The month that was at Zoho Workplace| May 2022

The month that was at Zoho Workplace| May 2022

Hello Community!

Hope you're all doing good and staying safe. The month of May has brought you numerous enhancements and feature updates across the products of Zoho Workplace.

Let's have a look at them!

Zoho Mail

It's now much easier to preview email templates!

To preview your templates, you no longer need to open them from the templates folder. Simply click on the Preview icon in the template listing, to get a preview of your template.


Reply with templates in few clicks!

Save time by not having to compose the same content for every reply email you send. With only a few clicks, you can create a template and use it to reply to emails. Know more.

Mark reports as favourites in Admin Console for easy access

Have trouble navigating across numerous sections to access a specific organization report each time? Don't be worried. You can now mark a report as a favorite and access it from the My Favorite Reports section without having to sail through all of the sections. Check out!

Zoho Calendar

Allow forwarding of events in Zoho Calendar

Simply click a checkbox when creating an event to allow attendees to forward an event invite to which they are a part of. This will help you in hosting an open event where attendees can forward and invite their friends to an event in which they are participating. Learn more.

Calendar comes handy as a widget in your mailbox

Zoho Calendar is now available in Zoho Mail as an RHS widget. You can use the widget to view the day's events and the month's agenda. You can also use the widget to quickly add, edit, and delete events from your calendar. Explore!

Zoho Cliq

Managers can now view their reportee's attendance

Managers can now check their reportee's weekly and monthly attendance reports of the reportees can now be checked by managers from Cliq. Here's how: Click on your reportee's profile picture and select Attendance.

Cliq brings remote work utilities in iOS!

Users can now quickly check-in / checkout and set their remote work status from Cliq iOS devices.

Zoho Writer

Handy extensions to publish articles directly from Writer

Copy-pasting content from Writer into the publishing platforms is a thing of the past. You can now post your articles and blog posts directly from Writer to Medium, Zoho Connect, Sites, and Desk. Learn more.

Zoho WorkDrive

Collaborate using annotations in Videos!

Annotations in Zoho WorkDrive can enhance your video collaboration experience. You can now add comments with a corresponding timestamp to any frame in a video and the collaborators can easily track comments by timestamp, add replies, and make necessary changes. Know more.

Skim through chapters!

Video chapters help you break a video into multiple sections and add captions for each, so viewers can see what's covered in the video, and quickly jump to the topic they're interested in. Read on!

Make external links more secure!

Team admins can make external share links created by their team more secure now by adding extra security with the settings below:

Enforce passwords for external share links

Mandate users to set passwords for all external share links. You can also set a strong password policy for extra security.

Default expiration period for external share links

Set a default expiration period for all external share links and download links to restrict unwanted access. If set, the default expiration period will be applied automatically, and users can choose to manually change or disable the expiration date as needed.

Zoho Meeting

Consent's important!

A security setting has been introduced in Zoho Meeting that obtains consent from participants who join a recorded meeting.

Co-hosts for assistance!

You can now add co-hosts to meetings you host while they're in progress!

Zoho Sheet

Simplify your spreadsheets by grouping them!

Zoho Sheet's new grouping feature helps you create crisp summaries of voluminous data sets with cascading, multi-layered data chunks that are much easier to comprehend than a plain table. Learn more.

Try out these new features and enhancements, then share your feedback in the comments!

Watch this space for regular updates. Until then stay safe, happy and secure!


      • 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

        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
        • Maximum file limit in zoho people LMS

          Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
        • Displaying related quotes in sales order and back

          Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
        • Dynamically prefill ticket fields

          Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
        • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

          All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
        • Has anyone created a public ASAP Guide that I can check out?

          I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
        • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

          Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
        • What’s New in Zoho Analytics – September 2025

          Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
        • Zoho MCP has no tools for Creator or 3rd Party Apps?

          I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
        • Zoho Forms - Zoho Drive connection - Shared Drives not supported

          Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
        • Can't create package until Bill created?

          I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
        • Whats the Time out Limit for API Calls from Deluge?

          Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
        • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

          ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para
        • Tip #3: How to change your booking page language

          Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
        • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

          Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:
        • Diff signature for compose new email and replies

          Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.
        • Zoho Website Site Speed Up & Setting

          We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >
        • Clickjacking: Zoho Vault's Response

          Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent
        • No option for pick up in Zoho Books / Inventory but yes on commerce

          Is it planned to release soon on books/inventory?
        • Accessing Zoho form enteries via API

          Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call
        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
        • Blueprint Issue - Being able to set a subform field as mandatory

          I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,
        • Blueprint - Mandatory file upload field

          Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
        • Zoho Books - Include Quote Status in Workflow Field Triggers

          Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored
        • Zoho Books - Show Related Sales Orders on Quotes

          Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot
        • Add VAT/Tax line to bank adjustments

          When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
        • New Menu Layout Feedback

          I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
        • 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
        • Form Accessibility

          Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 
        • Cannot schedule report delivery

          The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
        • adding attachment in sendmail script where attachment is in a CRM field

          Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you
        • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim 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. Struggling with lengthy claim processes, a lack of visibility into
        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?
        • Not sure how to use credits to my account

          Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
        • Control who sees Timeline and Interactions in Zoho CRM through Profiles

          The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
        • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

          Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
        • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

          Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
        • Issue showing too many consultations in my workspace link.

          Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
        • 👋 Welcome to the Zoho MCP Community

          Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
        • Next Page