Zoho CRM - Cross-Module Filtering in Custom Views and Advanced Filters

Zoho CRM now supports cross-module filtering, allowing you to use fields from lookup modules as criteria in Custom Views and Advanced Filters.

• You can filter records in any module using fields from its associated lookup modules, rather than being limited to native module fields only.
• This capability is available in both Advanced Filters and Custom Views.
• For example, you can filter Contacts by their linked Account's industry or annual revenue, or filter Products by the rating of the associated Vendor.
• Up to 3 lookup fields can be used in a single filter, including related module and subform fields.
• Up to 5 fields from a single lookup module can be included as filter criteria.
• The lookup name field is now a dropdown, so you can pick records directly instead of typing to search.
• Once you have filtered your records, you can perform CRM actions on the results such as executing Macros, sending mass emails, or updating fields.
• Contacts can now also be filtered using fields from their linked Accounts, extending the earlier enhancement that enabled filtering based on related Deals.

Availability: Currently enabled for AU, CN, and JP data centres up to Enterprise edition; for EU, US, and IN data centres, available up to Professional edition. Rollout to other editions and data centres is in progress.