Possible to Filter a Zoho CRM Lookup Field
Is it possible to filter a CRM lookup field onload? If not possible, is their a good workaround?
I'm basically trying to pull all cases with status of "New" from the CRM so a user can select one for updating. We have about 5000 cases but only ever have about 100 - 200 "New" cases.
Scenario:
In a Record, click on a lookup field and it should populate with cases from CRM where status is "New"