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

- Zoho One Course: go.blungo.com/6g4zte
In this video we are going to go over how to work with multi-select lookup fields in Zoho CRM.
- Working with Multi-Select Look Up fields in Zoho CRM blog post: go.blungo.com/7Efl5j
I'm a Software Consultant: www.blungo.com
Social
LinkedIn: / blungocom
Facebook: / blungotech
#zoho #zohocrm

[@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

[@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.