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Let us know your thoughts!
Shivani | Zoho Desk
Appreciate the precise details,
For Lookup Field:
While creating a Lookup field to fetch values from the Contacts module, use the "Filter Lookup Records" functionality. Add the checkbox field here to display only Active contacts.
For Search:
You can use the "Advanced Search" option to filter and view only the relevant data.
Give it a try and let us know your thoughts!
Shivani | Zoho Desk
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