Integration Between Zoho Apps: Part III

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This year we have focused a lot ​on contextual integration. This includes integration between Zoho Apps as well as integration with external apps. I want to briefly highlight some of the new integrations between Zoho Apps​ (also check Part I, Part II).

Zoho Wiki Integration with Zoho Projects

Zoho Wiki & Projects are two different types of collaboration tools. But when you have a need to collaboratively create content, then our Zoho Wiki integration with Zoho Projects can be really handy. Content can now be created in the context of the project you are working on. More details on this integration is available ​​​​​​​​​​​​​​​​​​here.

New in Zoho Mail : Drag & Drop Attachments, Improved CRM Integration & More

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Integrations and improvements among Zoho Apps continue to pick up steam. Our latest update in Zoho Mail brings in some really neat features many of you will love. Here we go.

Drag & Drop Attachments & More

Attaching files while composing an email just got easier. While attaching files, just drag and drop your files on to the compose window to attach files. You can drag multiple files at once. There are no plugins needed for this feature to work. It uses HTML5. This means, the feature will work in browsers that support HTML5 like Firefox 3.6+ and Chrome 6+. 

If you still prefer attaching files using the dialog, we enabled the option to select multiple files using the CTRL option (or CMD option on Mac). Again, this feature works on Firefox 3.6+ and Chrome 6+.

We previously added an option to attach files directly from Zoho Docs or Google Docs. For Zoho Docs, you only had the option to attach the files you created. We now added an additional option to even attach files that have been shared to you. 

Add Leads & Events to Zoho CRM

In Zoho Mail, we have had the option to add a contact to Zoho CRM with a single click. We now added an option to add the sender of an email as a Lead to the CRM system. To do this, open the email and choose Add to > CRM > Leads. 

You can also add an Event to Zoho CRM right from the email.

Calendar Preview

We typically receive calendar invites as ICS attachments. For such emails, we now added the option to preview the ICS file before adding it to your calendar. If everything looks right, use the ‘Add Event’ option add the event to Zoho Calendar.

Sorting Emails by Size

Unlike many webmail clients, we offer several options to sort your emails – like sorting by Date, subject, sender etc. Now we added a new option – sort by size. This will sort all your emails based on the size of your email (attachments included). If you want to delete those unwanted emails that take up your Inbox, now you can do this easily.  

These are some of the key highlights in our latest update. As always, we will keep improving the application based on your feedback. So keep your feedback coming.

 

Accessing Zoho Mail on iPhone/iPad through IMAP

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You can access Zoho Mail on any mobile device from http://mobile.zoho.com, if you have a decent browser. But if you prefer using the local email client on your mobile device, you can fetch mails from Zoho Mail through POP or IMAP. We recently introduced IMAP support in Zoho Mail and today I want to expand on how to configure this on iPhone, iPad & iPod Touch.

Before you can configure your mobile email client, you first need to enable POP/IMAP access for your email account. To do this, go to Email Settings > Personalize > Email forwarding and POP/IMAP and enable either POP or IMAP. Here are the instructions for POP and IMAP.

Once you enable IMAP, you can now follow these instructions on your iPhone to receive/send emails.

Go to Settings App > Mail, Contacts, Calendars >Choose ‘Add Account’ and ‘Other’ option.

In the next screen, choose ‘Add Mail Account’ and provide the details like Name, email address (username@zoho.com), your Zoho password and a description of your account.

In the next screen provide Incoming Mail Server (imap.zoho.com) and Outgoing Mail Server (smtp.zoho.com) 

Once the details are verified, you should be all set. You can now open the mail app to fetch emails from Zoho Mail. In case of IMAP, mails read on your mail client will be marked as read on Zoho Mail client as well.

Configuration instructions are similar for iPad as well. In case you need additional details to configure IMAP, here we go.

Incoming Port: 993

Outgoing Port: 465

SSL: Yes

Outgoing Mail Server Requires Authentication: Yes

Hope this helps. If you face any issues, please let us know. 

New Features in Zoho Mail

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This week we rolled out yet another update to Zoho Mail with more goodies. Most of these features are driven by user requests. Here are some highlights of the latest update.


Drag & Drop Folders 


You can now move folders in Zoho Mail by simple drag and drop. Select the folder you want to move and drag it to the destination and drop it there, if you see there green icon. This is one of the most requested feature and it is currently live.


Coloring Labels


A new color palette is now available for labels. To change the color of a label, just click on the existing color of the label to open the palette and choose the desired color.



Customize Label display


You can now customize the look and feel of the labels in the Message view pane. Apart from displaying the complete label name, we added a new option (under Settings
> Customize Layout > Label Display) which just displays only the color of the label.  

View the Message Size

Message size can now be viewed from the Message listing pane. The view can be customized either to display or to hide the message size as per the requirement.


