Product updates - Jan and Feb 2024 | Zoho Workplace

Product updates - Jan and Feb 2024 | Zoho Workplace

Dear Workplace Community,

Hope you're all doing good and staying safe. While we continue to provide you with a seamless solution for collaboration and communication within the organization, we at Zoho Workplace were coming up with quite a few new features and enhancements across all Workplace applications.

Let's take a look at the product wise updates for the month of January and February, 2024.

Zoho Mail

Enhancing email security - Zoho Mail now supports BIMI

Brand Indicators for Message Identification (BIMI) - adds an extra layer of security to your email communications. You can now display your organization's logos next to your emails in the recipient's inbox. This improves trust among recipients by providing a recognizable and legitimate representation of your organization and reducing the risk of potential phishing attempts. Recognizing legitimate emails becomes much easier with Zoho Mail.

Filter emails with no subject

Are you worried about managing incoming emails that lack subject lines? You can now filter such emails and define specific actions to be taken on these emails, such as moving them to a designated folder, marking them as spam, or deleting them altogether.

Unsubscribe from Shared Folders

Zoho Mail now offers you even more control over your inbox. Unsubscribe from folders you no longer want to be part of, freeing yourself from unnecessary emails or notifications from folders you're not actively engaged with. Focus on what truly matters to you.

Enhanced email management for Shared Mailboxes

Owner or the Moderator of a Shared Mailbox now have the option to delete emails within the group, providing enhanced control and efficiency in managing Shared Mailboxes.

Zoho Calendar

No more switching between applications

When you schedule an event in the CRM calendar from the Zoho Calendar,  you have the option to see the created event in Zoho CRM by selecting the 'View in CRM' option.

Export your calendar data whenever needed

Whether you're offline or aiming to transfer data to another account, Zoho Calendar allows you to export all calendars from the My Calendars section. You can also export Group Calendars that you've created or where you serve as a moderator, along with Shared calendars.

Introducing Zoho Calendar and Calendly sync

By using Calendly sync, you can easily manage both your Calendly and Zoho calendars from a single interface. This integration allows you to synchronize your Calendly calendar with your Zoho Calendar, enabling you to effortlessly view and manage your events from Zoho Calendar.

Zoho Meeting

Personal Meeting Rooms in Zoho Meeting

A personal meeting room is an ideal way to host private meetings and conversations with your colleagues, friends, and family. This secure, private space is only accessible through a unique link that is reserved for a particular user. The room is equipped with all the features of an online meeting, allowing you to collaborate with your guests in real-time.

Zoho Meeting Annotator

Zoho Meeting's annotator will help you add notes, comments, draw shapes, or highlight parts of your screen while screen sharing. You can now effortlessly add annotations and engage more during your screen sharing sessions.

Zoho Cliq

Video effects in video messages

Video messages now support background effects and video filters, enhancing the quality of your messages.

Send button in the composer

You can now activate the send button in the chat composer, altering the way you send messages. Once enabled, you can send messages by clicking the button or using the "shift+enter" keyboard shortcut, as the enter key will create a new line in the chat composer.

Bulk import upgrades

We have enhanced the capabilities for admins, allowing bulk imports of users along with their data, such as designation and department, in addition to their names and email addresses.

Additionally, you can now conduct bulk imports of departments and designations as well.

Mention restriction configuration

As an admin, you get a new configuration option to limit users from mentioning individuals who are not part of the group chat or channel.

Default Channel Permissions

As an organization admin, you can adjust the default permissions of different channels (organization, team, personal, external) upon creation, giving you more control over how they function right from the start. Additionally, you can enforce specific permissions to be mandatory, ensuring that even channel admins cannot alter them. For instance, you can mandate that only admins have the authority to add users to an external channel.

Network performance in calls/meetings

Monitor your network performance during calls and meetings through the network performance monitor in the call settings. With an easy-to-understand score, you will know if your network is causing lags.

Enhanced security for webhook tokens

We have added an extra layer of security for your webhook tokens with Two-Factor Authentication (TFA). You will need to authenticate to view or create webhook tokens, ensuring only authorized access.

Global search update: Widgets

If you're looking for widgets, type their names into the global search bar at the top of your Zoho Cliq screen, and you will find them in no time.

Zoho Connect

Improved file-sharing capabilities in Connect

You can attach and share more files in your posts as we now support an even wider range of file formats, including audio and video.

Zoho Analytics integration : Study your data insights- Beta

Sync and explore your Zoho Connect data with the help of the Zoho Analytics integration. Get data visualization to make better informed decisions.

Track your Zoho Calendar events on dashboard

Add this event widget to your dashboard to stay updated with your Zoho Calendar events, so that you won't miss your schedules.

Optimize your workflow with saved task filters

Now, you can create and share personalized saved filters in Tasks to help you improve your task management and productivity.

Zoho Writer

Post your documents to WordPress.org from Zoho Writer

Easily publish Zoho Writer documents to your self-hosted WordPress.org site without depending on JetPack plugin.

Try out your hands on these features and enhancements! Feel free to post your suggestion and feedback in the comments.

Follow us on X, LinkedIn and Instagram for regular updates.

    • Recent Topics

    • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

      Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • Chat issues

      I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

    • How to Download Expense Attachments from Zoho Expenses Using Document Details?

      I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issue

    • How to Retrieve and Store Expense Attachments from Zoho Expenses?

      I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve these

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （12/19）

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ 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的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

    • Does an email preview pane view register as opened?

      Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

    • Portal orders

      Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?

    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

    • Macro Email to be determined by a ticket field

      Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

    • Welcome Link Expired

      Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

    • Zoho expense linked with Campaign instead of customers

      Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Change script to add fields

      Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

    • 1 API to all channel

      hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

    • Revamped Print in Zoho Sheet—customized for paper

      The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

    • Automatic bundling with sales orders

      What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • message on click of button

      Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

    • Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

      Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening

    • Automatically add a retainer to every estimate

      Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

    • Clear String field based on the value of other field

      Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

    • Custom Deal Name in Lead Conversion Mapping

      I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

    • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

      Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • For each loop with available time slots

      I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Converting Amazon Sales Order to Invoice

      Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

    • Zoho Inventory | Can't uncheck/turn off Advance Tracking

      Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.

    • Landed Cost application to Vendor Bills from dropship Purchase Orders

      When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed

    • Next Page