Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications this July.
Zoho Mail
Worried about losing your Pocket bookmarks? Don't worry we have got you. Effortlessly import all your Pocket bookmarks into Bookmarks application in Zoho Mail using the Import from Pocket option.
Default and customizable keyboard shortcuts are now available for Shared Mailboxes in the Mail Keyboard Shortcuts settings.
Improved address book display in Compose page
The Address book has been enhanced to appear as a pop-up window instead of a drop-down menu when clicking on the CC field in the compose page.
Notes added within a group can now be filtered by the user who added them, using the new Added by option in the filter.
Reader view for Shared Mailbox emails
Easily view all your Shared Mailbox emails in a clear, distraction-free Reader view for a better and more focused email experience.
Week and Month view in Calendar eWidget
Quickly view all your events organized by week or month using the Week and Month views in the Calendar eWidget.
Conference support in Calendar eWidget
When creating an event through Calendar eWidget, you can now select from multiple conferencing options, including Zoho Meeting (audio/video), Zoom, Webex, and Microsoft Teams.
When you create an event using the 'Add to Calendar' option in the email preview, any attachments included in the email will now be automatically added to the event in Calendar eWidget.
Using Smart Add in the Calendar eWidget in Zoho Mail makes creating events faster and easier. Simply type a quick phrase like “Product Meeting with Team tomorrow at 3 PM,” and it will automatically create the event for you.
Zoho Calendar
You can now add rooms tailored for you based on your priority like favorites, default location, floor, and building.
Get to know the custom permissions set for participants when creating an event. With permissions button, you can see the count of participants with specified permissions.
Zoho Cliq
Zoho Projects integration update
We have updated the settings for sending Zoho Projects task updates to channels. In addition to a cleaner layout, you now have access to a central toggle button to easily turn all channel notifications on or off.
Delete messages in bulk
Select and delete up to 25 messages in one go, instead of just 5. Cleaning up conversations is quicker and less repetitive now.
Zoho Connect
Our search just got a lot more advanced. With our new Natural Language Processing (NLP) search, you can type queries like you talk. For example, you can simply search “tasks assigned to me last week” or “files shared by John” and get precise results instantly.
For newbies in Connect, you can now add pre-filled sample data to help you get familiar with the platform. Explore tasks, forums, groups, feeds, manuals, town halls, and events, and learn how things work. It’s the fastest way to learn by doing.
Sharing your task has become more flexible than ever. With the new share task section option in Boards, you can collaborate with precision. Whether it’s a checklist, a set of tasks, or simply a discussion section, share only what’s needed with the right people. This is perfect for cross-functional teams and external collaborators.
Zoho Meeting
You can now integrate Zoho Meeting with thousands of popular apps through Zapier integration. Automate your workflows effortlessly without any coding needed—so you can focus on what truly matters.
Zoho Show
With the introduction of Zia AI in Zoho Show, you can
- Instantly generate presentations based on your visual style and content tone
- Add more slides to existing presentation
- Generate both content and visuals for a slide based on its title
- Refine and enhance content
- Shorten and summarize your content
- Turn huge paragraphs into lists
Zoho Trident
You can now switch between Reply, Reply All, and Forward directly in the Mail Composer, even after starting with a different action. (Available on Mac only.)
With the new Add to WorkDrive option, you can now select and upload multiple email attachments at once. This makes it even easier to move files from your inbox to WorkDrive without the extra step of saving them to your device. (Available on Mac only.)
With the dedicated search bar in the WorkDrive widget, you can now quickly locate files and folders. (Available on Mac only.)
Quickly compare and manage simultaneous events with overlapping and split layouts. This makes scheduling conflicts easier to spot and resolve at a glance. (Available on Mac only.)
You can now invite users to view task details, leave comments, add attachments, and collaborate on tasks so everyone stays aligned and nothing slips through the cracks. (Available on Mac and Windows.)
