The month that was at Zoho Workplace | January 2023

Hello Community,

Hope you're all doing good and staying safe. This new year we at Zoho Workplace, worked to provide you with new features and enhancements across Workplace applications.

Let's check them out!

Zoho Mail

Book conference rooms from right within your mailbox

Is the idea of booking a conference room for a team meeting in the midst of your hectic schedule tiring you? Don't worry. You can now check the availability of conference rooms in your organization and book them straight from Zoho Mail.

Zoho Social inside Zoho Mail

How often do you miss the mentions of your brand in a tweet or forget to reply to a message on your twitter handle? To help with this situation, we've integrated Zoho Social right within Zoho Mail to keep you posted about your messages, mentions, and much more while assisting you in increasing productivity.

Cloning inside your mailbox setting!

Yes, you read that right. You can duplicate an existing filter to create a new one with few or more changes to it.

New font alert!

Zoho Mail now supports a new font: Zoho Puvi. Go to your System settings in Zoho Mail to try out the new font.

Email forwarding rules - For better email management

You can now set up Email forwarding rules in Zoho Mail Admin Console to manage the conditions to forward your organization's incoming emails. The configuration can be applied to the entire organization or to specified users.

Folder navigation made easy

At Zoho Mail, we always aim to make users' email experiences more organized and user-friendly in order to increase their productivity. With the folders drop-down menu on top of the email listing, folder navigation has been made easier while scrolling through the listing.

Mail logs view based on your choice

You can now customize the fields to be displayed in the Mail Logs section of Admin Reports.

Zoho Cliq

More customizable notifications

With the finer controls we have added to the notifications and sound settings in Cliq, you can now add custom notification sounds to reminders, group chat, and channel messages. This way, you can easily differentiate what message you've received from the notification sound.

We have also added separate desktop notification controls for these as well.

Zoho Connect

New and improved left-side menu

We've reimagined and redesigned the extended left-side menu of Zoho Connect with icons that give it a fresh, new-look and make navigation even easier. Be sure to check it out!

Zoho Meeting

Unified calling and messaging solution

You can now have a unified calling and messaging solution for customer-facing teams from our online meeting software. Access calls inside Zoho Meeting with the click of a button. Both admins and super admins can click on the Calls tab or the Dialer icon in Zoho Meeting to enable the integration.

File sharing in the midst of a meeting made easy

We've been working on a file-sharing feature for hosts and participants to share materials such as PDFs, PPTs, and videos during online meetings. While scheduling meetings, you can now attach materials from your computer, WorkDrive, or library.

Zoho Writer

Easily generate citations and bibliographies!

Zoho Writer allows you to add citations and bibliographies to list the research materials that you referred to create your paper or thesis. You can also copy, edit, and delete a citation.

Try out these new features and enhancements, then share your feedback in the comments!

Watch this space for regular updates and follow us on Twitter and Linkedin for tips and deets.

• Topic Participants

• Ranadive E

  

• Sticky Posts

• Zoho Workplace gets yet another security boost: The addition of Zoho Vault

  Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

• 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

• Recent Topics

• Change work hours per day for employees

  Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

• Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

  Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to

• Adding New Domain to Zoho mail

  Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,

• I cannot receive emails.

  I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.

• Incoming Gmail Email Not Coming Into Zoho

  My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.

• Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.

  Preciso de ajuda não consigo enviar emails,conta recen criada

• Average Costing / Weighted Average Costing

  Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

• Credit note

  By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in this

• How to query for Deals record based on Pipeline?

  I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

• CRM formula field help

  Hello! i was hoping to get some help with a formula i'm creating within a module. I'm looking to make a formula that changes based on a date field but based upon the present date. This is the formula i have so far: If(Now() < ${Instructors.Start Date},

• Change to copy/paste functionality in Deluge code editor

  Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?

• BIN Locations

  Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

• BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

  As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

• Create a custom button to modify custom fields in zoho Inventory

  I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

• Canadian payroll

  Hello ZOHO, is any updates on when payroll for Canada will be available?

