Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

Hello everyone,


Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold.

This filtering based on lookup module fields is now available in advanced filters and custom views. With this capability, you can explore your database more thoroughly and retrieve exactly what you need to carry out CRM tasks efficiently.


Consider the following scenarios:

— You want to narrow your customers based on the associated account’s industry or annual revenue to send a targeted email campaign.

— Or you might want to extract a list of products based on the rating of the associated vendor before placing a purchase order.

— Likewise, an insurance business may need to filter policy holders based on the policy tenure and premium amount stored in the associated Policies module.

In each of these cases, the key filtering field resides in a different (associated) module. Earlier, achieving this could've been a bit challenging but not anymore!

Our cross-module filtering based on fields of lookup helps achieve exactly this, directly in the native module. Fields of a lookup module are now present in the criteria section of Advanced Filters and Custom Views of any module, enabling you to narrow down a list of records based on a combination of fields from the native module as well as lookup module. Once you derive your list, you can go ahead and perform important CRM functions on the records such as the execution of Macros, sending mass emails, updating a field, and so on.

Here’s how the use cases play out with the new capability:


1. Filter customers in the Contacts module based on the associated account's industry (e.g. IT industry).



2. Create a custom list view of products associated with vendors rated 5 stars.



3. Pull up policy holders whose policies have a tenure of 5 years and a premium of more than 20,000 INR per year.



Notes

Note:

  • You can use up to 3 lookup fields in your filters. This count includes related module fields and subform fields.

  • You can add up to 5 fields from a lookup module for filtering.


Additionally, the lookup name field is now a dropdown, so you can pick records directly instead of typing to search.


Now that lookup field filtering is available directly in the module, try it out in Advanced Filters or Custom Views. Just apply conditions from the lookup module and refine your list right there.

NotesImportant notes: While we already enabled filtering Contacts based on related Deals in our earlier enhancement, this update takes it a step further. You can now filter Contacts using fields from their linked Accounts as well. This gives you a deeper and more precise way to narrow down your records without moving across modules.

We hope you find these updates helpful!

Kind regards,
The Zoho CRM Team


Release plan: The feature is currently enabled for AU, CN, and JP data centers up to the Enterprise edition. For EU, US, and IN data centers, it is available up to the Professional edition. Enablement for other editions and DCs is in progress.

    • Recent Topics

    • How can I populate dropdown data with information from another source or app?

      I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

    • Dynamic Field Folders in OneDrive

      Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

    • Zoho Tables is now available in Zoho One!

      Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

    • Getting there -thanks

      So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • #3 Making it look like my business

      Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it came

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Scan & Fill with double quote key/value pairs

      Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

    • Increase the "Maximum Saved Entries per User" Options Limit

      Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

    • Custom module - change from autonumber to name

      I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

    • HEIC File Type Viewer

      Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

    • CRM wants to access other apps and services on this device (Documents area)

      Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere

    • Map Dependency Upgrades in Zoho CRM

      Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across

    • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

      I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

    • Programmatic Itemized Expenses?

      It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?

    • Zoho Forms Submission URL

      Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry in

    • Optional Parameter in Deluge Sendmail function to link email to record

      I love sendmail - it offers flexibility (and, with standalone functions, commonality with minimal maintenance) over the years the templates hadn't offered. I understand the templates have come a long way, but I still prefer sendmail most days. That said...

    • Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support

      Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified

    • 📣 And the Bigin Customer Award winners are...

      50+ entries. Customers from across the globe. So many great Bigin stories. And now, it's time to celebrate the people who stood out. We launched the Bigin Customer Awards to see how businesses are using Bigin in their own unique ways, and you did not

    • Report Configuration - Unable to select "File_Upload" under Supporting Document

      Good day everyone. I encounter this issue whereby i have difficulty to select "File_Upload" under Supporting Document when i configuring my report. Ps: I have create Supporting Document in Zoho creator form as subform and the add this "File Upload" inside

    • Zoho CRM Multi-select values not translated

      Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is

    • Go Multilingual with Instant Bot Auto-Translation

      Imagine you run a travel company with customers across different regions. Your website chatbot helps visitors discover travel packages, answers questions, and makes bookings. As your business expands into new markets, you want to offer the same experience

    • Create Flexible Layouts with Layout Rules

      In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

    • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

      Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

    • Zoho Sites after login page blank

      after i login to zoho sites, it stalls at a blank screen please help

    • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

      Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,

    • Find the conversions hiding outside your funnel: User Journeys is now live in PageSense

      Hello Everyone, We are excited to announce that User Journeys is now live in Zoho PageSense. Here is what that means for you. Funnels are great for one thing. They tell you how the path you designed is performing. Homepage to product to cart to checkout,

    • Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

      Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

    • Zoho Community Digest - August 2026 | Part 4

      Hi everyone, and welcome back! We're closing out August with a strong final week, from Incentives for Zoho CRM bringing commission management inside the platform to Sequences in Bigin automating customer follow-ups end to end. There's also an IP allowlist

    • Related Lists: Consolidate cross-module data

      A new and efficient way to connect your project data across the boundaries of modules, entities, and applications. Introducing related lists to incorporate related records from any module, entity, or external source directly into the detail view of a

    • Zoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026 | Nur noch 1 Monat

      Liebe deutschsprachige Zoho Community, Nur noch einen Monat bis zu den Zoho Workshops in Frankfurt! Am 7. und 8. Oktober ist es soweit: Die Zoho Workshops kehren zurück und finden dieses Mal im Radisson Blu Hotel, Frankfurt am Main, statt. Wenn Sie Ihre

    • Billing Status and WO Status Field Colors -

      Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Zoho Assist Remote Desktop on Android grey screen

      With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey

    • Integration Multiple WooCommerce Stores

      Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested

    • Introducing Smart Fields in Zoho Forms

      Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag

    • Feature Request: Add Sort by Cell Color and Text Color functionality

      Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text

    • MCP for Zoho Sign is not working

      I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Next Page