Create Many-to-Many Relationships in Zoho CRM
Multi-Select Lookup Fields
The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM.
For instance, consider the example an insurance company.
- A single policy may be held by many policy holders.
- Similarly, a single policy holder may hold many policies.
If you have two modules - Insurance Policies and PolicyHolders -
there is a need to associate multiple records from each module to each
other. This is not possible with a regular look-up field, as it allows
only a one-to-many relationship.
In this case, you can use a Multi-select lookup field from the New Fields tray
in the Layout Editor. This will let you associate multiple records from
two modules to each other, thus establishing a many-to-many
relationship in CRM.
To learn more about many-to-many relationship and creating a multi-select lookup field, click here.
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