Updates in Zoho Workplace applications | Oct and Nov 2023

Updates in Zoho Workplace applications | Oct and Nov 2023

Hello Workplace Community,

We wish you all a Merry Christmas! 🎄 

Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace.

Let's take a quick look at them.

Zoho Mail

Mail Reading Formats: Plain & Rich Text

In Zoho Mail, it is now possible to read emails in the preferred mode of your choice. Enabling Plain or Rich text mode from the Mail View Options within settings allows you to choose between a visually enhanced and formatted text or a simple, unformatted text format to read your emails.

Send personalized Out-of-Office messages for internal and external contacts

You can now set distinct Out-of-Office replies to senders within your organization and those outside it. Manage your professional communications effectively, ensuring that your messages are not only automated but also finely tuned to the expectations of both internal and external audiences.

Admin Configured Out-of-Office response for internal and external senders

Now, administrators can also configure distinct Out-of-Office responses for emails from senders within the organization and external senders, ensuring that both internal and external contacts receive responses crafted to their respective needs and contexts.

Users can create email-enabled Groups with admin approval

Organizations users now have the option to create a group as an email-enabled group directly from their group management page if the admin has granted permission through the admin console.

Add email event invitations to Zoho CRM Calendar

You can now choose to add event invitations from your emails directly to the Zoho CRM Calendar instead of the Zoho Calendar for more efficient and consolidated management of your business events or activities related to customer relationship management.

New DRE Gallery function alert!

Now, our gallery of pre-defined DRE functions has a new addition, bringing even more flexibility to manage your inbox. A pre-written script to automatically add attachments from an email to CRM when the sender is listed as a CRM lead or contact is added to the Gallery function.

Associate Contact card to your email signatures

No more copying and pasting your contact information repeatedly. You can now include contact cards directly into your email signature. Recipients can easily save your contact details directly from your signature, eliminating the hassle of manual entry. It's a one-time setup for a lasting impact on every email you send.

Seamless language translation for your emails

No need to worry about missing out on important information or struggling to understand emails in different languages. In Zoho Mail, you can now translate all your emails to your preferred language. Enhance your email communication experience, fostering global collaboration and ensuring that language diversity is no longer a barrier to effective communication.

Admins can now recall sent emails

No more worrying about emails sent by mistake. Admins can now recall emails sent by users within the organization. This ensures that any unintended or erroneous messages are swiftly corrected, providing enhanced control and flexibility over email communications.

Shared Mailbox support in email Retention and Backup

In Admin Console, the ability to retain, backup, or recover emails now extends to shared mailboxes. Administrators can now have the same level of control and security for shared mailboxes as they have for individual user accounts and make sure that critical data is protected and accessible when needed, even for collaborative spaces within Zoho Mail.

Zoho Calendar

Audio Meeting or Video Meeting - Pick your style

With the Zoho Meeting integration, you can now choose to create either audio or video conferencing while scheduling an event. When Zoho Meeting is selected as a Conference option, a meeting will be set up in Zoho Meeting and the conference link will be emailed to the attendees.

Zoho WorkDrive

Video and audio preview enhancements

We have enhanced video and audio previews by adding sneak forward (Shift+Right arrow) and sneak backward (Shift+Left arrow) options. We have also introduced shortcut options for muting/unmuting (M), entering/exiting full-screen mode (F), and playing/pausing your content (space bar).

Additionally, we have introduced picture-in-picture (PIP) support for video files.

Experience WorkDrive in your preferred Indian language

India's rich linguistic diversity is now fully accommodated by WorkDrive. No matter which region you're from or which language you speak, WorkDrive is here to support your collaboration and document management needs.

We have expanded our language support to include all 22 official Indian languages. This means that you can now access and interact with WorkDrive in your preferred Indian language for a more convenient and user-friendly experience.

Locate files quickly with our recent search enhancements

Search enhancement
  • Streamlined search: We've enabled quick search options to help you find files in your My Folder, Team Folder, Org Folder, and any other specific subfolder.
  • Save search: You can now save search keywords along with the applied filters, making the process of generating future search results effortless.
  • Recent search listings: Your recent searches are now at your fingertips within the search UI. Quickly access them to find the information you need.

Zoho Cliq

Enhancements in Admin Panel

  • eDiscovery and data retention: Retrieve and clean up your organization’s data and assets with eDiscovery and data retention policies. These are necessary for compliance audits, lawsuits, and intellectual property theft, as you can quickly locate and provide the required supporting evidence.
  • Audit trails: Get a snapshot of all user activities across chats and channels at a glance and maintain a record of all critical actions performed by specific users across different modules.
  • Usage reports: Measure adoption rates and the hours spent on different modules. Admins can get a clear picture of the organization's interactions and how everyone uses Cliq.
  • Media IP versioning: With this new tool, you can track which of Cliq's media servers are whitelisted within your organization's network. This ensures continuous and seamless connectivity in your calls and meetings.
  • Status configuration across the organization: Manage your organization's status configurations by customizing the text, setting time limits for each status, and availability of custom statuses.
  • Centralized management for your channels:  Get better control over every channel within your organization by performing detailed actions like changing channel admins, adding or removing participants, and adjusting the roles available to a channel admin from a single centralized location.

