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

        • Waterfall component in Zoho CRM: Visualize how individual contributions build the result

          Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall

        • CRM is shutdown again

          Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.

        • Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

          Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho

        • Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!

          This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from

        • One Event, multiple Contacts

          There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.

        • Unknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics

          temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conid

        • Facing issue in getting data through api calls

          I have send data of users and want to get the data oof users but facing issue with one field for that I want help

        • Enhancements for Creator in Mobile Browsers and PWAs

          ZC Team, Lady & Gentlemen! This enhancement has been awaited for a thousand years, and it has made my day! It now appears more "enterprise" and no longer a jerk.

        • Call Transcription: Zia and RingCentral

          Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording

        • Mass replace picklist value

          I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference

        • Support needed

          Can I get an actual response from customer support that actually solves my problem.  I need my super admin account password reset since something got messed up during setup.  It says I cannot reset it myself and have to contact customer support.  I did.  Someone called me on Saturday and told me they couldn't do anything but should receive an email shortly with reset link.  I have yet to receive this email.   This service is absolutely useless if support cannot be provided in a reasonable time, especially

        • Tip #1: Grouping (Filtering) records in the CRM mobile app

          Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time

        • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. We sent emails to our new clients and send occasional promotional emails to them too. https://ushoroba.co.tz

        • Error

          Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. please unblock me

        • Task Management on Zoho Desk Mobile App

          Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make a

        • Zoho Payments integration

          What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.

        • Mark Documents Folder as Private?

          Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone with

        • Batch Emails in CRM Plus without using a template?

          Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.

        • Querying COQL Multi-Select field

          Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries

        • Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

          Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,

        • ZOHO Payroll Canada

          Any plans on the roadmap for Canada?

        • Zoho Creator Upcoming Updates - March 2025

          Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

        • Auto Tag Lead From Campaigns into CRM

          Hi, I have a signup form set up in Campaigns that automatically assigns a tag to the lead.  I also have it set up to push the details through to CRM, but I can't get the tag to push through to the CRM as well. Is there a way to do this? Thanks, Jay 

        • We Cannot send A/B campaign since the number of contacts chosen is less than 4.

          My recipient list has 290 contacts, but it fails to send at the last step with an error: "We Cannot send an A/B campaign since the number of contacts chosen is less than 4." How to solve this?

        • Wokrdrive Api assistance needed

          Hello fellow developers, I'm currently working on integrating Zoho WorkDrive with a Bubble.io application using the OAuth 2.0 User-Agent Flow. I've encountered a few issues during the setup and testing phase, and I'm hoping someone here might have some

        • How do I make a stock tracked item on my sales orders not automatically fulfill?

          I use the sales order process to track what jobs I still need to complete and send out, and which ones are complete. I have items that are not tracked in my inventory, but are NOT listed as service items, and are not being manually typed in to the sales

        • Sales Returns - Repairand Return

          Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back

        • Display name in Zoho Desk Ticketing system

          We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. Without

        • Desk Contact Name > split to First and Last name

          I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

        • invokeURL to change custom field

          I have a deluge script that currently runs as a Schedule. It works exactly as intended, however I've recently been informed by Zoho that there's some mechanism in place to block changes made by a script when it runs on a schedule from being detected by

        • Customize the ticket ID for enhanced ticket tracking

          Hello everyone, Ticket IDs in Zoho Desk are the unique reference numbers that are assigned to tickets when they're created. Agents generally use the ticket ID to locate a particular ticket and to reference a ticket in conversations and feeds. When customers

        • Set a global default filter to All Candidates view

          Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these

        • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

          <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

        • Max iteration for Experience Details

          Hi, it's currently impossible to add more than 10 experience details iterations, a pop-up error message is displayed. Could you please remove this rule ? We currently have several Senior Freelance Consultant with more than 20 even 30 experience details.

        • How would you handle Warranty replacement parts or items in zoho inventory

          Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim

        • Proper syntax for filtering Added_Time in the URL using functionality-based URLs

          I haver intermediate knowledge of functionality-based URLs. I say that because when I use them, it is never straight forward with me. Sometimes it works first try, and sometimes I spend hours exploring to find the proper syntax. link to operators: https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/functionality-based-urls#List_of_operators_and_their_constants

        • old invoices (Exchange rate)

          We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange

        • Can it change the language ?

          Hello ! The question is in the title ;)

        • Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

          Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query

        • Inventory valuation

          Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is

        • Next Page