Zoho CRM: Dynamic filters for lookup fields

Zoho CRM: Dynamic filters for lookup fields

we're thrilled to share our latest additions to lookup filters: introducing dynamic filter criteria.


Picture this scenario where a sales manager is finalizing a complex deal and needs to involve a subject matter expert (SME) for extra support. Using the current lookup filter tool, they can narrow down the options to active SMEs, streamlining the process and saving time.

However, it would be more efficient if the available SMEs were listed based on their service expertise or technical handling required for the deal. This is where traditional lookup filters fall short.

Enter dynamic filters for lookup fields! 
  • Dynamic filters enhance the lookup functionality by adapting in real-time to the data you're working with. Once configured, dynamic lookup filters change the lookup results based on the field values in the current module. This means the filters compare fields in the lookup module with those in the current module.
So, using our example, you can create a dynamic lookup filter to assign SMEs or Service Experts to deals, where the lookup search will display results only when the Service Expertise matches the Service Requiremets of the deal.



  • Additionally, for lookups in a subform, users can filter records by doing field-to-field comparisons with fields in both the layout and the subform itself.
Consider another scenario where a sales team associates a vendor in the Vendor Details subform within the Dealsmodule. Using dynamic filter functionality, vendors can be displayed based on the industry type of the customer for whom the deal is being created. This ensures that the lookup search is precisely tailored to the customer's industry type, enhancing relevance and minimizing erroneous vendor associations.


Key Highlights

  • Tailored data views: Dynamic filters offer a more targeted approach to data association, avoiding information overload.
  • Enhanced relevance: By automatically adjusting to the current record’s context, dynamic filters save time and minimize data entry errors.

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