Zoho CRM Training: Many-to-Many Relationships

By | Zoho Tips

Zoho CRM trainingWhen you sign up for Zoho CRM training with Marks Group Live, we’re not only excited to share information and tutorials on current Zoho features and products, but we also like to update our subscribers on new Zoho features. In today’s blog post, we want to discuss a fairly recent update regarding many-to-many relationships within Zoho and how it’s now easier than ever to create a custom one.

Previous method

Previously, before the new update, users wanting to create customized many-to-many relationships in Zoho had to add a custom module. This custom module would include look-up fields for each module that users wanted to connect to a contact. For instance, if you wanted to relate one contact with several others, you would have needed to create a custom module, “Connections,” and then add two contact lookup fields.  

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Zoho CRM Tutorial: Custom Module Tip

By | Zoho Tips

Custom modules in Zoho CRMIf you’re looking for a good source for Zoho CRM tutorial videos, you’ve come to the right place! At Marks Group Live, we provide Zoho CRM tutorial videos to our subscribers, which offer training on a wide array of topics. We cover everything Zoho has to offer, including the basic fundamentals of all Zoho apps and products, as well as detailed tutorials on some of Zoho’s best features. We pride ourselves on not only making Zoho easy to understand, but helping out our clients by providing tips and tricks that can allow you to use Zoho more efficiently.

Custom Modules in Zoho

One tip we’d like to share on our blog today is related to custom modules. If you’ve created a custom module in Zoho CRM, then you already know of the standard custom module name field. By default, this is a required, single-line field that essentially names the record. Often, it becomes an extra step when it comes to the record creation process, and is not always needed.

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