Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate in the consulting sector. The only way I can see those now is by creating a report. But that won't let me select all and send them an email. Or am I missing something?
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.
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