Zoho Email

Zoho Email

Email Templates have been created within Zoho for some of our most common email communications. When sending out an email using a template from Zoho, be sure you are reviewing the body of the email and making any edits that need to be made.

Process

  1. Locate the Service Request in Zoho
  2. Click the Conversations tab, then select Reply All

  3. If From email needs to be changed, hover over it, click the dropdown arrow, and select the appropriate address
  4. If To email needs to be changed, hover over it, select the 'x' to remove it, then add the correct address

  5. Click the Template Icon

  6. Email Templates will display on the right side of the screen in groups

  7. Click the dropdown arrow of the specific group needed
  8. All templates for that group will display, select the appropriate template

  9. The template will appear in the body of the case, update the appropriate fields when necessary

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