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!


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                    Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                  • Field Description is very small

                                    Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
                                  • StatusIQ

                                    Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                  • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                    In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                  • Marketing Tip #14: Increase cart value with product bundles

                                    Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                  • Problem with Workdrive folders

                                    I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                  • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                  • Auto tracking URL generation based on Carrier

                                    Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,
                                  • Zoho Bookings form pre-filled with Zoho Forms in

                                    Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
                                  • Pre-orders at Zoho Commerce

                                    We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                  • Customer ticket creation via Microsoft Teams

                                    Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                  • Zoho Books' 2025 Wrapped

                                    Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
                                  • Can multiple agents be assigned to one ticket on purpose?

                                    Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                  • Edit default "We are here to help you" text in chat SalesIQ widget

                                    Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
                                  • Can't change form's original name in URL

                                    Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                  • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

                                    Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
                                  • Compensation | Salary Packages - Hourly Wage Needed

                                    The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                  • Multiple currencies - doesn’t seem to work for site visitors / customers

                                    I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • How do people handle using Outlook and Zoho Project calendar at the same time?

                                    We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
                                  • 10GB Email Storage Limits in Zoho CRM

                                    We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
                                  • Performance is degrading

                                    We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                  • How to set page defaults in zoho writer?

                                    hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                  • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                    Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                  • Enable History Tracking for Picklist Values Not Available

                                    When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                  • ZO25: The refreshed, more unified, and intelligent OS for business

                                    Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
                                  • Vault crashes on Android Devices

                                    Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
                                  • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

                                    ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
                                  • Camera access

                                    My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                  • Are static links available

                                    I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
                                  • Why is Zoho Meeting quality so poor?

                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                  • How to print a label from zoho creator app?

                                    Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
                                  • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

                                    We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
                                  • Where can we specify custom CSS in Zoho Forms custom theme ?

                                    I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                  • Team Gamification

                                    Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                  • Sync Data from MA to CRM

                                    Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                  • Update CRM record action

                                    Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                  • Pro Lite Upgrade - Quick Access Tray

                                    Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
                                  • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

                                    Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
                                  • Next Page