Arrange emails

Arrange emails

I need a feature.
I have a company in accounts section that work for some clients.
I want to arrange emails that I sent or received from company to related client.
(on client page)



        • Recent Topics

        • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

          Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

        • Integration with Woocommerce

          Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 

        • Se puede mover un Cliente de un modulo a otro personalizado

          Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

        • Export Data & Attachments

          Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

        • Zoho Desk: Q1 2025 | What's New

          Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

        • Feature Request Improve parent-child relationship visibility

          Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

        • need a third party to fix email authentication dns records

          at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

        • Add Button on Tickets

          is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.

        • Include Secondary Contacts (CCs) on Workflow Alerts

          Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem

        • Adding a lead by sending email message

          Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular

        • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

          We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

        • ZMA v2 : Unable to delete a trigger from existing journey with several triggers

          I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these

        • How to track the source of form submissions using referrer names in Zoho Forms?

          Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most

        • Snapchat

          Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

        • Widget JS SDK to Upload a photo to a record in a Module

          Good day,  I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM.  My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html

        • Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2

          Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like

        • Interbank transfers appear in Dashboard

          Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?

        • Why Remove from Workflow is button is not working?

          Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might

        • Fixed Asset Manager items not on Balance Sheet report?

          Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.

        • Auto Charge Recurring Invoices on their due date vs issue date

          Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?

        • Commerce service

          If I am selling a service in Commerce, how do I turn off shipping?

        • Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

          Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related

        • Not Able to access Api of Zoho Workdrive.

          I have Zoho One plan. And I am trying to use api of Zoho workdrive and Showing Invalid Client.

        • Schedule Zoho CRM reports only on Business Days

          Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

        • Creating task at someones date of birth

          Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?

        • How do I do a formula to join two fields together like first name and last name into full name?

          Having issues with this in my custom module.  In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means.  I've tried to read the formula help guide but it's

        • Zoho Support - Again!

          I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response

        • Map Contact to Account record based on email domain

          Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

        • Second Insight - Let's talk Layouts

          The Wheels of Ticketing - Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web pages

        • Data Retention Policy Update – Effective May 1, 2025

          Starting May 1, 2025, we’re updating how long we store your landing page data based on your subscription plan. Here’s the new retention timeline: Trial Plan – 3 months Essentials Plan – 6 months Professional Plan – 9 months Enterprise & Bundle Plans –

        • Tip of the Week #52 – Use keyboard shortcuts!

          Tired of clicking around often? Navigating can feel slow when you’re switching between threads, views, or composing messages, all using just your mouse. Turn on Keyboard Shortcuts to move around your inboxes faster and work smarter. Once enabled, you

        • Random Email Missing for specific domians

          Our mail service randomly fails to receive emails. When certain domains proactively send emails, our sales team reports that they haven’t received those messages from clients. This creates a financial risk for us in certain cases. We’ve already submitted

        • CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive

          Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive ! La version initiale comprend les changements suivants : Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.

        • Making emails and notes private......

          Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people.  The attached image from another CRM displays this feature.  While company policy at some firms could be that all information added to the CRM is public information.  This is a two way street.  Lots of companies have employees that are independent contractors in sales industries like

        • Two new updates to simplify your shift planning

          We’ve introduced two small but handy enhancements in Zoho Workerly that aim to reduce steps and give you more flexibility while planning shifts. Here’s what’s new and why it matters: Toggle between weekly and monthly roster views Pain point Planning shifts

        • Android and iOS Feature Updates

          The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamline

        • Agent form for car showroom

          Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down

        • Multiple packages in one shipment

          Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?

        • Changing Color Theme of Guided Conversations

          Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

        • Workdrive Android - how can I open a file in its native app?

          Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a Android

        • Next Page