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

        • Petty cash discrepancy

          How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.

        • Announcing new features in Trident for macOS (v.1.6.0)

          Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you

        • How to configure Choice-based Field Rules??

          I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs

        • Custom module system name

          Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.

        • There is no opton to download the Active User list in Zoho CRM Of users

          There is no opton to download the Active User list in Zoho CRM of Users

        • Session recording PageSense Blank Layers using Canvas

          Hello, We have implemented page sense in our SaaS platform and there are key elements on the pages that are not being show in the recordings. For example, the lower section is a map canvas using webgl and the upper section is a timeline style canvas.

        • Why is my deluge code not executing properly? (New and learning deluge)

          I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

        • Rejected Accounts still listed for Deal

          Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

        • Announcing new features in Trident for macOS (v.1.14.0)

          Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team

        • Work Flow Rule by Updated Field Not Triggering.

          We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead.   If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered..   Why is this and am I missing something here?   Chris

        • Creator Page Param to feed A button link on page?

          Hey everyone. I have a quick question. Is it possible to add params to your creator page link and then take those params to create a dynamic link for a Button inside the page? Thanks!

        • Current Year Merge Tag

          I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which

        • Trip form, how to update a custom field

          We have a very basic trip form, that contains these custom fields: Hotel Cost Airline Cost Total Cost (read only) When someone enters a value into "Hotel Cost" or "Airline Cost" we simply want to sum them and update the read-only "Total Cost" field. How

        • Dashboard Analytics - Time to fill a job

          Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I

        • Issue with Zoho CRM DELUGE Search – No Results Returned

          Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand

        • [Webinar] Simplifying healthcare document workflows with Zoho Writer

          Is managing various document creation and management needs in the healthcare industry challenging for you? Are you ready to simplify document workflows? Join us on March 13, 2025, for a Zoho Writer webinar designed how to simplify healthcare document

        • Export data from Zoho CRM to MySQL database

          Hi all, Has anyone been able to export the whole Zoho CRM Database to MySQL or any other database by using the Zoho API. So far all tools such as Skyvia, Devart, CData are failing to do the job for me, as they are exporting only the zoho crm modules.

        • Zoho Creator Time Calculating

          Hello everyone, I have a question for you. I created a service form for our service department and they fill when they complete their service. Also They are inserting date and start-finish hours. I need to calculate working hours between start time and

        • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

          There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

        • users api

          Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, Simon

        • Customization of "List Price" naming convention

          Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc

        • Creating stunning templates for appointment notification emails

          Good day folks! Can you guess what we are going to check out today? We have designed a few samples to showcase the power of customizable email notification templates. Sample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 Sample 7 Sample 8 Sample 9 We

        • Important Update: WhatsApp Marketing Template Message Restrictions for US Numbers

          Dear Zoho Forms Users, We want to keep you informed about an upcoming change in WhatsApp's marketing messaging policy that may impact your communication strategy. Starting April 1, 2025, Meta will temporarily pause the delivery of all marketing template

        • Create, Manage and Publish on Pinterest from Zoho Social

          Hey everyone,   Pinterest is our newest addition to the list of social channels that can be integrated with Zoho Social. With over 444 million users, Pinterest is one of the popular channels that people use to get inspired, share their ideas with the

        • Adding Default Module Image into mail merge field

          As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

        • Define Tab Order

          I would like the ability to define the tab order when editing or creating a new record. The only option now is for tab to go from left to right to left to right all of the way down the page. I would like to define the exact order the cursor will move from field to field. At the minimum, for a two column layout, I would like to tab down the left column and then down the right column. This actually does happen in the Contact record when you get to the mailing address section so I know it can be coded

        • Problem with currency field in Zoho CRM

          Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration

        • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

          Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

        • IMAP not working on iPhone or MAC

          Suddenly all email servers have gone offline for IMAP on two different domains. Is there a reason ? Port 993

        • How to Add a Contact to a Campaign Using Deluge Script

          Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is

        • Not receiving Gmail confirmation email to send emails as Zoho account from Gmail

          Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email

        • Match deposits with multiple invoice payments

          I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?

        • Meta Restricts WhatsApp Marketing to U.S. numbers; Zoho Desk Limits Bulk & Mass Actions for Marketing Templates

          Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restriction

        • Incident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)

          We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AM

        • Very slow Zoho Mail?

          For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working

        • Best way to handle email sharing in CRM for safety

          Hello :) We have CRM+ and are configuring email sharing. We have gone for the public sharing with blocked domains for our company emails, and other companies who may email with private information. We have some contacts in the business who have a normal

        • Zoho Flow and Slack emojis

          Anyone have an luck with using slack emojis in zoho flow? When I send :smile: in zoho flow to slack, the message just says ':smile:' the mentions '@user' don't resolve either.

        • Urgent: Server Error & Broken Files in MS Office

          Hi, We have attempted to reach you multiple times via chat, email, and this platform but have not received a response. We are experiencing the following issues: When opening a document for editing, we receive a "server error" message (see attached screenshot).

        • No special characters on Brand's name.

          Our brand is called Haber's and we can't add that name because of the " ' " please allow special characters on brand's name.

        • Approver

          I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?

        • Next Page