Hello everyone!
Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them.
Create filters from emails .
In addition to creating email filters from Mail Settings, you can now easily set up filters based on individual emails using the Add to Filters option available in the email list and detail view.
This automatically populates the conditions based on the email's parameters. You can then add the desired actions to effectively organize the future emails you receive that are similar to the one you're reading.

Create events, tasks, and notes from emails.
You can now create events, tasks, and notes from your emails by selecting the relevant text and clicking the corresponding icon.
The highlighted text will automatically become the title for your event or task and the content for your note. You can then make any necessary edits and create your events, tasks, and notes directly from your emails.

Manage the channel participant role.
In addition to updating channel participant roles from the Edit Channel Information window, you can now use the quick options available in the participant listing to update their roles. 
Access all links within conversations.
All the links you've shared or received in your one-on-one, group chats, and channels can now be accessed from the Links tab under the View Media option.

Switch department views.
Whether you need to search for an employee in a different department, or check who is in the office or remote to schedule a meeting, you can now switch the department views to find the people you want to connect with. 
Quick edit tasks.
When you see the gist of a task in the list or board view and want to edit some details quickly, you can use the inline edit options. Just hover over the task, and using the respective icons, you can update the task title, due date, and assignee. 
More conference platform options.
Previously, we provided the option to add Zoho Meeting as a conference platform while creating calendar events. Now, we've added more options to choose from: Zoom and Microsoft Teams. Once you create an event with these conference platforms, it will automatically generate a meeting link that the attendees can access from the event invitation to join in.
Make sure to configure your email account with these platforms and enable these integrations in Zoho Calendar web to access these options in Trident when creating events. 
To leverage these new features in Trident, update the app to the latest version by following the steps below:
Open Trident.
In the system menu bar, click Trident.
Select Check for Updates from the menu list.

Don't have the app yet? Download it from the website and experience a smarter way to work.
Give these features a spin, and let us know your feedback and suggestions in the comments section below. You can also reach us at trident@zohosupport.com.
To submit your feedback directly through the app, follow the steps below:
Open Trident.
From the system menu bar, click Help.
Select Send Feedback.
In the feedback window, enter the necessary details under Subject and Feedback Content.
When ready, click Submit.

We look forward to hearing from you!
Until next time,Rowan
Recent Topics
Enable Locations for Expense
Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Rate Limiting in Zoho Flow (OpenAI API)
Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
Placing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this using
it is possible to open a widget via deluge script function
I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
Request to change display name in Zoho mail
Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as
Creator - Portal Custom Domain
I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to). Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong. Some datapoints Domain name itself unimportant, can be a string of numbers. I need to know what registrars are working for you because GoDaddy does NOT. Do I need hosting? I've tried both ways and nothing works. I pushed through Cloudflare
steps and options to change Domain DNS/Nameservers settings
Please share the options or steps to change Domain DNS/Nameservers settings
Employees in Leave Policy exceptions
In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
Outbound IP address SPAM problem.
Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.
Forwarding
How can I forward my Zoho account to my gmail account? Noël
Modular Permission Levels
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
Kaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
How get stock name from other column ?
How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
Adding a developer for editing the client application with a single user license
Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
Download an email template in html code
Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
Attachment is not included in e-mails sent through Wordpress
I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
Upcoming Changes to the Timesheet Module
The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
Best way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
Cant update image field after uploading image to ZFS
Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
Billing Management: #4 Negate Risk Free with Advances
In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
Zoho Mail CC and BCC not working
Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report
Is there an equivalent to the radius search in RECRUIT available in the CRM
We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
Zoho CRM Inventory Management
What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup
Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
Get Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
Zoho Projects - Q2 Updates | 2025
Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
FSM setup
So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
Upcoming Updates to the Employees Module in Zoho Payroll (US)
We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
Possible to Turn Off Automatic Notifications for Approvals?
Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
ZOHO Creator subform link
Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
Allow Resource to Accept or Reject an Appointment
I have heard that this can be done, is there any documentation on how?
Create new Account with contact
Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
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:
How To Insert Data into Zoho CRM Organization
Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
Where can I get Equation Editor por Zoho Writer?
I need to use Math Formulas in my document. Thank you.
Filtering repport for portal users
Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
Next Page