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 | 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

        • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

        • Zohomail - The "All Messages" vs "In Box"

          Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

        • error while listing mails

          I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

        • Where to show Customization Field ?

          Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

        • Zoho Desk 2025 round-up: Key highlights on feature releases

          Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

        • Print Sales Orders, Purchase Orders or Invoices from API

          Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

        • How to show a hided report??

          in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

        • Converting Customer Invoice to Purchase Bill

          Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

        • Email tracking inquiry

          I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

        • Mass Update of Lookup Fields not possible

          Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

        • Collapsible Sections & Section Navigation Needed

          The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • Download Attached Files

          Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

        • Ticket layout based on field or contact

          Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

        • No funcionan correctamente el calculo de las horas laborales para informe de tickets

          Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

        • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

          Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

        • Feature Request: Detailed View - Related Block Links!

          Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

        • Sub-Form Padding in CSV Export

          Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

        • Dependent / Dynamic DropDown in ZohoSheets

          Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

        • How do I change the order of fields in the new Task screen?

          I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

        • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

          Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

        • IA ou je peux trouver comment utiliser IA

          Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue

        • Data Processing Basis

          Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

        • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

          We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

        • Zoho vault instal on windows

          I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

        • ZOHO GLITCHES

          Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies

        • Please, make writer into a content creation tool

          I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

        • Notification to customers when I use a Zoho function

          Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

        • Date Filters in Zoho Desk Dashboard

          Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently

        • Mobile app - offline

          If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying

        • Consumption based inventory

          I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

        • Zoho Survey reminder settings are extremely confusing

          Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

        • Zobot drop down list

          Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge

        • How to compare a subform lookup field that allows multiple entries when edited

          I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

        • Translation of Tooltip Messages

          The descriptive help messages should be available to provide translations for.

        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

        • Business Day Logic Update: More Accurate Scheduling for Your Workflows

          Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

        • Lead Blueprint transition in custom list view

          Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

        • Email Notifications not pushing through

          Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

        • Next Page