The month that was at Zoho Workplace | April 2023

The month that was at Zoho Workplace | April 2023

Hello Community,

Hope you're all doing good and staying safe. We at Zoho Workplace have brought you with the list of new features and enhancements that have been released in the month of April across Workplace applications.

Let's take a look at them!

Zoho Mail

An easy way to add attachment to a CRM Lead

Do you find it time-consuming to download an attachment from an email and then upload it to Zoho CRM to be associated with a Lead? By creating an incoming filter action, you can now automatically add the Workdrive link with the attachment to a Lead in your CRM module.

Communicate better by posting emails to Cliq channels

If you want to auto-intimate your team members of an email through Zoho Cliq, we've got you covered. You can now choose to automatically notify your team via Zoho Cliq by posting the email link or just the attachments from an email to a channel that you're part of.

Now, Zoom meeting comes handy in Zoho Mail

Have you thought about adding a Zoom meeting link when you compose an email in Zoho Mail but had to navigate to a new tab to create one? Your thoughts have been heard. The Zoom extension in Zoho Mail now allows you to create Zoom meetings and share links directly from your mailbox.

Associate an email with any CRM entity

In addition to the emails that you send from Zoho CRM to any Leads or Contacts, you can also associate any email in your inbox with any entity in your CRM module and easily access them from Zoho CRM.

Two new reports under Security reports section

In Zoho Mail Admin Reports, two new reports have been added to the Security Reports section:
The administrators can use this report to view the consolidated list of suspicious login activities of users.

The administrators can use this report to view the session history i.e., the Client IP address and Session start time of any users.

Zoho Calendar

Skeptical about the state of your event email invites? Worry not!

The view events tab now lets you see where your event email invites are in terms of the delivery status. You will see the "undelivered message" status and the reason for it next to the participant if any of the invites have not yet been delivered.

Zoho Cliq

Microsoft Teams migration

If you're looking to migrate from MS Teams, we've made things easy for you. With just a click of a button in the admin panel, you can start a simplified process to migrate all your data from MS Teams to Cliq.The existing user information, DMs, channels, group chats, and thread messages from Microsoft Teams can be imported and you can continue conversations in Cliq instantly. Check this out now by exploring this video clip.

Org policy to limit/allow all users of the organization to install extensions

With the latest update to the organization policy, administrators now can restrict users from installing extensions that are not verified and available only in the Cliq marketplace. This new feature provides added security measures to prevent unverified extensions from being installed on a team's account, thus reducing the risk of privacy breaches and ensuring the safety of confidential information.

WorkDrive upload restriction

Admins now have the option to prevent users from uploading files from Zoho WorkDrive in a chat. The latest feature in the admin panel provides admins more control with the type of files users can upload, to help maintain data privacy and ensure that sensitive information is not shared inappropriately.

Zoho Writer

Zotero extension for Zoho Writer

Easily import and use your citations from Zotero in your Zoho Writer documents.

Zoho Connect

New option in web tabs

With the latest enhancement in web tabs, you can now add URLs of sites that don't support embedding and configure them to open in a new browser tab.

New tab in Task Statistics

On the Task Statistics page, we've added a new tab called Member Stats, where you can find the task stats for each member in the selected board.

Integrating Microsoft Teams and Zoho Connect

We've added a new option in Zoho Connect's built-in feedback provider which you can use to screen record the issue you're facing and send it to the support team effortlessly.

Zoho Show

Automate business workflows with the Show-Zapier Integration

With the Show and Zapier integration, you can transfer data from any app to Show.

Zoho Meeting

Manage online meetings using Zoho Meetings calendar

Check your upcoming events, schedule new meetings and webinars, and stay organized with all of your sessions, all from one place.

Auto-generated meeting key notes

Zoho Meeting's Zia integration, powered by Open AI, helps analyze and condense meeting transcripts into brief, easy-to-read keynotes. This Zia integration will help you increase your productivity with short and quick keynotes generated using the Meeting session's recording transcripts.

Try out the features and provide your comments below.

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


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Product Updates in Zoho Workplace applications | December 2025

            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification
          • Product Updates in Zoho Workplace applications | November 2025

            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert
          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                    We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                  • Zoho Cliq not working on airplanes

                                    Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                  • Create an Eye-Catching Announcement Widget for Your Help Center

                                    Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                  • Customer Management: #6 Common Mistakes in Customer Handling

                                    Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't
                                  • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

                                    Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect
                                  • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

                                    Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App
                                  • Zoho Desk Android app update: Norwegian language support

                                    Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update
                                  • Payment Vouchers

                                    Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?
                                  • When I click on PDF/PRINT it makes the invoice half size

                                    When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books
                                  • Search by contain letter in a column

                                    Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then
                                  • Enrich your contact and company details automatically using the Data Enrichment topping

                                    Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
                                  • Can add a colum to the left of the item in Zoho Books?

                                    I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.
                                  • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                    I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
                                  • AI Bot and Advanced Automation for WhatsApp

                                    Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
                                  • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

                                    Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so
                                  • How to disable the edit option in subform

                                    How to disable the edit option in subform
                                  • Move record from one custom module to another custom module

                                    Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically
                                  • Notes Not Saving

                                    Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix
                                  • Prefill form with CRM/Campaigns

                                    I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which
                                  • Triggering a campaign automation from a Form

                                    I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered
                                  • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

                                    In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why
                                  • Formula fields

                                    Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically
                                  • Zobot operator information

                                    I am working on a zobot that calls a plug to send data to our API. I want the response data from that API to be shown only to the operator and not the customer. I have tried writing this data out to the visitorCity field but nothing gets updated on the
                                  • Copy paste from word document deletes random spaces

                                    Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
                                  • Is it possible to use module field filters via URL parameters?

                                    It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My
                                  • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

                                    Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be
                                  • Credit card

                                    Coming from another software, is it possible here to typically have credit card payment off, but independently per customer, click a box (possibly on the invoice when I go to to send) allowing that 1 allowed customer credit card payment, NOT ALL of my
                                  • Lightbox Pop-up form

                                    I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
                                  • Lightbox Pop-up form

                                    I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
                                  • Connecting Portals from different Zoho apps

                                    Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
                                  • Customer Management: #5 Never Let the Customer Slip

                                    When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers
                                  • Deluge date time issue

                                    The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025
                                  • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

                                    Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned
                                  • treatment for rehires

                                          Hello,  we are aware of the fact that Zoho People at the moment does not has a provision for rejoining exited employees. But is there any quick fix or hack to this? It will be appreciated a lot. 
                                  • Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.

                                    Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latest
                                  • Zoho Mail app update: Manage profile picture, Chinese (Traditional) language support

                                    Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:
                                  • Reminders for Article Approval

                                    Is there a way to send reminders for approvers to review articles and approve/deny them? I'm not seeing that option anywhere.
                                  • Add Full-Screen Viewing for Quartz Recordings in the Client Interface

                                    Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the
                                  • 2025 Recap: A Year to Remember | Zoho Inventory

                                  • Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics

                                    Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official Pipedrive
                                  • Next Page