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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
- 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
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
With the convenience of reminders, you can get notified about live broadcasts to help you plan your participation effectively.
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.
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.
Recent Topics
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.
Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey
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
How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
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.Â
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 BuchfĂĽhrung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir wĂĽrden 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",
Zoho Flow to SendOwl API error
SendOwl is listed in the apps list of Zoho Flow. When trying to connect through the API with valid key and secret, the error given is: SendOwl says "HTTP Basic: Access denied" It seems Zoho doesn't connect via HTTPS. I've already tried using webhooks,
decisions based on content of a ticket
Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based
Newline Character "\n" parsing problem in webhooks
Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()
3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. This
One Company, multi branches, multi warehouses and I need to manage this in one organization
Dears, I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
Migration Evernote
Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel
Pushing GCLID info from Gravity Forms to ZohoCRM
We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
On Zoho Flow, Record deleted trigger from Zoho Creator
On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record
Zoho Flow Switch On Not Working
I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect
MS Teams Flow Integration Question
Where can I find the chat ID for the "Post message to chat" target?
Next Page