Tip #21: Multiple record association in Zoho CRM
Hey everyone!
As part of our weekly
Tips and Tricks
series on using Zoho CRM, we are going to focus on module customization today.
When you manage your sales data in CRM, there is often a need to link two modules. For instance, when you click on an account, you can see the contacts associated with it. As you may already know, this is achieved with the help of a Lookup field which links Accounts with Contacts.
However, notice that this lookup field allows the association of multiple contacts to an account - but not multiple accounts to a contact. If at all you have contacts on contract who work with multiple companies, you cannot capture that association in CRM using the lookup field.
Similarly, consider the example of an educational institution. A single student may opt for multiple courses.
A single cour
se may be taken by multiple students - so there i
s a
two-way multiple associati
on.
In systems analysis, this is referred to as many-to-many association. This many-to-many association between two modules in Zoho CRM is created with the help of the multi-select lookup field.
Through this field, you can associate multiple students to a course, and vice versa.
Also, as part of this multiple association, you can create something called a
Linking Module
, which will record the details of each association.
For instance, a student taking 5 subjects, will have a grade for each subject. This grade cannot be recorded in the
Students
module or the Courses module, as it will create duplicates. So you can create something called a Linking module, which will create each association as a record, and you can enter the specific details there. The linking module can be customized.
As you can see, the same student has different grades, for each course he/she has taken up. This information can be recorded in the linking module. This way, you can associate multiple records from two modules with each other.
We hope this was useful. To read up further on how to create
multiple record association
, check out this
Help document
. Share your questions/suggestions as comments below.
Regards
Vaagdevi
Ravishankar
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