Updates in Workplace | June to September 2022

Hello Workplace Community,

Hope you're all doing good and staying safe. We have been working to provide you with various enhancements and new features across all the products in Zoho Workplace.

Here's the rundown of the features and enhancements that have been added to Zoho Workplace's applications.

Zoho Mail

Protect your confidential emails with a passcode

Keep your Streams thread tidy by moving the outdated and unwanted posts and emails to trash. You can also mark emails as Spam in email-enabled groups. Learn more!

Manage your mailbox settings in a new way

Zoho Mail's settings have clad a new look to make the interface more interactive and easily accessible. Check Out Now!

Share emails and threads as link

Long email threads, multiple forwards, and the challenge of sharing an email thread with anyone outside of your organization are things of the past. With just a few clicks, you can now share an email or email thread within and outside of your organization by creating a permalink for the email or email thread. Try now!

If This Then That, now handy in Zoho Mail

Do you worry about missing a tweet from your favorite celebrity or constantly check the weather forecast everyday? If you're looking for a solution to this, Zoho Mail has what you need. By integrating IFTTT with Zoho Mail, you can automate email actions and triggers depending on inputs from various applications. Learn more

Organization report summary in a single view

Need a summary of your organization reports in a single view and often finding it hard to get it done by someone else? The dashboard of Zoho Mail's Admin Reports section now provides you with a summary view of your organization reports for easy reference. Know more

Identify friends using an Avatar

Do you often get confused when you receive emails from friends whose names are similar? Let's put a stop to that. Now that Gravatar integration is available in Zoho Mail, you can view the distinctive Gravatars that your friends have set for their emails. Check out now

Partial delivery for Quarantined emails

When an email with multiple recipients in your organization is quarantined, you can now use the Partial delivery option to deliver the email to the specified recipients while rejecting the rest. Learn more

Set reminder and get notified

If you often forget about an email from a certain person or a specific topic, this feature is for you! You can now set a reminder for incoming emails based on particular conditions and receive notifications in your inbox. Check it out now

Protection from spoofing links

Are you concerned about email spoofing and hesitant to click on a URL in a legitimate email? Don't worry. When you click on a suspicious URL, Zoho Mail will now warn you with an alert message, and you can avoid falling victim to spoofing. 

What You Customize Is What You Compose

If you rarely or never use an option on the compose toolbar, find your frequently used tool hidden beneath other options, or if you use a limited set of tools to compose emails, we now provide you the option of customizing the email composer layout by hiding rarely used icons, grouping frequently used ones and doing much more based on your preferences. Try now

Creating an Issue is not a concern anymore

Jira integration in Zoho Mail allows you to create an Issue and add to your Jira account from an email without having to leave your inbox. You can also watch, edit and assign an Issue using the Jira eWidget. Learn more

Insert a Note with a click

With the Evernote integration in Zoho Mail you can easily create a Note using the content of an email and add it to your Evernote account. You can also insert a note in the email you compose in a jiffy. Know more

Zoho Calendar

Switch your views in the embedded calendar

When you embed Zoho Calendar in your website/ blogs, you can now choose to embed the calendar with multiple views simply by checking the 'allow switching views' option. This will let you switch your views between day/ week/ work/ month in your embedded calendar. Learn more

Stay on top of your schedules from anywhere-anytime!

With Zoho Calendar mobile application, save time and make the most of every day by managing all your calendars from one place. Explore!

Zoho Writer

Writer, now on your iPad and Android tablet web browsers!

Enjoy unrestricted access to all Writer's capabilities from your iPad and Android tablet web browsers! The latest update to the Writer mobile site empowers you with all the same tools and features as the existing laptop/desktop version. Read more

BluePencil

Get smart writing suggestions as you type, in any location across the web. Proofing on the go—wherever you write! Learn more

Introducing gutter and section margins

Writer's new gutter options, including mirror margins and section margins, simplify the process of designing printer-friendly layouts. Read more

Aggregation functions to enable effective data presentation with charts

Writer, now allows you to add aggregation functions such as count, count distinct, sum, average, min, max, median, and group by while adding charts in mail-merged documents in order to process and present your data exactly the way you need it. Learn more

Introducing document approval workflows in Writer

Streamline the process of creating, reviewing, and approving documents as well as operations across your organization with Writer's document workflows. Try now

Zoho Cliq

Sort channels in alphabetical order

We have now introduced the option to sort your channels in alphabetical order. Go to the channels category in the navigation sidebar, click the sorting icon next to the search bar and choose "Alphabetical order". Your channels will be sorted in alphabetical order. 

