has anyone got a practical tip how to query records with a filter on related records' values?
here is my use case:
- I have a custom module Transactions with Amount field
- there is a lookup field on the Contact record pointing at Transactions module, which is effectively a 1:many relation
- 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"
- 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?