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
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.
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.
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.
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.
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
You can now add rooms tailored for you based on your priority like favorites, default location, floor, and building.
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
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.
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.
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
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
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
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.)
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.)
With the dedicated search bar in the WorkDrive widget, you can now quickly locate files and folders. (Available on Mac only.)
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.)
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.)
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.)
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 from one user to another by simply dragging the text message and dropping it into the chatbox.
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.
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.
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
Automatically trigger document generation in Zoho Writer via events from third-party applications using incoming webhooks.
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.
Recent Topics
Image Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
Function #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
RingCentral/Zoho CRM integration
Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
Free webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
Range names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
The connected workflow is a great idea just needs Projects Integrations
I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task
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
Enhancements in Portal User Group creation flow
Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Cant Save Gauge on Creator Page
How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
Update application by uploading an updated DS file
Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)
Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
Change Currency symbol
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
Auto Capitalize First Letter of Words
Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
Follow-up emails via Workflow Automation not staying in the same thread
Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
Client Script refuses to set an initial value in Subform field
I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Send / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
Zoho Social - Post Footer Templates
As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
Zoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
Simplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
Week date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format. Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
Help Center IFrame Issue
I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
Staff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
Comment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
An Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
Shared values: From classroom lessons to teaching moments in customer service
While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
Export to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
Custom Button Disappearing in mobile view | Zoho CRM Canvas
I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
Zoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
I hate the new user UI with the bar on the left
How can I reverse this?
Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
Office 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
Field Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
Question regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
Next Page