Filter Based On Related Module's Value

Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module.

I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'.

So if we see the respective contact's record, we will see the plans they subscribed to, as a related module.

However, lots of times I need to send mass email to contact (contact module) who subscribes to plan X (subscription module), and the customer status is not 'cancelled' (subscription module).

I don't wish to add their email in subscription module, as this simply isn't a good practice to manage CRM.

What I currently do is:

1. Adding temporary fields in 'Contact' module (Plan Name, Product Group, Start Date, Plan Status, etc.)

2. Export the 'Subscription' module

3. Import step 2 to 'Contact' module

4. Create a filer/view to match my targetted email recipient

5. Send mass email

6. Delete the temporary fields

This isn't something that sales people can easily do, and they have to ask me to do it for them everytime. This makes them loss confidence in using CRM because they think it is too hard to use.

It would be awesome if Zoho can get the other fields from looked-up module, just like what you do when merging 2 tables in Excel.

Any ideas on how to outsmart this? I'm happy to discuss :)

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