Updates in Zoho Workplace applications | Oct and Nov 2023
Hello Workplace Community,
We wish you all a Merry Christmas! 🎄
Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace.
Let's take a quick look at them.
Zoho Mail
Mail Reading Formats: Plain & Rich Text
In Zoho Mail, it is now possible to read emails in the preferred mode of your choice. Enabling Plain or Rich text mode from the Mail View Options within settings allows you to choose between a visually enhanced and formatted text or a simple, unformatted text format to read your emails.
Send personalized Out-of-Office messages for internal and external contacts
You can now set distinct Out-of-Office replies to senders within your organization and those outside it. Manage your professional communications effectively, ensuring that your messages are not only automated but also finely tuned to the expectations of both internal and external audiences.
Admin Configured Out-of-Office response for internal and external senders
Now, administrators can also configure distinct Out-of-Office responses for emails from senders within the organization and external senders, ensuring that both internal and external contacts receive responses crafted to their respective needs and contexts.
Users can create email-enabled Groups with admin approval
Organizations users now have the option to create a group as an email-enabled group directly from their group management page if the admin has granted permission through the admin console.
Add email event invitations to Zoho CRM Calendar
You can now choose to add event invitations from your emails directly to the Zoho CRM Calendar instead of the Zoho Calendar for more efficient and consolidated management of your business events or activities related to customer relationship management.
New DRE Gallery function alert!
Now, our gallery of pre-defined DRE functions has a new addition, bringing even more flexibility to manage your inbox. A pre-written script to automatically add attachments from an email to CRM when the sender is listed as a CRM lead or contact is added to the Gallery function.
Associate Contact card to your email signatures
No more copying and pasting your contact information repeatedly. You can now include contact cards directly into your email signature. Recipients can easily save your contact details directly from your signature, eliminating the hassle of manual entry. It's a one-time setup for a lasting impact on every email you send.
Seamless language translation for your emails
No need to worry about missing out on important information or struggling to understand emails in different languages. In Zoho Mail, you can now translate all your emails to your preferred language. Enhance your email communication experience, fostering global collaboration and ensuring that language diversity is no longer a barrier to effective communication.
Admins can now recall sent emails
No more worrying about emails sent by mistake. Admins can now recall emails sent by users within the organization. This ensures that any unintended or erroneous messages are swiftly corrected, providing enhanced control and flexibility over email communications.
Shared Mailbox support in email Retention and Backup
In Admin Console, the ability to retain, backup, or recover emails now extends to shared mailboxes. Administrators can now have the same level of control and security for shared mailboxes as they have for individual user accounts and make sure that critical data is protected and accessible when needed, even for collaborative spaces within Zoho Mail.
Zoho Calendar
Audio Meeting or Video Meeting - Pick your style
With the Zoho Meeting integration, you can now choose to create either audio or video conferencing while scheduling an event. When Zoho Meeting is selected as a Conference option, a meeting will be set up in Zoho Meeting and the conference link will be emailed to the attendees.
Zoho WorkDrive
Video and audio preview enhancements
We have enhanced video and audio previews by adding sneak forward (Shift+Right arrow) and sneak backward (Shift+Left arrow) options. We have also introduced shortcut options for muting/unmuting (M), entering/exiting full-screen mode (F), and playing/pausing your content (space bar).
Additionally, we have introduced picture-in-picture (PIP) support for video files.
Experience WorkDrive in your preferred Indian language
India's rich linguistic diversity is now fully accommodated by WorkDrive. No matter which region you're from or which language you speak, WorkDrive is here to support your collaboration and document management needs.
We have expanded our language support to include all 22 official Indian languages. This means that you can now access and interact with WorkDrive in your preferred Indian language for a more convenient and user-friendly experience.
Locate files quickly with our recent search enhancements
- Streamlined search: We've enabled quick search options to help you find files in your My Folder, Team Folder, Org Folder, and any other specific subfolder.
- Save search: You can now save search keywords along with the applied filters, making the process of generating future search results effortless.
- Recent search listings: Your recent searches are now at your fingertips within the search UI. Quickly access them to find the information you need.
Zoho Cliq
Enhancements in Admin Panel
- eDiscovery and data retention: Retrieve and clean up your organization’s data and assets with eDiscovery and data retention policies. These are necessary for compliance audits, lawsuits, and intellectual property theft, as you can quickly locate and provide the required supporting evidence.
- Audit trails: Get a snapshot of all user activities across chats and channels at a glance and maintain a record of all critical actions performed by specific users across different modules.
