Announcing new features in Trident for macOS (v.1.6.0)

Hello everyone! 

Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them.

Create filters from emails .

In addition to creating email filters from Mail Settings, you can now easily set up filters based on individual emails using the Add to Filters option available in the email list and detail view.

This automatically populates the conditions based on the email's parameters. You can then add the desired actions to effectively organize the future emails you receive that are similar to the one you're reading.  

Create events, tasks, and notes from emails.

You can now create events, tasks, and notes from your emails by selecting the relevant text and clicking the corresponding icon.

The highlighted text will automatically become the title for your event or task and the content for your note. You can then make any necessary edits and create your events, tasks, and notes directly from your emails.

Manage the channel participant role.

In addition to updating channel participant roles from the Edit Channel Information window, you can now use the quick options available in the participant listing to update their roles. 

Access all links within conversations.

All the links you've shared or received in your one-on-one, group chats, and channels can now be accessed from the Links tab under the View Media option. 

Switch department views.

Whether you need to search for an employee in a different department, or check who is in the office or remote to schedule a meeting, you can now switch the department views to find the people you want to connect with.  

Quick edit tasks.

When you see the gist of a task in the list or board view and want to edit some details quickly, you can use the inline edit options. Just hover over the task, and using the respective icons, you can update the task title, due date, and assignee. 

More conference platform options.

Previously, we provided the option to add Zoho Meeting as a conference platform while creating calendar events. Now, we've added more options to choose from: Zoom and Microsoft Teams. Once you create an event with these conference platforms, it will automatically generate a meeting link that the attendees can access from the event invitation to join in.

Make sure to configure your email account with these platforms and enable these integrations in Zoho Calendar web to access these options in Trident when creating events.  

To leverage these new features in Trident, update the app to the latest version by following the steps below:

1. Open Trident.

2. In the system menu bar, click Trident.

3. Select Check for Updates from the menu list.

Don't have the app yet? Download it from the website and experience a smarter way to work.

Give these features a spin, and let us know your feedback and suggestions in the comments section below. You can also reach us at trident@zohosupport.com.

To submit your feedback directly through the app, follow the steps below:

1. Open Trident.

2. From the system menu bar, click Help.

3. Select Send Feedback.

4. In the feedback window, enter the necessary details under Subject and Feedback Content.

5. When ready, click Submit.

We look forward to hearing from you!

Until next time,
Rowan

• Topic Participants

• Rowan Raj I

• Andrew

  

• Sneha Bharathi V

  

• Recent Topics

• Bulk bank rule creatioin

  Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?

• The Social Wall: January 2026

  Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

• Zoho books aide

  Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,

• Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents

  In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. Imagine

• Join Zoho Meeting only via Web browser and not with Zoho Meeting App

  Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Manage control over Microsoft Office 365 integrations with profile-based sync permissions

  Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

• inability to use different primary address on invoice per location

  my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

• AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

  Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

• Scheduled AU Data Center Database Version Upgrade for Zoho Forms

  Dear Zoho Forms' users, We would like to update you on a scheduled AU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 22nd February 2026 12.00 AM to 12.30 AM AEDT This migration is a part of our

• Cannot get code to work with v2.mergeAndStore!

  Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

• Hotmail is blocking the zoho mail IP

  Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

• Zoho Bookings and Survey Integration through Flow

  I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

• Zoho CRM Community Digest - December 2025 | Part 2

  Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks

• CRUD actions for Resources via API

  Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,

• Kaizen #186 : Client Script Support for Subforms

  Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

• Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

  Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

• オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

• doubts about customer happiness in zoho desk

  Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to the

• COQL API in JS Widget only pulling 200 records

  Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?

• Standard Description Field - Can I change label or add dd tooltip

  Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Antispam validation failed for your domain in Accounts

  I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

• Different Task Layouts for Subtasks

  I was wondering how it would be possible for a subtask to have a different task layout to the parent task.

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• Customizing Helpcenter texts

  I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

• Ability to Edit Ticket Subject when Splitting a Ticket

  Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

• Automatically Update Form Attachment Service with Newly added Fields

  Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new

• Reopen ticket on specific date/time

  Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)

• API credit COQL COUNT

  The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Remove 'This is an automated mail from Zoho Sign' in footer

  Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan

• Organize and manage PDFs with Zoho PDF Editor's dashboard

  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

• Custom function return type

  Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

• Passing Info from Function to Client Script

  Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to

• Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

  Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

• Zoho Payroll for Canada

  Is anyone else having problems getting setup for Canada?

• Passing the CRM

  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

• One Contact with Multiple Accounts with Portal enabled

  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

• User Automation: User based workflow rules & webhooks

  User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

• Next Page