Dear All,

 

We hope you're well!

 

We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within CRM—including a threaded view for emails in related lists and much more. Let's have a look at them one by one.

Until now, for emails sent from CRM, users could only see one email at a time and not the whole conversation, as the emails would be listed one after the other. With this enhancement, we're providing the option to open emails sent from CRM in a threaded view. Now you can open any email and simply click the expandable emails listed to see the previous emails or follow-ups.

We have added the option to resize the columns for email related lists in modules. You can drag to adjust the column widths based on your preferences and requirements.

You can now access attachments in any related email using the attachment icon next to the listed email. Previously, you had to open an email to access its attachments.

Until now, you could either download an attachment or add it to the attachments related list via an email. With this enhancement, you can now add attachments to Zoho Workdrive as well as other cloud drives based on your requirements.

These options for adding attachments will also be available for SalesInbox.

For a sales rep's day-to-day activities, it's crucial to keep track of customers' emails, as timely responses play a pivotal role in closing deals. Zoho CRM's MailMagnet feature exists to enable reps to do so. If you have IMAP and POP3 email configurations set up, MailMagnet will sync your emails and notify you about incoming client emails in CRM. You can reply and add follow-up tasks and notes, all from MailMagnet. We've updated the overall UI for the MailMagnet feature to have uniformity with the rest of Zoho CRM's current user experience.

We've built the option to add custom buttons within email threads. Follow the normal custom button creation steps, and in the options for related lists, Emails Threads will be available.

Once set up, the button will be available, as shown below.

That's all for the latest enhancements. Please don't hesitate to share your thoughts and suggestions in the comments below. 

For all new signups, the enhancements are immediately available, while existing users will receive them gradually as we roll them out in phases.

 

Thanks!

Sohel