New in CRM: Dynamic filters for lookup fields

NOTES:

The dynamic lookup filter is currently accessible to web users only, and will gradually be opened for mobile users.
This feature is being rolled out in a phased manner. However, you can request early access using this form.

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

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
Adding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since