filtering lookup field options based on information in another module.

filtering lookup field options based on information in another module.

In our CRM system.  We have the standard Accounts and Deals modules.  We would like to introduce the ability to classify Accounts by Sector.  Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to select multiple sectors for accounts that are active in more than one industry. We also want to be able to identify one of the selected sectors for each account that would be the "primary" sector for the purposes of various reporting needs.

We also recognize that most of our Deals are with a specific department within the customer that will always only map to a single sector.  We want to give the creator/editor of a deal the ability to chose which of the accounts already mapped sectors is the proper one for the deal.  

thus we need to filter the global list of sector options for each deal to only those sectors that are already mapped to the account selected in the account lookup field of the deal.  

I've explored a number of options including:

1. adding 1 pick list for primary sector and 1 multi-pick list for sectors to the accounts module, populating a lookup or picklist based on these selections in the deals module.  This does not seem possible according to other posts in CRM community and knowledge base.

2. configuring a new "Sectors" module and adding a multi-select lookup and single lookup field in place pick lists from 1 above for the account module. I can't seem to add a lookup field to the deals module that will let me filter to the selected sectors via this method either. I've tried both with and without the linking module option.

3. various programmatic options, but I can't seem to find any dynamic solutions here.

Please advise if any other options are available for this use case.  I'm open to experimentation.


      • Sticky Posts

      • Kaizen #198: Using Client Script for Custom Validation in Blueprint

        Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Kaizen #226: Using ZRC in Client Script

        Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

      • Kaizen #222 - Client Script Support for Notes Related List

        Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

      • Kaizen #217 - Actions APIs : Tasks

        Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

      • Kaizen #216 - Actions APIs : Email Notifications

        Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

        • Recent Topics

        • Bounce rates

          Where can I see my bounce rates for: 1. Each email I send out, and 2. in total?

        • Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)

          Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow

        • Email outbox is now available in the sandbox

          Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

        • Transform your line of items into line items: ICR can now record your table values as subform values

          Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Add the ability to Hide Pages in Page Rules

          Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

        • Calendar Year View?

          Is there a way I can view the calendar in year view? Maybe create a page with a view like this?

        • Automation Series: Auto-update Project End Date When a Task is Rescheduled

          When a project is planned, tasks are scheduled within the projects timeline. Any delay in the predecessor tasks can delay dependent tasks, which can in turn impact the project timeline. Unless the project is manually rescheduled, the end date might not

        • What is a realistic turnaround time for account review for ZeptoMail?

          On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

        • Zoho Social | Instagram Integration in Zoho Desk

          Good day Zoho team! I have a question. If we link the Instagram business account to our Facebook page, and we integrate the Facebook to Social in Zoho Desk, the "Messages" from Facebook will be converted into Ticket right? Does it also convert the Instagram

        • Rich-text fields in Zoho CRM

          Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce

        • Tip #52: Practical uses of Zia Search in Zoho Sprints

          If your agile team uses multiple Zoho apps, your team members might often find themselves switching between those apps looking for related information. When the data you're looking for is spread across different workspaces within Zoho environment, rely

        • New field in Zoho Forms: Validate structured data with the Regex field

          Have you ever received form submissions where the information looked almost correct but wasn't quite in the format you expected? Maybe an employee ID was missing a character. A PAN number was entered in lowercase. A license number had an extra space.

        • Import Excel from email into CRM

          I receive a daily Excel file by email and I would like to have it automatically imported into a custom Zoho CRM module. Do you think there's anything that can be done? My first idea was searching for a native option in CRM, such as "send an email to a

        • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

          Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

        • Zoho Connect is now even smarter and more personalized

          Hello everyone, We’re excited to introduce new features and enhancements to help you personalize the employee experience, connect workplace knowledge with AI, and create more engaging dashboards. Deliver relevant dashboards with Audience With Audience,

        • Stop Zoho Projects From Automatically Adding Client Users

          I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

        • Global "Search" in FSM

          I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

        • Canvas not working

          I have a canvas running. I selected it as the default for all options, but mainly want it for Portals. It isn't working. I selected Assign Canvas in both the Dtailed View and in the module itself. Nothing has happened. Any help?

        • LinkedIn RSC is now live in Zoho Recruit

          LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

        • Add the Zoom Option to the Camera

          Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks Dan

        • The Social Wall: July 2026

          Hello everyone! We're halfway through the year, and we bring to you three new updates designed to help you experiment with your content, discover your top-performing posts, and automate your engagement workflow. Instagram Trial Reels Instagram trial reels

        • What's New in Zoho Invoice | April – June 2026

          Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach Annexure

        • Help with SEO

          Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards

        • HR Helpdesk Cases

          We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

        • Zoho Books Placeholder: Inventory Counts

          I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

        • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

          This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

        • Reporting Tags and COGS

          Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue

        • Please critique my CRM design

          I run a disability healthcare business with 2 business units. We run on Zoho One and are re-designing our CRM. We have developed the design concept ourselves, and I am hoping to get some critical feedback: 1) Noting that this is an early design of the

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Error in Batch Details Stock Reportt

          I am a new user of zoho inventory. When extracting batch details stock report as of dec 2025, the report takes into account transactions that happen this year. Thus causing discrepancies when comparing with Stock Report. Is this a global error? Can zoho

        • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

          In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

        • Zoho Commerce B2B

          Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

        • Need complete Zoho Commerce theme ZIP example and safe staging workflow

          I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • Mobile

        • Conflict with Google Sheets

          While I was working on a google sheet in Firefox, I suddenly started getting an error dialog in Google sheets: "Loading issue. Troubleshoot this issue by clearing application resources". It then says to clear cookes etc. etc. which didn't help. Disabling

        • Add Large Lists to Choice-Based Field Rules

          Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks Dan

        • Auto-fill from logged-in user's profile for Name Fields in Subforms

          Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan

        • [Free webinar] Creator Tech Connect – Creator product updates (Part 1), August 2026

          Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Mail Id’s backup

          Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915

        • Next Page