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

                                  • Can you copy and paste a page within a form?

                                    I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.
                                  • Unable to sort as Descending order

                                    Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal
                                  • How do I copy an email message to one or more other folders?

                                    I can move a message to another folder using the "move to" option but I can't figure out how to copy a message. 
                                  • New feature request: Allow copy of email message to another folder

                                    Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of
                                  • Hotmail is blocking the zoho mail IP

                                    Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to
                                  • Creator Simplified #11: Create a custom button to download files

                                    Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding
                                  • Hide horizontal lines at bottom of form

                                    Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontal
                                  • Autosaving of Form Field

                                    HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on the
                                  • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

                                    Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
                                  • Pricing calculator

                                    Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best to
                                  • Bug Details

                                    In the Bug detail the milestoneid is missing
                                  • Stop completed task lists from disappearing?

                                    Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks
                                  • Allow customers to choose meeting venue and meeting duration on booking page

                                    My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
                                  • Booking outside of scheduled availability

                                    Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
                                  • Operation Questions.

                                    Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator
                                  • Direct Access and Better Search for Zoho Quartz Recordings

                                    Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
                                  • Update date & time when a cell is edited

                                    Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you
                                  • Add "Groups" to "Share With" on Reports & All Entries

                                    Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan
                                  • Add Pause / Resume Option to Zoho Quartz Recordings

                                    Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are
                                  • Custom Fields Not Showing Up in Invoice PDF Template Document Information

                                    I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.
                                  • ZOHO Books

                                    Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.
                                  • How is Your eCommerce Experience w/Zoho Inventory?

                                    First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
                                  • Simplify Mass Replies with Predefined Templates and Snippets

                                    Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while
                                  • Mapping custom fields from one module to another

                                    I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that
                                  • The Social Wall: November 2025

                                    We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app
                                  • Item name special charaters <>

                                    Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?
                                  • How to update Multi File upload field

                                    Assume that i have a multi file upload field,how can i update the same field again?
                                  • Customer Address Not on Standard Invoice when Address is on Contact Record

                                    Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
                                  • Apply partial payments to invoices from the Banking Module

                                    We need this! Why is this not possible?
                                  • Welcome to the Zoho Show Community Forums page!

                                    Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and
                                  • How can I convert an existing contact into a lead?

                                    I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?
                                  • Price book functionality enhancement

                                    A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and
                                  • Can we have 24x7 live support for Zohobooks ?

                                    Can we have 24x7 live support for Zohobooks ?
                                  • Important update about notification security in Business Messaging SDK

                                    As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date
                                  • Sync Zoho Marketing Automation with Zoho Forms

                                    I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
                                  • What is the difference between Zoho Campaigns and marketing hub?

                                    Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
                                  • Webhook not firing.

                                    I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
                                  • Duplicate customers being created in Desk

                                    Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
                                  • Creating a custom CSV file using deluge script/

                                    I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
                                  • Can we add custom fields to portal community profiles?

                                    How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                  • Next Page