- Usage reports: Measure adoption rates and the hours spent on different modules. Admins can get a clear picture of the organization's interactions and how everyone uses Cliq.
- Media IP versioning: With this new tool, you can track which of Cliq's media servers are whitelisted within your organization's network. This ensures continuous and seamless connectivity in your calls and meetings.
- Status configuration across the organization: Manage your organization's status configurations by customizing the text, setting time limits for each status, and availability of custom statuses.
- Centralized management for your channels: Get better control over every channel within your organization by performing detailed actions like changing channel admins, adding or removing participants, and adjusting the roles available to a channel admin from a single centralized location.
AI advancements
- Meeting summary & action items: Effortlessly review discussions with AI-generated meeting transcripts, pinpointing critical details and follow-up tasks for actionable insights.
- Unread message summary: Missed a group chat and overwhelmed by hundreds of unread messages? Now generate message summaries to quickly catch up on what is going on.
- Writing assistant: Receive support in composing messages with tone analysis and grammar correction while also gaining additional insights about your texts from our AI, Zia. Explore details like writing quality, word count, and readability for a comprehensive writing experience.
Updates in the Collaboration corner
- Auto response: Set an auto-response in Cliq to keep your colleagues informed of your unavailability and return time with the out-of-office responder.
- Pin multiple messages: Effortlessly pin multiple important messages in a chat to ensure essential information remains at the forefront.
Channel permission to close threads
With our latest addition to channel permissions, you can efficiently designate who can close threads, offering improved control over your channel's discussions.
Zoho Meeting
Import webinar registrants with a CSV
Streamline your webinar registration process by uploading a CSV file containing attendee names and emails. You can effortlessly import your webinar registrations, saving time and simplifying the process. To import registrations, navigate to the registrations tab of the scheduled webinar and click Import CSV in the top right corner.
End of session notification
With the end-of-session notification, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when and how many times you'd like to be reminded about the scheduled end time. This can be customized under the Meeting settings.
Zoho Writer
Visualize, summarize, and transform data in mail merge templates
Display data exactly the way you want and highlight key insights with group by and aggregate in Zoho Writer's mail merge templates.
Zoho Sheet
Create and share bulk spreadsheets seamlessly using Merge Templates
Do you spend hours drafting new records and copy-pasting data from other sources? You can efficiently create and share bulk data records with the Merge Template in Zoho Sheet.
Zoho Connect
Get instant reminders for live broadcasts
With the convenience of reminders, you can get notified about live broadcasts to help you plan your participation effectively.
Boost task activity with the fun Arcade feature
Get points for performing certain task activities. From creating a task to changing the task status, earn points for your active participation on the board.
Get detailed insights on your posts
Understand user sentiment and interaction on your posts, such as views, comments, and reactions to help you keep track of your post-related engagement at all times.
Do try out the features, enhancements and let us know your feedback and suggestions in the comments section given below.
Topic Participants
Ranadive E
Sticky Posts
Product Updates in Zoho Workplace applications | October 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the CreateProduct Updates in Zoho Workplace applications | September 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simplyAI in Zoho Workplace: A Sneak Peek into What’s Coming!
Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the firstProduct Updates in Zoho Workplace applications | August 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primaryProduct Updates in Zoho Workplace applications | July 2025
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 Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
Recent Topics
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?Adding Multiple Files to a Zoho Vault Entry
There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see howGet user last login
1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.the custom domain forwards by default to the old career site / how to switch it off??
dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, VictoriaPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsWhat KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?
Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-usedPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useResend Client Portal Invitation + View Email Delivery Status
Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitationCRM iOS App Missing Tags support
Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forumsImported contacts succesful but contacts do not show up in Contacts
I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful. Â However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact. Â Help?Hotmail is STILL blocking the zoho mail IP
Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,Pre-fill webforms in Recruit
I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only haveZia Actions: AI-powered Workflow Automation for Faster and Smarter Execution
Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newlyImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youXML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.Can we add custom fields to portal community profiles?
How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and wouldWeekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedClient Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldRestrict Addresses in Zoho Forms?
In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addressesDo Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?
Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?ASAP Widget Not showing "My Tickets"ed
Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andHow to view CRM Sales Orders in Desk
What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extensionKaizen #219: Actions API - Webhooks APIs - Part 1
Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks APIPricing Strategies: #3 Services never Stop with just Plans
"Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,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 deliversLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedCropping Photos for Zoho Sites
Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?Deluge scripts
Why is there not a search function to make it easier to find the script of interest when modifications are required.WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (herezoho sheet stuck
I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening.Âbulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?Duplicate Accounts
Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley weInvoice Ref. Field
Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also lettersWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpfulNext Page