Adding Lookup Fields to Modules

Adding Lookup Fields to Modules

In order to relate any module to a Portal user, you must have a lookup field for the Account, Contact or Vendor depending on your portal type.

When planning out your client portal, it is important to identify the data to expose to your clients make sure it has the appropriate lookup field in your CRM module.  

To create a lookup field in Zoho CRM go to Set Up>Customization>Modules and Fields and choose the module you want to work with. 

Learn more about Lookup Relationships. 

You will find the "Lookup" field type option on the left hand side.  Drag the new field over to the layout to right and fill out the options (see screenshot).  

Example: 
Field Label:  Account
Lookup Module: Accounts
Related List Title: Related {Current Module Name}

You can name the field and related list to whatever fits your use case. It is important to remember the Related List title should represent whatever module you are working with, in other words the current module that you are adding the lookup field to. Select "Done" and then hit "Save" at the top right.


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