Multi-select Lookup Field - Word of the day #66

Multi-select Lookup Field - Word of the day #66

The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM.

For instance, consider the example an insurance company. A single policy may be held by many policy holders. Similarly, a single policy holder may hold many policies.

If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows only a one-to-many relationship.

In this case, you can use a Multi-select lookup field from the New Fields tray in the Layout Editor. This will let you associate multiple records from two modules to each other, thus establishing a many-to-many relationship in CRM.

Here's a knowledge-base article on creating multi-select lookup field.

Check this video to learn more in interlinking modules in Zoho CRM.

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