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

        • 202 Certificate Invalid Error

          Getting the following error in the frame that shows my mail on all categories This webpage is not available The webpage at https://zmail.zoho.com/mail/index.do?top=false&reusewms=true&istp=zb&zburl=https://mail.zoho.commight be temporarily down or it may have moved permanently to a new web address. Error 202 (net::ERR_CERT_AUTHORITY_INVALID): Unknown error.

        • Create combine report from multiple forms

          Hi everyone I need help for creating single report from all the forms of my application. Darshak

        • Portal Default View

          Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

        • Backup all report zoho creator

          I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display

        • Zoho Calendar Widget won't show events

          Hello, on all my recent phones I had the Zoho Calendar Widget with the monthly overview and the event overview directly next to it. On my new phone though I can't manage to use it that way. Every time I'm choosing the Widget and drag it to the home screen,

        • Emails sent via Zoho CRM not showing up on Reports

          Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Of

        • Supercharge your Business with Automation: A Proven Blueprint for Success

          Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software Development

        • Incorrect percentage in my reports

          Hi all, Has anyone else noticed issues with the percentage calculations in Zoho Social reports? For example, my Facebook engagement dropped from 316 in February to 238 in March. The report shows the right raw numbers but claims a -57.95% drop, which is

        • Unable to create custom functions in Node.JS / Java in Zoho CRM

          Pretty much the title I'd like to create Node/Java functions to automate and process some actions. Done that in Deluge but I would like to switch. The docs say there's a way, but the cold reality of using CRM through Zoho One with org/app admin rights

        • Bring Your Ideas to Life with Our Professional Ghost Writer Services

          Looking for a professional to bring your ideas to life? Our Ghost Writer services offer expert writing support for books, articles, and more, all tailored to your unique vision. Let our talented ghostwriters craft content that captures your voice and

        • how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script

          how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working Fine

        • Upgrade Zoho Flow Tasks in Zoho One is too expensive

          Hello Zoho Team, Recently, I've received increasing feedback from my Zoho One clients regarding their concerns about the pricing for additional app upgrades within Zoho One. The issue particularly arises when the limits included in the standard package

        • Account not receiving any emails

          My account utsav@kvsocial.com is not receiving any emails since a week. I can send emails. I tried to send emails from gmail accounts and it's not seen on inbox or spam folders

        • Possibly a stupid question: When I sync from Zoho CRM to Campaign, should I see those contacts in the Contacts list on Campaign?

          I have just initiated and completed a sync of my existing Zoho CRM contacts over to Zoho Campaign. It seems to have completed and synced around 500 contacts. However, those contacts do not appear in the All Contacts list (or any other list that I can

        • Any way to download or export all attachments regarding a Vendor? (including payments)

          Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them).  I need to be able to export all these files every

        • Autoreply from alias

          How can I make sure an auto reply is sent using the email alias address the original mail is sent to rather than the primary email address on the account?

        • Stock Discrepancy in Zoho Inventory (Warehouse vs Stock on Hand)

          Hello, I am facing an issue in Zoho Inventory related to stock discrepancies. We added an item to Zoho Inventory in 2020. Over the last five years, multiple products have been added, and stock-outs have also happened. However, in the logistics warehouse

        • Field to count linked Products in Custom Module where record status is "Active".

          So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,

        • Revert to Default Email Templates

          Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael

        • Can't remove PayPal as a payment option

          I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the link

        • Stage-probability mapping feature in custom module

          Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

        • Bigin chrome extension for Whatsapp web

          Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks

        • Integrating Client's Job Board with Zoho Recruit for Direct Applicant Tracking"

          Hi there! I have a question regarding ATS integrations. We are currently hiring for a client and would like to post the job on their website, but we need all applications to be directed into our Zoho Recruit system. Since they use a different ATS, we

        • False Positive Responses When Creating Leads via API

          I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear in

        • Tax Payable with Etsy Sales Tax

          I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. How

        • what is the right email address delimieter?

          Hi Flow Team, i cannot find the right delimieter for adding multiple recipients in the "to" Field of the Flow mail function: Whats the correct delimiter here? I already tried space, semicolon, comma, point, pipe, slash. None of them are working.

        • Add Text Direction Control in Zoho Show

          Dear Zoho Show Team, We hope you are doing well. We would like to request an enhancement in Zoho Show that allows users to set the text direction (right-to-left or left-to-right) for text boxes, similar to what is available in Google Slides and Microsoft

        • Zoho Flow Doesn't Detect Desk Custom Field Change

          I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

        • Fetching first response time

          I recently used python and Zoho desk api to fetch all tickets, but checking the columns I can’t find first response time which I want to use , I could only calculate resolution time from created time and closed time. How do I go about getting first response

        • Function 58: Custom calculation in item table of invoices (2 fields)

          Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

        • Change links and menus from career page

          There is any way to remove the Home button and change the logo link?

        • Introducing an option to log incoming phone calls in the Bigin Android app

          Hello everyone! In the latest version(1.7.21) of the Bigin Android app, we have now provided an option to log incoming phone calls from records present in the Contacts or Companies module in our Bigin mobile app. How to enable the option to log incoming

        • Enable Snippets and/or Templates option in outgoing Emails

          Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket Since

        • ZohoBooks: Information feed from MS-DB / SQLServer

          Hello everyone, Good day. Did anyone manage to connect Zoho Books with MS-DB / SQLServer? Appreciate if you can share your process. Thank you.

        • Issue with API for file download (Zoho CRM with WorkDrive API)

          I can successfully run the below endpoint with Postman for this and get the list of files" https://workdrive.zoho.com/api/v1/files/v310z10cba41b41c54363afcff08f2730a0b4/files Then I try this endpoint with the same authentication token: https://download-accl.zoho.com/v1/workdrive/download/v310zf0b27cc29f5040c7bda64baaecca983a

        • Demande d'informations sur l'API Zoho Books pour partager un appareil

          Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}

        • Exported Knowledge Base Article - text is simply cut off

          Hello, I have discovered a bug, when exporting a KB article (PDF), line breaks are ignored. The text is simply cut off, that's not acceptable at all!

        • Sorry! Your account has been disabled.

          I cannot log into my account, it has recently been paid for and I have contacted the Admin to assist. I can get into my MFA and tried both Edge and Chrome, cleared cache and still not working. Where do I go to gain assistance..... 3 days of not being

        • How to see and amend Primary Clients easily

          Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily

        • Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

          Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from within

        • Next Page