In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.
Currently, Zoho CRM lookup fields only allow connection to one specific module. This forces us to:
Create multiple lookup fields for each possible module (e.g. Painting, Transport, Cleaning),
Use workarounds like text fields or URLs,
Or maintain duplicate records and logic, which increases the chance of error.
We have a custom module called Bills that may relate to a Painting Job, a Transport, or a Cleaning Task. Instead of having three separate lookups (and UI clutter), we would like to have:
A single lookup field that allows selection of a record from one of several modules (e.g. Painting OR Transport OR Cleaning).