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

        • Building extensions #5: Creating custom connections for extensions

          In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

        • Recurring Task Lists in Zoho Practice

          Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.

        • Sync Zoho CRM LEADS to Google Contacts

          I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid

        • 无法发送消息;原因:5545.1.8电子邮件传出被阻止。

          求帮助，我的邮箱无法发送邮件，请尽快修复。 我们只是用来做正常的资料寄送，如果贵公司再无理封锁我们的邮箱，我们会改用其他公司的服务。 请尽快解封，ID: 815556404

        • Import records with multiple attachments to Zoho Recruit

          Hello, I want to import a CSV file with over 5000 records with some of them containing 6-10 attachments to the candidates module in my Zoho Recruit. Is there a way to make this import using the "Import from Spreadsheet" option in the candidates module?

        • Zoho Notebook API

          Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.

        • APAC ZUG Workplace Meet-up 2025—Time to Register!

          Dear Zoho Workplace Community, We’re thrilled to announce that the Zoho User Group (ZUG) Workplace Meet-up 2025 is heading to the APAC region! This year, we’re bringing the conversation closer to you—across multiple cities in Asia-Pacific—to connect,

        • Can you import projects into Zoho Projects yet?

          I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

        • I have trouble with Add mobile phone.

          When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84*****58". Hope to hear a

        • Customize Colors used on graphs and charts according to users desire.

          It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

        • Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

          Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if

        • Publish exact date of posts

          Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back

        • Zoho Sales IQ Lead Scoring

          The lead score of a visitor is not getting updated in real time, and it only gets updated once the user has left. I have a chatbot trigger based on the threshold lead score, and that does not pop up as the lead score is not updated.

        • Multilingual Ratings - Happiness Ratings in Your Customer's Language

          Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,

        • Introducing the Zoho Survey add-on for Zoho Show

          Data helps make presentations more convincing, but adding it isn’t always simple. It usually comes from multiple sources like spreadsheets, analytics tools, and more, making it tedious and resulting in human errors.At Zoho Show, we’re always looking for

        • Email signature duplicate

          Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

        • tracking of call attempts in leads modul for multiple steps

          Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process

        • Email Credibility Dashboard: Track your account's email sending practices

          Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can

        • Zoho CRM Calendar View

          Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

        • What is minimal OAuth scope to know user's ZUID and ZOID?

          Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT

        • Collapsible Sections & Section Navigation Needed

          The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

        • Item/service subtotal

          Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

        • Tip of the Week #51 - Reorder rules for better functioning!

          In your shared inbox, when you have multiple rules set up, they are executed based on their priority order. The first rule in the list will be applied first, followed by the subsequent rules. So, the order matters! If a rule earlier in the list changes

        • Can't Update Tickets via Enhanced Import

          I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?

        • Zoho CRM very slow today (04/08/2025)

          Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören

        • REPORTE DE INVENTARIO CON DIFERENCIAS FISICAS Y CONTABLES

          Hola! Tengo duda de porque el reporte de existencias de inventario me arroja diferencia entre las cantidades contables y físicas, visualizando el reporte las diferencias las arroja en el modo de seguimiento de existencias "ENVIOS & RECEPCIONES" y no en

        • Deleting images

          If I delete images from my library and other users will these unlink or affect the loading on existing campaigns that have already been sent?

        • Changing agents RolePermissionType from custom to LightAgent throught the API

          Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID and

        • Trying to Add Tasks to Other Users Is Utterly Baffling

          As the title says, the process of trying to create a task for someone in my team is so unintuitive and illogical that I have given up trying to do it. This is a feature that I pay for but it is so poorly devised and implemented that my team has given

        • Is it possible to set up draft content in Blueprint comment?

          In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer

        • Zoho Forms - Trigger Action on Form Update

          Hi Forms team, I had a scenario today where I found that a critical piece of information was not being passed into a form through a query string and this was resulting in a related Zoho Flow failing to update a CRM record. As the only trigger for Zoho

        • Identify and clean hard bounce lists in Automation 2.0

          Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails

        • Need quick explanation about FETCHING

          Hello, When I fetch records, for example : Variable = CustomerForm[ID != null] Are all the fields of the CustomerForm included in the variable or only the ID ? Another example: Variable_2 = CustomerForm[City = Chicago] Will I access to the full adress

        • Is it possible to display a custom contact field in the ticket properties?

          I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.

        • Zoho Desk app update - AI Integration for IM Chats

          Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

        • Customer Support Portal

          Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.

        • Does Books link Sales Order to Purchase Orders?

          Should Books be linking Sales Order to Purchase Orders when a Sales Order converts to Purchase Order? The json response from Books has a key "salesorders" but it is always empty. What is or is not happening here?

        • Misleading Notifications

          I have set a workflow so that unassigned tickets cannot have their Status changed to anything other than "New" The issue I have came across is that when you go to edit the status of a ticket, it doesn't not allow you to (which is good) BUT it still displays

        • IM WhatsApp chat initiation

          WhatsApp is integrated on our Zoho Desk IM. Purpose of the integration was to offer a better client experience when communicating with clients. WhatsApp business cannot be managed effectively and multiple conversations cause some client chats to be missed.

        • Adding a KB article link in a ticket crashes the website

          Hi there, for some time now we experience a problem where adding an article to a draft in a Ticket from the side bar crashes the website. When the crash happens, we need to close the tab and open it again. This causes us to reload the page and the whole

        • Next Page