The month that was at Zoho Workplace | May 2023

The month that was at Zoho Workplace | May 2023

Hello Community,

Hope you're all doing good and staying safe. The month of May was really exciting and we were able to bring to you a few enhancements and new features across our products in Zoho Workplace.

Let's take a look at them!

Zoho Mail

Mail Assistant to your rescue

Wouldn't that excite you if we told you that you could now summon a virtual assistant in Zoho Mail with just two key strokes? Yes, you heard it right. Mail Assistant in your mailbox will help you in locating a setting, checking in or out, or change the theme, etc. based on your commands.

Mailbox delegation for better communication

If you're hesitant to share your email account credentials with your assistant/colleague but still want your emails read and replied to on your behalf, we've got you covered. You can now delegate your mailbox to anyone in your organisation and grant them access to view and reply to emails using your email address or on your behalf.

Zia AI to make your email experience easier

Who said writer's block occurs only when trying to come up with an article or a blog? Sometimes, it can be challenging to compose an email asking for a pricing quote or an appreciation email. Empathizing with you made us integrate Zia AI with Zoho Mail to assist you with writing an email, auto-suggesting content as you type, and summarizing an email.

Zoho Mail extension in Writer

The tiresome process of writing a word document, storing it in local storage, then attaching it to an email to share the document has come to an end. By using the Zoho Mail extension in Zoho Writer, you can now draft a document in Writer and send an email with the document attached directly from the Writer interface.

File activity reports

A new report: File activity has been added to WorkDrive reports under the Collaborative Apps section. The admin can view the WorkDrive activities (Create, Upload, Edit, or Download) performed by the users in the organisation, as well as the time and IP address from which the activities are performed, using this report.

Delegation reports

The Delegation reports under the Mailbox reports section lists the mailbox delegation status of all the users in your organization.

Zoho Calendar

Rapid meetings- for those who juggle an endless stream of meetings without a break!

Rapid meetings help you shorten your meeting duration by altering the default event duration. It helps to add a short buffer between back-to-back meetings by giving you time to take a quick break or prepare for the next meeting.

Zoho Cliq

Call conversion from chatbar

The chatbar in Zoho Cliq has been enhanced with a valuable feature that enables the conversion of one-to-one calls attended from the chatbar into group calls, all without leaving the chatbar interface.

ChatGPT extension v2

After making some significant improvements (mainly focused on security and admin controls) to the ChatGPT extension, we've released a version 2. A few of updates include:
  • ChatGPT playground: You can now fine-tune your chat experience by adjusting variables like AI model, randomness, maximum length, etc.
  • ChatGPT Widget: With the new widget for ChatGPT, you gain the ability to configure the extension and make changes to the authentication mode and update the token.
  • Admins can now assign and distribute tokens purchased by the organization to specific users or groups.
  • Better data security: Any data submitted via our APIs will not be used to train or improve OpenAI's models.
  • ChatGPT now takes into account the context by passing the last 5 messages to the bot to provide more relevant and contextual responses.

New date and time format

You can now choose which day of the week is displayed at the beginning of your calendar view, so you can prioritize the day that is most relevant to  your workweek structure. Additionally, we have introduced the ability to change the time format in your calendar between 12-hour or the 24-hour format.

Zoho Writer

Accelerate document formatting

Effortlessly ensure consistent formats and styles across your organization's documents with Zoho Writer's latest enhancements.

Zoho Connect

Dashboard access for external collaborators

Guests and external users in the network can now access the dashboard.

Introducing voice notes

Effortlessly communicate and collaborate with your team members by leaving voice notes in posts and comments.

Try Out the new features and enhancements and let us know your feedback in the comments section.

Follow us on Twitter and Linkedin for more tweets and deets.