• Default reminders on Emails

  I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

• in zoho assist I would like to temporarliy go into view only mode

  During a zoho assist remote support / remote control session, I would like an option to turn off control, and go into view only mode. Then later, turn back on control, all within the same session. (Many other remote login apps have this feature.) For

• Zoho notes list issue

  Hi team, Suddenly my extension is not working and I could not find the extension in my marketplace list anymore. Extension version deprecated This version of the extension is no longer in use. Please update the extension and try again.

• Assignment Rule: Immediate Ticket Assignment to Agents Upon Shift Start

  Dear Zoho Desk Team, I hope this message finds you well. Currently, when the option to assign tickets to offline agents is turned off, agents who come online during their shift have to wait for about 30 minutes before any tickets from the queue are assigned

• Change email template depending on answer from form

  Is it possible to set up the following in Zoho Desk: When a user submits a ticket via the Zoho Help Center's form, they can select an answer from a dropdown field. In this example, the dropdown options are 'Option A' and 'Option B.' If a user selects

• Kaizen #171: FAQs on COQL API

  Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address some of the most frequently asked questions about Zoho CRM's COQL API from the Zoho CRM Developer Community Forum. COQL API Query API lets you query for records

• Issue with Date Placeholder Formatting in Ticket ID Customization

  Hello Support Team, I'm experiencing an issue with the date placeholder formatting in Zoho Desk's Ticket ID customization. Specifically, when using the `{{DD}}` placeholder for the day in the prefix or suffix, the output displays the day as a single digit

• Time Field

  Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

• Feature Req - See imap emails in Timeline tab of a deal

  In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHING

• HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions

  We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer

• Partnership Proposal for Supporting Number Porting Services in Singapore

  Dear Zoho Representative’s, I hope this message finds you well. My name is Honelito Gilos, and I represent Borderless Hub Pte Ltd (Singapore). We are a Telco here in Singapore specialising in providing seamless number porting services, and I’m reaching

• Tip #2: Prefill forms automatically with existing Zoho CRM data

  How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM

• Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

  Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

• Quickbooks conversion and Internet sales

  Hello, we are considering converting from Quickbooks enterprise to Zoho Books and using MonotorZ for our mrp needs. Today we import Internet sales under a single customer with multiple ship to addresses. We want to maintain the detail in CRM for marketing

• How to add two columns in Zoho forms

  I would like to have two columns in Zoho forms. How can i enable two columns?

• When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

  I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the

• Chart showing schedule

  I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

• Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

  Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

• 2025 Just Got More Exciting for Developers!

  Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

• Error in executing On user input script

  I'm having problems with this  this script : ; Tipo_list=List(); Tipo_rec = Tabla_factores[Periodo == input.Periodo_anos.toLong()]; Tipo_list.addAll(Tipo_rec.Clase_credito.getall()); for each Clase_credito in Tipo_list { Tipo_credito:ui.add(Clase_credito) } Error in executing On User Input script of Periodo en años. Error. Error in executing Fetch Record task. Unable to fetch Tabla_factores and update variable Tipo_rec. Error in evaluating the criteria : Error. Error evaluating NUMERIC expression

• sync data from outside of zoho plateform

  hii team , i am creating a platform using zoho platform, i want to sync the data from out side of the platform like people-soft, but i am not able to sync the data , if it is possible , then suggest me how can i do it , i want to sync data from other

• How to add a Data Updated As Of: dynamically in text?

  I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

• Automate search in customer list and easilly initiate email

  Hello and happy new year ! I have a customer list with name, telephone, emails and some criterias like location, type of customer, etc. I want to search that form to extract part of it, for example all customers that have a location of "Québec city" and

• "Select All" item in the context menu

  In the Client on Android, there is a “Select all” item in the note’s context menu. There is no such item in the PC client. Can it be added in future versions of the client?

• Syncing Leave Calendar With Shared Google Calendar Does Not Remove Canceled Leaves

  Our organization has each employee sync their Leaves calendar with a shared Google calendar, but am I right that if an employee cancels a Leave in Zoho that it will not be removed automatically from the shared Google calendar through the same sync m

• Next Page