Updates in Workplace | June to September 2022

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Keep your Streams thread tidy by moving the outdated and unwanted posts and emails to trash.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.

    • 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

    • 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

    • Reports - custom layout - duplicate report

      Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...

    • How to map a global picklist from one module to another

      Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be

    • Pageless mode needed to modernise Writer

      When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

    • Changing the Logo Size on Zoho Sites

      My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template.  Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file?  Thank you. 

    • Is it possible to Select Item Serial Numbers from a Sales Order?

      Our accepted estimates are converted to Sales orders for our warehouse staff to pick.  How can my warehouse staff select the serial numbers for an item when editing a Sales Order?  Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!

    • MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

      Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I

    • 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,

    • Zoho Books and Zoho Projects Task Status Update

      How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.

    • Assigning Tasks and Requests to Groups... how do I?

      Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system.  I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality.  I am hoping that there is a way

    • Parsing of SQL query failed. Please check the SQL syntax.

      I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error

    • Where is the setting to enable/disable 2FA?

      The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >

    • How to Assign Record Ownership in a Custom Form via API?

      Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request

    • Customer Statement Template not matching when sending

      Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default

    • Peppol Malaysia API

      Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

    • Re-emitir facturas con nueva dirección de facturación

      Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias

    • Zoho Learn vs. Trainer Central

      Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

    • Map Plan to Different Income Account for Some Subscriptions via API

      We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,

    • Flow with CRM

      Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

    • Chrome browser issues. Anyone else?

      I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

    • Zoho Payroll US?

      Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

    • Function 58: Custom calculation in item table of invoices (2 fields)

      Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Search function not working anymore

      Hi! The search function is not working anymore. How can we solve this problem?

    • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

      In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

    • Expand Zia's Language Support and AI Capabilities

      Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

    • get gettting the days number between two dates with deluge

      I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.

    • Next Page