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
Notification emails from Zoho People can now be viewed directly in your Zoho Mail preview pane in Zoho People format, making it easier to stay updated.
Choose how the email header appears in the reply email — either in a Compact single-line layout or in the Full header layout as shown in the original message.
The Add to filter pop-up in email preview has been enhanced. You can now view view all filters that have been created along with the option to sort and check whether the new condition matches any existing filter conditions.
Quickly summarize content in Shared Mailbox and Streams using the Summarize feature with Zia for Mail.
Verifying your domain ownership just got easier. Admins can now directly log in to BigRock DNS provider’s page from Admin Console when your domain is hosted with BigRock.
Admins can now import users and groups from Google Workspace and Microsoft 365 using custom selection criteria.
Incoming/outgoing rules and smart incoming/outgoing alerts are now moved to Mail Settings under Admin Console.
Login tracking just got better. You can now view device details and session status like active/inactive from the users’ login history page from the Admin Console.
Zoho Calendar
We’ve introduced Resource Booking on the Zoho Calendar mobile app to help you manage and book resources effortlessly on the go.
- Book meeting rooms – Reserve meeting rooms directly from the mobile app.
- Room availability – View up-to-date room availability based on location.
- Location Switching & Filters – Switch locations and apply filters to find available rooms faster.
- QR code booking – Scan QR codes to book meeting rooms instantly.
- Centralized booking management – View and manage all your resource bookings in one place.
Update now and manage your resources anytime, anywhere!
You can now set your availability as Free, Busy, Tentative, or Remote while creating an event, helping others understand your status at a glance and enabling clearer scheduling.
Zia for Calendar helps you create events using natural language, generate smart event titles and descriptions, and simplify event creation directly within Zoho Calendar.
Zoho Cliq
With Zendesk integration in Cliq, you can now get:
- AI-generated summaries for your tickets and reports.
- Customize bot notifications to stay informed only about the events that matter.
- Access detailed, filterable ticket reports with insights into satisfaction rates, user-specific monthly ticket graph, and group-level ticket reports.
Zoho Connect
Admins can now view and control how storage is used across the network. This helps track storage consumption, limit usage, and understand where space is going.
When you want to @mention a group wall/company wall, instead of the wall name, simply type @all to notify all members at once. This is perfect for important updates that shouldn’t be missed.
As a admin, you can now decide who can create specific post types like Questions, Ideas, and Polls.
Zoho Sheet
Zoho Sheet now allows you to create forms, manage, and share them within your organization or externally. All of the responses are collected in real time in your spreadsheets, organized, and ready for further analysis.
Zoho Trident
Organization admins using Trident can now review and act on quarantined emails directly within Trident. From the quarantined email notification, admins can choose to deliver the email to the intended recipient after reviewing it. (Available on Mac and Windows)
When you receive emails with malicious content, or if any user spams you repeatedly or seems untrustworthy, you can choose to block and reject all future emails from that sender. This will move the current email to the Spam folder and bounce all future emails from the sender back to them. (Available on Mac only)
Tracking or spy pixels can pick up on your private data, such as when and where you read the email, IP address, and more, to report it back to the sender. Trident can now automatically detect emails containing spy pixels and display a warning. (Available on Mac only)
A warning message is now displayed in the following cases to protect users against malicious content and phishing attempts.
- Sending and receiving emails from people outside an organization.
- Receiving emails from unverified domains or senders. (Available on macOS only)
- Receiving emails from a new email address for the first time.
- Receiving emails with suspicious URLs.
(Available on Mac and Windows)
You can now view and access shared mailboxes in Trident, which are
created in the Zoho Mail web app. This enables collaborative email management, allowing multiple team members to access and respond to emails without flooding individual inboxes. (Available on Mac and Windows)
Zoho WorkDrive
Employees often spend a significant part of their workweek searching for the right files. File Suggestions helps reduce that effort by anticipating what you need and surfacing the most relevant files instantly.
The feature studies your activity patterns, access history, and team interactions to recommend files you have recently accessed, frequently worked on, or commonly use, along with files your team engages with regularly. You can explore all these smart recommendations anytime from the File Suggestions tab in the left panel.
Zoho WorkDrive is now integrated with
Zoho MCP (Model Context Protocol), a new service that connects your apps and AI agents to automate complex workflows with a single prompt. By setting up your MCP server, you can link WorkDrive with more than 950 Zoho and third-party applications, allowing AI agents like Claude, OpenAI, Copilot, or Cursor to perform multi-step actions across apps.
Once configured, Zoho MCP enables AI agents to understand context and execute multi-step actions automatically.
For example, by typing a prompt like:
"Move ‘Finalised Presentation.ppt’ to the Approved Presentations folder in WorkDrive and share it with {user_email} with a natural language message."
Your agent will move the file to the specified folder in WorkDrive, share it with the intended recipient, and include a natural language message, all triggered by a single instruction. No manual steps, no app switching, and no coding required.
Finding specific details inside lengthy documents can often be time-consuming. With Zia, you no longer need to scroll through pages or use keyword searches to locate what you need. You can now ask questions directly within your files and get instant answers drawn from the file’s content.
Open any
supported file in Preview mode, click the Zia icon in the right pane, and select Ask questions from this file. Type your query, such as “List the sales numbers from this report”, and Zia will display the exact answer along with the relevant context.
- Supported plans: Business plan and Zoho One bundle.
- Available for users in the US, IN, and EU data centers only.
