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.
Thanks!
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
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.