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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