Frequently Asked Questions

• Can we add external advisors to teams or just people within the organization?

  You can invite people outside of the org and have them added to Zoho Teaminbox.

• Does the email thread retain the Assignment after the thread is Archived?

  Yes, when there is a new reply to an email thread that is already archived, it will be automatically moved to Open status with the original assignee intact.

• Can I set multiple conditions for a single rule?

  Yes, you can set multiple conditions for a single rule. You can combine criteria such as the sender address, subject, and message body in the email body to create a more targeted rule.

• Can we manage our shared inbox by adding Tags to the email threads with the Team Member's name?

  We also have an option to assign a member from a particular team to a thread, and this helps you manage things more effectively.

• Can I make an email response template available to a specific inbox under my team?

  Yes, while you create an email Response Template, you have the options to make it accessible to all the inboxes under the team or make it available only for specific inboxes you select.

• How do rules work with tags?

  Rules can be created based on filters like sender, keywords, or email subject. When the criteria are met, actions such as tagging or categorizing emails automatically apply, making it easier to manage messages by type or priority.