Relational Contact Views based on related Account Data
Hello List
We gather leads withh all information about the company as; e.g. Type, Industry, Region, Relationship and Rating, which are stored, copied to account upon qualification. No need to have these values managed in every contact linked to an account.
There are two needs out of this situation:
- See this data while browsing contacts, no need to jump of to the account
- Enhance Layouts to use fields from related records
- Use this data to create relational views on this criteria for
- Working on a segment of contacts
- Use this view in Zoho Campaigns. Sync is based on Leads or Contacts Modules and their Views.
As it exists already in reports select all Contacts with Accounts.Industry == 'Healthcare' && Accounts.Type == 'Client' && Accounts.Region == 'Europe'
I post this as a question, as I need a simple workaround until such gets shipped into the SaaS.
Thank you for advice
Moderation Update(April 2026):
Cross-module filtering, utilising fields from lookup modules, is now available.
You can now use fields from lookup modules in custom view criteria and advanced filters. Check out the announcement post below to learn more.
You can now use fields from lookup modules in custom view criteria and advanced filters. Check out the announcement post below to learn more.