Hello,

I just wanted to propose an idea, or see if there is at least a valid workaround for the time being. Right now the Views in Zoho CRM only seem to be looking at one table. The problem that I am having is being able to create the view I need (I'm in sales) that shows certain Contacts. We have different Account Types for Contacts (i.e. Customer, Prospect, etc) and I would like to be able to create a view filtering my Contacts by the Account Type. For instance I want to see a view with my Active Prospects and there is no way to build that view. The only option I have is to create a Prospects account view in Accounts but it does not show the individual Contact records. I need to be able to see these individual Contact Records so that I can utilize the Mass Update utility to change fields in the contact records (this is why a Report will not work).

Please help! Any ideas are welcome..I'm struggling.

--Jeff