How to use more than 5 Lookup fields in Zoho CRM

Andrew Simpson
September 2, 2021
Are you trying to use more than 5 Lookups in a Zoho CRM Module? In this video I'll show you a workaround that lets you connect a multiple Zoho CRM Records

Andrew from Aether Automation is showing you how to have more than five lookup fields in Zoho CRM. The video explains that it is not possible to add more lookup fields, but you can add a section that behaves like a lookup field. To do this, Andrew creates a single line field and then processes the field as if it was a lookup field by using a related list. Andrew creates a new function and writes code to retrieve the account and the solution id to turn into a lookup field. He then creates an XML to return a clickable link and finishes by adding the solution name as the link text.

Having data linked together in a database, specifically Zoho CRM, can be incredibly beneficial for businesses that want to better understand their customers. By using Zoho CRM, businesses can link together all of the related data associated with a customer in one place, allowing them to have a more comprehensive view of the customer. This makes it easier for businesses to understand the customer's needs, preferences, and behaviours, allowing them to tailor their services and products to better meet their needs. Additionally, having all the data linked together in one database ensures that all departments have access to the same information, allowing for more efficient and effective communication throughout the business. Ultimately, having data linked together in a database such as Zoho CRM helps businesses to better understand their customers, making it easier for them to provide the best service possible.

Databases that are easy to use require linking data together, since this is how humans naturally think about business. When we think about a business process, we consider the different components that make it up and how they are connected to each other. Databases that are easy to use enable us to link these components together in a way that is intuitive and easy to understand. By connecting the data together, it makes it easier for us to track and monitor the progress of a process, as well as identify any potential problems or areas for improvement. Linking data together also allows us to draw insights from the data that would otherwise be hard to glean from a disconnected set of data. By leveraging the power of databases to link data together, businesses can gain a better understanding of their operations, enabling them to make better decisions and achieve greater success.

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