Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup filters in our help doc.
Hello All,
We're thrilled to talk about our much-awaited enhancement to lookup fields—Lookup filter. Let's get into the details!
As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and associate it with a record in module A. However, there could be scenarios, where you want only specific records to display while looking up. This is where the lookup filter comes into play.
Lookup filter
A lookup filter is a new property introduced to the lookup field. It enables you to define criteria, such that only the eligible records from the lookup module are listed during the lookup activity.
This paves the way to simplify record association and ensure only eligible and correct information from the database is associated.
How does it work?
As discussed earlier, a lookup filter is a new property added to the lookup field.
All you have to do is to head to the lookup field's property in the layout editor, enable the Filter lookup records checkbox, and define the criteria.
Let's look at an example!
Let's say you want only active accounts to be displayed for a lookup field present in the deal module. You can create a filter criterion: "Business active" is "selected."
Now, during deal creation, when the sales rep looks up for accounts, only the active ones are displayed and associated.
This way, the sales rep need not rummage through an exhaustive list of records to select the active accounts.
In addition to this, you can also choose to validate the filter criteria during record edit. Let's say, for an existing deal, if you'd like to validate this criteria, you enable validation and after every record edit, the filter will be validated and the record will be saved only if it fits the criteria.
In addition to this, you can also choose to validate the filter criteria during record edit. Let's say, for an existing deal, if you'd like to validate this criteria, you enable validation and after every record edit, the filter will be validated and the record will be saved only if it fits the criteria.
Points to be noted:
- Lookup filter is supported for the following field type: Lookup and user lookup fields.
- Currently, the filter is not available for the multi-select lookup field type.
- The option will be available for Enterprise and Ultimate editions of Zoho CRM.
That's about today's announcement!
Thanks and have a good one!
P.S.: Lookup filter is available only in the web version of Zoho CRM. We will notify you when it becomes available for mobile devices.
Note (Added on 10/03/2023): Lookup filter is now available for both mobile and web application of Zoho CRM.
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