Announcing new features in Trident for macOS (v.1.6.0)

Announcing new features in Trident for macOS (v.1.6.0)

Hello everyone! 

Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them.

Create filters from emails .

In addition to creating email filters from Mail Settings, you can now easily set up filters based on individual emails using the Add to Filters option available in the email list and detail view.

This automatically populates the conditions based on the email's parameters. You can then add the desired actions to effectively organize the future emails you receive that are similar to the one you're reading.  



Create events, tasks, and notes from emails.

You can now create events, tasks, and notes from your emails by selecting the relevant text and clicking the corresponding icon.

The highlighted text will automatically become the title for your event or task and the content for your note. You can then make any necessary edits and create your events, tasks, and notes directly from your emails.



Manage the channel participant role.

In addition to updating channel participant roles from the Edit Channel Information window, you can now use the quick options available in the participant listing to update their roles. 



Access all links within conversations.

All the links you've shared or received in your one-on-one, group chats, and channels can now be accessed from the Links tab under the View Media option. 

Switch department views.

Whether you need to search for an employee in a different department, or check who is in the office or remote to schedule a meeting, you can now switch the department views to find the people you want to connect with.  



Quick edit tasks.

When you see the gist of a task in the list or board view and want to edit some details quickly, you can use the inline edit options. Just hover over the task, and using the respective icons, you can update the task title, due date, and assignee. 



More conference platform options.

Previously, we provided the option to add Zoho Meeting as a conference platform while creating calendar events. Now, we've added more options to choose from: Zoom and Microsoft Teams. Once you create an event with these conference platforms, it will automatically generate a meeting link that the attendees can access from the event invitation to join in.

Make sure to configure your email account with these platforms and enable these integrations in Zoho Calendar web to access these options in Trident when creating events.  

To leverage these new features in Trident, update the app to the latest version by following the steps below:

  1. Open Trident.

  2. In the system menu bar, click Trident.

  3. Select Check for Updates from the menu list.



Don't have the app yet? Download it from the website and experience a smarter way to work.

Give these features a spin, and let us know your feedback and suggestions in the comments section below. You can also reach us at trident@zohosupport.com.

To submit your feedback directly through the app, follow the steps below:

  1. Open Trident.

  2. From the system menu bar, click Help.

  3. Select Send Feedback.

  4. In the feedback window, enter the necessary details under Subject and Feedback Content.

  5. When ready, click Submit.




We look forward to hearing from you!

Until next time,
Rowan

    • Recent Topics

    • Integrate Multiple ZohoBooks organization with zoho projects

      We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
    • Ways to calculate the difference form two years or months

      Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from
    • Career site URL - Suggestion to modify URL of non-english job posting

      Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
    • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

      We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
    • Celebrating our customers on International Client's Day

      Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful
    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
    • Faster Ticket Response with use of Snippets in comments

      Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets
    • Improving Zoho Creator's email deliverability

      Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender
    • What's New in Zoho Billing | February 2026

      February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions
    • Reassign Partially Saved Entries

      Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
    • Can we rely on order of returned ids when inserting multiple records?

      Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
    • Best Way to Manage Approvals Within Blueprint Stages?

      Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement
    • Zoho Books: tax is not automatically pulled from product-data anymore - why?

      Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
    • Issue creating a YTD report with last years numbers

      I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data
    • Brand Studio Projects in Analytics

      Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,
    • Manage Testing Process in Zoho Sprints

      Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early
    • Announcing the Zohotshots of the ZDC Hackathon 2025

      Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of
    • ZOHO CRM Button Integration

      Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
    • Major journey crash and not loading. Zoho Marketing Automation

      Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
    • Candidate Assessments, no workflows.

      I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
    • Mail Merge in Zoho Desk

      Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
    • Zoho vault filling in a form it's not supposed to fill in

      Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was
    • Zoho Booking Integration with Desk

      Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change
    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
    • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

      Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
    • Notification of Interaction Assignment

      If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering
    • Countries List Global Set- Complete with Phone Country Code and Continent.

      Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis
    • Custom Display Field for Lookup Dropdowns in Zoho CRM

      Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
    • Message as bot

      I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly
    • Books <-> CRM synchronisation with custom Fields

      Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
    • Trouble with using Apostrophe in Name of Customers and Vendors

      We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the
    • Recording overpayment?

      So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
    • Introducing the New Zoho Assist Quick Support Plugin

      We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,
    • Automate your signing workflows with Zoho Sign + n8n

      Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual
    • Next Page