Product Updates in Zoho Workplace applications | April 2025

Product Updates in Zoho Workplace applications | April 2025

Hello Workplace Community,

Let’s take a look at the new features and enhancements that went live across all Workplace applications this April.

Zoho Mail

Filters for incoming emails in Shared Mailbox

Simplify the management of incoming emails in your Shared Mailbox by easily setting up filters. Just navigate to the Manage Group settings to get started, and automate your email workflow in just a few clicks!

Assign emails to members in Shared Mailbox

Assign emails to members of a Shared Mailbox to streamline task ownership and enhance collaboration. Easily track all assigned emails in the Assigned tab within the Shared Mailbox.

Customization of selective Mail Settings

Admins now have the ability to customize few specific Mail settings for users directly within the Admin Console by setting specific permissions. These user permissions are tailored to each policy and will only be applicable to members associated with that particular policy.

Assign users as Moderator in Streams

Moderation in streams just got effortless! Simply select the Moderator option from the drop-down menu in the Add New Member pop-up to easily add users as moderators.

Custom emoji usage restriction for Signature and Out-of-Office replies

When adding a custom emoji while creating a Signature or Out-of-Office reply, you will see a warning message prompting you to remove the inserted emoji. Instead, you can use Zoho Mail's built-in emojis.

Drag and Drop attachments from one window to another

You can effortlessly drag and drop attachments from an email in one window directly into the compose page of another window.

Custom Slash Command creation permissions

Only Marketplace Developers will now be able to develop these Custom Slash Commands. The Organization Admin must first grant the necessary permissions in the Admin Console.

Sending Mail Merge emails using Group email address

Now by entering group email addresses directly in the From field of the Mail Merge sheet, you can send emails from a designated group address.

Mail Merge Skip and Proceed option

Now, if you spot an error in your uploaded sheet during the Mail Merge action, you have the option to skip it and proceed with the Mail Merge process with the correctly entered data!

Set custom failure threshold

Email routing will be temporarily suspended for accounts that exceed the designated Failure Threshold. You can easily set this Custom Failure Threshold to a value between 5 and 50, tailored to fit your organization's specific needs. To configure this threshold, simply navigate to the account settings in your admin console and adjust the threshold limit accordingly. Once set, if an account surpasses this limit, email routing will automatically be paused for that account.

Group management admin role

The new Group Management Admin Role in the Admin Console allows Admins to manage group operations. This includes adding and removing users from groups, deleting groups when needed, and setting up important features like anti-spam settings, moderation controls, and advanced options.

Download reports dashboard as CSV or PDF

You now have the option to export your Admin Console Dashboard data in either PDF or CSV format. Simply click the Export as button located in the top right corner of your dashboard to do so.

Zoho Calendar

Event-based workflows in your calendar with n8n integration

Zoho Calendar now integrates with n8n, a powerful open-source workflow automation tool. This integration enables you to automate tasks like creating, updating, or deleting events and perform their corresponding actions. 

Sync Zoho People with Zoho Calendar for seamless scheduling

Zoho People can now be synced with Zoho Calendar, allowing you to easily view key employee-related information directly in your calendar. With this one-way sync, you can access holiday details, leave application statuses, and other organizational data without needing to log into your Zoho People account.

Configurable visibility for Resource Booking titles

Administrators can now configure the visibility of resource booking titles from the Zoho Calendar Admin Console. With this enhancement, administrators can choose whether the title of a resource booking should be visible to all users or restricted only to the meeting attendees. This added control helps ensure that sensitive or specific booking details are shared appropriately, improving privacy, security, and customizing user access to booking information. 

Manage user location permissions in Resource Booking

Admins can now manage whether users are allowed to modify their user location details within Resource Booking . By customizing these permissions, administrators ensure that location information is consistent, accurate, and in line with organizational requirements. Admins can configure these settings under the User Location section in the Resource Booking Settings of the Admin Console.

Meeting co-host support within Zoho Calendar

With Zoho Meetings's Co-Host feature, now available in Zoho Calendar, you can easily delegate hosting duties to another individual who is part of the event. By simply assigning a Co-Host when creating your event, you can share tasks like adding participants, managing the agenda, or sharing content, all without switching between platforms. 

Export your calendars in CSV format

Managing your calendar data just got more flexible. With the new CSV export option, you can easily download calendars from Zoho Calendar into a structured file. Whether you're compiling reports, archiving schedules, or exporting events to other tools, the CSV export option puts your calendar data right at your fingertips, organized, accessible, and ready to use.

