Adding E-mail Messages as Cases in the Zoho CRM
You can add customer-specific E-mail messages from Microsoft Outlook to Zoho CRM as a Case. Before adding the E-mail messages make sure the corresponding contact to the E-mail exists in Zoho CRM.
To add E-mail messages from Outlook to Case in Zoho CRM
Select the Inbox shortcut from sidebar.
Select the customer-specific E-mail message from the Inbox.
Click the Zoho CRM > Add Case to Zoho CRM menu.
Note: If the corresponding contact's E-mail address is not available in Zoho CRM, an error message "No matching contacts for <Email Address>" is displayed. When this error message is displayed, first add the contact in the Zoho CRM before adding the E-mail message.
In the Add Selected Message to Zoho CRM dialog, the Contacts tab is displayed where the selected E-mail details are displayed.
In the Contacts table, click the View link to view the contact details in Zoho CRM.
Note: When you click the View link, a default browser is displayed. Here, enter the Zoho CRM login details. First time, it will not display the appropriate contact details. You have to click the View link again to view the selected contact details.
Some times you may not require archiving the complete E-mail in Zoho CRM. In this case, you can modify the E-mail message before adding it to the Zoho CRM. Follow the steps given below to modify the E-mail message:
Select the E-mail message to be modified from the Contacts table and Click the Edit Message tab.
Modify the content in the Edit Message text area.
You can also attach the files related to the e-mail message. Click the Attachments tab and view the list of attached files. You cannot attach files with more than 1 MB and delete any attachments.
Click the Add to Zoho CRM button to add the E-mail message to the selected contact in Zoho CRM.
Once the E-mail message is added to Zoho CRM, the "Successfully Added" message is displayed. Click the Close button to complete the operation.