Zoho CRM: Email-related enhancements in Accounts and Deals modules

Zoho CRM: Email-related enhancements in Accounts and Deals modules

A Send Email button has been added to the Accounts module. Within the email composer, a list of related contacts' email addresses will be available as quick suggestions. 


Along with the Send Email functionality, we are looking to allow users to create and maintain attachments and email templates that are specific to the Accounts module. So, when users click the Send Email button, they can access attachments and templates specific to the Accounts module.  

However, we have identified that users have historically also maintained contact-specific attachments and templates to be used from within the accounts module, and this possibility will be lost if we completely replace the present behavior. So, when users click the Compose Email button in the email related list in the Accounts module,
  • When Emails associated with related contacts option is selected in the email related list, users can access contact-specific attachments and templates.
  • In all other cases, users can only access attachments and templates specific to the accounts module. 

Deals module

Deals module now has a Send Email button with the email composer having quick suggestions for related contact roles' email addresses. 

    • Related Articles

    • Zoho CRM: Introducing Rollup summary

      Hello All, We hope you're well! We're here with an exciting update that goes right into CRM's core capabilities. It's called the Rollup summary. Let's go! Your CRM is a vast database with well-connected data sources, where you can access both the ...

    • Zoho CRM : Compliance Made Easy for Email Authentication

      We are introducing you with significant updates to enhance email authentication and verification processes across Zoho CRM and other Zoho services. These changes aim to bolster security, ensure compliance with industry standards, and improve user ...

    • Enhancements related to emails in Zoho CRM

      We're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within CRM—including a threaded view for emails in related lists and much more. Let's have a look at them one by one. Email ...

    • Zoho CRM: The Canvas Record Form for Enhanced Customization

      Zoho announced Zoho Crm innovation with Canvas functionality now extends to record forms, enabling you to personalize record entries with the power of Canvas! Enhancing CRM Interactions with CanvasIn the heart of any CRM lies the ability to manage ...

    • Zoho CRM: New Assignment Rules

      Zoho CRM is introducing a new feature to make assignment rules even more flexible and powerful. Administrators can now automate the assignment of records based on specific criteria. These criteria can be related to the fields in the record or the ...