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
Simplify the management of incoming emails in your Shared Mailbox by easily setting up filters. Just navigate to the Manage Group settings to get started, and automate your email workflow in just a few clicks!
Assign emails to members of a Shared Mailbox to streamline task ownership and enhance collaboration. Easily track all assigned emails in the Assigned tab within the Shared Mailbox.
Admins now have the ability to customize few specific Mail settings for users directly within the Admin Console by setting specific permissions. These user permissions are tailored to each policy and will only be applicable to members associated with that particular policy.
Moderation in streams just got effortless! Simply select the Moderator option from the drop-down menu in the Add New Member pop-up to easily add users as moderators.
When adding a custom emoji while creating a Signature or Out-of-Office reply, you will see a warning message prompting you to remove the inserted emoji. Instead, you can use Zoho Mail's built-in emojis.
You can effortlessly drag and drop attachments from an email in one window directly into the compose page of another window.
Only Marketplace Developers will now be able to develop these Custom Slash Commands. The Organization Admin must first grant the necessary permissions in the Admin Console.
Now by entering group email addresses directly in the From field of the Mail Merge sheet, you can send emails from a designated group address.
Now, if you spot an error in your uploaded sheet during the Mail Merge action, you have the option to skip it and proceed with the Mail Merge process with the correctly entered data!
Email routing will be temporarily suspended for accounts that exceed the designated Failure Threshold. You can easily set this Custom Failure Threshold to a value between 5 and 50, tailored to fit your organization's specific needs. To configure this threshold, simply navigate to the account settings in your admin console and adjust the threshold limit accordingly. Once set, if an account surpasses this limit, email routing will automatically be paused for that account.
The new Group Management Admin Role in the Admin Console allows Admins to manage group operations. This includes adding and removing users from groups, deleting groups when needed, and setting up important features like anti-spam settings, moderation controls, and advanced options.
You now have the option to export your Admin Console Dashboard data in either PDF or CSV format. Simply click the Export as button located in the top right corner of your dashboard to do so.
Zoho Calendar
Zoho Calendar now integrates with n8n, a powerful open-source workflow automation tool. This integration enables you to automate tasks like creating, updating, or deleting events and perform their corresponding actions.
Zoho People can now be synced with Zoho Calendar, allowing you to easily view key employee-related information directly in your calendar. With this one-way sync, you can access holiday details, leave application statuses, and other organizational data without needing to log into your Zoho People account.
Administrators can now configure the visibility of resource booking titles from the Zoho Calendar Admin Console. With this enhancement, administrators can choose whether the title of a resource booking should be visible to all users or restricted only to the meeting attendees. This added control helps ensure that sensitive or specific booking details are shared appropriately, improving privacy, security, and customizing user access to booking information.
Admins can now manage whether users are allowed to modify their user location details within Resource Booking . By customizing these permissions, administrators ensure that location information is consistent, accurate, and in line with organizational requirements. Admins can configure these settings under the User Location section in the Resource Booking Settings of the Admin Console.
With Zoho Meetings's Co-Host feature, now available in Zoho Calendar, you can easily delegate hosting duties to another individual who is part of the event. By simply assigning a Co-Host when creating your event, you can share tasks like adding participants, managing the agenda, or sharing content, all without switching between platforms.
Managing your calendar data just got more flexible. With the new CSV export option, you can easily download calendars from Zoho Calendar into a structured file. Whether you're compiling reports, archiving schedules, or exporting events to other tools, the CSV export option puts your calendar data right at your fingertips, organized, accessible, and ready to use.
Zoho Cliq
Enhanced participant view during screen sharing
Easily navigate through all meeting participants while sharing your screen. Previously limited to the top 6 active users, you can now scroll through the full list of participants in grid view for better visibility and control.
Venue selection for scheduled meetings
Planning meetings on the go just got easier. You can now select a venue while scheduling a meeting. Choose either a mapped meeting room in your organization or a location from the map to help attendees know exactly where to join.
Zoho Connect
Clearing old drafts is now faster than ever. Select multiple drafts and delete them all at once to keep your space neat.
Share posts directly with individual users for more personal conversations without having to mention them in comments.
Select any text in a post and quote it instantly in your comment. This helps keep the replies specific and easy to follow.
If you think a post deserves more spotlight, you can convert it into a full-blown Forum post in a few clicks.
Zoho Sheet
We've enhanced filters!
Zoho Sheet now allows you to add filters to all the tables across your spreadsheets while having a single sheet-level filter.
Zoho Writer
Export your Zoho Writer documents as password-protected PDFs to restrict viewing, copying, and printing them, and ensure your confidential information stays secure.
Easily ensure that your documents are neatly structured and easy to navigate with captions, cross-references, table of figures and tables, and more.
Zoho Trident
Whether you've missed adding an important attachment or made a typo, with the Undo Interval setting, you can now cancel sending the email within the set timeframe (Available on Mac only).
Trident’s unified calendar includes all of your calendars in one view. To search for a specific calendar, swipe down on the left pane to reveal the search bar, then enter the calendar name to find it (Available on Mac and Windows).
Loop the right people into the conversation for real-time collaboration. You can add users to an ongoing one-on-one audio, video, or screen share call and convert that call into a meeting (Available on Mac and Windows).
Zoho Vault
Zoho Vault now supports integration with Splunk, IBM QRadar, Coralogix, and Elastic. This expansion allows for advanced log analysis and threat detection, strengthening your overall security posture.
Increased access timeout
We've increased the password access duration. Instead of the previous 30-minute limit, users will now retain access for a full 60 days, offering greater convenience and flexibility.
Multi-language support for third-party sharing
Multi-language support is now available for password and folder sharing with third-party users, providing localized interfaces for improved communication and security.
Platform-based filters in the login activity report
For precise monitoring, we've added platform-based filtering in the login activity report, providing granular insights into user access across all platforms.
Enhanced password generation for custom fields
Password generation is now even more versatile. This feature is now available for password types in custom fields.
Recent Topics
Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
Is it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
SINCH HUB MESSAGEMEDIA with ZOHO DESK
1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
Invalid URL error when embedded sending url into iframe for my website when using in another region
Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
2024 Email Authentication Standards: Elevating Security with Google and Yahoo
In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!
Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
[Webinar] Zoho Writer for content creators and publishing houses
Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
Universal search
Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)
Attachment reminder?
My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
ZIA in Zoho Cliq
Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Multiple upload field CRM
I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
Critical Need for Global Search in Zoho FSM
Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
Collections Management: # 1 Payment Collection is All About Convenience
"Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last
Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?
Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
Cash based businesses cannot use the new fixed asset module
Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your
Zoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
Apply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist
Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App
We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
[Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more
Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data
Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success
Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability
Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will
Live webinar: 2024 recap of Zoho WorkDrive
Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows
Live webinar: Getting the most out of WorkDrive in Zoho Workplace
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
Live webinar: Mastering data migration, organization, and team collaboration
Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
BARCODE PICKLIST
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
Join our live webinar: Explore the WorkDrive TrueSync application!
Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
Bug tracking
Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
Envio de mails
Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
SLOW EMAILS
Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
POP3 authentication error - SOLVED
Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
Solution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
Next Page