Sort the Messages by Subject/ Sender

The messages can be now sorted by the sender or the subject in the message listing pane. To sort by sender/subject, just click the label ‘From’/'Subject’ in the message listing pane. A small triangle pointing upwards (ascending)/downwards (descending) will be displayed next to the label clicked.The messages will get listed in the chosen order.


Drag and drop to change POP Accounts order 

When multiple POP accounts are configured, the users can now determine their preferred order to fetch emails from the multiple accounts. The order for the multiple POP accounts can now be changed by simple drag and drop. To configure this, go to Common settings > select POP accounts tab and change the list order to the desired order by drag and drop. Select ‘Save’ in the confirmation dialog.

Open Message in tab

Message settings can be customized to open the message in a new tab. The default setting will open the message in the preview pane. This can be changed by choosing ‘Popup’ or ‘Tab’ from the ‘Open message in’ option under common settings. You can also right click on any message and open it up in any of these three ways.

Create Folders in a single click


You can now create folders/ sub-folders in a single click. To create a new sub-folder just right click on the parent folder, select ‘Subfolder’ and name it. You can als
o rename a folder by simply double-clicking the name (or right-click, rename).

These are some of the changes we made in the latest update. There are several other minor ones. We hope you like the update. If you’d like to see any particular features, please drop us a comment.

Zoho Services in Tamil

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Zoho participated at the recently concluded ‘World Classical Tamil Conference‘ that happened from June 23-27 in the southern city of Coimbatore, Tamil Nadu, India. To coincide with the conference, we released the UI of four of our services – Zoho Mail, Zoho Writer, Zoho Sheet and Zoho Chat – in Tamil. A slide show of the Zoho services’ screens in Tamil below.

You can choose Tamil as your language by clicking on the ‘Edit’ button in this page here – https://accounts.zoho.com/u/h#profile/personal. And you’ll have to set the language preference of your browser to Tamil (in Firefox, Tools -> Options -> Content -> Languages).

Zoho services are available in multiple languages already and we are continuously working on having the UI in more languages.

New: Linking Zoho Mail & Tasks

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When we have action items from an email communication, we typically switch from email to a task app. After completing the task, we go back to email, search for the right email thread and respond. This is what many of us do – switching between Mail & Tasks apps multiple times a day. This context switching is expensive. What if these two apps are contextually integrated?

We now have Zoho Mail & Tasks  integrated. You can now create tasks directly from an email. In doing so, we automatically link email and Tasks. 

        

This means, if you go to the Tasks app, you’ll see an email icon which invokes the email from which that task was created. This way, you don’t have to go back to mail and search for the email thread to respond. 

 

Add tasks from email and respond to emails from tasks – Only in Zoho.


New in Zoho Mail: Better Folders and Labels, plus IMAP

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Some people argue that folders are better… some people argue that labels are the way to go. But really… why choose when you can have both?

Zoho Mail has for a long time supported both traditional nested folders as well as labels, and we just improved that further with some great enhancements that make using labels and folders even better.

Label-filtering Folders
Now you can filter the e-mails you have in a particular folder for any given label. For example, I have my folders organized by the products we have here at Zoho. I have one label for Zoho CRM, one for Zoho Projects, one for Zoho Creator, etc. I also have labels for Engineering, Sales, Marketing, etc… Now I can easily go into my Zoho CRM folders and see only those mails related to Sales. 
You can also filter the folder to see for example, only unread mails. You’ll also notice that you can set different colors for different labels, so you can quickly identify them in your mail list.

Applying Labels
We’ve also improved the way you can apply labels to an e-mail – we’ve made it faster and more intuitive. You can do this both from the email list, from within the email or the preview pane:


Flags
You’ll notice in the first picture above that we also distinguish between flags and labels. You can customize your own labels. Flags are fixed to Info, Important and Follow-Up, they are meant to be use for what you need to do with the e-mail, while folders and labels are meant for what topic it refers to. 

Folders, labels and flags are an easy and flexible way for you to organize the TON of e-mails you get everyday. Zoho Mail is geared towards use at work, and most people get a lot more mail at work than they do at their personal life, so Zoho Mail reflects that.


IMAP
We also just enabled IMAP for all of our Zoho Mail users. We have had IMAP for a while, but we had it on an “closed beta” of sorts, only enabling it for those who asked for it as we were still doing tests with it. Now we’ve enabled it for everyone. We know IMAP is an important thing for many of our users. You can enable that in the Personalize tab in the setting sections. Read more about how to enable IMAP in Zoho Mail .

Oh! There’s an important corollary to the last point. We had it for a while, but only those who asked for it got it. So, keep asking us for stuff and providing us with your feedback. That’s how we keep improving our product… and, who knows! maybe one of those times we might have want you want, just unnanounced!

Rodrigo