SMS on Zoho CRM: Engage Prospects with Active Messaging Conversation
Creating relationship, combined reports from related forms, customize the display of lookup, add new entries to parent form, bi-directional relationship, fetch data. Zoho has all of the bells and whistles with confusing pricing and a complex Zoho is a Web-based customer relationship management (CRM) solution tailored to the With HubSpot CRM's two-way sync, you can create a new contact in your . Define bidirectional relation for a lookup field Open the form builder. Select the required lookup field. Navigate to the Field Properties > Bidirectional Relation.
Moreover, you also need to maintain other information related to each department, like department head, contact ID etc.
To manage data efficiently and avoid duplication of values, we will create another table called Department to hold information of all the departments in the organization and create a relationship between the Department and Employee forms.
To create the relationship, you just add a lookup field in the Employee form to import data from the field Department name in the Department form.
The lookup field will lookup the ID of the record in the source form. It displays a dropdown menu containing items from the source form. You can fetch and update records from the related form using the ID field. Typically an employee will be assigned to only one department and hence a relationship between the Employee and Department form is created using single-select lookup field. To do this, 1.
Click on Existing Relation to view the relations that were already created. Import data by selecting Employee Manager - Department - Department Name where, Employee Manager is the application name, Department is the form name, Department Name is the field whose data is imported. Click Done to import the data.
Now in the Field Properties, specify a field name, for example, Department 2. In the Employee form, the Department lookup field will display the name of all the departments from the Department Form.
Creating Relationship with Multi-Select Lookup Field Continuing with the Employee Management application, assume you have a form called Roles that stores the different type of employee roles. Typically an employee can be assigned to one or more roles and hence a relationship between the Employee form and Role form is created using multi-select lookup field.
Add a Lookup field in the Employee form. The Create Lookup Relation dialog will open.Zoho CRM - 2min Product Summary - Features, Mobility, Security, Integrations & Pricing
Import data by selecting Employee Manager - Roles - Role where, Employee Manager is the application name, Add Role is the form name, Role is the field whose data is imported. Select the Display Type as a multi-select lookup. Now in the Field Properties, specify a field name, for example, Roles. In the Employee form, the Role lookup field will display the name of all the Roles from the Role Form.
You can relate one or more roles to each employee by selecting the required options. Creating relationship from existing relations You can create a relationship from existing relations.
Now, you can add the same relationship to the Department form and make it a bi-directional relationship.
Configure Lookup Field | Help - Zoho Creator
This will enable you to track the related items from both the Employee and Department form. To create a bi-directional relationship from existing relations, Add a lookup to the Department Form. In the Select Form drop-down, the existing relationships will be listed under the head Existing Relations, as shown in the screen-shot below.
For example, select Form as Employee - Department, select the required lookup field and the display type and click on Done to add the lookup field. In the Department view, the Employees belonging to a department will be listed, as shown below.
You can now manage the Employees belonging to a department from both the Employee form and Department form. Creating Combined Reports from Related Forms You can create combined reports that display the required fields from one or more related forms. For example, we created three forms - Employee form, Department form and Roles form and created relationship across these forms using Lookup fields.
Refer Combined Reportsfor more information. Customizing the Display of a Lookup You can customize the display of the lookup field by selecting the Display Fields options as shown in the screen-shot given below. You will have an option to construct the display value using any separator between the fields that you choose.
In the screenshot shown below, the Lookup field Department displays the values in the specified format Department Name - Department Head in the Add Employee Form, as shown in the screen-shot given below.
Define Bidirectional Relation for a Lookup Field | Zoho Creator Help
Relationships between these Forms were created using Lookup Fields. Refer Combined Reportsfor more information. Customize the data a lookup field displays You can customize the data that the Lookup Field displays from the Display Fields section of its Field Properties. You can select the Fields and mention if any separator is to be used between the Field values, and Preview how the display will be. In the following image, the lookup field named Select an employee displays data from two fields First Name and Last Name in the format: First Name Last Name.
The lookup field supports search using autocomplete. When you search the above mentioned lookup field named Select an employee with "ken", the values "Julissa Kent" and "Kenny Joyce" appear.
Click on Related Forms on the right bottom, and drag and drop the Columns to be shown. Now, when you access your Application and view the data, the Lookup Field values will be hyperlinked as shown in the screenshot below. By using the ID field, you can fetch and update records from related Forms.
A dialog box will open.