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

        • Users don't have access to WhatsApp chats

          Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.
        • Where to Map Candidate fields to Employee fields in Zoho People 5.0

          I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form
        • Create a list of products and automatically associate them with new deals

          Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
        • Leverage UX to Power CX: VoC insights are now available in Kiosk

          Efficient teams deliver exceptional experiences Dear Customers, We hope you're well! When we built VoC for Zoho CRM, our focus was in fact to study the "voice" of the customers. It's been over a couple of years since we opened it for you, and we have
        • Creating a Quote from a Deal and populating the data

          Hi I have tried many ways to get a way to create a Quote from within a Deal and have it pull the Deal data over, but none have worked. I have the following ode that Zoho provides, but this fails and refuses to save. I am not a developer, so writing code
        • Creating a Quote from a Deal in CRM

          Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. No
        • Recurring Automated Reminders

          Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
        • Zoho Sprint Backlog View, filter by item status

          Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should
        • 【Zoho CRM】アナリティクスタブのアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクスタブのアップデートをご紹介します。 【目次】 フィルター機能 エクスポート機能(ファイル出力) 1. フィルター機能 CRMのアナリティクスタブ内のダッシュボードに、フィルターを適用できるようになりました。これにより、各表やグラフを個別に調整したり、別のツールを使うことなくダッシュボード全体を一括でフィルタリングできます。 「アナリティクス」タブを開き、画面右上の赤枠で囲われた[...]をクリックします。選択肢の中から「ダッシュボードフィルターを追加する」を選択してください。
        • inability to apply filter on zoho sheet

          I've been unable to apply filter on zoho sheet for the past two days..please help out
        • Using Snippets in Comments

          One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?
        • How can I view Help Center articles in 'Sandbox' mode?

          I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.
        • Ticket Resolution - Add rich formatting, screenshots and attachments

          The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solution
        • Ticket duplicating when multiple "To Address" are messaged

          Hello, I want to know if there is a way that I can stop the duplication of tickets when clients email multiple emails related to the same department at the same time. In our case, we basically use ZDesk like email. Each agent has a designated "To Address"
        • Exporting Sub-Fields to Email Templates

          We have an Estimates module with a sub-form for estimate calculations. Is there a way to export only some of the columns to a mail merge or writer to produce a report? eg I want don't want the Suppliers details included.
        • Issue Loading Dynamic Table Fields in Zoho Writer

          I am experiencing an issue while configuring a repeat table in Zoho Writer. When attempting to insert a dynamic table, I receive the following error: "There was a problem loading your dynamic table fields. Please try again in a while." I have already
        • sending mails via workflows with own email address instead of notifications@zohocrm.eu

          Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our own
        • [Free Webinar] Zoho Creator Release Updates - Creator Tech Connect

          Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
        • Reply via email for IM tickets

          Ability to respond via email to tickets opened via IM channels, such as WhatsApp, Telegram, etc. Currently it is only possible in calls opened through Socials channels.
        • Zoho mail and CRM sync?

          I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulness
        • GMAIL Calendar to ZohoCliq

          Is there a way for us to make gmail calendar event to sync with zohocliq.  Let's say i have a meeting that is schedule on gmail agenda, can we sync it up with zoho cliq that changes my statuts to BUSY
        • Zoho vault filling in a form it's not supposed to fill in

          Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was
        • Work Flow

          I have a subform inside a form I have a workflow on the form that is suppose to populate the Full Fault Box with input in the other fields. The script that I wrote is putting null in the box but it should never put null. Can someone tell me where I have
        • How can i get parameters using Zoho Widget?

          I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.
        • How to delete attachments form Zoho mail accounts

          I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with
        • Setting up Tasks without Due Dates or Durations

          We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed.  Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between.  Work on the order cannot proceed until we receive
        • Issues Syncing MacBook & iPhone Calendars with Zoho Mail – How to Fix?

          I was informed that I could set up a two-way sync between my MacBook Pro’s calendar and contacts and my Zoho Mail calendar and contacts. However, it's not working as expected. When I add an event to the Mac Calendar, it does not appear in the Zoho Mail
        • Unblock outgoing emails

          Please unblock outgoing emails for "hello@strategymaster.io", nature of the business: email newsletter, website: strategymaster.io, what type of emails i sent: whenever user purchases a new subscription, I ask for additional information. At once I sent
        • Use Zapier to Seamlessly Create Zoho FSM Integrations

          We are elated to announce that Zoho FSM is now included in Zapier. Zapier acts as a bridge between Zoho FSM and thousands of other apps, enabling seamless integration and workflow automation without coding. What does this offer? Be it for automating repetitive
        • Controlling Lookup Paths

          When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationships
        • Unable to Change Super Admin

          Unable to change Super Admin Role
        • Analyze Project Trends with Power BI Integration for Zoho Projects

          Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility
        • How to merge duplicate products?

          merge duplicate products
        • Deprecation of Marketplace functions

          We would like to inform you that Marketplace functions will be deprecated by the end of December 2024. Currently, the Marketplace supports the development of functions that can be used in extensions within HTML and resource JSON files. However, due to
        • Negative clicks

          I can see we have bot filter now enabled automatically, which is great. I have, however, noticed an issue with the number of clicks. At present it is -3 which is not possible. Is there any way I can make sure the data is more accurate?
        • CRM Mail Merge fields

          When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product
        • CRM Kiosk Get Record Override

          I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments
        • Share dashboard created in CRM with external parties

          Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!
        • Deny Leave Based on Number of Requests for the Same Day(s)

          Is there a way to automatically deny a leave request if too many people are asking for the same day(s) off? For example, Everyone wants to take the week between Christmas and New Years off. Assuming everyone has hours available, could we automatically
        • Introducing Integrations with Zoho Desk, Zapier and other minor enhancements

          Zapier Integration Automate workflows easily by connecting Zoho Webinar with Zapier. Easily trigger actions for when a webinar is created or cancelled, registrants are added, recording transcripts or summaries are generated, and for many other cases.
        • Next Page