Beyond Email: #2 Connect better with Contacts

Beyond Email: #2 Connect better with Contacts

After successfully creating a 'Welcome & Setup' event using the Calendar, Sarah is eager to invite her team members to participate. For a smoother communication experience and easy access, Sarah wants to store their information, ensuring quick reference to details about her members whenever needed. What better way to do so than by using Contacts in Zoho Mail. 

Contacts in Zoho Mail

Contacts in Zoho Mail allow you to store and manage information efficiently. You can add details such as names, email addresses, phone numbers, and more, ensuring that all relevant information is easily accessible.  Additionally, you can categorize contacts into different groups, making it simpler to organize your personal and professional connections. 

Access Contacts

Contacts in Zoho Mail is available in the left pane of the Zoho Mail interface for easy and better access. In the Contacts tab, all the Views will be displayed, which includes categories. You can effortlessly create a new Contact in Zoho Mail using the Create New Contact option or using the + icon in the top pane of the Contacts UI. You can also:  

  • Import and export contacts seamlessly
  • Send Mail
  • Invite user to chat
  • Create contacts category
  • Share contacts
  • Search and sort Contacts
  • Print contact Information
  • Merge contacts
Sarah is streamlining her team communication by creating a 'Team Contacts' group in the address book in Zoho Mail.

Keep following this series to discover more ways Zoho Mail’s productivity apps can transform your workflow!

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Weekly Tips: Manage External Images in Zoho Mail

                                                            When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
                                                          • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                            Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                          • Weekly Tips : Customize your Compose for a smoother workflow

                                                            You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                          • Weekly Tips : Customize your Zoho Mail Notifications

                                                            In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
                                                          • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                            Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                                                                                            Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
                                                                                                          • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

                                                                                                            Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
                                                                                                          • Insert auto number from main form into subform rows

                                                                                                            Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
                                                                                                          • Dark Mode - Font Colors Don't Work

                                                                                                            When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                                                                                          • Integrate Bunq with ZOHO Bookes

                                                                                                            We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
                                                                                                          • Access Denied

                                                                                                            I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
                                                                                                          • Using Zoho Desk to support ISMS process

                                                                                                            Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
                                                                                                          • Bin Locations

                                                                                                            Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
                                                                                                          • TaxJar vs Avalara

                                                                                                            Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
                                                                                                          • How to check Leads with no Task (open activity)

                                                                                                            Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
                                                                                                          • What can we do on our end to improve the Answer bot answers?

                                                                                                            Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
                                                                                                          • How to upload file to Connect using API?

                                                                                                            Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
                                                                                                          • Group Tax in Service Line Items

                                                                                                            Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
                                                                                                          • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                            I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                          • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

                                                                                                            I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
                                                                                                          • Access token generate from the refresh token not working for API

                                                                                                            Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
                                                                                                          • Function #4: Schedule Customer Statements

                                                                                                            Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                                                                                          • Limiting search or dependencies with an asterisk "*".

                                                                                                            I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
                                                                                                          • Cross Data Center Support for 1:1 Chats with External Users

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
                                                                                                          • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

                                                                                                            Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
                                                                                                          • Regex in Zoho Mail custom filters is not supported - but it works!

                                                                                                            I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
                                                                                                          • Importing a new list into campaigns

                                                                                                            I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
                                                                                                          • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                                                                                            when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
                                                                                                          • How can I see content of system generated mails from zBooks?

                                                                                                            System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                          • CRM Blueprint Notification by Cliq

                                                                                                            Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
                                                                                                          • Sync Contacts in iOS

                                                                                                            What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
                                                                                                          • Live webinar: Craft the ideal sales pitch deck with Show

                                                                                                            Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
                                                                                                          • Project Statuses

                                                                                                            Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
                                                                                                          • 👋 Welcome to the Zoho MCP Community

                                                                                                            Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                          • DNS Manager

                                                                                                            Where Can I find my DNS manager so I can link this to click funnels or AWEBER
                                                                                                          • How do I sync multiple Google calendars?

                                                                                                            I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                          • Need to extract date from datetime field

                                                                                                            I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
                                                                                                          • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

                                                                                                            Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
                                                                                                          • additional accounts

                                                                                                            If I brought 5 emails to my account. Can I later buy additional emails.
                                                                                                          • Why I am unable to configure Zoho Voice with my Zoho CRM account?

                                                                                                            I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
                                                                                                          • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                            I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
                                                                                                          • Cliq Meeting Calls No Audio and Screen Share

                                                                                                            When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
                                                                                                          • Work anniversary and birthdays on connect

                                                                                                            Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
                                                                                                          • Alias Email Id already exists

                                                                                                            Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
                                                                                                          • Feature Request: Ability to Set a Custom List View as Default for All Users

                                                                                                            Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
                                                                                                          • Next Page