Following its
addition to the Workplace bundle, Zoho Vault is now available in Trident as a widget. You can easily manage your passwords and confidential information, view all of your stored passwords, edit them, share them, or access passwords shared with you, all without leaving Trident. (Available on Windows only.)
Are you working at odd hours or from a different time zone and wondering how to message your colleagues without disturbing them? You can now schedule your messages to be sent when your colleagues are available.
Forward messages from one user to another by simply dragging the text message and dropping it into the chatbox.
You can now use slash commands from the chat box inside the Cliq module of Trident to execute frequently performed actions like pinning messages or muting channels. Quickly execute actions with built-in or custom slash commands.
You can now start and join meetings scheduled from the Cliq web app from Trident. You will also receive timely reminders to ensure you're available for your scheduled meetings right on time.
Have you ever typed out a detailed response to a colleague but couldn't send it because something urgent came up? No worries, you can now access your message drafts in Trident's Cliq chatbox across the Cliq web and the Cliq mobile app, allowing you to edit and send the messages from anywhere.
Zoho Vault
Czech language support
Zoho Vault now supports Czech, adding to our list of 10 supported languages. This update helps make your workforce password management experience even more personalized and user-friendly.
Zoho Writer
Automatically trigger document generation in Zoho Writer via events from third-party applications using incoming webhooks.
With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record ID are automatically fetched from the Zoho app. You don't have to spend time manually mapping records and fields in the Deluge code.
Zoho WorkDrive
Introducing Zoho AI in WorkDrive
Introducing Zia – the built-in AI assistant, now in Zoho WorkDrive that helps you work faster and more efficiently. From summarizing files and translating comments to assisting with content creation and transcription, Zia brings smart, practical tools right into your daily workflow — no extra setup, no added cost.
- Zero setup, zero cost: AI features ready to use, no extra configuration.
- Privacy-first: Your data stays within Zoho — never shared externally.
- Flexible AI options: Choose between Zoho AI and OpenAI for different tasks.
- File summarization: Instantly get key points from long documents.
- Comment translation: Communicate effortlessly in 70+ languages.
- Content assistance: Draft text, refine comments, and generate visuals.
- Media cover creation: Auto-generate cover images for audio/video files.
- Built-in transcription: Convert recordings to searchable text.
Recent Topics
Confused by the distiction between matched and categorized when reconciling a bank statement an how to
I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for
Not Receiving OTP • https://voters.eci.gov.in/home/family
Hello Customer, Greetings from Zoho Mail. Upon a detailed review of our delivery logs, we can confirm that other Zoho Mail users are successfully receiving OTP emails from eci.gov.in. However, in your specific case, it appears that the OTP emails are
WorkDrive for Excel Add on
Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel
Splitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
Zoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq
Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,
Holidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
Zoho public comments are confusing and unnecessary
Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire
Zoho API - ticket creation - Validation failed for the condition : Ticket Status Info should not be empty
Hi ! I'm trying to create ticket through Zoho API, and I'm getting a 422 response : "Validation failed for the condition : Ticket Status Info should not be empty" My request looks like this : curl --location 'https://desk.zoho.eu/api/v1/tickets' \ --header
Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
System-generated support email added in CC on “Reply All”
Hi, I recently set up Zoho Desk for a client and we are trying to prevent the Zoho Desk system-generated support email address (not the mailbox used as the department’s "From address") from being automatically added in CC when agents use “Reply All” on
Applying Excess Payments & Conflict Invoices Due to Cancelled Items
I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading
Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offer
HTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
New Feature: Audit Log in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
Restrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.
