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

        • Multiple Vendor SKUs

          One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

        • Zoho LandingPage is integrated with Zoho One!

          Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

        • Android app sync problem - multiple devices have same problem

          Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

        • How can i resend a campaign to only one of the recipients on the original campaign

          How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

        • How to show branch instead of org name on invoice template?

          Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

        • Marketing Automation Requirements Questions

          I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

        • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

          Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

        • Can a project be cloned?

          Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

        • Timesheet Tasks in Zoho Books: associate to service item

          How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

        • Task/Activity indicator in SalesPipeline overview has disappeared

          I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

        • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

          As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

        • Zoho Desk Android app update: Table view for All Departments view, custom button

          Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

        • What's New - December 2025 | Zoho Backstage

          In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

        • A Roundup of Zoho Sprints 2025

        • Sorting Custom Date in API isn't working w pagination limit

          How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

        • SAP Business One(B1) integration is now live in Zoho Flow

          We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

        • Enhancement in Role and Profile mapping of agents in Sandbox

          Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

        • The reason I switched away from Zoho Notebook

          My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

        • Decimal places settings for exchange rates

          Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

        • Zoho removed ability to see all Scheduled Reports!

          If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

        • Automate Backups

          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

        • GCLID and Zoho Bookings

          Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

        • Merge Items

          Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

        • Create PO from an invoice

          We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

        • Blueprint or Validation Rules for Invoices in Zoho Books

          Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

        • The Social Wall: December 2025

          Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

        • Custom AI solutions with QuickML for Zoho CRM

          Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

        • Helper Functions and DRY principle

          Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

        • Introducing workflow automation for the Products module

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

        • Zia Formula Expression Generator for Formula fields

          Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should

        • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

          Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

        • Wrapping up 2025 on a high note: CRM Release Highlights of the year

          Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • Restrict Users access to login into CRM?

          I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

        • Unknown table or alias 'A1'

          I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

        • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

          in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

        • Next Page