Updates in Workplace | June to September 2022

Updates in Workplace | June to September 2022

Hello Workplace Community,

Hope you're all doing good and staying safe. We have been working to provide you with various enhancements and new features across all the products in Zoho Workplace.

Here's the rundown of the features and enhancements that have been added to Zoho Workplace's applications.

Zoho Mail

Protect your confidential emails with a passcode

Keep your Streams thread tidy by moving the outdated and unwanted posts and emails to trash. You can also mark emails as Spam in email-enabled groups. Learn more!

Manage your mailbox settings in a new way

Zoho Mail's settings have clad a new look to make the interface more interactive and easily accessible. Check Out Now!

Share emails and threads as link

Long email threads, multiple forwards, and the challenge of sharing an email thread with anyone outside of your organization are things of the past. With just a few clicks, you can now share an email or email thread within and outside of your organization by creating a permalink for the email or email thread. Try now!

If This Then That, now handy in Zoho Mail

Do you worry about missing a tweet from your favorite celebrity or constantly check the weather forecast everyday? If you're looking for a solution to this, Zoho Mail has what you need. By integrating IFTTT with Zoho Mail, you can automate email actions and triggers depending on inputs from various applications. Learn more

Organization report summary in a single view

Need a summary of your organization reports in a single view and often finding it hard to get it done by someone else? The dashboard of Zoho Mail's Admin Reports section now provides you with a summary view of your organization reports for easy reference. Know more

Identify friends using an Avatar

Do you often get confused when you receive emails from friends whose names are similar? Let's put a stop to that. Now that Gravatar integration is available in Zoho Mail, you can view the distinctive Gravatars that your friends have set for their emails. Check out now

Partial delivery for Quarantined emails

When an email with multiple recipients in your organization is quarantined, you can now use the Partial delivery option to deliver the email to the specified recipients while rejecting the rest. Learn more

Set reminder and get notified

If you often forget about an email from a certain person or a specific topic, this feature is for you! You can now set a reminder for incoming emails based on particular conditions and receive notifications in your inbox. Check it out now

Protection from spoofing links

Are you concerned about email spoofing and hesitant to click on a URL in a legitimate email? Don't worry. When you click on a suspicious URL, Zoho Mail will now warn you with an alert message, and you can avoid falling victim to spoofing. 

What You Customize Is What You Compose

If you rarely or never use an option on the compose toolbar, find your frequently used tool hidden beneath other options, or if you use a limited set of tools to compose emails, we now provide you the option of customizing the email composer layout by hiding rarely used icons, grouping frequently used ones and doing much more based on your preferences. Try now

Creating an Issue is not a concern anymore

Jira integration in Zoho Mail allows you to create an Issue and add to your Jira account from an email without having to leave your inbox. You can also watch, edit and assign an Issue using the Jira eWidget. Learn more

Insert a Note with a click

With the Evernote integration in Zoho Mail you can easily create a Note using the content of an email and add it to your Evernote account. You can also insert a note in the email you compose in a jiffy. Know more

Zoho Calendar

Switch your views in the embedded calendar

When you embed Zoho Calendar in your website/ blogs, you can now choose to embed the calendar with multiple views simply by checking the 'allow switching views' option. This will let you switch your views between day/ week/ work/ month in your embedded calendar. Learn more

Stay on top of your schedules from anywhere-anytime!

With Zoho Calendar mobile application, save time and make the most of every day by managing all your calendars from one place. Explore!

Zoho Writer

Writer, now on your iPad and Android tablet web browsers!

Enjoy unrestricted access to all Writer's capabilities from your iPad and Android tablet web browsers! The latest update to the Writer mobile site empowers you with all the same tools and features as the existing laptop/desktop version. Read more

BluePencil

Get smart writing suggestions as you type, in any location across the web. Proofing on the go—wherever you write! Learn more

Introducing gutter and section margins

Writer's new gutter options, including mirror margins and section margins, simplify the process of designing printer-friendly layouts. Read more

Aggregation functions to enable effective data presentation with charts

Writer, now allows you to add aggregation functions such as count, count distinct, sum, average, min, max, median, and group by while adding charts in mail-merged documents in order to process and present your data exactly the way you need it. Learn more

Introducing document approval workflows in Writer

Streamline the process of creating, reviewing, and approving documents as well as operations across your organization with Writer's document workflows. Try now

Zoho Cliq

Sort channels in alphabetical order

We have now introduced the option to sort your channels in alphabetical order. Go to the channels category in the navigation sidebar, click the sorting icon next to the search bar and choose "Alphabetical order". Your channels will be sorted in alphabetical order. 

