Enhance Data Visibility with Mapping Fields from Lookup Module

Enhance Data Visibility with Mapping Fields from Lookup Module


We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides more context within a single module view.

What is Mapping Fields from Lookup Module?

The "Mapping Fields from Lookup Module" feature allows you to incorporate additional fields from related (lookup) modules directly into your primary module's layout. This means you can now view more contextual information within a single view without the need to switch back and forth between different modules.

For example, if you're in the Candidates module, you can map fields like Job Location, Job Type, and Hiring Manager from the Job Openings module. This way, you can see all key details about the job opening a candidate applied for right within the candidate’s record.

Benefits

  • Enhanced Data Visibility: By mapping fields from related modules, you can see all pertinent information at a glance. This comprehensive view enables better decision-making since all the relevant data is readily accessible within a single module.
  • Improved Workflow Efficiency: Say goodbye to the constant toggling between different modules. With mapped fields, you have a more streamlined workflow, saving time and reducing the chances of missing critical information.
  • Better Data Consistency: Ensure that all necessary information is consistently available across different modules. This reduces data silos and enhances the reliability of your recruitment data.

Use Cases

1. Streamlined Candidate Evaluation:

Managing candidate evaluations often requires accessing various details about job openings they’ve applied for. Mapping fields from the Job Openings module to the Candidates module makes this process seamless and efficient.

Example:

A recruiter at a healthcare organization is evaluating candidates for multiple nursing positions. By mapping fields like Shift Type, Department, and Hiring Manager from the Job Openings module, they can view all relevant job details directly within the candidate’s profile. This comprehensive view helps the recruiter quickly assess each candidate's fit for the roles based on the specific requirements of each department, without needing to navigate to the Job Openings module.

2. Comprehensive Interview Scheduling:

Scheduling interviews for candidates can be a complex task, especially when coordinating with multiple hiring managers. Mapping fields from the Interview Schedule module to the Candidates module can streamline this process.

Example:

An HR coordinator at a retail company is responsible for scheduling interviews for various store manager positions. By mapping fields such as Interview Date, Interview Time, and Interviewer from the Interview Schedule module to the Candidates module, they can keep track of all upcoming interviews directly from the candidate’s profile. This ensures that the coordinator can efficiently manage interview schedules and communicate details to candidates without missing any critical information.

3. Enhanced Client-Specific Job Management:

Recruitment firms often manage job postings for multiple clients, each with specific requirements and details. Mapping fields from the Clients module to the Job Openings module can provide a unified view of client-specific job postings.

Example:

A recruitment consultant at a staffing agency is managing job postings for several clients in the finance sector. By mapping fields such as Client Industry, Client Contact, and Special Requirements from the Clients module to the Job Openings module, the consultant can view all client-related information directly within each job opening. This comprehensive view helps the consultant tailor their recruitment efforts to meet the unique needs of each client, ensuring better client relationship management and more successful job placements.

How to Use the Mapping Fields from Lookup Module

  1. Identify the Fields: Determine which fields you want to map from the lookup module to your primary module.

  2. Add the Lookup Field: Include the lookup field in your module layout where you want the additional information to appear.

  3. Map the Fields: Click on the settings icon and select "Map Field(s)". You can choose to add the fields as new or map them to existing fields.

  4. Save Changes: Once you have mapped the fields, save the changes to your layout.

For more detailed information, please refer to our help article on Mapping fields from Lookup Module. If you have any questions or suggestions regarding this update, feel free to leave a comment below or reach out to our customer support team at support@zohorecruit.com.

Regards
Team Zoho Recruit
 
 
 


    • Sticky Posts

    • An update to improve email delivery | Email Authentication & Relay

      Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)

    • Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

      Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,

    • Zoho Recruit is coming to the UK | Zoho Community Learning Series

      Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and

    • Ask the experts - A live Q & A discussion on Zoho Recruit

      We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

    • Restriction on 'From' addresses with a public domain

      Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about some important updates regarding email restrictions within Zoho Recruit. Effective post 31st March 2025, we will be implementing changes to the use of email

    • Recent Topics

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with an administrator profile can now manage profile-based permissions

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

    • Edit Permission during and after approval?

      When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

    • Zoho web and mobile application not workingn

      Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Prevent stripping of custom CSS when creating an email template?

      Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

    • Bulk Moving Images into Folders in the Library

      I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accidentally deleted a meeting recording -- can it be recovered?

      Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

    • To Zoho customers and partners: how do you use Linked Workspaces?

      Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • How to access email templates using Desk API?

      Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

    • 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

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

    • Forms - Notification When Response Submitted

      How do I set it up to generate an email notification when a response (class request) is submitted?

    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

    • Notes Issues

      Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

    • Next Page