Tip #8: How to create and manage Tasks from an email in Zoho Mail
Often we all receive our tasks via emails. Zoho Mail provides a simple way to easily manage such tasks and have them linked to the original emails. You can create Tasks from emails, post them in groups, assign it to someone, and discuss about the Tasks using comments. Steps to create Tasks from emails and collaborate with them: Right click on the email from which you want to create the task. Choose the option Add to >> Tasks from the menu. Add Task dialog appears with the Subject of email as
Tip #26: How to avoid some files from getting added to Attachment viewer
We all love to use the 'Attachment viewer' where all the file attachments are available at a glance. However sometimes we see some unwanted files get added there automatically. You can restrict certain files getting added to the attachment viewer using Filters. You can create a filter with the specific conditions, for which you do not want the attachments to be added to Attachment viewer. Ex: from specific senders or with specific attachment types etc. Then in the actions, select 'Do not add attachments
Tip #25: How to use the Global Search to search across Zoho
Did you know that, you can search across Zoho services, and get results at a glance? Just head to the global search icon in the chat bar, provide the search term and hit enter. You can now view the results across all the Zoho Services. The matching contacts, the relevant emails, the shared documents, the connect posts, tickets from Zoho Desk and so on. You can quickly switch apps to view just specific results from the app. Go ahead! Use the global search and let us know your feedback/ suggestions.
Tip #16: How to make Voice/ Video calls via Cliq from Zoho Mail
Face to face conversation works magic, cutting down the number of to and fro emails. Just start voice/ video call via Cliq, in Zoho Mail, to talk to your colleagues, get their verbal and non-verbal cues, right from within the email. Use the Audio/ Video icons from the contact card to have some real-time discussions. In an email, all your contacts, the senders, the recipients all have a contact card, irrespective of whether they are in To/ Cc lists. Click on the name to open the contact card. In the
Tip #22: How to search and edit contacts from the Mail app
Looking for the easiest way to locate and edit a contact? Just use the search option to directly get to the contact. Steps to locate and edit the contacts: Select the contacts from the App dropdown, near search bar Type in the contact email address/ name that you want to locate and edit. From the 'Contact' results, select the contact you want to edit. Click edit, update the details and save the contact. Hope this tip makes managing your Contacts easier. See you next week with yet another interesting
Tip #21: How to sort your Tasks based on due date
Get a crystal clear view of your Tasks using the sort option in Tasks. You can now sort the task based on the due date to prioritize and manage them in a better manner. Hope this tip will help you to manage your Tasks more effectively. See you next week with yet another interesting tip!
Tip #18: Exclusive Zoho Mail plugin for sending emails from Wordpress Websites
Setup your Zoho Mail Plugin in your WordPress website, to trigger emails from your Website without the default noreply email address. The 'from' email address will be based on your Plugin Configuration and will be one of the email addresses/ aliases associated with your account. You can search and install the WordPress plugin from the WordPress Dashboard. The detailed instructions for installing and configuring the Zoho Mail Plugin for WordPress are available in this help page. Zoho Mail - Wordpress
Tip #15: Auto upload attachments to cloud via Filters in Zoho Mail
You can now *automatically* upload your attachments to your preferred online file storage! In Zoho Mail filters, you can now create filters, with predefined conditions for emails with attachments to upload the files automatically to the cloud service (Zoho Docs/ Google Drive/ Dropbox/ One Drive/ Box) of your choice. Login to www.zoho.com/mail. Go to Settings and choose Filters. If you have multiple email accounts configured, select the required account. Click the New Filter icon in the top right
Tip #14: Versatile Reader View in Zoho Mail
We all receive long emails, which happen to be very important ones loaded with lots of crucial pieces of information. Often such long emails have small fonts with fancy faces, making the reading process a tedious one. In Zoho Mail, Reader view comes to your rescue. Just click the 'Reader view' icon to choose the font size, font face, line spacing and even toggle between day mode and night mode exclusively for the Reader view. This helps you to read such long emails at your preferred settings, without
Tip #11: How to secure your email account using Two Factor Authentication
We all have a lot of important and sensitive data stored in our emails and in the accounts. To protect your account, a password alone may not be enough. It is always better to add an additional step of security to our accounts, which is provided by Two Factor Authentication (TFA), also known as Two Step Verification. Two-factor authentication is an additional security process to secure your account by the combination of a password and a mobile device. This reduces the chance of your account being
Tip #9: Add and manage your CRM contacts from incoming emails
Merry Christmas to all of you! Here comes the Christmas season which brings with it loads of joy, happiness, celebrations and ..... emails, tons of them. This is the time of the year, when you get loads of emails from everyone who has your email address in their contact lists. Some of them may be just junk, but there may be some real important ones, which you want to save and track for future. Among the list of emails, when you find one such contact, who can be your lead or a potential, use the