FYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)

Hi,

Posting this to potentially save anyone from dealing with the same issue and missing outreach info.

When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reached out to, etc.

After chatting with support for some time this morning, I was able to confirm that they have changed the way it displays. To view the emails as they've displayed for the last 3+ years, you now have to select this (see attached image) in the view dropdown: "Emails associated with the related contacts"

I'm told it was done because there's new functionality that allows you to send an email from an Account if you set that up.

Maybe it's just me, but once again it seems that Zoho doesn't do any user testing when they roll out features. Wouldn't it make sense to keep the default since nothing will be in the default view for now? Maybe a checkbox to select your preference and have that remembered? Maybe a message to display what's happening?

Two things will now happen:

My team will have to click that select box everytime they view an Account and want to view the Email trail and/or send a reply
Someone will certainly forget (especially a manager reviewing) and not catch that someone from the sales team already reached out.

Too many unnecessary clicks was why we left Salesforce many years ago. They're adding up here now.

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all