The Cross-module filtering enhancement is now available to all CRM accounts in the following data centres: AU, CN, JP, SA, CA, and EU. Please note that this enhancement is still being opened in phases for accounts in the US and IN data centres.

Update: 28th November 2024:

The Cross-module filtering enhancement is now available to all the CRM accounts in the US DC. We will be opening to all accounts in the IN DC in a couple of days.

Update: 9th December 2024:

The Cross-module filtering enhancement is now open to all the accounts in all the regions. Thank you.

• You can use the fields in that particular module to filter its records. For example, you could filter leads by industry, identify contacts by title, and find deals by amount. After filtering, you can perform actions on the filtered records.
  

• As you know, records are not limited to their fields. They are also related to other modules and include subforms to track line items. For example, a contact is linked to deals (another module), and a sales order contains product line items (in a subform).
  

• Contacts With Deals above a particular amount
  
• Contacts without any open Deal created this quarter
  
• Sales orders with a specific product in its subform's line items
  
• Sales orders with a specific quantity of a product in its subform's line items, and so on.
  

Filter by Related Modules (Standard and Custom)

• Have deals
  
• Have deals in a specific stage
  
• Have deals in a specific stage, with the last activity occurring in the previous month
  
• Do not have deals
  
• Do not have deals in a specific stage
  
• Do not have deals in a specific stage where the last activity occurred in the previous month, and so on.
  

Filter by Subforms

• Have ordered items
  
• Have ordered items with a specific product
  
• Have ordered items with a specific quantity of a specific product
  
• Do not have ordered items
  
• Do not have ordered items with a specific product
  
• Do not have ordered items with a specific quantity of a specific product, and so on
  

By combining and selecting from these options, you can quickly filter records in a module and perform necessary actions.

Note: This enhancement lets you filter records in a module using fields from its child modules (related modules). For example, filtering contacts based on deals' fields.

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.

Limits
A maximum of 3 subforms or related modules can be selected.
A maximum of 5 fields can be selected for each subform or related module