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

        • How to integrate Zoho Sign with Zoho CRM

          Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

        • POS System

          Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance. Moderation Update: As of August 2025, Zakya (Zoho's POS solution) is officially available in India and is in early

        • Line chart customization

          Hi, is there any way to draw multiple lines on a single line chart. Now on te x-axis im displaying dates and on the y-axis dispalying total records count. I want to display multiple lines on the same chart. The sample image is attached

        • Does Zoho Docs have a Line Number function ?

          Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

        • Bigin_Email Notification not being sent when a new lead is created

          I have a workflow in BIGIN set to send an email notification when a new lead is created via a webform (integrated with ZohoForm) The trigger is whenever a contact is "Create or Edit". Conditioning was applied for contacts which source is "Website" If

        • Export all Zoho desk tickets for past 3 months

          Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets⁠ include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most

        • Zoho CRM <> Zoho Desk Account Sync

          I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync to

        • Count Function in Zoho Table

          Hi Zoho Team, Hope you're doing well. We would like to request the addition of a Count function in Zoho Table, similar to what exists in Excel, Google Sheets, and Airtable. Currently, there is no built-in way to count the occurrences of unique values

        • Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

          I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error

        • Zoho Billing Record Refund vs Refund

          When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is

        • Emoticons to Slack in Zoho Flow

          When using the Slack integration in Zoho Flow, is there a way to send emoticons in the message? When I tried :emoticon: it didn't translate it to the emoticon.

        • How to set default filter to CRM integration field

          I have a products subform in my order form and I'm using the CRM integration field to connect the Products module from my CRM to this subform. I want to filter the data that is fetched to the field from the CRM based on a status field in the Products

        • How to add "Forever Free Plan" to existing mail lite plan?

          There's an offer for: "Up to five users, 5GB/User, 25MB attachment limit." I already have a mail lite plan. I really like zoho mail and would like this added but I can't seem to access it. Keeps redirecting me to my existing inbox when i click the o

        • i can't create other user with my lite plan

          hello, I have paid little plan and I have added two domains but each has its own user however zoho shows me this message You do not have enough licenses. Purchase the necessary licenses to add, invite or import users I don’t know why if I have another

        • Zoho Books & Zoho CRM - Funcionalidade do campo moeda

          Pessoal bom dia, O Zoho Books tem uma funcionalidade nos campos de moeda, que ao colar números decimais com vírgula ( , ), ele automaticamente transforma para o formato de ponto ( . ). Ex: R$ 2,50 --> R$ 2.50 Esse comportamento está disponível no Zoho

        • Does Mail Lite allow SMTP?

          I am looking to use SMTP access, however I am not sure what plan I have to purchase, please assist.

        • No image image comes out in the recipient when I sent an email

          Hello to the entire forum, when I send an email from Zoho, my profile picture does not come out. On the other hand, if you do, using Gmail accounts. How is it configured to leave ??? Thank you Greetings !!

        • Iphone receipt capture stopped working

          I have been having difficulty getting receipt capture to work on the iPhone app. I have been using a work around by taking a photo with my camera then uploading it into the app instead of taking the picture through the app. This adds way too much extra

        • cant receive emails

          I have checked the Dns and everything seems to be fine pls check the print screens attached below help me cause i need to solve this fast

        • IP Addresses for Whitelist

          Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

        • Zoho Books API down

          We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.

        • Loop in Blueprint but it works. Why? How should this be set?

          see picture

        • Work Drive Tray Icon Missing

          How can I get the tray icon back? The app froze, had to restart PC and then it's been gone since...  I've re-installed the windows program and restarted my machine twice now.

        • Using Agent Email Address as From Address

          Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

        • Unable to update desciprtion field

          Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it to

        • Deluge Function to Update Custom Field

          I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

        • How to integrate Zoho sign with Zoho CRM

          Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

        • Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel

          Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel Hola necesito hacer importacion de datos desde un sistema propio. Quiero exportar datos como nombre de Cliente, empresa, venta, importe, fecha.

        • Cadence reports as front-end reports

          Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

        • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

          We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

        • Formula field - anyway to round up/down to nearest integer?

          Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?

        • want to create labels in radio button below the radio circle

          matrix question....labeling the radio button

        • Zoho Campaigns - Footer mis-aligned

          Hello, I'm experiencing an issue with the footer alignment in my Zoho Campaigns emails. When I create an email, the footer appears correctly at the bottom in the editor. However, after sending a test or live email, the footer shifts to the middle of the

        • Syncing contacts on Android

          I'm using the Zoho mail app on Android and although I can see my contacts from within the app, they're not synced to my native contact list and so I can't access them from within the native dialer. Is there any way that I can sync my contacts into my native address book? Regards, Martin

        • Tasks not added to the timeline

          Hi, It would be nice if tasks and completed tasks were added to the timeline. Especially since there's no easy way to see if there are completed tasks without changing the default open tasks to completed tasks. Also the quick view doesn't display task

        • Retainer invoice in Zoho Finance modlue

          Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

        • Contacts, Leads, Prospects, Opportunities, Deals, Oh my!

          I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,

        • Ask Zia to update a number

          Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advance

        • Phonebridge is not visible for one user

          Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and best

        • Sorting in scorecards

          Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose to

        • Next Page