Emails Getting Delay Error Messages - Status: 451
Hi. Hoping someone can help. I've been using Zoho for over a year now with no problems at all. Today, the majority of my emails I send out or reply to are getting this error: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 22 Dec 2019 18:20:19 -0800 from wazza@amninjas.com [wazza@amninjas.com] ----- The following addresses had fatal errors ----- [Status: ERROR, Address:
Add Domain
Hello Zoho Support, My Zoho Sites project accidentally auto-added domains with http:// prefix and duplicated domain entries. Current domains list shows: http://www.kinhtethethao.com.vn (Primary – cannot be removed) http://www.kinhtethethao.com.vn (verification
Kaizen #221: Workflow & Actions Reports APIs
Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associated
Having an Issue with the Entity ID
I'm having an issue when trying to use Zoho Flow and the notes function. I currently have it set up when a new response comes into a particular form, all of their responses will go into the notes section of their contact on the CRM. I'm currently mapping
For Each Loop in Zoho Flow
I am using Zoho flow to create rows in an google sheets for every new order in Shopify but the issue is that it is creating one row per order and all line items are comma separated values but I want separate rows for each line item. Is there a way to
Debug and Test not receiving updates
Hello, I've been trying to debug two of my simple flows between Zoho Projects and Clockify but it seems like the Debug and Test feature is not working for me. When I click the Play button on any of the flows and then perform the trigger actions nothing
Attendance, Reimagined: Smarter Views for Teams and Individuals
Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping an
Logistics Industry: Learn to create amazing appointment scheduling sites
In the logistics industry, the quality of service is something that cannot be shown to others unless they experience it. Sure, there are metrics that show how you fare when compared to your competition, but then, it only communicates little with respect to quality. The usual route which firms in logistics took are advertisements, to which the internet has opened alternatives in today’s digital age like websites and appointment scheduling sites. A great online presence can help you communicate with
Customer Management: # 1 Pick a Convenient Way to Onboard Customer
When Meera opened her bookstore, onboarding customers was effortless. A customer walked in, picked a book and left with a handwritten bill. As the store gained popularity, things changed. " Can I place an order over the phone?" a customer asked one day.
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Fetch ALL items from Inventory and send to Google Sheet using Flow
The title says it all -- I want to fetch the Item name, SKU, Purchase rate, and Sales rate for ALL items in Zoho Inventory and have them populate a tab in an existing Google Sheet. I have already successfully made this work for one item, so the flow is
Why Document Integrity Matters at Every Stage of the Contract Lifecycle
Contracts are legal records that must stay authentic and traceable from creation to expiry or termination. In Zoho Contracts, several design decisions focus on protecting the integrity of every document. These measures ensure that no important details
affichage pièces jointes impossible
Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide
Reminder to renew subscription.
Whenever I try to add to one of my notes a " renew your subscription" window pops out and won't Close disallowing me to edit. Why should I renew my subscription on an application with at best such bugs and at worse such underhanded ways to force ren
Fields not coming through, not pulling data
Forgive the noviceness of my vocabulary. I am in Zoho flow connecting CRM and Projects. When an opportunity hits a certain stage, it will create the project in Projects, and bring in data from the opportunity. Everything is working, except for two fields
Smartsheet Integration
Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String
CRM Campaign - how to mass remove contacts?
Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option.
Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM
Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
Cadence Support in Zoho Vertical Studio
We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether
Removing "Products" as mandatory field from Sales Order creation page
Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
Zoho Books says "The customer "Hakimuddin P A Ali" already exists. Please specify a different name.""
One of my transaction is not getting posted from Stripe to Zoho books. I already checked in Zoho books that there is no customer already present in Zoho books with the same name (as the error mentions) I already raised this complaint on Zoho flow portal,
Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?
I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma
Steuerberater der Zoho benutzt in Deutschland
I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
Why are some folders not showing up as an action trigger in Zoho Flow?
I am currently working on a flow that automates the process of creating a folder in WorkDrive once a Task List is created. When I am selecting a destination for the folder, some projects are not showing up. I intend to create a folder within a specific
Getting Date from PostgreSQL error
I am pulling data from PostgreSQL table into a CRM record via FLOW but the field is coming out empty. Need some suggestions: Field Type in CRM: Date/Time Field value in PostgreSQL: 2024-12-05 21:06:32.479 Field value in FLOW "Fetch Row": created : "2024-12-05T21:06:32.479382000",
Next Page