If you work inside Zoho CRM every day, this update is going to make your life so much easier.
There’s a new feature that lets you filter records in one module based on related module fields — and I’ve personally been waiting for this forever.
Whether you're a sales manager trying to dig into deal data or a marketer building segmented lists, this gives you a whole new level of flexibility in how you view and slice your data.
Watch To Learn About This Zoho CRM Update
What’s the Update?
You can now filter records in any module based on fields from a related module.
This means you can run far more specific, cross-module queries right from your list view — no reports needed.
Real-World Example: Filtering Contacts by Deal Data
Let’s say you’re in the Contacts module. Now you can:
- Filter for Contacts who have at least one Deal
- Refine that further by saying:
- The Deal amount is over $10,000
- The Deal Owner is a specific user
- The Deal is in a particular Stage
This lets you look at Contacts based on their connected Deal data, right in the list view, without having to build a custom report or workflow.
Where You’ll See This
You’ll find this option anywhere you can apply filters in the module view list.
Just click Filter > Add Filter, then select fields from a related module.
It’s intuitive, fast, and gives you access to the kind of filtering power that used to require workarounds.
Why This Matters
- Quickly build targeted views without switching modules
- Reduce reliance on reports or custom code
- Make your CRM more actionable for sales, marketing, or support teams
- Find out exactly who is tied to key deals, tickets, or activities — in seconds
If you’re someone who’s ever said “I wish I could just filter this list by Deal data,” your wish just came true.
Bottom Line
This update gives Zoho CRM users a better way to filter across modules — and it's already making a big difference in how we use our views and data at TechnoMap.
How will you use this new feature in your Zoho environment?
If you want help setting up smarter filters or views based on related modules, reach out to us — we’re happy to help.
