Product Updates in Zoho Workplace applications | July 2025

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. Effortlessly import all your Pocket bookmarks into Bookmarks application in Zoho Mail using the Import from Pocket option.

Keyboard Shortcuts now available for Shared Mailbox actions

Default and customizable keyboard shortcuts are now available for Shared Mailboxes in the Mail Keyboard Shortcuts settings.

Improved address book display in Compose page

The Address book has been enhanced to appear as a pop-up window instead of a drop-down menu when clicking on the CC field in the compose page.

Enhanced note filtering based on users in Groups

Notes added within a group can now be filtered by the user who added them, using the new Added by option in the filter.

Reader view for Shared Mailbox emails

Easily view all your Shared Mailbox emails in a clear, distraction-free Reader view for a better and more focused email experience.

Week and Month view in Calendar eWidget

Quickly view all your events organized by week or month using the Week and Month views in the Calendar eWidget.

Conference support in Calendar eWidget

When creating an event through Calendar eWidget, you can now select from multiple conferencing options, including Zoho Meeting (audio/video), Zoom, Webex, and Microsoft Teams.

Automatically include attachments

When you create an event using the 'Add to Calendar' option in the email preview, any attachments included in the email will now be automatically added to the event in Calendar eWidget.

Smart Add in Calendar eWidget

Using Smart Add in the Calendar eWidget in Zoho Mail makes creating events faster and easier. Simply type a quick phrase like “Product Meeting with Team tomorrow at 3 PM,” and it will automatically create the event for you.

Zoho Calendar

Smart room suggestions, curated by your preference

You can now add rooms tailored for you based on your priority like favorites, default location, floor, and building.

View participants count with custom permissions

Get to know the custom permissions set for participants when creating an event. With permissions button, you can see the count of participants with specified permissions.

Zoho Cliq

Zoho Projects integration update

We have updated the settings for sending Zoho Projects task updates to channels. In addition to a cleaner layout, you now have access to a central toggle button to easily turn all channel notifications on or off.

Delete messages in bulk

Select and delete up to 25 messages in one go, instead of just 5. Cleaning up conversations is quicker and less repetitive now.

Zoho Connect

Smarter search with NLP

Our search just got a lot more advanced. With our new Natural Language Processing (NLP) search, you can type queries like you talk. For example, you can simply search “tasks assigned to me last week” or “files shared by John” and get precise results instantly.

Sample data for a quick start

For newbies in Connect, you can now add pre-filled sample data to help you get familiar with the platform. Explore tasks, forums, groups, feeds, manuals, town halls, and events, and learn how things work. It’s the fastest way to learn by doing.

Share a board section

Sharing your task has become more flexible than ever. With the new share task section option in Boards, you can collaborate with precision. Whether it’s a checklist, a set of tasks, or simply a discussion section, share only what’s needed with the right people. This is perfect for cross-functional teams and external collaborators.

Zoho Meeting

Zapier Integration

You can now integrate Zoho Meeting with thousands of popular apps through Zapier integration. Automate your workflows effortlessly without any coding needed—so you can focus on what truly matters.

Zoho Show

Introducing Zia AI in Zoho Show

With the introduction of Zia AI in Zoho Show, you can
  • Instantly generate presentations based on your visual style and content tone
  • Add more slides to existing presentation
  • Generate both content and visuals for a slide based on its title
  • Refine and enhance content
  • Shorten and summarize your content
  • Turn huge paragraphs into lists

Zoho Trident

Switch email response type easily

You can now switch between Reply, Reply All, and Forward directly in the Mail Composer, even after starting with a different action. (Available on Mac only.)

Upload email attachments to WorkDrive

With the new Add to WorkDrive option, you can now select and upload multiple email attachments at once. This makes it even easier to move files from your inbox to WorkDrive without the extra step of saving them to your device. (Available on Mac only.)

Look up WorkDrive files and folders

With the dedicated search bar in the WorkDrive widget, you can now quickly locate files and folders. (Available on Mac only.)

Get better visibility for concurrent calendar events

Quickly compare and manage simultaneous events with overlapping and split layouts. This makes scheduling conflicts easier to spot and resolve at a glance. (Available on Mac only.)

Manage collaborators for tasks

You can now invite users to view task details, leave comments, add attachments, and collaborate on tasks so everyone stays aligned and nothing slips through the cracks. (Available on Mac and Windows.)