      • Sticky Posts

      • Product Updates in Zoho Workplace applications | January 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
      • 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

        • Recent Topics

        • Zoho Desk EU slow/unresponsive

          Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/
        • EU DC Partial Outage Resolved: A Detailed RCA

          Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May
        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
        • How to use OR when filtering using two fields

          I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.
        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
        • Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes

          Hi - I’m trying to build out a CRM for a Single Source of Truth Currently I have 22 Instances of Xero (for legal entity purposes - can’t consolidate to one) How would I be best placed to do this? Is it possible to have all the Xero instances (22) → Consolidated
        • Select CRM Custom Module in Zoho Creator

          I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
        • New 2026 Application Themes

          Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
        • Zoho Expense - Bi-Weekly Report Automation

          Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)
        • Introducing Workqueue: your all-in-one view to manage daily work

          Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
        • PDF Generator Upgrade

          Hi Team, What will happen if I don't make any changes for existing template. Zoho just ask us upgrade but haven't tell the benefit. Zoho Corporation
        • Zoho CRM Case Notes - Share to Customer

          Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 
        • 500 internal server error on opening an iframe through a deluge script

          Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.
        • Zoho CRM Quotes – Subform and PDF/Writer Limitations

          Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
        • Strange behavior in CRM Number Field – Characters allowed but not "e"?

          Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters
        • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

          Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits
        • Support inefficiency

          We have been asking for support for a minor adjustment for 12 days now and we haven't got a single viable resolution from support team despite there are 19 emails going between our HR team and various support emails from Zoho. 1. they do not understand
        • Can I export to PDF in Zoho Learn

          I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
        • Zia capabilities now available in the Professional edition announcement

          Hello all! The Professional edition now supports a broader set of Zia capabilities, enabling teams to bring AI into more of their everyday CRM work. From writing assistance and summaries to setup support, predictions, and recommendations, Zia can now
        • Perfomance Management - Zoho People

          Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
        • Where Do I set 24h time format in Cliq?

          Where Do I set 24h time format? Thanks
        • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

          Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
        • This will be long, Please bear with me - Next Gen Layout - Search

          In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas
        • Selecting all notes in a notebook

          In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.
        • Update latitude & longitude address field API

          How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
        • Filter Records in CRM API

          Hi Team, I’m currently working on a task to retrieve expired deals from the CRM. By “expired deals,” I mean deals where the closing date has already passed and the stage is not “Closed Won” or “Closed Lost” (i.e., all other stages). I tried using both
        • User Name in Zoho Cliq Not Updating Across Apps?

          We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
        • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

          I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
        • Attaching files to emails within CRM Deals.

          Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes
        • Why I can't map Account Name from lead module to Account module?

          When I qualify a lead in the bluerprint, I use automated conversion in Blueprint to automatically create Contact, Account and Deal. the Deal record and contact record has been successfully created automatically as I expect, but I can't see any account
        • Pause(1);

          I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
        • Release Notes | February 2026

          We have rolled out another set of enhancements in Vertical Studio during February 2026, bringing improvements to Canvas customization, reporting capabilities, and data access controls. Here is a summary of what was released during February 2026: Canvas
        • Agentic Engineering with Zoho: The Next Evolution of Intelligent Systems

          The concept of Agentic Engineering is reshaping how modern systems are designed. It introduces a new layer to the way we think about artificial intelligence and system architecture. For years, most software systems have operated in a reactive way — responding
        • Engenharia Agêntica e as soluções da Zoho

          O conceito de engenharia agêntica impacta diretamente como os sistemas são projetos. Este tema inseri mais uma camada a nossa idéia de inteligência artificial. Antes o desenvolvimento de sistemas operavam de forma reativa e dependente de comandos diretos,
        • Effective project and task customization with CodeX

          Dear users, Beyond Task Lists is a series of articles aimed at showcasing the various customization capabilities of Zoho Projects. We'll discuss real life project management scenarios, use cases, and requirements that needs combining multiple features.
        • Is Zoho Sites still actively being developed?

          Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
        • Set expiration date on document and send reminder

          We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?
        • Depositing funds to account

          Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
        • Debit opening balances of vendors

          Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
        • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

          Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
        • Next Page