The month that was at Zoho Workplace | September 2023

The month that was at Zoho Workplace | September 2023

Hello Community,

Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September.

Let's take a quick look at them!

Zoho Mail

New languages support

Zoho Mail now supports four new languages: Bodo, Dogri, Kashmiri and Santhali.

Color coding your email listings

Tired of staring at that bland inbox all day? Want to make it more fun and functional? Simply apply tags to your emails and watch your inbox transform into a burst of colors. It not only adds a visual layer to your inbox but also makes navigation easy as you effortlessly distinguish between various types of emails with enhanced clarity and ease. Add some color to your inbox today!

Craft your responses and compositions with unique Signatures

We understand that composing and replying to emails has its unique nuances. You can now have separate signatures for both replying and composing emails.Tailor your emails with distinct signatures, and keep your responses consistent, and stand out with personalized unique signatures. 

Zia Summarize is now available to all your mail accounts

Zia effortlessly summarizes emails from your inbox, but we've taken it a step further. Now, you can summarize emails not just from your primary inbox but also from your POP, IMAP, and delegated mail accounts. Have a comprehensive email summarization experience with Zia Summarize! 

PGP Encryption in Zoho Mail

With PGP integration, your conversations are fortified with an extra layer of protection through powerful encryption, protecting your sensitive information from unauthorized access. Generate and store public and private keys right within your mailbox. Use these keys to send encrypted emails to your recipients and add a touch of authenticity by digitally signing your emails, verifying your legitimacy with every communication.

Zoho Calendar

Discover Meeting rooms in your location effortlessly and save time

When you select 'Add Room' during event creation, you will now have access to a list of all rooms available in your location, automatically fetched. Additionally, easily refine your search by filtering for minimum seating capacity and desired amenities while booking your room.

Zoho Writer

Pexels extension for Zoho Writer

Search and embed high-quality images from Pexels into your documents right from within Zoho Writer.

Zoho Notebook extension for Zoho Writer

Create notes and checklists, add images, and attach files on your documents in Zoho Writer without having to switch tabs.

Introducing smart composing and on-the-fly formatting features in Writer

Leverage the power of generative AI, slash commands, and distraction-free formatting to quickly and easily create, compose, edit, format, and layout content in Writer.

Zoho Cliq

Customize bot menu icons

Customize your bot menu action icons, including changing their colors. These icons will add a touch of style to the bot menu actions and convey more meaning visually.

Open chat in widgets

Open chat windows right alongside a widget to quickly access your conversations, thereby minimizing context switching.

Zoho Meeting

Hands-free solution to connect over virtual meetings in conference rooms

Zoho Meeting Rooms integrates seamlessly with your conference room displays, providing a high-quality meeting experience. You can create and manage multiple meeting rooms, and connect those with the rooms controller instantly. And while scheduling a meeting, you can quickly associate an available meeting room for the session.

Pin videos to focus on particular participants

With the new Pin feature in Zoho Meeting, you can pin up to 8 video feeds and customize your layout so that the important speakers are always heard on your online meetings. By pinning, you can bring the video feeds of specific participants into focus, regardless of who's currently speaking, and have a customized collaborative experience like never before.

Project question in webinar

You can project a question during live webinar to ensure that everyone in your webinar will view that particular question in a more prominent way on their screens.

Advanced control over session recordings

Our latest update gives organization admins more control over meeting and webinar recordings. Organization admins can now enforce auto-recording for sessions, and prevent hosts from accessing, sharing, downloading, and even deleting session recordings.

Custom sender and reply-to email addresses

You can now configure the sender and reply-to email addresses for your meeting invitations and follow-up reminders. While configuring, you can replace the default email address with either the meeting host's email address or a custom email address.

Zoho Connect

Make sure employees access verified knowledge

Make sure that the articles you share on the Manuals are reviewed, ensuring accurate, helpful, and trustworthy information, by setting up reminders for verification.

Introducing the personal dashboard

Earlier, we had introduced the company dashboard, a bulletin board for all organizational information. What if individual users can bring together what matters most to them? This is exactly what the personal dashboard does. It helps you and every single member create a personalized pin-up board of resources for themselves.

Save board filters as presets

Use our existing Board filters to bring out just the tasks you need and keep it that way by saving the filters as presets. You can also share the saved presets with other members of the Board.

View weekly and monthly Gantt chart reports

Get a view of tasks scheduled over time by generating weekly or monthly reports of the existing Gantt chart.

Try out the new features and enhancements and let us know your feedback and suggestions in the comments.

Follow us on Twitter, LinkedIn and Instagram for regular updates.

    • Sticky Posts

    • Updates in Zoho Workplace applications | Dec 2023

      Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email
    • Updates in Zoho Workplace applications | Oct and Nov 2023

      Hello Workplace Community, We wish you all a Merry Christmas! 🎄 Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace. Let's take
    • The month that was at Zoho Workplace | September 2023

      Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September. Let's take a quick look at them! Zoho Mail New languages support Zoho Mail now supports
    • The month that was at Zoho Workplace | August 2023

      Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have got quite a few new features and enhancements for the month of August, 2023. Let's take a quick look at them: Zoho Mail Prevent your catch-all from getting
    • The month that was at Zoho Workplace | July 2023

      Hello Community, Hope you're doing good and staying safe. The Zoho Workplace applications have got quite a few features and enhancements for the month of July, 2023. Here's the list for you: Zoho Mail New languages support Zoho Mail now supports five
    • Recent Topics

    • Restrict Employees Access to Zoho Support

      Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support
    • How to import timesheets or entries into a projecgt

      How can one import timesheets into a project via a csv file?
    • Automatic License Management Upon User Deactivation in Zoho One

      Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by
    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
    • How to suppress display of "USD" of currency field?

    • When is Zoho Vault getting fuzzy search?

      Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.
    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
    • Self-Support Portal invites

      I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there
    • Lookup field in User module cannot look up to custom modules!

      Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
    • Tip #10: Automatically add tags to Zoho CRM records using form responses

      You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
    • Understanding response time

      We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset
    • Publish multiple languages at once in Knowledge Base

      Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually
    • Canvas and Related lists

      Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
    • Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

      Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one
    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Zoho Learn vs. Trainer Central

      Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP
    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
    • Creating a Zoho Online Meeting in a Blueprint

      We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho
    • Enabling 'From Number' and 'To Number' fields in the Calls module

      Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed
    • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

      We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
    • Route Optimizer

      Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
    • Can documents attached to different ZohoForms automatically go to different OneDrive folders?

      Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record
    • Kaizen #126 - Circuits in Zoho CRM - Part 1

      Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
    • Custom field doesn't fill when converting sales order to invoice

      Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select
    • TeamInbox down?

      Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F
    • Purchase Requisition in Zoho Books

      I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill
    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
    • Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

      In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively
    • Custom emails for Portals not working

      I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.
    • Switching scheduled webinars from Live to On-demand

      Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks
    • Zoho CRM v2.1 deprecation or sunset plans ?

      Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
    • Forex Bank Refund Entry

      Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
    • Auto-Populating Custom Field

      This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated
    • How can i Customize Delivery Note?

      I need to customize delivery note like change the tittle for language purposes and also include only the balance due
    • Delivery note template

      We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
    • INTERCOMPANIES INVOICING

      Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
    • Zoho CRM Theme Color?

      I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently
    • Next Page