AI advancements

  • Meeting summary & action items: Effortlessly review discussions with AI-generated meeting transcripts, pinpointing critical details and follow-up tasks for actionable insights.
  • Unread message summary: Missed a group chat and overwhelmed by hundreds of unread messages? Now generate message summaries to quickly catch up on what is going on.
  • Writing assistant: Receive support in composing messages with tone analysis and grammar correction while also gaining additional insights about your texts from our AI, Zia. Explore details like writing quality, word count, and readability for a comprehensive writing experience.

Updates in the Collaboration corner

  • Auto response: Set an auto-response in Cliq to keep your colleagues informed of your unavailability and return time with the out-of-office responder.
  • Pin multiple messages: Effortlessly pin multiple important messages in a chat to ensure essential information remains at the forefront.

Channel permission to close threads

With our latest addition to channel permissions, you can efficiently designate who can close threads, offering improved control over your channel's discussions.

Zoho Meeting

Import webinar registrants with a CSV

Streamline your webinar registration process by uploading a CSV file containing attendee names and emails. You can effortlessly import your webinar registrations, saving time and simplifying the process. To import registrations, navigate to the registrations tab of the scheduled webinar and click Import CSV in the top right corner.

End of session notification

With the end-of-session notification, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when and how many times you'd like to be reminded about the scheduled end time. This can be customized under the Meeting settings.

Zoho Writer

Visualize, summarize, and transform data in mail merge templates

Display data exactly the way you want and highlight key insights with group by and aggregate in Zoho Writer's mail merge templates.

Zoho Sheet

Create and share bulk spreadsheets seamlessly using Merge Templates

Do you spend hours drafting new records and copy-pasting data from other sources? You can efficiently create and share bulk data records with the Merge Template in Zoho Sheet.
Merge template

Zoho Connect

Get instant reminders for live broadcasts

With the convenience of reminders, you can get notified about live broadcasts to help you plan your participation effectively.

Boost task activity with the fun Arcade feature

Get points for performing certain task activities. From creating a task to changing the task status, earn points for your active participation on the board.

Get detailed insights on your posts

Understand user sentiment and interaction on your posts, such as views, comments, and reactions to help you keep track of your post-related engagement at all times.

Do try out the features, enhancements and let us know your feedback and suggestions in the comments section given below.

Follow us on Twitter, LinkedIn and Instagram for regular updates.


      • Sticky Posts

      • Product Updates in Zoho Workplace applications | July 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
      • Product Updates in Zoho Workplace applications | June 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly
      • Product Updates in Zoho Workplace applications | May 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options
      • Product Updates in Zoho Workplace applications | April 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared
      • Product Updates in Zoho Workplace applications | March 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments

        • Recent Topics

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
        • WhatsApp Channels in Zoho Campaigns

          Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
        • error : Object code : 6500

          b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
        • I got unknown charge from Zoho

          Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
        • How can I see content of system generated mails from zBooks?

          System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
        • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

          Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
        • Function 56: Automatically enable the option for customers to pay via bank account

          Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
        • Attach Files to Your Notecards and share them on the go!

          Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
        • Can i connect 2 instagram accounts to 1 brand?

          Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
        • Workdrive on Android - Gallery Photo Backups

          Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
        • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

          Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
        • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

          Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
        • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

          Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
        • How to searchByCriteria records that are under approval?

          I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
        • Power of Automation::Streamline log hours to work hours upon task completion.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
        • How to add Simple Analytics to Zoho Pages?

          I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
        • End Date in Zoho Bookings

          When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
        • Cant seem to delete an email account

          Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
        • Commerce Order as Invoice instead of Sales Order?

          I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
        • Import data into Multi-Select lookup field from CSV/Excel

          How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
        • Script that deletes a record?

          We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
        • A formula that capitalises the first letter of each word

          Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
        • Reverse payment on accidentally closed invoice.

          An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
        • Quotes in Commerce?

          In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
        • Zoho Commerce - Mobile Application

          Does Zoho Commerce have a mobile application for customers to place an order?
        • Register user through Phone Number by Generating OTP

          In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
        • Custom Buttons for Mass Actions

          Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
        • Zoho Vault Passwords

          Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
        • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

          I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
        • Zoho Creator to Zoho CRM Images

          Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
        • 【Zoho CRM】レポート機能のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
        • Translation in zoho bookings

          We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
        • Is there any way to bill one client in different currencies on different invoices?

          I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
        • API name for all fields in Zoho Project (Standard or custom)

          Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
        • Zoho Assist not rendering NinjaTrader chart properly

          Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays
        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
        • Adding Social Media Buttons to Basic Campaigns

          Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!
        • Dropshipping Address - Does Not Show on Invoice Correctly

          When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
        • Next Page