Integration with Zoho TeamInbox
Hello. The features of February (https://www.zoho.com/teaminbox/whats-new.html) state that you can integrate Zoho CRM with Zoho TeamInbox. However, if I try to open the 'Learn more' link, I get the following message: The requested page could not be found.
TeamInbox - Unread
In Teaminbox there's a view "Unread" We've played around with it, no one understands what it does or how it works. In the documentation it says "Unread - This is the global view of all your unread messages irrespective of the teams or inboxes." That's
TeamInbox or CRM Sales Inbox
Has anyone used both of these applications and found a preference? It seems like the salesinbox is made to integrate directly with the CRM (which is a plus for me). However, it seems like TeamInbox has been getting more development lately? And they do
Teaminbox not working : Unable to process the request
Teaminbox is not working at the moment. We get the message: Unable to process the request What can we do?
Integration with Zoho CRM
Hello. The features of February (https://www.zoho.com/teaminbox/whats-new.html) state that you can integrate Zoho CRM with Zoho TeamInbox. However, if I try to open the 'Learn more' link, I get the following message: The requested page could not be found.
Zoho CRM integration by Account or Case, not just Lead or Contact
I know the CRM integration is in Beta, but it can only be associated with the contact. We use the CRM Cases module rather than Zoho Desk as Desk only handles customer issues. It doesn't do a good job of handling corresponding vendor issues. The one
Removing attachments
Hi, I can't find any information about it but I suppose ZOHO keeps their specific approach to attachments in TeamInbox too. Is it possible to remove an attachment from the mail message in TeamInbox? best regards Pawel
Setting your own font
Hello. We have our own font (F37 Ginger) for sending emails to customers. At the moment you can choose from a limited number of standard fonts in Teaminbox. Is it possible to set or upload our own font in Teaminbox?
Announcing new pricing plans for Zoho TeamInbox
Dear all, After extending an introductory offer to our customers for almost one and a half years, we are now announcing our pricing plans . We'll have two plans defined as Starter and Professional annually at $5 and $7.5 respectively. These pricing plans
Planning to integrate the teaminbox into Zoho Mail ?
Hello, You launched Teaminbox last year. I tried it but my major concern is that as I need to go through a different UI for TeamInbox and another one for my regular emails. So until this is fixed, I am not sure we will be using this app. Are you planning
Sync Zoho CRM
two sync of contacts, accounts and email messages with Zoho CRM and Zoho TeamInbox.
Making most recent incoming email first in Team Inbox
Hi. It seems to me that the oldest email is the one at the top in TeamInbox. It means we have to scroll all the way to the bottom to see the most recent. Is there a way to easily swap this around and make the most recent first in the thread?
Inconsistent display of text size in Zoho TeamInbox
Font size in the Zoho TeamInbox user interface is not displayed in the correct size but a couple of points larger. And when the email gets delivered the size of the message text is different from the signature text despite being set the same size. I have
Cannot Change TeamInbox Send From Name
I have setup a sender address correctly including with smtp relay. When I send from that address inside of teaminbox my own personal name still appears as the sender in the inbox to the receiver. It does come from the sender email address setup in teaminbox
Automatically link sent emails to Zoho CRM, auto BCC?
Hi, we need a solution for emails sent to be automatically linked to Zoho CRM. Is there a way to achieve this via auto BCC or similar? This is a standard feature in Front and Helpwise and preventing us from migrating over. Thanks!
Migrating into Zoho TeamInbox
Hi Team, Would be nice to have some update on what Migration Support is coming to migrate inboxs INTO TeamInbox and maybe also EXPORT? - Ethan
Automatic Forward and personal mailbox
Hello there, I'm testing TeamInBox right now and I globally find it great ! However, I have two pain points. I would like to know if the features exists or not. And if not, if it's in your roadmap : Is there a possibility to set a personal inbox ? (easier
Zoho CRM Integration to Zoho TeamInbox
Thinking if there is an roadmap for integration with Zoho CRM and Zoho TeamInbox
Cannot Reply to Emails
The last several days when we hit reply, the 'reply to' email field is not populated. We have to manually copy the email address into the field. Today the buttons for reply, reply all and forward do not work. When we click on them nothing happens. This
Display Warning if No Email Subject Provided
Recently I typed up a new email message in TeamInbox. When I went to send it, Teaminbox had frozen and didn't send or save my message. That's a different issue, but to send my message I opened a new tab and copied over the message and to-email address
Tip of the week #18 - Gain insights on team and individual behavior
Analytics in Zoho TeamInbox lets you measure your team and inbox performance with insightful reports. Here's all the information you can view under analytics. Number of emails received and sent out from an inbox and team Number of threads archived in
Set up TeamInbox with Zoho Mail group as sender address
I'm trying to set up Zoho TeamInbox using a group as per here, but I don't see how to set up that group's email address as the sender address in TeamInbox as the group doesn't have SMTP account credentials. How can this be achieved?