Zoho Cliq

Enhanced participant view during screen sharing

Easily navigate through all meeting participants while sharing your screen. Previously limited to the top 6 active users, you can now scroll through the full list of participants in grid view for better visibility and control.

Venue selection for scheduled meetings

Planning meetings on the go just got easier. You can now select a venue while scheduling a meeting. Choose either a mapped meeting room in your organization or a location from the map to help attendees know exactly where to join.

Zoho Connect

Bye-bye, bulk drafts :)

Clearing old drafts is now faster than ever. Select multiple drafts and delete them all at once to keep your space neat.

Share posts privately with users

Share posts directly with individual users for more personal conversations without having to mention them in comments.

Quote text easily in comments

Select any text in a post and quote it instantly in your comment. This helps keep the replies specific and easy to follow.

Turn Feed posts into Forum posts

If you think a post deserves more spotlight, you can convert it into a full-blown Forum post in a few clicks.

Zoho Sheet

We've enhanced filters!

Zoho Sheet now allows you to add filters to all the tables across your spreadsheets while having a single sheet-level filter.

Zoho Writer

Download Writer documents as password-protected PDFs

Export your Zoho Writer documents as password-protected PDFs to restrict viewing, copying, and printing them, and ensure your confidential information stays secure.

Add captions, dynamic cross-references, table of figures, and more

Easily ensure that your documents are neatly structured and easy to navigate with captions, cross-references, table of figures and tables, and more.

Zoho Trident

Retract sent emails

Whether you've missed adding an important attachment or made a typo, with the Undo Interval setting, you can now cancel sending the email within the set timeframe (Available on Mac only). 

Search from the list of unified calendars

Trident’s unified calendar includes all of your calendars in one view. To search for a specific calendar, swipe down on the left pane to reveal the search bar, then enter the calendar name to find it (Available on Mac and Windows).

Convert one-on-one calls to meetings

Loop the right people into the conversation for real-time collaboration. You can add users to an ongoing one-on-one audio, video, or screen share call and convert that call into a meeting (Available on Mac and Windows). 

Zoho Vault

Expanded SIEM Integration

Zoho Vault now supports integration with Splunk, IBM QRadar, Coralogix, and Elastic. This expansion allows for advanced log analysis and threat detection, strengthening your overall security posture.

Increased access timeout

We've increased the password access duration. Instead of the previous 30-minute limit, users will now retain access for a full 60 days, offering greater convenience and flexibility.

Multi-language support for third-party sharing

Multi-language support is now available for password and folder sharing with third-party users, providing localized interfaces for improved communication and security.

Platform-based filters in the login activity report

For precise monitoring, we've added platform-based filtering in the login activity report, providing granular insights into user access across all platforms.

Enhanced password generation for custom fields

Password generation is now even more versatile. This feature is now available for password types in custom fields.
    • Sticky Posts

    • Product 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.
    • Product Updates in Zoho Workplace applications | June 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly
    • Product Updates in Zoho Workplace applications | May 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options
    • Product Updates in Zoho Workplace applications | April 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared
    • Product Updates in Zoho Workplace applications | March 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments
    • Recent Topics

    • Project Management Bulletin: August, 2025

      We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
    • Product details removed during update from other system

      We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during
    • Zoho Sign and Zoho Workdrive Integration

      Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
    • 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
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • How do you list multiple contacts for a lead?

      My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
    • Modifying Three Dot Menu Options

      Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
    • Field Not Updating in FSM Script - Service and Parts module.

      Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
    • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

      Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
    • How to update Multiple Users field in Quote Module from Deal Module

      Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
    • 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
    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
    • how to disable staff selection Zoho Booking integrated to SalesIQ?

      currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
    • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

      I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
    • 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
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Updating Subform Record from other Form

      Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
    • Request for Light/Dark Mode

      Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm
    • Help - Zoho CRM notification on mobile (IOS/Android)

      Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app
    • Zoho Books - Hide Convert to Sales Order if it can't be used.

      Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,
    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
    • Cross-Data Center Collaboration and / Or allowing users to choose DC

      Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
    • Zoho Flow - Update record in Trackvia

      Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
    • Question about custom fields using Pivot Tables.

      I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?
    • Supervisor Rules - Zoho Desk

      Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura
    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
    • Send / Send & Close keyboard shortcuts

      Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
    • Journey Email - Ignored Contacts

      I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not
    • Is it possible to register webhooks in Zoho CRM using API?

      Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
    • Next Page