Related Emails in Zoho CRM iOS app (v3.4)

Related Emails in Zoho CRM iOS app (v3.4)

Dear Customers,

We are happy to announce that the much asked for 'Related emails' is now made available in the latest version of the Zoho CRM iOS app (v3.4) in the Appstore.
 
With 'related emails' you can now keep track of customer emails within records and stay on top of all interactions. You can also send out contextual emails to your customers right from the app.

Please update to the latest version of the CRM app directly from the Appstore or from the link given below:-

https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810


Note: If you do not see an option to update the CRM app, please go on to the 'Updates' section in the Appstore and carry out a 'Pull to refresh' gesture (swipe the screen downwards). Once done, please check if you see an 'Update' option next to the Zoho CRM app. If yes, please update the app to the latest version (v3.4).

Android users, please don't be disappointed, the development for 'related emails section' is currently in progress and we are laying the final touches. We will let you know once it is rolled out in the store.
 
A few points about the 'Related Emails' feature and how it works in the iOS version of the CRM app is listed below for your reference:-

1) Related emails will now be displayed if you have configured your mail add-on via POP3, IMAP or Gmail
API on the desktop site.
 
2) You will now be able to access related emails (i.e. emails sent from CRM and received to your email address)  within the Leads, Contacts, Accounts, Deals, Quotes, Sales Orders, Purchase Order and also for records within the Custom created modules in the CRM app.
 
Please refer to the sample screenshot of how the Emails section will be displayed in the CRM app depicted below for your reference:-

Contacts Module



 
 
Sales Order module
 




 


3) Refer to the below screenshot of details view of an email along with an attachment for your reference. Number of attachments within the email will be indicated by a number as depicted below.






4) You will be able to carry out email actions such as Reply, Reply All, Forward from within the app upon tapping the reply icon available at the top right corner of the screen as depicted below.




 


5) Once you have sent out an email, you will now get a toast message 'Email sent successfully' along with options to create a follow-up task and add notes. Refer to the screenshot below:-

Follow up.jpeg





6) If you have set Email sharing to Public or Custom on the desktop site (crm.zoho.com), the related emails will be handled the same way how it is currently being addressed on the web (crm.zoho.com).
 
Email filtering in Accounts and Deals
 
 
*Account
 
Upon clicking the filter option, you will be taken to the screen where all the contacts associated to the account record are listed. Refer to the example below:-
 



 





Once you have selected the respective contact, you will be taken to a secondary filter, where you will have an option to select the user to filter the email conversation based on your selection.
 



 
 
* Deals

This is the same case for the Deal record as well, however, if you have configured your mail add-on via IMAP on the desktop site (crm.zoho.com), you will have an additional option in the primary filter to segregate 'Emails associated with Deal' and 'Emails associated with contact'.
 
Upon selecting 'Emails associated with Deal' all the related emails of sales orders, quotes etc for that deal record will be listed.
 



 

Upon selecting 'Emails associated with Contact', you will be taken to the screen where you will have an option to select the user to filter out the email conversation between the selected user and the associated contact.
 



 
 
Do give it spin and share your feedback. You can also share your feedback/suggestions by sending over an email to crm(@)zohomobile(dot)com

With regards,
Arvind




    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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

                                                                                                              • Error with If formula

                                                                                                                I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are

                                                                                                              • Announcing Multi-language Support in Zoho FSM

                                                                                                                Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

                                                                                                              • Creating multiple CRM leads from a Zoho Forms subform

                                                                                                                Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

                                                                                                              • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

                                                                                                                Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

                                                                                                              • Restrict Addresses in Zoho Forms?

                                                                                                                In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

                                                                                                              • Appraisals on Employee Information Profile

                                                                                                                Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

                                                                                                              • Zoho Tracking Image location

                                                                                                                So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

                                                                                                              • Weekly Tips: Secure your attachment downloads with Zoho Mail

                                                                                                                Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

                                                                                                              • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                                We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

                                                                                                              • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

                                                                                                                Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

                                                                                                              • Zoho One Unified Portal - Applications

                                                                                                                Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

                                                                                                              • Marketing Tip #10: Start a customer loyalty program

                                                                                                                Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

                                                                                                              • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                                                                                                Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

                                                                                                              • Unable to access my Zoho forms account

                                                                                                                For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

                                                                                                              • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                                                                                                Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

                                                                                                              • Change Last Name to not required in Leads

                                                                                                                I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                              • Resend Client Portal Invitation + View Email Delivery Status

                                                                                                                Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

                                                                                                              • Get user last login

                                                                                                                1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

                                                                                                              • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

                                                                                                                Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

                                                                                                              • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

                                                                                                              • Adding Multiple Files to a Zoho Vault Entry

                                                                                                                There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

                                                                                                              • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

                                                                                                              • Zoho Invoice Customer Login Portal

                                                                                                                Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

                                                                                                              • the custom domain forwards by default to the old career site / how to switch it off??

                                                                                                                dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

                                                                                                              • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

                                                                                                              • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

                                                                                                                I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

                                                                                                              • Hotmail is STILL blocking the zoho mail IP

                                                                                                                Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

                                                                                                              • Pre-fill webforms in Recruit

                                                                                                                I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

                                                                                                              • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

                                                                                                              • ASAP Widget Not showing "My Tickets"ed

                                                                                                                Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

                                                                                                              • Bug Causing Major Sync & SO Access Failures in Zoho POS

                                                                                                                We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

                                                                                                              • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                                Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

                                                                                                              • How to view CRM Sales Orders in Desk

                                                                                                                What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

                                                                                                              • Kaizen #219: Actions API - Webhooks APIs - Part 1

                                                                                                                Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

                                                                                                              • Pricing Strategies: #3 Services never Stop with just Plans

                                                                                                                "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

                                                                                                              • Cropping Photos for Zoho Sites

                                                                                                                Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

                                                                                                              • Deluge scripts

                                                                                                                Why is there not a search function to make it easier to find the script of interest when modifications are required.

                                                                                                              • bulk edit records and run internal logic

                                                                                                                hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

                                                                                                              • Next Page