Related Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
I know how to customize the related list columns and order, but I would like to filter by Employment Status not equal to "No longer employed". Some of our Accounts have high turnover and I don't want to clutter the Contacts section with prior staff members. However, I want to keep them associated to that account for historical purposes.
Is there a way to do this?
Thank you!
Moderation Update (10th July 2025):
We are excited to share that our development team has created an extension to support Related List filtering in Zoho CRM.
It is now available on our Marketplace.
You can download it here: Related Lists Filter for Zoho CRM
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