Sending mail to an ACcount contact from a potential
This is starting to get frustrating when using Zoho CRM so I thought I would ask here and see if there is a bug or if I am just doing it wrong?
I have an account with a contact - under the account, I create a new "Potential".
In the Potential, I assign a "Contact Role" and select the contact. I now have "Potential" with a "Contact Role" assigned.
I them click on "Send Mail" to send an email to the client which is related to the "Potential".
The Send Mail window does not pull in the email address from the contact assigned to the "Contact Role" - Ok, this is a little nuisance but not a big deal.
I then click the little icon next to the "To" field to add the email - This is where it lists every single contact I have in the system... Considering I am in a specific "Account" and a specific "Potential" where I have a specific "Contact" assigned as the "Contact Role", wouldn't it be logical that the email addresses are filtered to the "Contact Roles" assigned to the potential OR at least to all "Contacts" assigned to the "Account" that the "Potential" has been created under???
Just seems like there is a bug because the contacts are filtered in other areas....