Preserving Email History With Client and Prospects
We have clients who have staff that we interact with. When that staff member leaves and we delete their record in Zoho (to keep things neat and tidy) all their email interactions disappear too. Is there a way, or rather a best practice, to preserve this email history without needing to hold onto a staff record? Or at the very least a way to transfer these emails over to the new replacement without needing to save the former's email address?
Topic Participants
Jenny
Ashwinth Shekar
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________