Field of Lookup in CRM

Field of Lookup in CRM

Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request.

Hello All,

We're thrilled to talk about a much-awaited enhancement to lookup fields—now associate fields from the lookup modules. This is a functionality we had already provided for subforms and is now made available for the layout lookup fields as well. 

So let's get into the details, without further ado!

Field of Lookup
Lookup fields, as we all know, helps you associate data from one module to another. You can lookup for the records in your Contacts module through a lookup field in the Deals module, and associate them as desired.

Until recently, the usage of lookup fields was restricted only to associating the primary field values for the particular module. After looking up for contacts to associate with a deal, only the contact name would be available in the deals module. However, there can be situations when you need additional related details from the lookup module about the record that was associated, for example, the contact's number, or email address.

Although you had provisions to meet these requirements using custom functions, with our latest enhancements you can now associate fields from the lookup module into your record.





How to associate fields of the lookup module?

Let's say, in the Students module of a university, the lookup field for the Course type will display the name of the course a student is interested in. However, in instances when you want to view more details such as course fee, course duration, subjects, principal coordinator, etc. then you can use the field of the lookup module option to associate those fields from the Course module.
. You can either select the field from the courses module to be available in the students module and add it as a new field in the students module. Ex. let's say, course fee, duration, or subject(s).
. Again, let's say, you need to have the course instructor field, and a custom field for the instructor is already existing in the students module. Hence, you can choose the option to map with the existing field.



Points to be noted

. These enhancements will be available for Enterprise and Ultimate editions.
. Field of lookup option will be available in Modules that support the lookup field.
. For each lookup field in your module, you can associate a maximum of 5 fields from the lookup module into your primary module layout.


Upcoming enhancements
Here is a list of future enhancements related to the field of lookup to enhance your experience using the feature.

. Field of lookup User and Record owner fields will be available to associate as fields of lookup.
. Mapping the fields from the lookup module with system-defined fields in the primary module will be supported.
. Keeping the field of lookup values in sync based on the value changes in the lookup module.


That's all about the enhancements. We would love to hear your feedback and suggestions in the comments below. Read more about Field of Lookup in our help doc.

Thanks and have a good one!

    • Recent Topics

    • Login to server failing

      When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not

    • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

      lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via

    • IMAP stopped working today

      Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not

    • Custom buttons

      Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be

    • The Social Wall: October 2025

      Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

    • Client Script | Update - Support for List Page (Canvas) and Notes

      Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for

    • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

      Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

    • Pincode Based Pricing

      We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show

    • feature question: lookup field in Projects task layout

      Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.

    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • Zoho Analytics & SQL Server - Live connect

      Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

    • Explore the Redesigned Quotes Module in Zoho Billing

      Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,

    • Latest updates in Zoho Meeting | Create departments, Share PDF files

      Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

    • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.

    • Project expenses in Zoho Books

      Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible

    • What is going on with GMail extension.

      Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical

    • Marketing Tip #6: Cross-sell with related products

      Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items

    • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

      Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

    • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

      Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample

    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Automate insurance document workflows with Zoho Writer

      Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

    • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

      Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when

    • [Webinar] Zoho Writer for SCM and logistics

      Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

    • [Webinar] Zoho Writer for the manufacturing industry

      Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • [Webinar] Simplifying document workflows in financial services with Zoho Writer

      Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

    • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

    • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

    • Branding of native system emails

      Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

    • Support “Never End” Option for Recurring Meetings in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

    • Add Custom Field Inside Parts Section

      How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

    • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

      Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Weekly Tips: Manage External Images in Zoho Mail

      When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

    • Next Page