Refine lookup records easily with advanced filter options in CRM

Refine lookup records easily with advanced filter options in CRM

Dear All,


In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed.


What are the enhancements?


Thus far, the fields shown in the pop-up have always been system-defined. Now users have the freedom to choose which fields of the lookup module should appear in the pop-up and to filter records based on one or multiple fields.
  • Show filters: The option to filter records is available at the top-right corner of the pop-up. Input for each field is available upon clicking the filter button. Users can configure the filter based on one or multiple fields and fetch records as required. For example, if a user wants to associate an account with Billing Country as India, they can filter all accounts with that billing country to narrow down the results. They can also provide Billing Street or any other combination to filter the results.

  • Customize columns: There's also the option to add and remove columns displayed in the pop-up. Users can use the add column icon at the top-left corner to choose the fields to be shown. They can select or remove any field and modify the search. For example, if a user wants the Industry field to be displayed, they can simply select Industry from the field options available.

Read more about lookup fields and using them here.


P.S.: These enhancements are live for all users in all DCs.
            • Sticky Posts

            • Introducing Color Coding of Picklist Values

              Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
            • Zoho CRM Segmentation FAQ - Post your questions

              Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
            • Call Bar feature is now available in Zoho CRM

              Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
            • Customize the sorting order of your picklist values

              Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
            • Tags are now available in Sandbox

              Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl Resources

                                      Zoho Creator Resources

                                        Zoho WorkDrive Resources

                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now

                                                        Zoho Show Resources