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 April.
Zoho Mail
Enhance group member exports with additional data fields
Customize your group member exports by including additional fields such as Role, Status, Post approval, Send using group email address, and Failure count. This gives you a complete view of your group data, making it easier to review, manage, and analyze member information.
Create smarter rules with multi-value operator support
Use the newly added operators in your rule criteria to match multiple values within a single condition. This eliminates the need to set up separate criteria for each value, helping better configuration of rules and manage time.
Export rules and alerts data to CSV for easy access
Export all or selected incoming and outgoing rules/alerts of your organization in CSV format, saved directly to your system. The file remains available for review, sharing, or reference whenever needed, making it easy to keep track of your configurations.
Zoho Calendar
Appointment Booking is now available in Zoho Calendar
Create a personalized booking page, share your availability, and let requesters schedule appointments directly from your calendar. Confirmed bookings are automatically added to both calendars, making scheduling effortless for everyone.
Customize booking hours, control availability, add your branding, and share your booking page via link, embed, or QR code — all from Zoho Calendar.
Allow delegates to book rooms on your behalf
Users with delegated access can now book meeting rooms on behalf of the calendar owner while creating events. Along with managing and sharing calendars, delegates can seamlessly reserve rooms within the organization, making event coordination more efficient.
Reschedule events with drag and drop
You can now quickly reschedule events by dragging and dropping them directly within the calendar grid. Move events across dates in Month view, drag events from the expanded overflow list, or shift events between time slots in Day, Week, and Work views for faster schedule management.
Zoho Cliq
Cliq Cart and ServiceNow Integrations | Cliq Cart now allows approvals and clear timelines
Manage your products easily with built-in approvals and clearly defined sale end times. Stay focused with refined notifications that surface only what truly matters.
Act on ServiceNow incidents directly from Cliq
Access widgets, map channels effortlessly, and respond to incidents in real time. With bot-driven calls delivering instant alerts, your team can take action immediately - no tool switching, no delays.
Zoho Connect
Introducing enhanced content moderation controls
Content moderation is now seamless. Admins can review posts and approve or reject them from the moderation panel. When rejected, authors receive clear feedback, allowing them to update and resubmit their content.
Zoho Sheet
Work on your spreadsheets from desktops!
Zoho Sheet is now available for free on Windows and macOS devices with both online and offline support. Open and edit your Excel files stored on your device locally when you're offline. Sign up only when you need to collaborate on, share, and publish those files.
Trident for Zoho Workplace
Import EML archives directly into Trident
You can now import EML archives into Trident alongside the existing PST import support. To reflect this, the setting previously known as “PST Files” has been renamed to “Import Email Files.” EML files must be provided as ZIP or TGZ archives, and once imported, they appear under the On my Mac/On my Device section without consuming any mailbox storage.
Preview Microsoft Office files in Trident
Zoho Writer
Zoho Writer templates for Zoho Books
Zoho Writer's extension for Zoho Books allows you to design your own templates within Books and instantly generate personalized invoices, estimates, purchase orders, and more with mail merge.
Install the extension | User Guide Zoho Vault
Polish Language Support
Zoho Vault is now available in Polish, expanding our localized interface to Polish-speaking users.
Google SecOps SIEM Integration
Zoho Vault now integrates with Google Security Operations (SecOps), enabling audit logs and vault activity to be streamed directly into your SIEM pipeline for centralized threat monitoring and compliance reporting.
Recent Topics
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
zoho stream web notifications
since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.
New in Zoho CRM: Pre-fill Public Forms with CRM Data
Public forms just got more flexible! With the new Pre-fill Public Forms with CRM Data option in the Zoho Forms integration, people filling out your public forms can search for a CRM record, select the right one, and have the form automatically populate
HEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
Zoho Books | Product updates | October 2026
Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
print preview
We are using microsoft edge, till 12 sep we were getting directly print option. Now we are getting this preview option we have to click print option again. How to bypass this-preview option?
Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?
I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
Connection into Cliq?
I have the SalesIQ chat widget on my site using the Zohobot but I'm not always on and my employees don't keep it open all the time. We do have Cliq open all the time though so I'd love a way to manage those discussions directly in Cliq as they come in.
Kaizen #264 - Using zoho-crm Skill to Write Functions
Hello CRM wizards, Welcome back to another week of Kaizen. In our previous Kaizens, we explored how the zoho-crm skill can assist you across various Zoho CRM developer tools. This time, let us see how it can help you write Deluge Functions, from simple
Edit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
Recover accidentally deleted mail account
Email account was accidentally deleted from admin console.
mail sent to gmail goes directly to spam
Hi TKIM and SPF are configured and verified. E-mails coming from zoho to my personal gmail account are going directly to the spam folder. How can I solve this? I can send you guys the headers privately if you need to.
