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.

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

• Topic Participants

• Ranadive E

  

• Sticky Posts

• Updates in Zoho Workplace applications | Dec 2023

  Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email

• 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

• The month that was at Zoho Workplace | September 2023

  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September. Let's take a quick look at them! Zoho Mail New languages support Zoho Mail now supports

• The month that was at Zoho Workplace | August 2023

  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have got quite a few new features and enhancements for the month of August, 2023. Let's take a quick look at them: Zoho Mail Prevent your catch-all from getting

• The month that was at Zoho Workplace | July 2023

  Hello Community, Hope you're doing good and staying safe. The Zoho Workplace applications have got quite a few features and enhancements for the month of July, 2023. Here's the list for you: Zoho Mail New languages support Zoho Mail now supports five

• Recent Topics

• Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

  I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

• Printing on 80mm bluetooth Pos Printer

  Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

• Trying to integrate gmail but google keeps blocking Zoho access for integration??

  hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

• Which attribute in Zoho books invoice api represent branch attached to the invoice?

  Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

• How to Billed from two different GST Numbers

  How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

• How to hide Predefined views

  Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

• Deleting Views

  How do you delete views? Please syd

• Fixed Assets

  Where would I manage my fixed assets

• Report on Assets

  Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

• Purchase of Fixed Assets

  How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

• Where is the Fixed Asset Register?

  I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Automate Backups

  This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Default Ship To Address on Purchase Orders cannot be different than Organization Address

  Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Differences between Zoho Books and Zoho Billing

  Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

• unable to import transactions into zoho books

  I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• How to include GST% in PO amount?

  Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.

• Next Page