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

        • Storage Limit Alert Notification for Zoho Assist

          Dear Zoho Assist Team, We would like to request a new feature that provides automated alerts when our recording storage is nearing its limit. Current Limitation Currently, Zoho Assist only displays a notification within the console when storage is approaching

        • clients not receiving invoices bounce back

          every invoice i send , gets a bounce back not delivered & client says not received ? they seem to receive reminders on the same e mail / details ? very annoying

        • Styling for Subform Fields using client script

          Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,

        • Saving Submission forms to workdrive dynamic folder

          Hello, We have a form that is set to save each submission as a PDF to Workdrive. HOwever, it seems I can only save to one folder below the Teams Folder. This is problematic because we arrange teams folder in a 3 level structure. I would like to save the

        • Upload An Attachment in Zoho Projects Task - API

          Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";

        • Why a limitation of 10 items in the 'During Transition' of a blueprint?

          I want the transition owner to add some values for specific field while performing the 'During transition' button. However, I want them to fill out 12 fields, but I'm not able to save the blueprint because there is a limitation of 10 items. Why is this

        • How to list Expenses that have not been matched to a Bank Transaction

          In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing

        • Full Hebrew Language Support for Client-Side Zoho Assist Interface

          Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows

        • Introducing AWS authentication for connections in Deluge

          Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

        • Automatic Transfer of Zoho Assist Session Recordings to External Storage

          Dear Zoho Assist Team, We appreciate the session recording feature in Zoho Assist, which automatically saves recordings to the cloud once a session ends. However, we would like an automated way to transfer these recordings to external storage, such as

        • Job Schedule: How many hours are planned on a project (in a given time span)

          HI,  where do I find the scheduled hours (or days) for a project in a given time span? Thank you!

        • Zoho Projects - New App Logo

          Hello everyone! In the latest version(v3.9.24) of the Zoho Projects Android app, we have updated our app logo. Please update the app to the latest version directly from the Play Store or using the link given below: Zoho Projects - Play Store Should you

        • Como notificar a los clientes que los articulos que intenta comprar en tienda virtual no son suficientes.

          Cuando algun cliente en nuestra pagina intenta agregar articulos y se excede en el numero que tenemos en stock, la plataforma no le deja agregarlos, quisiera saber si existe alguna manera de notificar al cliente que los articulos en cuestion no son suficientes

        • Full Email Whitelabeling for Zoho Assist Emails

          Dear Zoho Assist Team, We appreciate the ability to customize Zoho Assist emails, including adding our own content to the email body. However, we have encountered a limitation that prevents full white-labeling of these emails. Currently, while we can

        • Cannot manually remove leads from a cadence

          Hello, I've been trying for a long time now but cannot find the list of associated leads with a cadence and manually remove any leads from a cadence, please help!

        • Blocking an email address

          Hi How do I block an email address in my Zoho mail? Thanks Brian 

        • Request for a Product Demo – Zoho Solutions

          Dear Zoho Support Team, I hope this email finds you well. I am interested in exploring Zoho’s suite of products and would like to request a demo to better understand their features and functionalities. Could you please provide details on how I can schedule

        • Have do I have multiple email accounts under one zoho account?

          I want to use zohomail as mu email server. I have three domains... email@domain1.com is already setup as a maillist subscription and working perfectly. It is setup so that anything sent to domain.com goes into that mailbox as a catchall I have two more

        • لا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول

          لا تظهر لوحة التحكم في حساب البريد الخاص بي وعندلا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول الاشتراك السنوي الخاص بي ينتهي ولا يمكنني التجديد الان The control panel does not appear in my mail account,

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          I get the above error when trying to create a new distribution list in the web app. I have seen may similar issues in the community, and it appears that something needs to be updated in the back end. Can you have a look at my account and ensure that it

        • Cliq meeting attendee kicked out when cancelling another call.

          Hello all I have a member in my organisation who is experiencing the following issue; When they are present in a Cliq video meeting and another call comes in from in a different app such as WhatsApp or native phone app, when they try to cancel the other

        • worrying announce

          Hi when I open the e-mail box, I can read an "error announce". ("ops ! si è verificato un errore riprova") If I do not mind and click on any of the boxes it correctly works. Can you avoid this " error announce" to appear ? Thank YOU

        • How to void partially paid bill?

          Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory

        • Error 553

          Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them

        • Email from Protonmail not received in Zoho mail account.

          I just wonder, why my Zoho account did not receive an email from the Protonmail account? But, their Protonmail account can receive my email from Zoho. I already tried searching on Google but did not get the answer. Is this the problem on Protonmail or

        • Zoho Calendar and Microsoft Teams Invite is not syncing

          I have a client who always send me invite through Microsoft teams, however whenever I try to accept the invite and add it in my zoho calendar I get a error stating : Internal Error

        • Feature Request: Captions

          It might be nice to add captions to the image insert and table insert feature. This way you could refer back to the table or image in the body of your text as "Figure X" or "Table X". It could auto-increment like the footnotes and endnotes do. Perhaps

        • Pagination help

          Hello everyone. I have this code below that gets all accounts based on specific criteria. I just discovered that it's not pulling in all of the accounts due to the 200 item limit. I've been trying to follow some pagination examples but can't seem to figure

        • Figure and Table Captions

          It would also be great if you could support Insert cross reference so you can select a figure caption or table caption in the body of the text. The captions should renumber based on order if you insert a new figure or move figures around. The references in the doc should then reflect the new numbering. 

        • trigger workflow of lead from custom function of another module?

          i am creating a new lead from custom function of a custom module name "Web Leads" but when the new record in created in lead its not running the workflow of lead . i have created a worflow in leads that send email when new lead is created. this is the custom function New_Lead = Map(); New_Lead.put("First_Name",name.getPrefix(" ")); New_Lead.put("Last_Name",name.getSuffix(" ")); New_Lead.put("Phone",striped_phone); New_Lead.put("Email",email); New_Lead.put("Lead_Source",lead_source); New_Lead.put("Lead_Status","New");

        • how to check if a date/time is before today using deluge function?

          I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge function

        • Multi-Select Flow Between Modules

          Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The main

        • WorkDrive user

          Hi, I have 7 users in my organization Can I purchase 4 licenses for "WorkDrive" and choose which user can use them from the 7 users I have? Thanks

        • Subsections for organizing Data more structured

          We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.

        • Achieve multi-level record prioritization with multiple Kanban views per module

          Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays

        • QR code on Transfer Orders

          Adding a QR code to Transfer Orders may be useful, as employees receiving transfers could scan the code to open the record on their phone or PC so that they can quickly accept the transfer.

        • Appraisals - Copy from Most Recent Review

          For employers who regularly conduct employee appraisals, there's often little that changes from review to review. I find myself printing the previous period's review, and largely re-typing much of the same information, making updates where necessary to

        • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

          The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

        • How do I change the wording of the tile of SignForm?

          When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

        • "Send Email" button for Quotes module

          I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,

        • Next Page