Tip of the week #1 - Six steps for Inbox Zero
Attaining Inbox Zero in time-critical shared inboxes is crucial for your team. Here are six simple things you can do with Zoho TeamInbox to achieve Inbox Zero with ease:
Assign thread owners
When every thread has an owner, the work items received in your team are properly distributed. This way every member can focus only on the items assigned to them.
Take advantage of the 'Assigned to me' view
When you belong in multiple teams and inboxes, there is a high possibility of email overload. Use the 'Assigned to me' view to only see threads that are assigned to you. Emptying this view is achieving your goal of Inbox Zero.
Snooze threads
Keep your space clean only to have conversations of high priority. Snooze every other thread and deal with them when they become the priority. You will be notified when their snooze time is up.
Collaborate with team
Discuss with your team on the responses you should make. Chat with them from the comments section or share your email drafts with them for their review. This helps you make sure that you send out quicker replies by getting aid from your team.
Make faster replies with canned responses
Draft replies for common queries, save them as templates, and use them to make a quick reply. You and your team don't have to type in the same content repeatedly.
Archive settled conversations
Get rid of finished conversations from your inbox by archiving them. Every time you archive a thread, you are one step closer to Inbox Zero.
Try out these steps with Zoho TeamInbox and tell us how they worked for you. We'd also love to hear what other topics you want us to discuss on. Let us know in the comments below.
If you've not tried Zoho TeamInbox yet, sign up now to start your free trial.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Macrina Janet
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Custom Module I made shows the records I uploaded are there but they are not showing up.
Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help wouldWebform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? ThanksNeed Help with Journey in Zoho Marketing Automation
Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I usedAnnouncing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As partKudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazingWebsite not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11
Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->Kaizen #170: FAQs on Notification APIs
Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribeExtracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flowMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanHow to find the number that appears most often in a list (the Mode of a list)
I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appearsSorting and previewing notes
I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,Domain not usable
We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please seeBigin iOS, macOS and Android app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently usePower of Automation :: Automatically close the associated tasks once the Issues are closed
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We haveMeeting vs Zoom and why we are moving
Dear Meeting team, I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections. Meeting video is blurry and not sharp compared to Zoom. Audio is also hit and miss on Meeting with frequent drop outs andHolidays and celebrations: Unveiling SalesIQ's seasonal theme!
The holiday season is upon us, and we are feeling all the more merrier at SalesIQ while we unveil this seasonal update. Get ready to sprinkle some holiday magic onto your websites with SalesIQ's new seasonal theme. This new festive theme will providebooking link that expires
I have a suggestion that is crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it onlyPrint record summary to pdf page breaks
Hello. I created a record summary and would like to export to pdf. Rich text fields or photos can get printed on 2 pages cutting them in half. Is there a way to add page breaks? Thanks.The email address you have entered belongs to a different deployment/region.
Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below - The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forwardPre-fill TO and CC fields for Email Templates
This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.Leads and Deals Issue
Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was tryingHow do I hide all leads from Standard users in my CRM ZOHO
I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?How to Implement Time-Based Filters in Zoho Workflows?
Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows executeis there a better way to routinely export my project timesheets?
Hi there, I am somewhat happy with how Zoho books handles time. One thing that is missing is more user driven control over my data. I have a workflow where I constantly need to give customers feeds of work done. So I pick a project, and would ideallyPortal Default View
Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.Does zoho rest api support token exchange from microsoft entra id token
i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).Important: DKIM verification needed for unauthenticated email domains
Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Feb-2025Zoho Sign Product updates - H2 2024
Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by ZohoCustom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for trackingRemove Address from credit card payment
I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.New Built In QR/Barcode Generator Print Settings
I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). TheMy Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!
Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.
I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not importQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?Year-End Wrap: Disconnect now; Reconnect later with Offline Mode
🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s noResource booking functionality questions
I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details
Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.Modify the way a phone number is shown in footer on ZOHO Booking Page
The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets howZoho Bookings Multilingual ?
Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,Next Page