Types of relationships 

1. One-to-One relationship (Lookup fields): Link one record to another, such as connecting a contact to a single account.
   
   
   
   
2. One-to-Many relationships (Lookup fields): Use standard lookup fields to assign one record to multiple related records, like linking one product to several customer orders.
   
   
   
3. Many-to-Many relationships (Multi-select lookup fields): Allow a record to be associated with multiple records, such as linking a student to multiple courses while also allowing each course to have multiple students enrolled.
   

Scenario 

1. Events: This module contains information about various events (e.g., Wedding, Corporate Meeting, Music Festival).
   
2. Services: This module includes details about the services offered (e.g., Catering, Decoration, Audio).
   

1. One Event can require multiple Services (e.g., a wedding can have catering, decoration, and photography).
   
2. One Service can be provided for multiple Events (e.g., Catering can be used for weddings, corporate meetings, and concerts).
   

Using a multi-select lookup field

1. Catering
   
2. Event Setup
   
3. Photography
   

Working with multi-select lookup fields

1. Assign existing records
   
2. Create records and assign
   
3. Unassign records
   

 To assign existing records 

1. Open the Zoho CRM iOS app.
   
2. Go to the module with the multi-select lookup field.
   
3. Open the desired record.
   
4. Tap the Plus icon () next to the associated module in the related list.
   
5. Select the records you want to assign.
   
6. Tap Done to save your selections.
   

To create and assign records 

1. Open the Zoho CRM iOS app.
   
2. Navigate to the module with the multi-select lookup field.
   
3. Open the desired record.
   
4. Tap the Plus icon () next to the associated module.
   
5. Tap the Plus icon () in the top-right corner to create a new record.
   
6. Fill in the required details.
   
7. Tap Save.
   
8. Tap Done to finalize your selections.
   

 

 To unassign records 

1. Open the Zoho CRM iOS app.
   
2. Navigate to the module with the multi-select lookup field.
   
3. Open the record you want to edit.
   
4. Tap the Edit icon ().
   
5. Tap the Unassign icon ().
   
6. Confirm unassign when prompted.
   
7. Tap Done to save your changes.
   

 

Linking module

Scenario: 

1. You can't store specific details (like service cost or special requirements) as a field in the Event module, because each service has different details.
   
2. You can't store it in the Service module either, because other events might have different requirements or pricing for the same service.
   

1. Event: Wedding Reception
   
2. Services: Photography, Catering
   

1. Wedding Reception - Photography (Cost: $6,000, Requirement: Candid)
   
2. Wedding Reception - Catering (Cost: $5,000, Requirement: Vegan Menu)
   

Note: 

1. ​Auto numbers are generated for each record in the linked module.
   
2. Linking modules are denoted by  
   
3. Each record in the linking module contains two fields that point to the primary modules. Tapping on these fields will take you directly to the related records in each primary module.
   

To access records in linking module 

1. Open the Zoho CRM iOS app.
   
2. Navigate to one of the primary associated modules.
   For example, if a multi-select relationship exists between the Events and Services modules, open either the Events or Services module.
3. Long press on the associated multi-select record in the related list.
   
4. Tap the context menu that appears, which displays the unique number of the linked record.
   
5. You will be taken to the specific record created for that (Event x Service) association.