Extensions - Using eWidgets
Is there a way to search within an eWidget panel?
Yes, eWidgets such as CRM, Recruit, and Desk include a search bar or filtering options to quickly locate contacts, tickets, or candidates linked to the email conversation.How do I link a specific email thread to a Zoho CRM deal or ticket?
In the Zoho CRM or Zoho Desk eWidget, TeamInbox automatically detects email addresses. You can: Select the matching record. View or update existing deals/tickets. Link the email to a record or create a new one directly from the thread view.Are eWidgets available to all users in a shared inbox?
Yes, by default, eWidgets are available to all users with the necessary permissions. Admins can manage which extensions are visible or usable based on team roles and privacy preferences.Can I use multiple eWidgets at the same time in Zoho TeamInbox?
Yes. You can access multiple eWidgets simultaneously in different threads. Each extension works within the context of its respective thread, ensuring no data overlap or confusion.How do I use the Zoho WorkDrive eWidget in my inbox?
With the Zoho WorkDrive extension, you can: Access your team's files and folders. Share files with teammates or attach them to emails. Upload new documents to WorkDrive directly from ZohoTeamInbox .Can I manage my passwords securely within Zoho TeamInbox?
Yes. With the Zoho Vault eWidget, you can: Access your stored passwords, cards, and secure notes. Save login credentials as needed. Safeguard all confidential information without leaving Zoho TeamInbox.How does the Zoho Recruit eWidget assist in hiring workflows?
The Zoho Recruit extension is helpful when handling job applications via email. You can: Add candidates to Zoho Recruit directly from their emails or resumes. View their job applications, tags, to-dos, and notes. Save candidate details for future ...Can I schedule or join meetings directly from Zoho TeamInbox?
Yes. Using the Zoho Meeting eWidget, you can: Schedule new meetings or webinars. View and manage all your upcoming meetings. Join calls directly from within your inbox.How does the Zoho Desk extension enhance customer support in Zoho TeamInbox?
With the Zoho Desk eWidget, you can: View support tickets linked to email threads. Access ticket status, priorities, and assigned agents. Update ticket information and add comments. This streamlines customer support by letting you handle tickets ...Can I link contacts from my inbox directly to Zoho CRM?
Yes. When you use the CRM eWidget, Zoho TeamInbox detects the email addresses in the thread and matches them with existing CRM contacts. If the contact doesn’t exist, you can create a new contact and associate deals, notes, or tasks on the spot.What actions can I perform with the Zoho CRM eWidget in Zoho TeamInbox?
The Zoho CRM eWidget allows you to: View contact information from Zoho CRM. Check the associated deals, notes, tasks, and events. Create new CRM records such as deals, notes, tasks, and events directly from the email thread.What are eWidgets in Zoho TeamInbox?
eWidgets in Zoho TeamInbox are extensions that integrate with other Zoho and third-party applications, allowing users to access and perform actions from these apps without switching tabs. They enhance productivity by bringing CRM, project management, ...Trello Extension
Trello is a project management application that lets you create, organize and streamline your tasks using boards, lists and cards. With this extension, you can convert your emails to tasks in Trello. You can also view, edit or create new lists and ...Asana Extension
Asana eWidget Asana is a task management application that lets you manage and organize your teams' projects and goals. With this extension, convert your emails into Asana tasks, manage them better, and create workflows, right from your inbox in Zoho ...Zoho Recruit Extension
Zoho Recruit is an efficient Applicant Tracking System that helps through your hiring process. With this extension, you can add candidates directly to Zoho Recruit while you are reading their emails or attached resumes. To use Zoho Recruit eWidget: ...Zoho Meeting Extension
Zoho Meeting is an online meeting and webinar platform that lets you conduct virtual meetings via audio and video conferences. With Zoho Meeting extension for Zoho TeamInbox, access all the meeting tools without leaving your inbox. Create new ...Zoho CRM Extension
Zoho CRM is a customer relationship management tool that lets you manage your contacts, reach customers through multiple channels, and drive sales. With Zoho TeamInbox's eWidget, access Zoho CRM from your inbox. This extension lets you view your ...Zoho Desk Extension
Zoho Desk is a help desk application that lets you manage customer support activities efficiently. With Zoho Desk extension for Zoho TeamInbox you can access tickets and perform activities on Zoho Desk while reading contextual emails. To use Zoho ...
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