Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

Hello everyone,


We’re excited to introduce cross-module criteria support in custom views!


Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals for enhanced collaboration. With the new cross-module criteria support, you can easily refine your records based on related modules and subforms.

As you know, modules are not limited to their own fields; they interconnect with other modules. So using cross-module criteria in custom views enables easy tracking and access to relevant records.

Previously, we implemented this feature in advanced filters. Refer to this post to learn more about cross-filter support in advanced filters. While advanced filters are user-specific, you can save and share custom views to enjoy an organized approach to managing records within teams.


Custom views based on related modules

You can also create custom views based on related modules. For example, by relating the Contacts module with the Deals module, you can add criteria from the Deals module to refine your view further.

Example scenarios:

  • Contacts with deals in specific stages.

  • Contacts with deals where the last activity occurred in the previous month.

  • Contacts without deals or without deals in a specific stage, etc.



Custom views based on subforms

You can use subforms to associate multiple line items to a single record. For example, a sales order record might have a subform called Ordered Items which lists the products, quantity of each product, price, and other details related to that sales order.

You can create a custom view to determine the presence (or absence) of line items. Additionally, you can add criteria using the subform's fields to find exactly the records you need.


For example, you can create a custom view for:

  • Sales orders with specific products in ordered items.

  • Sales orders with specific quantities of specific products.

  • Sales orders without ordered items or items with specific characteristics.


You can combine or create individual criteria for custom views and make searching and managing data easier by defining and reusing custom filters tailored to your requirements.


Limitations:

  • You can select up to three subforms or related modules.

  • You can select a maximum of five fields for each subform or related module.


We hope you find this update helpful!


Help resource: Managing List Views


Release Plan: The feature will be rolled out for customers in the phased manner.

InfoLatest update on 7th October 2025:
This feature is now open to all editions in the AU, CN and JP data centres. Also, up to the Professional edition in the US, EU and IN data centres.
We plan to rollout to the remaining organizations in the coming weeks. If anyone is interested, please leave a comment.

What's next?

  • Filter by lookup modules' fields in advanced filters and custom views.

    • Recent Topics

    • Export Timeline

      With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another

    • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

      Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

    • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

      Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

    • Can we embed a Kanban Type of report using iframe too?

      I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.

    • Weekly Tips : Save Time with Saved Search

      Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

    • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

      Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's

    • Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings

    • Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

      Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,

    • Replace an existing zoho show file with an uploaded one.

      For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"

    • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

      Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

    • Using Zoho One to manage two (or more) businesses

      We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

    • Skip order confirmation step in commerce?

      We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

    • Free Shipping Coupon - Zoho Commerce

      I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

    • Is there a way to link an item to a liability account?

      I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

    • Select a balance sheet account when creating an invoice

      Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right

    • How to work out commission in zoho commerce based on coupons

      HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels

    • Request for Subform Styling Feature in Zoho CRM Canvas

      Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited

    • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

      Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

    • Zoho Books - Sales Person Contact Details on Quotes

      Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something

    • Related products category instead recommended products.

      Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.

    • Uploading PDF files

      How do I upload a PDF file to my ZOHO site?

    • How to send invoices to 2 emails?

      Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

    • It returns 1 record

      Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file

    • Narrative 5: The essential role of SLAs

      Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement

    • Nextdoor Integration

      Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?

    • My email sending has beed blocked due to high bounce rate. NEED HELP

      User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

    • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

      We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • Next Page