Ability to filter by related record's fields

Ability to filter by related record's fields

this is a follow up on the infamous filter on the lookup field story.

has anyone got a practical tip how to query records with a filter on related records' values?

here is my use case:
  1. I have a custom module Transactions with Amount field
  2. there is a lookup field on the Contact record pointing at Transactions module, which is effectively a 1:many relation
  3. I want to be able to define a custom list view with both modules in the filter condition, e. g. "give me all contacts with transaction amount greater than $1,000 AND some other condition"
  4. mockup for clarity attached
objective: I want to select these contact records and send a mass email or potentially perform other mass operation

as a generally formulated feature request I want to define a segment of module records - can be any module, not just Contacts - and perform some operation on these filtered records.

I could probably use Zoho Analytics (or CRM reports) for the read part though I don’t' see a way how to perform a mass action on the records in the result.

do Zoho crew or anyone in the community have a suggestion for the above case with current tools?

has any of the above been considered as a product feature?




Info

Moderation Update:

The Cross-module filtering functionality is available for early access. With this enhancement, you can filter records in a module using fields from its child modules (related modules).
Cross-module filtering is now supported in Zoho CRM

Early Access Link

We're working on adding the ability to filter a module's records based on fields from its parent modules (lookup modules). This will let you do things like filtering contacts based on their account's fields. We'll make an announcement once this is available for release.