How do I display the Account Name from Zoho CRM in the All Contacts view?
If you're using Zoho CRM and have integrated it with Zoho Campaigns, you may need to view the Account information, such as Account Name for your contacts in Zoho Campaigns. While this information can be viewed by accessing each contact, it is a time consuming process to go into each contact and check. So, there's a way to display the Account Name field as a column in the All Contacts view.
To do this:
- From the Navigation Toolbar to the left, click Contacts and select All Contacts.
- Click the Organize Columns button at the far right.
- Scroll through the drop-down that appears and tick the Account name (Zoho CRM) field, or search for 'Zoho CRM' using the search icon and tick this field. If needed, change its position to the top by dragging it using the small dotted icon next to it so you can view this field instantly instead of scrolling horizontally in the All Contacts view page.
- Click Save once you're done.
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