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
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 of a Shared Mailbox to streamline task ownership and enhance collaboration. Easily track all assigned emails in the Assigned tab within the Shared Mailbox.
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.
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.
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.
You can effortlessly drag and drop attachments from an email in one window directly into the compose page of another window.
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.
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.
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!
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.
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.
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
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.
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.
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.
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.
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.
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
Clearing old drafts is now faster than ever. Select multiple drafts and delete them all at once to keep your space neat.
Share posts directly with individual users for more personal conversations without having to mention them 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.
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
Export your Zoho Writer documents as password-protected PDFs to restrict viewing, copying, and printing them, and ensure your confidential information stays secure.
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
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).
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).
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
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.
Recent Topics
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.
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
HEX/RGB Color Input in Visual Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.
Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
CRM and Campaigns- tags not integrating?
Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in
Maximum limit of rows exceeded
I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
【参加無料】今年最後のZoho ユーザー交流会|東京・大阪・名古屋で開催! 活用事例&ユーザー同士の情報交換
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。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します! 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
Tip #7: 5 formas de mantener tus listas de correo electrónico
Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021
Mail Merge related Lists
When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.
create-a-purchase-receive API issues
Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase
Zoho Pagesense really this slow??? 5s delay...
I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?
Heatmap: Missing Content Elements - Zoho Page Sense
Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way
Marketing Tip #3: Use social proof to build trust
People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do
Writing by Hand in "Write" Notes
Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
Client scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
Make CAMPAIGNS email look as simple as possible
Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
Zoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
Object required error
Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws
Preview an upload PDF or File
I have a form where the customer has to upload a file (normally PDF - never jpeg) When in report view I want to be able to preview the uploaded file without having to download it. If I click on the upload it downloads to my computer, I want to be able
How to filter emails by Reply-to field?
I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to
How to invite friends on other social media platforms to one of my group chats in arattai?
Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
Line spacing
I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar
Google Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
Control Position of “X” (Close) Button in Popup Editor
Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup
Add Standalone “Save” Button in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save
Text Direction Control in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)
Autosave in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In
Billing frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to
Creating Secret via Vault API
Hi I am trying to create a secret through vault api. This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? { "operation": { "result": { "error_code": "", "message": "Sorry, we are unable to process your request.",
Zoho CRM custom fields not showing in zoho creator
Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
Is It Possible to Hide Menu Option from Main Navigation?
Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser
Unleash the power of detail, with Table View.
What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
Need more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
Next Page