The Emails Tab vs Related List in Zoho CRM

The Email Related List: All and CRM

Email visibility in Zoho CRM has changed in a way worth knowing about if you're used to an older setup, particularly around the distinction between a standalone Emails tab and the Emails related list on individual records.

The Emails Related List

Every record type that supports email, such as Leads, Contacts, Deals, Purchase Orders, Sales Orders, Quotes, Cases, and Invoices, has an Emails related list on its detail page. This shows the email correspondence tied specifically to that record, and is also where you click Send Mail to compose a new email from within that record.

The Older Emails Tab Is Being Phased Out

Important change: A separate, standalone Emails tab used to exist alongside the related lists, giving a combined, cross-record view of email activity. This tab is being deprecated. Users who configured their email integration before January 2023 currently retain access to it, but new users, or those who set up email integration afterwards, no longer have this tab available at all, and Zoho has indicated it will be removed entirely for everyone eventually.

If you're used to checking a single "All" emails view rather than looking at emails record by record, this is the change behind that shift: the standalone tab that once gave you that combined view is going away, and the Emails related list on each individual record is becoming the primary place to see email activity going forward.

Where This Leaves You

Rather than one central email inbox view inside CRM, email activity is now tied to the specific record it relates to. This is generally more useful for context while working a specific Lead or Deal, but does mean there isn't a single unified list of every email across your whole CRM account the way the older tab provided.

Note: A separate, related limitation reported by users is that emails sent through Zoho Campaigns automation workflows, as opposed to Campaigns automation triggered directly by CRM data, don't currently appear in the CRM's Campaigns related list on a Lead or Contact, even though regular campaign sends do. If you need full visibility across every channel an email might have been sent from, this is a gap worth being aware of.
Need help? 1 Cloud Consultants can help you adapt to the deprecation of the Emails tab and make the most of record-level email visibility in Zoho CRM. Book a discovery call with 1 Cloud Consultants.