How do I save the attachment from an email to a CRM Record?
Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can use the "Add to attachments related list" option. Other members of the organization, who have permission for a record can easily refer to the attachments when needed without going through the string of email communications.
Any image, document, file attached in the email can be directly added to the attachments in the record's related list.
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What is the attachment limit per record in Zoho CRM?
The attachment limit per record is 100 MB. You can either attach a single file or multiple files, but the total file size should not exceed 100 MB. When it comes to email templates, you can attach files upto 3 MB. You can attach records from Zoho ...
FAQs on Reports
1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...
Is it possible to upload and associate an attachment with a record through Zoho CRM API?
Yes. It is possible to associate an attachment with a record through the Zoho CRM API, using the uploadFile method to attach files to records. See Also: uploadFile Method
Which edition will the new CRM account be subscribed to?
Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
Only a few of my selected recipients have received a mass email campaign. What should I do?
Undelivered emails will be counted as Bounced emails in the email statistics. The possible reasons for an email bounce are: The recipient's email address is invalid. The email server of the recipient's email address is down due to technical issues. ...