What's new in Zoho Vault Q1 2019?

What's new in Zoho Vault Q1 2019?

Since the start of the year, the Zoho Vault team has come up with numerous exciting updates that makes online life easier and more secure for our users. We've listened to the user requests and are excited to announce some updates that many of our users have been waiting for.
 

Seamless auto login to popular websites

Vault now supports auto login for websites with two-step login process, like Google, Apple, Evernote and more! This update will save you time and effort, giving you a pleasant login experience while increasing your productivity.


Automatic approval of handshake requests

Whenever a user signs up for Vault, an org key gets generated to help encrypt and decrypt passwords. This org key is then encrypted with the user’s passphrase. Previously, in order to share Vault passwords with newly added users, a sharing handshake request for that particular user had to be manually approved by an admin or a super admin. This process has now been automated. Admins will now receive an email notification to approve the sharing handshake request whenever a new user is added. All these requests will be auto approved immediately after an Admin logs in to Vault. This will significantly reduce your labor when importing multiple users, while also allowing users to instantly share passwords, simplifying your overall experience.


Back up your passwords to cloud storage services

Zoho Vault now integrates with popular cloud storage services like Google Drive, Dropbox, OneDrive, Box, and Amazon S3. You can periodically send your passwords as encrypted files to your cloud account. This allows you to organize your passwords in one place and use them as a disaster recovery option, should you ever accidentally delete passwords.


Completely refreshed Dashboard



Feel the new refreshing look of your Vault's Dashboard. Generate your Password Assessment Report and get exhaustive insights from the Dashboard. Get an overview of all the Secrets, Chambers and Shared Secrets in your account and access them in a single click. Download our browser extensions and mobile apps directly from the Dashboard.


Access passwords with valid helpdesk tickets

Vault now integrates with popular helpdesk solutions like Service Now, JIRA, Zendesk, Zoho Desk, and SDP OnDemand. With the helpdesk approval option, an Admin can allow users to automatically access passwords if they provide a valid ticket ID from any of the integrated help desks. There are multiple criteria that can be set, which you should explore, to define a ticket to be valid. Ideally, this feature lets users focus more on fixing issues rather than spending time worrying about passwords!


Browser extension for Microsoft Edge

For all Windows 10 users, we released the Zoho Vault browser extension for Microsoft Edge in early January, helping you experience the ease of using Vault from your favorite browser. You no longer need to switch from the browser of your choice to log into websites. Experience all the features that have so far only been available on Chrome, Firefox, and Safari, now on Edge. There's much more to come from Vault in the next quarter. Stay tuned!

Leave us your comments below on the features you like the most.








    • Sticky Posts

    • Zoho Vault: A look at what's new for iOS, iPadOS, and macOS

      Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app for

    • iOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault

      With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12.  Apple recommends you to take a backup before you update your device to the latest

    • Recent Topics

    • Option to specify or disable "Idle" times in preferences

      It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.

    • Create Invoice and Invoice Items from Sales Order via API

      Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

    • Stock Count - Does it really work?

      We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

    • Working with keywords

      Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Free user licenses across all Portal user types

      Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français.   Voici quelques points pour clarifier la question :   Zoho Books est un logiciel de comptabilité

    • Need warehouse listed on packing slips

      We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?

    • How to query for Deals record based on Pipeline?

      I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

    • CRM Calendar Sync Not Working

      I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • A recap of Zoho Sprints 2024

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

    • Zoho Form linked to an external OneDrive Account

      HI Can you connect to an external users OneDrive account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive info (including pictures) to their OneDrive account. When I try to connect

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Pushing Data from One CRM account to another.

      We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

    • Difference: Linking Module Record vs. Subform Row with lookup

      In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs

      Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer

    • Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates

      Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function

    • Zoho Workplace renforce sa sécurité avec l'intégration Zoho Vault

      Dans un monde où l’information a une valeur inestimable, la protection des données sensibles n’a jamais été aussi essentielle. Une fuite de données peut non seulement compromettre la réputation d’une entreprise, mais également engendrer des pertes financières

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • How to sort a data in summary report with Monthly ?

      Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

    • What is the Desk API?

      I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

    • How to choose other payment methodes than creditcards

      We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

    • Why is Zoho support so terrible?

      I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing

    • Custom "Filter By" in Client Portal

      Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

    • Admin Access to Direct Messages in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

    • Zoho developer edition does not work for us

      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

    • Need help with KPI Widget on Dashboard

      What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date

    • Need to send message to slack channel from zoho people form

      - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"

    • User tiers

      I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?

    • Next Page