All new revamped file preview

You can now pane, rotate, and zoom in/out on images and files when previewing them.

Make guest users a part of your broadcast sessions

As the host of a broadcast session, you can now invite guests to join by sharing the broadcast link with them. Know more

Organize your meeting conversations

Channel admins can now configure whether to create a separate thread conversation for the meeting, continue meeting chat in the channel or let the host decide between options. Learn more

Introducing Cliq Networks for external collaboration

Businesses using Zoho Cliq can now collaborate seamlessly with partners, vendors, contract employees, and other stakeholders outside the organization. Networks offer a fully featured Cliq experience through chats, channels, meetings, admin controls, and permissions promoting secure communication inside a specific network while keeping your organization's assets segregated and protected. Read on to know more

Access your entire sent message history

Check out the history of the messages that you sent by navigating to History > Sent Messages from the navigation sidebar.

View call history with specific users

Click on the user's profile picture in the chat and select Calls to view your entire call history with the individual.

Zoho Meeting

Collaborate using Whiteboards

You can now use this feature to brainstorm ideas with meeting attendees in real-time. Try it now

Polls in online meeting

You can now create and launch live polls in online meetings to let participants voice their opinions on a subject. Check it out

Enhanced zoom-in for screen sharing

We have changed the zoom percentage from 25% to 10% so you can zoom in more closely to your screen while screen sharing.

Pause and resume recording

You can now record parts of a meeting by pausing and resuming recording.

Custom backgrounds

You can now upload custom background images for your virtual background in meetings.

Zoho Connect

Request to join Group

Using the all-new request to join option in Groups, admins can now easily manage who can join their Groups. Learn more

New permission in Manuals

With the new permission in Manuals settings, admins can now choose who can publish articles within Manuals. Know more

Zoho Sheet

Instantly locate any feature inside Sheet with Feature Finder

Spending too much time hovering over menus to find the desired feature? Use Feature Finder to locate the necessary tools for your spreadsheet data.

Zoho Show

Create stunning presentations with the Pexels add-on for Zoho Show

With the Pexels add-on for Zoho Show, you can access almost 3.2 million images and videos from right within your Show account. Create visually impressive presentations with these high-quality, royalty-free images. Learn more

Introducing Data Fields in Zoho Show

Data fields allow users to enter values and display variable data. They are presentation-specific, constant variables that can be used across a given presentation. With the Show app, you can define both String and Numeric data. Read on

Go through the updates, make use of them to have an improved experience and let us know your feedback and suggestions in the comments section.

Follow Zoho Workplace on Twitter to get regular updates and tweets on Workplace applications.

Watch this space for latest updates in Workplace. Until next time, stay safe and healthy.

• Topic Participants

• Ranadive E

  

• Sticky Posts

• Zoho Workplace gets yet another security boost: The addition of Zoho Vault

  Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

• 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

• Recent Topics

• Can you internally tag/categorize posts for campaigns?

  Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).

• Function 56: Automatically enable the option for customers to pay via bank account

  Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

• Connect multiple Facebook ad accounts to Zoho Social

  Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Creation of Path and subpath

  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

• Assign task owner using Deluge

  Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

• Meta and Facebook data report discrepancy

  I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

• Links in Instagram

  Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

• If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

  Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

• Enter dates in tasks with just "tue" or "+10" or "5d" ???

  Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.

• Multiple time zones in zoho projects

  We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance

• Zoho Desk : Field for 'Layout'

  I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.

• Customize Zoho One Dashboard and URL?

  Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• Tax Deduction at Source (TDS)

  I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure

• UNAPPROVED record management

  When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

• Zoho mail filter Add to WorkDrive doesnt't work

  Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

• Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

  Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• Deleted message in SPAM

  In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Multiple Facebook Pages under Single Brand

  Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

• Zoho Books Estimate to Zoho CRM quote?

  I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from

• Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation

  Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate

• Zoho One not working

  I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)

• Apple Messages for Business in Omnichannel communications?

  Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

• Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

  Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential

• Schedule meeting monthly on a particular day

  Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on next

• In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

  Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales

• Added Domain but SSL is not being set properly

  We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?

• Zoho CRM Widget not displaying 2 related lists (JS)

  Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

• KPI widget with percentage

  I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being

• Canvas List View Not Saving

  Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message

• QR code image is not exported in PDFs

  The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

• QR codes in templates

  I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

• This mobile number has been marked spam. Please contact support.

  Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

• Zoho CRM search not working

  The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.

• Reload page with widget

  Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes to

• Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.

  Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them

• Tags on notes aren't syncing correctly on Android

  I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

• Next Page