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

        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

        • LMS icon missing in zoho people account

          How to create zoho people LMS. I tried to find the LMS icon in zoho people. But I didn't  find that icon. Kindly give solution. how to start LMS in zoho people account?

        • CRM Quotes- Delete tasks when status is changed

          Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

        • Power of Automation::Streamline Associated Teams during Blueprint transition.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

        • web page becomes flickering after being made into WebTab

          I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what

        • Product/Quotes with a Setup AND a Recurring (monthly) Fee.

          Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product details

        • How to save email as PDF?

          I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"

        • how to have incline alert on subrow's column or subform or other workaround that at least can let the user know this subform currently has some validation checking.

          I have a subform and each row that are some columns that are compulsory to fill up. If user did not fill up, how to show incline alert on those columns or incline alert on the subform. Or any workaround that at least can bring the user to that fields

        • The ability to show fields from subforms when viewing from related list

          Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column

        • Create a new module with first name & last name, and join the two when viewing records

          I've created a new module, and I have first name / last name fields (I've renamed the record name field as last name). When I'm viewing a record, I'd like to see "Bob Smith" at the top of the page and in lists, not just "Smith" as I have today - basically the same experience you get when editing / viewing leads in the leads module.

        • Use color coding for picklist field values to enhance visual representation

          It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users

        • How to Freeze Tasks

          Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?

        • Re-send document that's in process

          I tried to send out a document for signature via Email & SMS. The email bounced and I didn't have any SMS credits, so that failed too. I now have SMS credits and want to re-send the same document to the same email address and phone number. How do I do

        • Continue after error for each loop on invoke url

          Hello. I'm trying to upload files to workdrive using invokeurl. It goes through a list of urls using for each. Sometimes the file is larger than 5mb. The whole workflow stops in that event. I'd love a work around to upload larger files, but I don't think

        • Help Center Help!

          Hello, I am fairly new to Zoho Desk and want to write articles and publish them on a Help Centre. However, I cannot wrap my head around how to get started. Can someone from Zoho do a one on one with me or are there helpful videos on this topic? Frustrated,

        • CRM

          I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?

        • Incorrect merging of two tickets: Delete Mail History

          Hello, I merged two different (incorrect) tickets in the Zoho Desk system. How can I remove the communication from the merged ticket?

        • Deluge search records with specific tag

          I want to run a function for all records we have with a specific tag. I tried the searchRecords function and the coql query solution, but both don't support tags.  Is there any other way to only get the records with this specific tag? What I can do is

        • Function Line break

          question about line breaking, i'm creating a fiction that will display a script for people to use when they make a call.. the following code is what im using,  But i cant get the return to use \n, or any type of line break. Any help?  f ( (input.contactowner == "Lenni Cabral") )   {     return "Yes \n Lenni"; } else {     return "notlenni1"; }

        • Setting Up Auto-charges using payoneer as a gateway

          I use payoneer as my gateway because of my location, however, I have a new client who wants to be auto-charged every mont. Is this possible with the gateway I use? Or does the client have to manually pay every month?

        • Create CRM Notes from Creator using Deluge

          I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules

        • When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

          When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

        • 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

        • Modify the default layout of how task fields are ordered in Project View

          Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and

        • Edit Transformation

          How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.

        • Problem with WorkDrive and Vivo X200 Pro

          Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,

        • Weekly Tips: Never Miss an Important Follow-Up with Zoho Mail Reminders

          Often, we plan to follow up on tasks, projects, or conversations, only to let them slip from our memory as time passes. With so much going on, it can be tough to keep track of all your important follow-ups. So, how do you keep track of all your works

        • Assign project owner to specific tasks on project template

          Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.

        • How to assign value to the user field in zoho crm using client script

          @Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To

        • Portal users send notifications to licensed usera

          Is there a way for portal users to leave messages or notifications to licensed users?

        • Create/Edit fields in Applications module

          Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (not

        • webhooks daily limits in Zoho Creator

          I am trying to create Sales Orders (an invoices and  payment for each sales order) in Zoho Inventory from Zoho Creator, but after creating like 100 sales order the webhooks daily limit (500) is exceeded and I cant make any more calls. what need to be

        • Sending Multiple Assessments to Candidate?

          Good day, Is it possible to send multiple assessments to Candidates automatically after they have been created? I need to send 4 seperate assessments automatically to new Candidates and am unsure of how to go about it. Zoho only has the option to assign

        • InteGreat 03: Integrating Zoho Creator with Zoho Books

          Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use.  You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the

        • Zoho Creator not accounting for time change

          I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automatically

        • CRM email sync with 365 - app passwords

          Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order

        • Tip of the week #48- Never miss an Instagram DM again!

          Do your teams often juggle multiple conversations across different channels like emails, Instagram DMs, and more? When messages are scattered across platforms, it's easy for important ones to slip through the cracks easily. Not to mention, constantly

        • Zoho People Mobile Check-in/out

          Hello, I found an 'issue' with Zoho People. We wanted our employees to not be able to check-in/out from their mobile. But only when they are on the office. We already this: But still the employees can open from their mobile a browser, go to zoho people,

        • How do I change the order of fields in the new Task screen?

          I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

        • tasks management

          Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.

        • Next Page