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

        • Access Phone Field Components (Country Code) Directly

          Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

        • Send mass messages through WhatsApp from the Tickets module

          Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

        • Lead Owner Signature Merge Field

          I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

        • How do I create a time field?

          I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

        • Alternating columns - How to reverse order on mobile - Responsive template

          Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

        • InvokeURL butchering JSON for OpenAI API calls

          My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

        • Custom order for Current Stage (Blueprint field)

          Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

        • CRM E-mail Sync from Outlook

          We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

        • Run your help desk on your schedule

          In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

        • The Customer Happiness REST API is broken

          1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

        • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

          Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

        • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

          " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

        • Image inputed in Zoho Form were displayed to small in exported version

          Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

        • API. How do I get responses submitted to the form?

          Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

        • Question about Zoho CRM Professional plan users

          Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

        • Help integrating Aircall into Zoho CRM

          Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

        • Shopify Extension no longer working in CRM

          Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Easy third party collaboration: Zoho Flow Integration

          Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

        • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

          Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Share Video Response Card ion Zobot

          I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

        • Zoho Bookings <> CRM integration

          Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

        • Cannot reject empty expense report

          Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

        • Use of Zia within Forms

          I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

        • Last activity time is acting like last modified time

          When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

        • 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

        • HEX/RGB Color Input in Visual Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

        • CRM and Campaigns- tags not integrating?

          Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

        • Maximum limit of rows exceeded

          I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

        • Tip #7: 5 formas de mantener tus listas de correo electrónico

          Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

        • Mail Merge related Lists

          When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

        • create-a-purchase-receive API issues

          Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

        • Zoho Pagesense really this slow??? 5s delay...

          I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

        • Heatmap: Missing Content Elements - Zoho Page Sense

          Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

        • Marketing Tip #3: Use social proof to build trust

          People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

        • Zoho Sign Reminder email template

          Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

        • Next Page