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!

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