSecure? Tell me more!

Which of these is your favourite? :)


      • Sticky Posts

      • 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
      • Product Updates in Zoho Workplace applications | October 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create
      • Product Updates in Zoho Workplace applications | September 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply
      • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

        Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

        • Recent Topics

        • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

          Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
        • Really want the field "Company" in the activities module!

          Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!
        • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

          I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm
        • Is Desk Down?

          Across department - always an error. [Status Mode] - error [Table View and the rest] - working
        • We Asked, Zoho Delivered: The New Early Access Program is Here

          For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access
        • Can the Product Image on the Quote Template be enlarged

          Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
        • How do I change the wording of the tile of SignForm?

          When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
        • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

          Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated
        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
        • Clone Recurring Expenses

          Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the
        • Unify Overlapping Functionalities Across Zoho Products

          Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
        • Automation #7 - Auto-update Email Content to a Ticket

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
        • Ticket to article and Ticket to template

          Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
        • Is there API Doc for Zoho Survey?

          Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
        • Creating Parent Child relationship in Accounts

          We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account
        • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

          Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
        • Non-responsive views in Mobile Browser (iPad)

          Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 
        • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
        • Learner transcript Challenges.

          Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in
        • Customizable UI components in pages | Theme builder

          Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
        • Feature Request - Set Default Values for Meetings

          Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to
        • Analytics <-> Invoice Connection DELETED by Zoho

          Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the
        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
        • Zoho Creator to Zoho CRM Images

          Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
        • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

          Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
        • Error Logs / Failure logs for Client Scripts Functions

          Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that
        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
        • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

          I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
        • Problem : Auto redirect from zoho flow to zoho creator

          Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
        • Client and Vendor Portal

          Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and
        • #7 Tip of the week: Delegating approvals in Zoho People

          With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!
        • Trouble with using Apostrophe in Name of Customers and Vendors

          We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the
        • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

          I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
        • Nueva edición de "Ask The Expert" en Español Zoho Community

          ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra
        • How to use MAIL without Dashboard?

          Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
        • Peppol: Accept Bill (Belgium)

          Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was
        • Next Page