New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024:
- This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC.
- Users in the IN DC can temporarily request access using this form until the full roll-out is complete for the IN DC.
- Resources: Help documentation
Dear customers,
Early last year, we gave you
filter options in lookup fields. The lookup filter has been highly successful in simplifying data entry. This feature allows you to select valid records from a lookup field, making it easier to associate the accurate records.
Today, we're thrilled to share our latest additions to lookup filters: introducing dynamic filter criteria.
Picture this scenario where a sales manager is finalizing a complex deal and needs to involve a subject matter expert (SME) for extra support. Using the current lookup filter tool, they can narrow down the options to active SMEs, streamlining the process and saving time.
However, it would be more efficient if the available SMEs were listed based on their service expertise or technical handling required for the deal. This is where traditional lookup filters fall short.
Enter dynamic filters for lookup fields!
- Dynamic filters enhance the lookup functionality by adapting in real-time to the data you're working with. Once configured, dynamic lookup filters change the lookup results based on the field values in the current module. This means the filters compare fields in the lookup module with those in the current module.
So, using our example, you can create a dynamic lookup filter to assign SMEs or Service Experts to deals, where the lookup search will display results only when the Service Expertise matches the Service Requiremets of the deal.
- Additionally, for lookups in a subform, users can filter records by doing field-to-field comparisons with fields in both the layout and the subform itself.
Consider another scenario where a sales team associates a vendor in the Vendor Details subform within the Deals module. Using dynamic filter functionality, vendors can be displayed based on the industry type of the customer for whom the deal is being created. This ensures that the lookup search is precisely tailored to the customer's industry type, enhancing relevance and minimizing erroneous vendor associations.
Key Highlights
- Tailored data views: Dynamic filters offer a more targeted approach to data association, avoiding information overload.
- Enhanced relevance: By automatically adjusting to the current record’s context, dynamic filters save time and minimize data entry errors.
Availability:
- Lookup filter is supported for the following field type: Lookup and user lookup fields.
- The option will be available in the Enterprise and Ultimate editions of Zoho CRM.
That's all for the enhancements in this installment, folks! Let us know of your thoughts and feedback in the comments below.
Thanks,
Nizamuddin
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.