Product Updates in Zoho Workplace applications | May 2025

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• Sania Sultana H

  

• 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

• Automatically open a widget

  How do I make a widget open automatically if a user views any record from a specific module?

• Restrict Access to Dashboard Tab to some users

  Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks

• Hotmail rejecting mail

  I have paid Zoho account. Hotmail is rejectying mail from Zoho because Zoho is on hotmail block list ---- On Tue, 15 Oct 2024 10:30:47 +1300 <mailer-daemon@mail.zoho.com.au> wrote --- This message was created automatically by mail delivery software. A

• How to Send and Document for Signing using Power Automate?

  Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those

• Zoho Sign not working in Canada Feb 06, 2025

  When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.

• How to easily share and organize templates with users? We need template folders!

  Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"

• Downloading chat history

  Is there a way to download our full chat history?

• CRM Mobile - Ability to email Record Notes

  By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy

• Zoho Books API Charging a customer with their Creditcard or ACH Banking info

  It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard

• zBooks Custom Script with deluge - Custom Field shows NULL

  I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).

• Não consigo receber e-mails

  Não consigo receber emails, apenas enviar. Pode analisar o problema, please?

• Can't search any new records

  I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have

• Announcing new features in Trident for Windows (v.1.24.4.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your workflow and enhance productivity. Let’s dive into what’s new! Add WorkDrive files as attachments in the Mail Composer. Previously, you could only attach files from

• Unfurling Unlimited Possibilities in Zoho Cliq 🔗

  Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can

• Comparing 2 forms not linked to send email

  Hi, I want to compare 2 forms not linked, but with identical customer email fields. Form 1 : CustomerForm Form 1 fields : CustEmail, PartnerEmail, Reminder (yes-no) Form 2 : CalendarForm Form 2 fields : CustEmail, DeliveryDate, DeliveryLocation The aim

• Outlook 2016 configured to Zoho

  I set up my Zoho mail in Outlook 2016. It works fine; however, Outlook often requests the Zoho Mail Password. Of course, the password is correct, but this isn't very annoying. Do you have any idea how to solve this?

• Sending email to Gmail accts - Error Code :550 - 5.7.26

  Some of my emails to gmail accounts are coming back "undelivered mail returned to sender." It doesn't happen every time and sometimes I can just re-send and it goes through. Can someone help me fix this? Thanks, Christine ERROR CODE :550 - 5.7.26 This

• Enable more than one custom domain

  Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business

• MFA & MS Outlook

  I just installed the Zoho MFA app, and there's a problem. MS Outlook, on Mac, iPad, and Win10, can no longer access my email account. I can get in using a web browser, but not with Outlook. Outlook says it needs a password. I've tried my old password,

• Possible to use Client Script to colour code picklist field value?

  I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page

• How can I update a field in Zoho CRM based on activity from FSM/Invoice

  We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in

• Increase the rows that can be exported in a formatted report

  Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh

• [Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence

  Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and Principal

• Building extensions #5: Creating custom connections for extensions

  In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

• Recurring Task Lists in Zoho Practice

  Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.

• Sync Zoho CRM LEADS to Google Contacts

  I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid

• Import records with multiple attachments to Zoho Recruit

  Hello, I want to import a CSV file with over 5000 records with some of them containing 6-10 attachments to the candidates module in my Zoho Recruit. Is there a way to make this import using the "Import from Spreadsheet" option in the candidates module?

• Zoho Notebook API

  Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.

• APAC ZUG Workplace Meet-up 2025—Time to Register!

  Dear Zoho Workplace Community, We’re thrilled to announce that the Zoho User Group (ZUG) Workplace Meet-up 2025 is heading to the APAC region! This year, we’re bringing the conversation closer to you—across multiple cities in Asia-Pacific—to connect,

• I have trouble with Add mobile phone.

  When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84*****58". Hope to hear a

• Customize Colors used on graphs and charts according to users desire.

  It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

• Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

  Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if

• Publish exact date of posts

  Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back

• Zoho Sales IQ Lead Scoring

  The lead score of a visitor is not getting updated in real time, and it only gets updated once the user has left. I have a chatbot trigger based on the threshold lead score, and that does not pop up as the lead score is not updated.

• Multilingual Ratings - Happiness Ratings in Your Customer's Language

  Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,

• Introducing the Zoho Survey add-on for Zoho Show

  Data helps make presentations more convincing, but adding it isn’t always simple. It usually comes from multiple sources like spreadsheets, analytics tools, and more, making it tedious and resulting in human errors.At Zoho Show, we’re always looking for

• Email signature duplicate

  Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

• tracking of call attempts in leads modul for multiple steps

  Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process

• Email Credibility Dashboard: Track your account's email sending practices

  Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

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