For this tutorial in video form, click here
In this article, we’ll be discussing the creation of related lists in Zoho CRM. Related Lists allow you to see the connections between records. For example, which invoices belong to a particular account? You get a bunch of related lists out of the box, but if you want to add more, this article will guide you through the process.
One way to add a new related list is to click this button “Add Related List”. With this method, you either have to write a custom function or use a custom app. You can also use one of the default-related lists. None of these options are particularly easy to do if you want to set up a new related list. The simplest way is actually not touching that button at all, and instead heading to Setup in the top right corner.
Under customization, click “modules”.
Let’s create a custom module from scratch as an example. We’ll follow the same process as we did in our Custom Modules article.
Once you’ve got the Referrers module created (or whichever module you want to link to the Leads module), open the Leads module in the module editor and create a new lookup field.
Enter appropriate names for the lookup field and the related list (bear in mind that the Related List will appear in Referrer records not under Leads):
Save the changes to the module and it’s time to test it out. Let’s assign a referrer to a lead.
If we now open up our Referrer record, we’ll see that we not only have a Related List but it is connected to the correct lead 🙂
Keep in mind that this is a “one to many” relationship. We’ve got one Referrer with many related Leads. Therefore, you add the lookup to the Lead rather than the Referrer. If your business model was different and you referred multiple businesses to one lead, you’d approach it differently:
- If you only ever refer a business to one lead (many to one relationship), you’d have a lookup field in the Referrers module
- If you referred multiple businesses to multiple leads (many to many relationship), you’d use a multiselect lookup field instead of a single lookup.