Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?
In our Leads module, we have two Lookup fields:
-
Recruitment Agency – the agency that the lead came from
-
Recruiter – the individual contact from that agency who sent us the lead
Both fields link correctly to their respective records in CRM. However, our Recruiter Lookup currently displays all agency contacts across the system — regardless of which agency they work for.
This often leads to errors where staff accidentally select a recruiter from the wrong agency.
My question:
Is it possible to make the Recruiter Lookup field only show contacts that are linked to the Recruitment Agency selected in the field above?
Essentially, I want the Recruiter field to dynamically filter based on the selected agency.
Topic Participants
Dan Newham
Hugh Marshall
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