Mirror Component

Mirror Component

Overview

Sales reps working on a deal often need quick access to a linked contact's phone number, or a company's billing details — but retrieving that information meant navigating away from the record, opening the related module, and then finding their way back. This constant context-switching disrupts workflow, especially during live calls or high-volume days.

Take Zylker Travels, for example. Their sales reps handle multiple calls from customers enquiring about booking status, package details, and payment information. Every deal is linked to a Contact, an Account, and a Product — and to answer a single query, reps would have to open the Deal, then the Contact, then the Account, then the Product. Four records, just to piece together one conversation's worth of context.

The Mirror Component solves this. It's a read-only component that lets users view real-time information from related records directly within the current record — no copying, no extra navigation. Since mirror components always stay in sync with the source record, users are never working from outdated information.

In short, mirror components help you:

  • View the full context of a record in one place

  • Reduce back-and-forth navigation between modules

  • Reference live data from related modules without duplicating fields, consuming field limits, or affecting Reports, Workflows, or Automations.



Notes
Notes. 
  1. The Mirror Component is always in sync with the parent field.
  2. Any changes or modifications made to the source record will be reflected instantly, ensuring that users always see the most current information.
How the mirror component works     

How to Use It  

Step I

From the dependent look up fields -

- While creating a new lookup field, you can also choose to add Mirror Components.

  1. Go to Setup > Customization > Modules and Fields.

  2. Select the required module.

  3. Add a Lookup field and link it to the related module (eg. Accounts in the Deals module or Contacts in the Cases module).

  4. Save the Lookup field.

- If the Lookup field already exists, then you can click more options and use Add Mirror Components and choose the required fields to be mirrored.


Step II

From the field tray

  1. Locate the Mirror fields section in the fields' tray.

  2. Drag and drop the required Mirror fields into the layout, below the lookup field.



  3. From the configuration, choose the required lookup module.

  4. Select the fields you want to mirror from the module to mirror.

  5. Click Save.

Notes
Notes.

  1. Unlike other fields, mirror components are exclusive to the create, edit, and the details page; they aren't visible in other views like the list view.
  2. Mirror components can't be used in criteria and filters. However, if a user wants to use the related module fields in criteria and filters, they can use cross-module filters in custom views and smart filters.
  3. Field limits: Zoho CRM supports up to 100 mirror fields per module, across a maximum of five lookup fields. For instance, one can add up to 100 mirror components for one lookup field or 20 mirror components for every five lookup fields.
  4. Layout-specific behavior: Mirror components are layout-specific.
  5. Data Association: If lookup association is removed, the corresponding mirror field disappears. When a new record is selected in the lookup field, the mirror fields immediately update to reflect data from the newly linked record.
  6. Access Permissions: 
    1. Module Access - The user must have access to the lookup field.
    2. Field Access - The user must have permissions to view the mirrored field in the parent module.
    3. Record Access - The user must have access to the specific record linked via lookup.
    4. If the lookup field is empty, the mirror still appears (but shows no data).
  7. Deleting: The mirror field will be deleted when the lookup field, or field in the lookup module, or the lookup module is deleted or disabled.