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.
          Zoho Marketing Automation
                  • Sticky Posts

                  • Reports can now be filtered using dynamic criteria values

                    Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
                  • [Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more

                    Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes by
                  • Introducing Zia's "best time to contact" analytics

                    Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
                  • "Puvi" is here for Zoho CRM

                    Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
                  • [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

                  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