CRM - IMAP Solution for Outlook 365

• Topic Participants

• Vanessa Williamson

• Sunderjan Siddharth

  

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

  Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

• Where can I find rejected inbound mails and their reason for rejection

  Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

• Refund

  Hi There, Please refund me asap possible, because of no support given. Thank you

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• تغيير عمله الدفع"Change payment currency"

  ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

• How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Attention API Users: Upcoming Support for Renaming System Fields

  Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

• Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

  In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with

• BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

  As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

• Customer Grouping

  Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

• Enable / show scroll bar when Mega Menu is opened

  Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

• Item images

  Can we get an "On hover" expanded image for items please ?

• Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

  Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

• Zoho Sign product updates - Q3 2025

  Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients

• Zoho sites header

  Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• Kaizen #152 - Client Script Support for the new Canvas Record Forms

  Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

• DNS set up

  I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

• Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

  The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

• General suggestions

  Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

• Can't upload attachments.

  I can't upload attachment in Zoho Mail.

• Need Guidance on SPF Flattening for Zoho Mail Configuration

  Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

• How use

  Good morning sir I tried Zoho Mail

• Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

  Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

• not able to convert pdf to jpg and other forms and vice versa.

  i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

• Connecting two modules - phone number

  Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

• Error when sending emails from Zoho

  Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

• Zoho Tables is now live in Australia & New Zealand!

  Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

• Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

  How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

• Not all emails from outlook365 migrated to my new zoho account

  I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

• Clients not receiving emails

  I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

• Max numbr of IMAP Accounts in Zoho Mail?

  In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

• Formula Fields Trouble

  Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make

• OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

  We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

• How can I add a new organization on Zoho Campaign

  I want to create a new organization with my Zoho Campaign

• White Label certificate

  Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

• www.abc.com is working but abc.com is not

  I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.

• Split my account

  Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.

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