Updates in Zoho Workplace applications | Jan and Feb 2024

Updates in Zoho Workplace applications | Jan and Feb 2024

Dear Workplace Community,

Hope you're all doing good and staying safe. While we continue to provide you with a seamless solution for collaboration and communication within the organization, we at Zoho Workplace were coming up with quite a few new features and enhancements across all Workplace applications.

Let's take a look at the product wise updates for the month of January and February, 2024.

Zoho Mail

Enhancing email security - Zoho Mail now supports BIMI

Brand Indicators for Message Identification (BIMI) - adds an extra layer of security to your email communications. You can now display your organization's logos next to your emails in the recipient's inbox. This improves trust among recipients by providing a recognizable and legitimate representation of your organization and reducing the risk of potential phishing attempts. Recognizing legitimate emails becomes much easier with Zoho Mail.

Filter emails with no subject

Are you worried about managing incoming emails that lack subject lines? You can now filter such emails and define specific actions to be taken on these emails, such as moving them to a designated folder, marking them as spam, or deleting them altogether.

Unsubscribe from Shared Folders

Zoho Mail now offers you even more control over your inbox. Unsubscribe from folders you no longer want to be part of, freeing yourself from unnecessary emails or notifications from folders you're not actively engaged with. Focus on what truly matters to you.

Enhanced email management for Shared Mailboxes

Owner or the Moderator of a Shared Mailbox now have the option to delete emails within the group, providing enhanced control and efficiency in managing Shared Mailboxes.

Zoho Calendar

No more switching between applications

When you schedule an event in the CRM calendar from the Zoho Calendar,  you have the option to see the created event in Zoho CRM by selecting the 'View in CRM' option.

Export your calendar data whenever needed

Whether you're offline or aiming to transfer data to another account, Zoho Calendar allows you to export all calendars from the My Calendars section. You can also export Group Calendars that you've created or where you serve as a moderator, along with Shared calendars.

Introducing Zoho Calendar and Calendly sync

By using Calendly sync, you can easily manage both your Calendly and Zoho calendars from a single interface. This integration allows you to synchronize your Calendly calendar with your Zoho Calendar, enabling you to effortlessly view and manage your events from Zoho Calendar.

Zoho Meeting

Personal Meeting Rooms in Zoho Meeting

A personal meeting room is an ideal way to host private meetings and conversations with your colleagues, friends, and family. This secure, private space is only accessible through a unique link that is reserved for a particular user. The room is equipped with all the features of an online meeting, allowing you to collaborate with your guests in real-time.

Zoho Meeting Annotator

Zoho Meeting's annotator will help you add notes, comments, draw shapes, or highlight parts of your screen while screen sharing. You can now effortlessly add annotations and engage more during your screen sharing sessions.

Zoho Cliq

Video effects in video messages

Video messages now support background effects and video filters, enhancing the quality of your messages.

Send button in the composer

You can now activate the send button in the chat composer, altering the way you send messages. Once enabled, you can send messages by clicking the button or using the "shift+enter" keyboard shortcut, as the enter key will create a new line in the chat composer.

Bulk import upgrades

We have enhanced the capabilities for admins, allowing bulk imports of users along with their data, such as designation and department, in addition to their names and email addresses.

Additionally, you can now conduct bulk imports of departments and designations as well.

Mention restriction configuration

As an admin, you get a new configuration option to limit users from mentioning individuals who are not part of the group chat or channel.

Default Channel Permissions

As an organization admin, you can adjust the default permissions of different channels (organization, team, personal, external) upon creation, giving you more control over how they function right from the start. Additionally, you can enforce specific permissions to be mandatory, ensuring that even channel admins cannot alter them. For instance, you can mandate that only admins have the authority to add users to an external channel.

Network performance in calls/meetings

Monitor your network performance during calls and meetings through the network performance monitor in the call settings. With an easy-to-understand score, you will know if your network is causing lags.

Enhanced security for webhook tokens

We have added an extra layer of security for your webhook tokens with Two-Factor Authentication (TFA). You will need to authenticate to view or create webhook tokens, ensuring only authorized access.

Global search update: Widgets

If you're looking for widgets, type their names into the global search bar at the top of your Zoho Cliq screen, and you will find them in no time.

Zoho Connect

Improved file-sharing capabilities in Connect

You can attach and share more files in your posts as we now support an even wider range of file formats, including audio and video.

Zoho Analytics integration : Study your data insights- Beta

Sync and explore your Zoho Connect data with the help of the Zoho Analytics integration. Get data visualization to make better informed decisions.

Track your Zoho Calendar events on dashboard

Add this event widget to your dashboard to stay updated with your Zoho Calendar events, so that you won't miss your schedules.

Optimize your workflow with saved task filters

Now, you can create and share personalized saved filters in Tasks to help you improve your task management and productivity.

Zoho Writer

Post your documents to WordPress.org from Zoho Writer

Easily publish Zoho Writer documents to your self-hosted WordPress.org site without depending on JetPack plugin.

Try out your hands on these features and enhancements! Feel free to post your suggestion and feedback in the comments.

Follow us on X, LinkedIn and Instagram for regular updates.

    • Recent Topics

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
    • How to Calculate MTTR (Mean Time to Resolve)

      We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
    • Possible to bold or indent text in the description field?

      As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
    • UK MTD reports concerning turnover and cerash accounting

      Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.
    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
    • IMAP Server not responding.

      Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
    • Share saved filters between others

      Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
    • No practical examples of how survey data is analyzed

      There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within
    • Zoho Creator as LMS and Membership Solution

      My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
    • Adding Chargebee as a Data Connector

      Is it possible to get Chargebee added as a Zoho Analytics data connector?
    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
    • Dropbox to Workdrive

      Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
    • Deals by Stages Funnel not showing in correct order

      Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
    • Cost of good field

      Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
    • How to create auto populate field based on custom module in Zoho CRM?

      Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
    • Deluge - Can't get phone number SalesIQ

      Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
    • Zoho Desk - Community

      As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
    • access to quartz for my customers

      Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
    • Issue with Inline Images in Email Reply via Zoho Desk API

      Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
    • How to search a value stored in a subform?

      Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
    • Next Page