All new revamped file preview

You can now pane, rotate, and zoom in/out on images and files when previewing them.

Make guest users a part of your broadcast sessions

As the host of a broadcast session, you can now invite guests to join by sharing the broadcast link with them. Know more

Organize your meeting conversations

Channel admins can now configure whether to create a separate thread conversation for the meeting, continue meeting chat in the channel or let the host decide between options. Learn more

Introducing Cliq Networks for external collaboration

Businesses using Zoho Cliq can now collaborate seamlessly with partners, vendors, contract employees, and other stakeholders outside the organization. Networks offer a fully featured Cliq experience through chats, channels, meetings, admin controls, and permissions promoting secure communication inside a specific network while keeping your organization's assets segregated and protected. Read on to know more

Access your entire sent message history

Check out the history of the messages that you sent by navigating to History > Sent Messages from the navigation sidebar.

View call history with specific users

Click on the user's profile picture in the chat and select Calls to view your entire call history with the individual.

Zoho Meeting

Collaborate using Whiteboards

You can now use this feature to brainstorm ideas with meeting attendees in real-time. Try it now

Polls in online meeting

You can now create and launch live polls in online meetings to let participants voice their opinions on a subject. Check it out

Enhanced zoom-in for screen sharing

We have changed the zoom percentage from 25% to 10% so you can zoom in more closely to your screen while screen sharing.

Pause and resume recording

You can now record parts of a meeting by pausing and resuming recording.

Custom backgrounds

You can now upload custom background images for your virtual background in meetings.

Zoho Connect

Request to join Group

Using the all-new request to join option in Groups, admins can now easily manage who can join their Groups. Learn more

New permission in Manuals

With the new permission in Manuals settings, admins can now choose who can publish articles within Manuals. Know more

Zoho Sheet

Instantly locate any feature inside Sheet with Feature Finder

Spending too much time hovering over menus to find the desired feature? Use Feature Finder to locate the necessary tools for your spreadsheet data.

Zoho Show

Create stunning presentations with the Pexels add-on for Zoho Show

With the Pexels add-on for Zoho Show, you can access almost 3.2 million images and videos from right within your Show account. Create visually impressive presentations with these high-quality, royalty-free images. Learn more

Introducing Data Fields in Zoho Show

Data fields allow users to enter values and display variable data. They are presentation-specific, constant variables that can be used across a given presentation. With the Show app, you can define both String and Numeric data. Read on

Go through the updates, make use of them to have an improved experience and let us know your feedback and suggestions in the comments section.

Follow Zoho Workplace on Twitter to get regular updates and tweets on Workplace applications.

Watch this space for latest updates in Workplace. Until next time, stay safe and healthy.



      • 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

        • 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

        • Tasks in hours rather than days.

          Hi there, I was wondering whether or not its possible to create a workflow task that has a timer based on hours rather than days? I'm looking to create a workflow task which, when a request field is changed, creates a task for the support desk to call

        • 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.

        • 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

        • 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

        • 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

        • 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

        • Client Portal ZOHO ONE

          Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

        • The Social Wall: February 2026

          Hello everyone, This month, we’re bringing you a mix of exciting toolkit enhancements and a few improvements across the web and iOS app, all designed to make your social media management simpler and smoother. File converter Images come in different formats,

        • Zoho Mail and SalesInbox doesn't link to CRM record using Reply-To

          Hi, I've just set up SalesInbox, with the intention of using it for sales enquiries (instead of Desk, which I have been using until now). I've noticed that, unlike Desk, SalesInbox only uses the 'From' email address to attempt to link to a CRM contact

        • Service line items

          Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.

        • 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

        • Poor Search Results on Zoho CRM

          The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

        • How to use filters on all products page? Or even a category page?

          Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

        • Capture Last check-in date & days since

          I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!

        • Pasted Images not being embedded in custom mail

          Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

        • 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?

        • 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

        • Next Page