Working with Multi Select Lookup Fields (API and functions) - Zoho CRM

[@358studios]

Great video. I am a newbie to Zoho. I'm wondering if you can answer this question for me because I was lost on the functionality of why you would do what you did. Here's what I'm trying to do. We are in the construction industry and we work with new construction projects which in Zoho we have labeled opportunities. Previously we associated an account name with those opportunities. If we had more than one account associated with an opportunities, we created a duplicate opportunity. As we reviewed moving our information to Zoho, their tech told us that we could have one opportunity and a multi select look up field that would allow us to create a field that stored multiple account names. What I'm finding is that the multi select look up field does not show up when creating a new opportunity or when trying to import opportunities from our previous CRM (via CSV). It shows up in settings under the standard layout, but nowhere else. What am I doing wrong? Thanks for your help. Cheers

[@blungo]

I'm glad you liked the video. Unfortunately, there's no easy answer on what you are doing wrong. It depends on how the data is organized on the spreadsheet/csv file you got from your legacy system. And based on what you said about duplicating Opportunities, it looks like each Account was associated to only 1 Opportunity. You will have to do a lot of prep work if this is the case. Sorry I can't be more helpful, but like I said, it depends a lot on the data you exported from your previous system/CRM. Here's a Zoho tutorial that might set you in the right direction, but keep in mind that there are other ways to import and link the data: help.zoho.com/portal/en/community/topic/import-data-into-multi-select-lookup-field-from-csv-excel Regarding the lookup field not showing when manually creating an Opportunity, the field should be there. If you can't see it, you should contact Zoho Support. The field won't show on the import Opportunity window because it's part of the linking module explained on this video.

[@zzzome]

Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of Contacts called Invited_Members, Then as I add Contacts to Invited_Members, The first and last name of an added Contact would update the label from “CheckBox1” to “FirstName LastName” and change it from hidden to shown inside a section of the Standard Layout of Deals. I’m open to implementing Widgets, Dulge Functions, Workflows, etc. Any advice is greatly appreciated!

[@blungo]

For the first question, you could use Layout Rules. The checkbox fields will depend on other fields. Ie: If Deal type is X, display checkbox 1. I can't think of other Zoho CRM features that would accomplish this. For the second question, it's not possible to dynamically change a field name. You could try to accomplish something similar with a subform, but I'm not sure what is the purpose of this automation, so subforms might not work. I would describe the scenario in detail and contact Zoho Support to see if it's possible to accomplish.

[@victoriasanford1364]

Great video. One question, while this is a great example on how to retrieve data from the Multi Select Lookup Field, can you also show how to save the data as well.

[@blungo]

Hi. Here's a video that goes over how to update a Multi Select Lookup Field: kzbin.info/www/bejne/ronCXmhjqLOsmNU

[@MoLtenMetaL7]

No one falls in this trap, once you use some fields, you'll soon hit an arbitrary limit and you won't be able to create any more custom fields and you'll be stuck forever

[@MoLtenMetaL7]

I am talking about Zoho of course, not this channel that's trying just to explain the function

[@blungo]

Thank you for the clarification and for watching our channel's content. It’s true that Zoho has limitations on the number of fields per type and layout, depending on the Zoho CRM edition you have. You can find the limit for each field here: www.zoho.com/crm/help/complete-feature-list.html