Where can I store the data from my customers?

Where can I store the data from my customers?

Hi,

I only use zoho email, contact list and invoices, but those three contain quite a lot of information about my customers. I don't have a payment system installed, as everything is paid to me by bank transfer, so that is not a concern. My main questions are:

- Can I still keep all the emails and the info about my customers on my contact lists (I provide activities to children, so there may be details about the names of the parents and children and area where they live, but not full addresses there). I usually keep this as a reminder of how the customer reacted (good or bad) and it's good to have some history, in case I decide to have someone else taking over the business and knowing all this useful info.

- If there is something I am not allowed to keep, where can I storage it to be considered safe? In a folder in my computer ? (may be stolen ), in the cloud? (may be hacked). Where should it be kept to be considered safe? Does zoho provides a system to keep it safe or do I have to buy it from a third party?

- If one of my customers asked me to see what kind of info do I keep about them, how can I show them? Do I have to search all the emails or is there another way, like a checklist that zoho has where I can show them, saying : item 1, yes, item 2 does not apply, item 3, yes etc...

- Is it really true that they have to opt-in so that I can keep them on mailing list? What about everyone that registered before to my newsletter and may not see that on time? I know they can subscribe again later but most of them will not remember to do that.

I know the deadline is on the 25th but is there an extra period of time, so that businesses can still contact previous customers, to make sure they don't t forget to click the button and opt-in? I am very concerned that I will lose most of my customers, and am not sure what to do if they don't click that button...

Thank you,



        • Recent Topics

        • Zoho Mail : Email Outgoing Blocked

          I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
        • Creator and Tables

          Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
        • Calendar week view: Today + 6

          Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).
        • customer Name and address details

          i created one application there is no customer details in that . how to add customer details and
        • Recalculate every row in the subform

          Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
        • Creating Repeat Forms that remove redundancies

          I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
        • What is the difference between the free plan and the mail lite plan?

          What is the difference between the free plan and the mail lite plan? How many emails can I send per day?
        • Unblock email

          Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can
        • Domain verification failure

          Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually
        • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

          My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493
        • URGENT: Email stopped workin - can't access admin panel

          For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however
        • Can I associate an invoice to a Project after the fact?

          We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott
        • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

          every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)
        • Cannot see correct DNS config for mail after moving domain to another provider

          I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
        • Add Support for Authenticator App MFA in Zoho Desk Help Center

          Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
        • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

          Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
        • Price Managment

          I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
        • Related to zoho survey

          Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For
        • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

          Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
        • Text Message

          When trying to sent a text message, it says its an error i should contact a zoho agent
        • Zoho POS is now available for Canadian retailers

          Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho
        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 
        • Mass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks

          Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained.  Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task.  This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasks
        • Closing Accounting Periods - Invoice/Posting dates

          Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
        • In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

          The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover
        • Zoho CRM custom fields not showing in zoho creator

          Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
        • Sending email notifications based on language

          Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
        • Download a file from within a zoho creator widget

          I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have
        • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

          Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill
        • Zoho / Outlook Calendar sync

          The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
        • Email content just contain 'OK' ,not what we expect

          create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':
        • Introducing the all-new email parser!

          Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
        • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

          We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
        • Reopen ticket

          Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply
        • Allow Admins to Transfer Ownership of Their Own Files & Folders

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to
        • Tip#46: Capture accurate log hours

          Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet
        • Moving to app-specific authentication for Google integrations

          Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an
        • Double opt-in notifications and customizable confirmation messages for your webforms

          Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
        • Next Page