Shopify Integration: How do I change the default Unit of Measure from KG to PCS
For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.
flexible subscription plan
Greetings! We currently have 5 Standard plans, but would like to add 5 mail-lite one just to receive emails (do not need other business features or storage. As Super Admin, I tried to do that my self but didnt see the option on your sales platform. Please
mail
We want our tracked links in campaign and journey emails to use our own domain instead of the shared maillist-manage.net domain. We have already created the CNAME links.rexven.com → customer-campaign.zoho.com (DNS only). Does our plan support a custom
Useless support and impossible to add users for whom I paid for
Over a week ago i signed up for 5 emails addresses and 10GB, and so far I only have 1 email working, no access to the dashboard. Remote connection with "support"....useless Screen grabs sent to "support" useless Messages to "support"... now not answering
Mr
can't access my email
Reduce Mail Lite Renewal from 2 licenses to 1
Hello Zoho Support, I have a Mail Lite 5GB subscription with 2 licenses. have deleted the unused user, and now only 1 user/license is being used. My subscription is due for renewal, but the renewal page still shows 2 licenses and does not give me an option
Adding additional records dynamically to a subset of fields
I'm trying to create a service ticket layout which will be passed to a Creator application for Field Service Management (FSM) purposes. We need to be able to define a specific subset of service product fields such as "Service Product", "Service Product Serial Number", "Service Product Warranty End Date" and "Service Product Current Warranty Status". We may need to record more than one of these subsets, in case the customer has more than one product which has to be serviced on their site. It seems
Push error with Zoho Books and Zoho CRM
I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token
Allow widgets to be placed between native sections in the Ticket Properties panel
One of our biggest frustrations with the Tickets module is how rigid the Ticket Properties panel is. Every section there is built only from native Zoho Desk fields. We can add sections, rearrange fields, and pick layouts, but we can’t put anything custom
#13 Understanding Your Zoho Invoice Limits
Ravi's busiest month was also the month his invoicing stopped working. He had been using Zoho Invoice comfortably for months. Then, just when business picked up, he hit a limit he hadn't expected. The problem wasn't that he had missed a payment or forgotten
Map Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across
How to Allocate Incoming Purchase Stock to Specific Sales Orders in Zoho Inventory?
Hi all, We are using Zoho One Enterprise and need guidance on managing sales order–wise allocation of incoming stock in Zoho Inventory. Our workflow is: A customer order is received, and the Sales Order is confirmed. The sales team immediately creates
How to disable automatic ticket closure emails for specific outgoing communications?
Is there a way to disable the automatic "Ticket Closed" email notification for specific tickets or outgoing emails? Currently, every time we send an email to a customer, the system automatically sends a "Ticket Created" email, followed by a "Ticket Closed"
Zoho Webinar - Sharing System Audio (NOT AVAILABLE)
Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
What's new in Zoho Workplace | September 2026
Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in September. Zoho Mail Compose Options Across Templates You can now use the Undo, Redo, and New List options
Unable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
What does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"
Set department automatically for incoming calls
Is it possible, when receiving an incoming call through Zoho Desk (using Twilio integration), for the department to be auto-selected based on the phone line being called? Currently, we have to manually select the department from the dropdown menu when
Zoho Desk training for administrators in EU and US region
Hello Everyone, Get ready for the certified Virtual Classroom training for our Zoho Desk users in Europe and the US. Our in-house Zoho Desk expert, @Dheeraj | Zoho Desk, will conduct the virtual classroom training. This training focuses on simplifying
Support Plan: Recuring Issue
Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to
Webinar de Zoho People: tecnología para RR. HH.
¿Y si RR. HH. pudiera estar tan conectado con el negocio como el resto de tu organización? La gestión de personas está evolucionando, y los departamentos de Recursos Humanos necesitan herramientas que les permitan ir más allá de las tareas administrativas
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
WhatsApp in Zoho CRM Plus: inbound works, every outbound message fails with crm.bm.msg.failed.undefined since Oct 14 (business stopped)
Hello Zoho team and community, We are Roxo Inc, a Zoho CRM Plus customer in Florida. WhatsApp is our main sales and support channel, and since October 14, 11:11 AM EDT we cannot send any WhatsApp message from Zoho CRM. We are facing a large drop in sales
Pushover Notification Module
Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable
Problem in Mannual journal in Zoho Books
When I Put Manual Journal in Zoho Books Software not allow me to select VAT Rate what is the solution United kindgom version
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