Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of April.
Zoho Mail
Enhance group member exports with additional data fields
Customize your group member exports by including additional fields such as Role, Status, Post approval, Send using group email address, and Failure count. This gives you a complete view of your group data, making it easier to review, manage, and analyze member information.
Create smarter rules with multi-value operator support
Use the newly added operators in your rule criteria to match multiple values within a single condition. This eliminates the need to set up separate criteria for each value, helping better configuration of rules and manage time.
Export rules and alerts data to CSV for easy access
Export all or selected incoming and outgoing rules/alerts of your organization in CSV format, saved directly to your system. The file remains available for review, sharing, or reference whenever needed, making it easy to keep track of your configurations.
Zoho Calendar
Appointment Booking is now available in Zoho Calendar
Create a personalized booking page, share your availability, and let requesters schedule appointments directly from your calendar. Confirmed bookings are automatically added to both calendars, making scheduling effortless for everyone.
Customize booking hours, control availability, add your branding, and share your booking page via link, embed, or QR code — all from Zoho Calendar.
Allow delegates to book rooms on your behalf
Users with delegated access can now book meeting rooms on behalf of the calendar owner while creating events. Along with managing and sharing calendars, delegates can seamlessly reserve rooms within the organization, making event coordination more efficient.
Reschedule events with drag and drop
You can now quickly reschedule events by dragging and dropping them directly within the calendar grid. Move events across dates in Month view, drag events from the expanded overflow list, or shift events between time slots in Day, Week, and Work views for faster schedule management.
Zoho Cliq
Cliq Cart and ServiceNow Integrations | Cliq Cart now allows approvals and clear timelines
Manage your products easily with built-in approvals and clearly defined sale end times. Stay focused with refined notifications that surface only what truly matters.
Act on ServiceNow incidents directly from Cliq
Access widgets, map channels effortlessly, and respond to incidents in real time. With bot-driven calls delivering instant alerts, your team can take action immediately - no tool switching, no delays.
Zoho Connect
Introducing enhanced content moderation controls
Content moderation is now seamless. Admins can review posts and approve or reject them from the moderation panel. When rejected, authors receive clear feedback, allowing them to update and resubmit their content.
Zoho Sheet
Work on your spreadsheets from desktops!
Zoho Sheet is now available for free on Windows and macOS devices with both online and offline support. Open and edit your Excel files stored on your device locally when you're offline. Sign up only when you need to collaborate on, share, and publish those files.
Trident for Zoho Workplace
Import EML archives directly into Trident
You can now import EML archives into Trident alongside the existing PST import support. To reflect this, the setting previously known as “PST Files” has been renamed to “Import Email Files.” EML files must be provided as ZIP or TGZ archives, and once imported, they appear under the On my Mac/On my Device section without consuming any mailbox storage.
Preview Microsoft Office files in Trident
Zoho Writer
Zoho Writer templates for Zoho Books
Zoho Writer's extension for Zoho Books allows you to design your own templates within Books and instantly generate personalized invoices, estimates, purchase orders, and more with mail merge.
Install the extension | User Guide Zoho Vault
Polish Language Support
Zoho Vault is now available in Polish, expanding our localized interface to Polish-speaking users.
Google SecOps SIEM Integration
Zoho Vault now integrates with Google Security Operations (SecOps), enabling audit logs and vault activity to be streamed directly into your SIEM pipeline for centralized threat monitoring and compliance reporting.
Recent Topics
List of Mail Merge Templates via Deluge
Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
Feature Request Improve parent-child relationship visibility
Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
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
Is there provision to charge the attendees to join the webinar?
We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.
Pricelists
So we have them in books but I cannot find them in commerce?
Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
Don't send customer email when creating a ticket
Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.
Connecting a contact with the deal + Emails not showing up under Deals
Hello. I have two problems. Im not sure if the problem is due to level of my subscription - Im on Proffessional plan. 1. I have a JotForm connected with ZohoCRM which automatically creates a contact and a new deal based on form submission. That is done
Accessing GDPR Data Source metadata for workflows and Zoho Analytics
Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form
Tiktok
When will Tiktok be added to the Zoho Social Platform?
Zoho Mail iOS app update: Spam Controls & Sender Verification
Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support
Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one
SalesIQ's Summer '26 Release: For The Moments That Matter
Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Customer/Vendor Portal session duration - can it be extended?
Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our
Accessible & Customizable User Governance in Zoho Projects!
As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
Bulk deleting Zoho CRM records using Deluge, COQL and CRM API
Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM
Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
Zoho Sprints - Q2 Updates for 2026
Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and
Problem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
Building extensions #5: Creating custom user interfaces using widgets
In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom
Images not saved in notes
Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
How to Change Notecard Color After It Is Created
I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.
Cannot export Zoho Notebook data nor search via MCP (GDPR)
Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
Add a MATRIX field to the forms creation
Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
incoming mails not received
incoming mails not received
Integrate QuickBooks with Bigin and streamline your sales and accounting!
If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
Relative Dates
Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?
Change email addresses - Advise how
Good day, I need assistance to change all our users email addresses Please advise
email signature
How do you add an email signature
Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account
Email Forwarding Issue: Enable and Disable Email Forwarding
Ask the Experts 31: Improving support performance with reports and dashboards
Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools
Zia AI capabilities now available in all paid editions
Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,
Product updates in Zoho Workplace applications | June 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension
Biggest supported size of a note
I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application
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