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

    • Allow me to duplicate a field

      Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1

    • Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

      ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos

    • Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!

      Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.

    • Download API file contents from browser

      Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

    • Adding a work order for Assets vs. changing the contact person

      When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,

    • DOMIN NME

      How many email account do zoho supports

    • Assign admins to the application

      I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?

    • Zoho Marketing Campaign

      I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

    • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

      ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

    • Automating SharePoint Folder Creation based on Equipment Module

      Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once

    • Can I view a gallery of attachments related to an Account, Contact, or Subscription

      It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

    • Language Field on Contact Person-level

      Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

    • Customise Zoho FSM Work Order Name

      Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC

    • Introducing Dynamic Display in Zoho CRM mobile apps

      Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile

    • How we can integrate pdf attachments in zoho crm with xero

      when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions

    • Delete user profile

      Hello, How can I delete a User Profile?

    • Send emails directly via Cases module

      Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

    • Introducing delegate signing in Zoho Sign

      Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures

    • Deleting Salutation Field

      We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

    • Zoho Voice VS in Zoho CRM for logging calls

      I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing

    • Updates to Auto-Upgrade in Zoho Campaigns

      Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without

    • Adding Sub-Forms to Merge Documents

      I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fix

    • Zoho Bookings Online Training | July 31, 2025

      Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hour

    • Translation of Tooltip Messages

      The descriptive help messages should be available to provide translations for.

    • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

      As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

    • CREATE button is grayed

      On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?

    • Can Zoho Creator Apps have multiple actors and steps? Example

      Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents.  Outside party submits x, y and z but z is wrong.  Inside

    • How to download all attachments from inbox, send, other folders in one go

      Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me.  Thanks in advance. 

    • Re-Apply SLA When Ticket Reopened from Closed Status?

      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

    • Zoho Expense Reimbursement

      I am using Zoho Expense for employee expenses.  At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan.  All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still.  It doesn't impact the books, but I don't want to see amounts owing.  How can I zero these out?  The only way I can see it is by creating a transaction in Books that pays the employee via a bank

    • Request to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory

      Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, and

    • Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

      Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce

    • Announcing new features in Trident for Windows (v.1.29.4.0)

      Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho

    • Exporting Ticket Threads/Comments and Attachments in Reports

      Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?

    • Product management across integrated apps

      Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where

    • Calculate Number of Days Between Two Dates

      Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather

    • Zoho Writer Docx files not able to be converted into Google Docs

      Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,

    • Schedule Campaign - Recipients Time Zone

      Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?

    • Zoho Vault App for Windows

      Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

    • Zoho Cursor Jumping

      Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts

    • Next Page