Access Zoho Vault inside Trident

Following its addition to the Workplace bundle, Zoho Vault is now available in Trident as a widget. You can easily manage your passwords and confidential information, view all of your stored passwords, edit them, share them, or access passwords shared with you, all without leaving Trident. (Available on Windows only.)

Schedule Cliq messages for the right time

Are you working at odd hours or from a different time zone and wondering how to message your colleagues without disturbing them? You can now schedule your messages to be sent when your colleagues are available.

Forward messages using drag and drop

Forward messages from one user to another by simply dragging the text message and dropping it into the chatbox. 

Execute actions instantly with slash commands in the Cliq module

You can now use slash commands from the chat box inside the Cliq module of Trident to execute frequently performed actions like pinning messages or muting channels. Quickly execute actions with built-in or custom slash commands. 

Start and join scheduled meetings

You can now start and join meetings scheduled from the Cliq web app from Trident. You will also receive timely reminders to ensure you're available for your scheduled meetings right on time. 

Access message drafts from anywhere

Have you ever typed out a detailed response to a colleague but couldn't send it because something urgent came up? No worries, you can now access your message drafts in Trident's Cliq chatbox across the Cliq web and the Cliq mobile app, allowing you to edit and send the messages from anywhere.

Zoho Vault

Czech language support

Zoho Vault now supports Czech, adding to our list of 10 supported languages. This update helps make your workforce password management experience even more personalized and user-friendly.

Zoho Writer

Generate documents using webhooks

Automatically trigger document generation in Zoho Writer via events from third-party applications using incoming webhooks.

Enhanced Zoho Writer merge APIs

With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record ID are automatically fetched from the Zoho app. You don't have to spend time manually mapping records and fields in the Deluge code.

Zoho WorkDrive

Introducing Zoho AI in WorkDrive

Introducing Zia – the built-in AI assistant, now in Zoho WorkDrive that helps you work faster and more efficiently. From summarizing files and translating comments to assisting with content creation and transcription, Zia brings smart, practical tools right into your daily workflow — no extra setup, no added cost.
  • Zero setup, zero cost: AI features ready to use, no extra configuration.
  • Privacy-first: Your data stays within Zoho — never shared externally.
  • Flexible AI options: Choose between Zoho AI and OpenAI for different tasks.
  • File summarization: Instantly get key points from long documents.
  • Comment translation: Communicate effortlessly in 70+ languages.
  • Content assistance: Draft text, refine comments, and generate visuals.
  • Media cover creation: Auto-generate cover images for audio/video files.
  • Built-in transcription: Convert recordings to searchable text.

    • Sticky Posts

    • Product Updates in Zoho Workplace applications | October 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create
    • Product Updates in Zoho Workplace applications | September 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply
    • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

      Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
    • 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.
    • Recent Topics

    • Marketer's Space: Proven tips to improve open rates – I

      Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage
    • Can the Trigger be changed?

      I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone
    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
    • Creating Custom PDF Template from Form

      I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

      Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.
    • Quick Copy Column Name

      Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
    • Conditional Field Visibility in Bigin CRM

      I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,
    • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

      I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.
    • WhatsApp Voice Message Sending Option in Bigin CRM

      I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.
    • Introducing Zoho MCP for Bigin

      Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,
    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
    • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

      Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
    • MCP > Creator connection failing with Claude

      I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
    • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

      Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
    • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

      As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
    • Asap Widget 2.0

      Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?
    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
    • What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

      Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest
    • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

      Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,
    • Auto-Invite Users to Portals in Zoho CRM based on Conditions

      Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
    • Pricing Strategies: #5 Stay local, Price & Sell Global

      Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop
    • Best practice to structure reporting to include events covering multiple months / quarters.

      Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
    • Incorrect Email Notifications for Product Reviews

      Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • FSM - Associating and selecting Contacts based on Service Addresses

      Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
    • What is the easiest way to move Hotmail emails to an IMAP server?

      The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:
    • No feedback from Zoho Books regarding Yodlee feeds for Investec

      I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
    • Turn off Knowlege Base Follow options and Follower lists

      Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
    • Zoho DataPrep switching Date Format

      When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
    • issue with deluge script

      i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
    • Zoho Books "Update" Trigger for Zapier?

      Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice
    • Service One. Bill Another. Zero Hassle.

      In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central
    • Next Page