WorkDrive’s File Summarization now goes beyond documents, spreadsheets, images, and presentations to include audio and video files. With this enhancement, Zia can automatically transcribe and summarize media content, giving you quick insights without the need to replay lengthy recordings.
WorkDrive Workflows now support external users, making it easier to collaborate on structured processes with clients, vendors, or partners outside your organization. You can now assign tasks such as reviews or approvals to external participants directly within a workflow, ensuring seamless coordination across teams. Earlier, workflows were limited to internal team members.
Along with this update, client users can now trigger automatic workflows. Previously, they could only start manual workflows and perform transitions.
Supported plans: Business plan and Zoho One bundle.
You can now archive Team Folders that are no longer in active use but may be needed later. Archiving helps teams keep their workspace organized without losing access to important data. Once a Team Folder is archived, no users can access its files or folders, but all data, structure, and sharing permissions remain intact.
Zoho Workplace customers can now enhance their WorkDrive experience by purchasing Client User subscriptions and Feature Add-ons. As WorkDrive is included in the Workplace bundle, these add-ons make it simple to bring in external collaborators and enable advanced features whenever your team needs them.
Team admins can enable or restrict editing of non-Zoho file formats using Zoho Editors, giving organizations complete control over how files are edited within WorkDrive.
We’ve redesigned the Admin Dashboard to give admins clearer visibility into plan details, storage usage, and key activity insights. You’ll receive automatic storage alerts as capacity nears its limit, helping you stay ahead of potential disruptions and keep your team working without interruption.
Zoho Writer
View exactly how your document will look before you print it.
Recent Topics
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Zoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
GLM 5 not available
Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How
Zoho Forms - Failed CRM Sync Improvement
I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the
Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior
Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
Supervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last
Vault Chrome Extension Asks for Master Password every single time
Is this supposed to be a feature, or is this a bug? My assumption is that it's a bug, because every time I click on the Extension, there is a red exclamation mark/notification on the Zoho Vault extension. Is the idea with the Extension that I have to
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
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
"Make online" not clearing previously downloaded files from disk
I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder
Permission Denied for Worklogs URL
We're attempting to pull worklogs data from service desk plus and when using the below URL we are met with a message stating we do not have permission. https://sdpondemand.manageengine.com/api/v3/requests/xxxxxx/worklogs/ We used SDPOnDemand.requests.ALL
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
#12 Never Leave a Billable Hour Behind
A client approves a website redesign project. The estimated effort? 40 hours. The project is going well. A few additional review meetings are scheduled. Several rounds of content changes are requested. A few "quick fixes" get added along the way. The
Close task on Completion Date entry
This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Records from ATE 29: Knowledge Base, Community, and AI for smarter User Education
Hi Everyone, "Ask the Experts 29" was an engaging session, where we explored how to utilize the Knowledge Base for customers and internal teams, as well as emphasizing the importance of our Community. This post highlights the questions and use cases discussed,
Deleted User Emails
I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA
Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
Zoho CRM upload files error
Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?
Kaizen #246 - Incoming Lead Email Intent Detection using Zia Assistant API in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how Zia detects positive intent from incoming emails in the Leads module using the Zia Assistant API along with Workflow Rules and Custom Functions in Zoho CRM. Use Case Problem
Smart URL Determination
I would like to see Vault implement some sort of "smart" URL determination. When one starts to add a new username-password combination from a new site, Vault brings in the exact URL of the page from which this is happening. All too often, it looks something
Removing To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
Tip #76- Exploring Technician Console: Quick Launch- 'Insider Insights'
Hello Zoho Assist Community! Welcome back to our Technician Console series. Last time we explored Power Options, and this time we are turning the spotlight on a feature that quietly saves you dozens of clicks in every session by getting you exactly where
Multi-Book Accounting Support in Zoho Books
Currently, businesses that operate multiple entities, regions, or divisions need to maintain separate Zoho Books instances or resort to manual consolidation processes. This creates significant operational friction and increases the risk of errors. PROBLEM:
Automated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Unable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
How to book GST paid in zoho books
hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
[Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict
Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every
Zoho Payroll: Product Updates - H1, 2026
Over the last few months, Zoho Payroll has added updates that make payroll easier to process, review, explain, and manage for businesses. The most important improvements focus on payroll flexibility, gratuity tracking, employee self-service, reporting,
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
E-Mail Blacklist via GUI
Hello, It would be helpful if the GUI included an option to block specific email addresses (both incoming and outgoing). I want a setting where I can completely block certain email addresses. This means that no tickets can be opened from those addresses,
How to migrate cpanel mail to new zoho mail?
Hi, I have a client whose email (for his website domain) is currently on "cpanel mail". Now client wants to move to Zoho Mail. I checked migration docs and its mentioned that I can migrate using IMAP or POP but I am not getting exactly what steps should I follow in order to achieve this. As soon I will add clients domain and setup MX Records and SPF for that, I will lose access to currently setup email (cpanel mail) and without adding domain in zoho mail, I can't setup email for that. Sorry if I
SalesIQ Integration with LINE: API Rate Limit Issue and Pre-Chat Flow Concerns
Hello SalesIQ Developer Team. I have investigated the issue and found that the LINE Rate Limit is being consumed unusually quickly. LINE API free usage limit: 300 messages per month per brand. This limit will be reached within the first few days. 1. LINE
How to Backup Zoho to PST?
I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy
Warehouse -> Locations Transition Causing Errors
After saying "okay" to the transition from 'warehouses' to 'locations', I've now got shipped Sales Orders that I cannot invoice. How does one proceed?
Zoho CRM Community Digest - May 2026 | Part 1
Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features
Next Page