Related Lists in Email Templates

Related Lists in Email Templates

Hi Zoho team,

I would love to see a feature where related list information can easily be added to an email template (instead of mail merge).

I have a client who books flights for their customers. They do this through a Flights module so all booked flights can be displayed as a related list under a Contact record.

However, there is not currently an easy way to list these flights on an email.

A sub form table would do the trick, if I could select a related list.

It would also be great if there was a filter option, so that we could control what records are displayed.

For example, Fight booking status = Confirmed

This would be a great core enhancement to the email templates functionality.

I am already aware that this can be done via Mail Merge, but we really want to see the information in the text of an email.

I've done some experiments with an email template and a Custom Function to replace my custom merge tags with the required information and the results seem promising.

So I'm guess that if I can do a workaround like this, it wouldn't be too big of an ask for Zoho.

Look forward to hearing everyone's feedback and if this can be added to the roadmap?


Info
Moderation Update (April 2026):
There has been a slight delay in the developmental efforts towards supporting related lists in email templates. We will update the post with the updated ETA at the earliest.

    • Sticky Posts

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

    • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

      Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

      • Recent Topics

      • Automation Series #5: Supervisor Rule vs Schedule in Zoho Desk

        Supervisor Rules vs Schedules: Choosing the right time-based automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations

      • Error when changing user permission from read only to user.

        Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.

      • Add Zia matching jobs on the main screen of candidates module

        It will be good if it is added in the main screen as a column so that we can quickly hover over and see if they match for any job openings. That will save from two additional clicks

      • How do I change the Subject header when I reply please, it contains Re which I want to remove.

        Hi Zohodesk, When a customer logs a call we have amended the Acknowledge on new Ticket template so the subject header has "Ticket Id" at the start of it.  When we reply the customer gets Re: and then the Id and I can't see a template for this? Can you

      • Insert Template not inserting

        I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but

      • Need Help Preventing Overselling in Zoho Inventory

        Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our

      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help.

      • Smart Feature Compatibility Indicators for CRM Field

        Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

      • Deactivate Zoho CRM for everyone

        We would like to deactivate Zoho CRM for everyone. How can we do that?

      • Best sales insights for target accounts?

        Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

      • Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor

        Welcome to a new post on Zoho Sprints extension development! In our last post, we explored how to create, test, and edit an extension for Zoho Sprints. In this post, we'll take a look at how to publish and share an extension. Publishing and sharing extensions

      • Set Custom Icon for Custom Modules in new Zoho CRM UI

      • Custom return paths

        How do I delete a custom return path subdomain created in error?

      • How do you paginate in schedule function

        How does someone paginate in schedule function in deluge is there an ideal way to do this apart from hardcoding max pages

      • Mail bounces due to bad reputation

        Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]

      • What is a realistic turnaround time for account review for ZeptoMail?

        On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

      • Calendar in Global View

        When you are working with multiple projects, staying on track with all project activities requires a centralized view of all your project activities. Especially in a work environment, users tend to miss out on their day-to-day activities when it doesn't

      • My email sending has beed blocked due to high bounce rate. NEED HELP

        User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Mastering Zia Match Scores | Let's Talk Recruit

        Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

      • What is the difference between workflows, journeys, and blueprints?

        I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?

      • How to Migrate from MDaemon to Zoho Mail Account?

        Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some

      • Ask the Experts: A Live Q&A Session

        We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions! Whether you're trying to configure your account better, have questions about customization, or want

      • Tip #7: Customize the appointment confirmation page

        A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when

      • Add Image Upload Field to Zoho Bookings Registration Form

        Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

      • Meeting integration with Otter.ai

        Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

      • [Free webinar] AI agents in Zoho Creator - Creator Tech Connect

        Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

      • プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について

        現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際（または保存直後）に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge（関数）が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか？ 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか？

      • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

        Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

      • Pasting Images in Zoho Desk ignores cursor location

        My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

      • How to create a directory report from one-to-many relationship

        Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

      • SalesIQ Email Delivery Issues to Microsoft

        Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply

      • No Ability to Rename Record Template PDFs in SendMail Task

        As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

      • Moving Project Task to other parent not possible

        We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",

      • Remove or hide default views

        I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

      • Add more than 7 sender addresses in campaigns

        I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

      • Email sent to Hotmail arrives to Spam

        I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?

      • Hotmail

        I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!

      • Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?

        Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to

      • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

        Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

      • Next Page