Cross module filtering is now supported in CRM | Zoho CRM

Cross module filtering is now supported in CRM | Zoho CRM

Editions: All
DCs: All
Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs.
Help resource: Advanced filters
Idea
While the feature is being released in phases, you can also request for Early Access. 
Early Access Link
InfoThe Cross-module filtering enhancement is now available to all CRM accounts in the following data centres: AU, CN, JP, SA, CA, and EU. Please note that this enhancement is still being opened in phases for accounts in the US and IN data centres.

Alert
Update: 28th November 2024:
The Cross-module filtering enhancement is now available to all the CRM accounts in the US DC. We will be opening to all accounts in the IN DC in a couple of days.

Info
Update: 9th December 2024:
The Cross-module filtering enhancement is now open to all the accounts in all the regions. Thank you.

Hello everyone,

In Zoho CRM, you can quickly find records in each module using advanced filters.
  • You can use the fields in that particular module to filter its records. For example, you could filter leads by industry, identify contacts by title, and find deals by amount. After filtering, you can perform actions on the filtered records.
  • As you know, records are not limited to their fields. They are also related to other modules and include subforms to track line items. For example, a contact is linked to deals (another module), and a sales order contains product line items (in a subform).
However, filtering records in a module using its subforms or other modules was not possible until now. For example, you couldn't find:
  • Contacts With Deals above a particular amount
  • Contacts without any open Deal created this quarter
  • Sales orders with a specific product in its subform's line items
  • Sales orders with a specific quantity of a product in its subform's line items, and so on.
To handle such use cases, you can now filter by related modules and filter by subforms. Both options are available within advanced filters.

Filter by Related Modules (Standard and Custom)

You can now filter records in a module based on related modules. For example, you can filter contacts with deals. To help you narrow down your results further, you can add fields from the related module in the criteria.



Continuing with our example, you can find contacts that:
  • Have deals
  • Have deals in a specific stage
  • Have deals in a specific stage, with the last activity occurring in the previous month
  • Do not have deals
  • Do not have deals in a specific stage
  • Do not have deals in a specific stage where the last activity occurred in the previous month, and so on.

Filter by Subforms

A subform lets you associate multiple line items to a single record. For example, a sales order record will have a subform called Ordered Items. This will list the products, quantity of each product, and other details related to that sales order.

You can now filter by the presence (or absence) of line items. In addition, you can add criteria using the fields of the subform to find exactly the records you need.


For example, you can filter sales orders that
  • Have ordered items
  • Have ordered items with a specific product
  • Have ordered items with a specific quantity of a specific product
  • Do not have ordered items
  • Do not have ordered items with a specific product
  • Do not have ordered items with a specific quantity of a specific product, and so on
By combining and selecting from these options, you can quickly filter records in a module and perform necessary actions.

Notes
Note: This enhancement lets you filter records in a module using fields from its child modules (related modules). For example, filtering contacts based on deals' fields.

We're working on adding the ability to filter a module's records based on fields from its parent modules (lookup modules). This will let you do things like filtering contacts based on their account's fields. We'll make an announcement once this is available for release.
AlertLimits
A maximum of 3 subforms or related modules can be selected.
A maximum of 5 fields can be selected for each subform or related module

Please share your feedback in the comments section below!

      • Recent Topics

      • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

        When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

      • Introducing Record Summary: smarter insights at your fingertips

        Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

      • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

        Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. To begin with, the LLM will be implemented for the Smart Prompt feature which has so far integrated Zia with OpenAI to provide

      • Suppress "spreadsheet will not be saved" message on published sheet

        I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

      • Missing "Email Authentication" tab

        Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that

      • Bluerprints: How to connect the created record back?

        I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

      • Blueprint - 'On hold' state with an automatic transition?

        I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are

      • Show item Cost value on Item screen

        The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

      • Record Template - Conditionally printing sections

        Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.

      • Feature Request: Search in the PC client. Some thoughts about the search.

        Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

      • Adding Bluesky channel

        Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

      • Holidays

        Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

      • Integration with Moodle

        Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

      • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

        I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is

      • Task status - completed - other options

        I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

      • Task module and related-to field

        In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate

      • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

        Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This

      • Add Lookup Field in Tasks Module

        Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

      • migrating from Zoho Invoices (CRM) to Zoho Books

        Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years

      • Zoho MA and Custom Module

        I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or

      • When is partial reimbursement going to be launched?

        Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

      • All notes disappeared

        I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

      • Introducing Keyboard Shortcuts for Zoho CRM

        Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

      • Is there any support for Drivers license and other forms of ID scanning capabilities?

        When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help

      • Year-End Wrap: Declutter Your Inbox Using Email Filters

        Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now

      • Unified Notes View For Seamless Collaboration

        To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

      • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

        Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging

      • Formula fields - Request for dynamic recalculation / proper implementation

        Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

      • Items attribute questions

        Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

      • What do the Image Sizes mean in Zoho CRM Email Templates?

        Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"

      • Workflows for Timesheet

        Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

      • Being able to draw inside a module ?

        I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he

      • Organize and Track Phases with Phase Custom Views

        Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

      • Record Asset Received as Payment

        How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

      • Delete a department or category

        How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

      • Remove or hide default views

        I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

      • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

        Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

      • Error 403: Forbidden When Updating Email Signature via API

        Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

      • Unused items should not count into the available number of custom fields

        Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

      • Translate any published presentation to the language of your choice

        As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product

      • Next Page