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
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.

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.
Limits
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!


      • Sticky Posts

      • Introducing Built-In Telephony in Zoho CRM

        Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and

      • Enhancements in Canvas

        Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

      • Stay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers

        Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.

      • Announcing the deprecation of a few capabilities within Feeds

        Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With

      • Effortlessly advance through your CRM blueprints by including optional fields in transitions

        Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all