Hello Workplace Community,
Let’s take a look at the new features and enhancements that went live across all Workplace applications this May.
Zoho Mail
Preset limits for the Reminder and Snooze options have been raised from 7 to 50 rows, making it easier to view and select from a broader range of time options when setting reminders or snoozing emails.
When a SecurePass email is kept open beyond its expiration time in Mail, a reauthentication prompt will appear, requiring you to verify your identity again before you can continue accessing the email content.
Get a clear picture on how your team is using Zoho Cliq using the Cliq Summary Report in Admin Reports which provides you an all-in-one view of user activity, including messages, calls, meetings, and discussions.
Stay on top of every meeting in your department with the Meeting Summary Report in Admin Reports. Whether scheduled or created get a quick, clear snapshot of all meetings.
Zoho Calendar
For any calendars subscribed through web URL, you can now set the sync period between 4-12 hours. This helps you to stay synced at a regular interval compared to the previous setting of 12 hours.
Zoho Cliq
Korean language support
안녕하세요! Zoho Cliq is now available in Korean, making it easier for teams in Korea to collaborate in their native language.
Noise cancellation for calls and meetings
Say goodbye to background noise. You can now enable noise cancellation during your calls and meetings for a clearer call experience.
Auto-follow threads
The option to auto-follow threads in channels is now available on the Cliq mobile app. You won’t miss a follow-up, no matter where you are.
Enhance your Zoho Cliq experience by adding widgets to your home screen for quick access and using shortcuts to perform actions.
Zoho Connect
Manage task flow with mandatory statuses. Mark key task statuses as mandatory to make sure no crucial steps are skipped before completion.
Now you can assign task status update permissions to specific people so the right person makes the right move at the right time.
Zoho Sheet
Personalize how you stay updated on changes made to your spreadsheets—comments, edits, or both. Choose how often you receive email notifications for those changes with custom email notification settings.
Zoho Show
Zoho Show is now on Windows—create, collaborate, and present seamlessly from your desktop with all the power of the web version and more!
Zoho WorkDrive
Workflows automate routine, content-specific tasks, helping your team save time, reduce manual effort, and maintain consistency. WorkDrive supports both automatic workflows (triggered by specific events) and manual workflows (started manually by right-clicking a file or folder).
- Managing and Tracking Workflows: The Workflows tab in the left panel helps you manage workflows effortlessly. It provides two sections: Waiting for my action and Started by me, ensuring you can keep track of workflows assigned to you and those you’ve initiated.
- Centralized Workflow Management for Admins: Team admins can access all team workflows from the Admin Console > Workflows, where they can view, edit, delete, or clone workflows, toggle them on or off, and track their activity—all from one place.
Feature Rollout
- Enabled for new users: The Workflows feature will be automatically activated for all new signups. It will be gradually rolled out to organizations with existing accounts that have not yet used Zoho Writer workflows.
- Seamless migration for existing users: For organizations that are already utilizing Zoho Writer workflows, our team is working to migrate existing workflows to Zoho WorkDrive Workflows. This ensures a smooth transition to your ongoing processes.
Feature Availability
- Default Workflows (Review, Approval, Review and Approval): Available for all plans except WorkDrive Individual plan.
- Custom Workflows: Available only for WorkDrive Business plan and Zoho One users.
Zoho Trident
Access and manage delegated mailboxes alongside your own. Depending on your permission level, you can view, read, or reply to emails, on behalf of the mailbox owner (Available on Mac and Windows).
When composing or replying to an email, you can now change the "From" address directly in the Mail Composer. This lets you choose which email account to send the message from, helping you maintain the right context for your conversations (Available on Windows only).
Email permalinks make it easy to quickly access, share, and reference specific conversations without forwarding or searching through your inbox. You can create a permalink to the email you want to share, control who sees it, and set how long it’s available (Available on Mac and Windows).
A .pst (Personal Storage Table) file is an Outlook Data Storage file format for storing local copies of emails, contacts, and calendar events. You can now add these .pst files to Trident to view locally stored email archives without increasing the size of the mailbox(Available on Mac only).
Recent Topics
Managing Rental Sales in Zoho Inventory
I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
Zoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
File Upload to Work Drive While Adding Records in Zoho Creator Application
Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be
Why not possible to generate?
Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"
email
Hi My crm email is not working, can you check, I have zoho one account.
Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox
Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are
I can't found API for Sales Receipts
Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.
Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
Internally created tickets
Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and
Automatically change website passwords
Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar
Change Invoice Prices for an Effective Date
Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
"Other Current Asset" accounts as "Paid Through" accounts in Expense
It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.
Multi column open text questions that allows respondents to add rows for additional information
I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type
Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns
Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated
Découvrons les détails qui simplifient vos journées de travail avec Trident
Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé
Issue with Purchase Rate Showing as “0” After Importing Items List
Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase
API for Task Entity in Zoho Books
I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,
create invoice in zoho books from the zoho forms
Is there a native way to have create invoice in zoho books, when zoho form is completed?
Email undelivered
GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.
Add inventory_valuation_method to items endpooints
To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)
Use Zoho to send sales receipts for Gocardless transactions
I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
Zoho - Gocardless sales receipts
I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters
Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration
Cooling-off Period Just Got Better: More Coverage, More Control
We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate
Revenue Management: #7 Revenue Recognition in Construction & Real Estate Industry
If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones
TikTok (and other social platform) Messages and comments of the past
When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)
Restrict Employee mail deletion
Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account
554 5.1.8 Email Outgoing Blocked.
Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.
Zoho IP blocked by SpamHaus
ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
File Upload in Creator's Subfrom
Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge
Trigger workflow base on email clic
Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,
Bigin Form Acknowledgement
How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?
Zoho Mail POP & IMAP Server Details
Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
Ever since the new Android App udpates notifications are not working
notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig
Zoho Analytics & Zoho Desk - but not all desks
I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?
Incoming Emails Not Showing Up in Zoho Inbox
Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm
Unable to Create Zoho Booking via the Book Appointment API
Its giving the below error { "response": { "errormessage": "Error setting value for the variable:customer_details\n null", "status": "Error" } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
SHEET - Send email when a cell changes
I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1) Cell N4 changes to "Drafted" 2) Email is sent to recipient or alternatively 3) Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but
Next Page