TeamInbox notifications through cliq
Is there a way to configure TeamInbox notifications to be delivered by cliq? Currently a user need to have a tab in the browser opened in TeamInbox to get a notification in the browser. Users already have open tabs for email, cliq, connect, etc. If they
a user can open up to 20 sections in zoho, in teaminbox is this limited?
We know that a zoho one user (zohomail) would count as a user in teaminbox but he can open up to 20 sections in zoho, in teaminbox is this limited?
Tip of the week #17 - Organize threads under tags
One of the multiple ways to keep your inbox clutter free is to categorize your threads under tags. Zoho TeamInbox's team tags let you create tags that your entire team can use and apply to threads. Why should you use team tags? Tags can act as folders
Measure your team performance with Analytics
Hello all, While working as a team, it is always important to stay updated about the team's performance, so you'll know what you're doing well and where you should put more effort. To enable this, we are introducing Analytics in Zoho TeamInbox where
Tip of the week #16 - Search and filter threads based on criteria
Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition. Firstly, there is a global search you can
Tip of the week #15 - Send email replies from any sender address
Let us start with a small scenario: the Zylker legal team has a shared inbox for legal@zylker.com. All the company queries and requests are sent to this address. Now the Zylker legal team wants to reply to these requests based on regions from their region-specific
Tip of the week #14 - Customize Zoho TeamInbox your way
Zoho TeamInbox lets you customize the interface the way you want it to be. From your settings, you can set the following preferences: Choose the font, theme color and language for your UI. While you can be a member of multiple organizations, set here
Deleting an inbox
We originally connected teaminbox to an inbox that had been running for 3 plus year. There were in excess of 100000 emails in this inbox and this has caused n end of problems. We are now looking to disconnect this inbox and connect up a fresh one. My
Tip of the week #13 - Get instant peer reviews on email drafts
How many times have you wanted your colleague to have a quick glance at your draft before you send it out? Were there cases when you wanted your teammate to add a part to your email content? Sharing email drafts in Zoho TeamInbox comes handy in such cases.
HotKeys / Shortcuts
are there plans for hot keys? navigating is slow without them. it would be really nice if you could also have the option to switch to Gmail shortcuts, I'm guessing a lot of users are coming from gmail and it makes it easy to switch. the customizable
Tip of the week #12 - Train newcomers with minimum effort
When a new member joins the team, it is important they learn the processes of the team, but, explaining every small detail can be tedious and labor consuming. In Zoho TeamInbox' shared and transparent environment, they can educate themselves from the
Tip of the week #11 - Assign roles and permissions for team members
Zoho TeamInbox lets team and inbox admins to define what users can and cannot do in a team or an inbox. Every user can have different roles at the organization, team and inbox levels. Also, users can have different roles in different teams and inboxes.
Migrating from Front to Teaminbox?
Has anyone successfully migrated large, very active Front inboxes, to Teaminbox? Teaminbox seems to be a robust (and much cheaper) replacement for Front, but the conversion of an active and busy shared inbox from Front to Teaminbox is very challenging
Tip of the week #10 - Automate repetitive tasks with rules
Save time and increase team efficiency by handling repetitive tasks with rules in Zoho TeamInbox. Here are a few cases where you can set up rules for your team: Automate thread delegation. Assign emails with a specific subject line or content to specific
Are you planning to add eWidget to teaminbox?
Hey, Are you planning to add eWidget to teaminbox? Congratulations, the inbox is great for teams - message templates, the possibility of delegation (assign), watching selected e-mails is excellent
Tip of the week #9 - Keep your team inbox clean
Clean inbox habit is essential for your team's productivity and time management. Here are a few quick and easy steps that you can follow to keep your inbox clutter-free. When you find an unread email in your team inbox, take one of the following actions
Tip of the week #8 - Build a transparent workspace for your team
Transparency is important for a team's productivity, but, how easy are we making this transparency for our teams? Do you follow long, tedious, confusing processes to keep team members always updated about the team emails and tasks? Then shared inboxes
Associate multiple sender addresses with your inbox
Hello all, We have recently made changes to the inbox creation flow in Zoho TeamInbox. You can now create and associate multiple sender addresses with your inboxes to use them while sending out emails. Why should you associate sender addresses with
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