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.

Thanks!

P.S.: These enhancements are live for all users in all DCs.
          Zoho Marketing Automation
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