Hello and welcome to the video on interlinking modules in this video you
will learn what the module Association types are in Zoho CRM and how to create
them. Linking modules will help you keep track
of how data in your CRM is interrelated. For example, here in CRM, you can click on
a Contact record, Mary. You see that the account name reads Zylker. You click
Zyker, it takes you to Zylker's page where you can see that the contact
associated is Mary. For a particular record in module, you can directly land
on an associated record from module B because they are linked with each other.
How do you achieve this link? Let's get into the video and learn more. Zoho CRM
lets you create three types of module relationships: one-to-one , one-to-many and
many-to-many. The relationship between your own CRM data could be a combination
of these types. In the CRM context, all of these types can be explained with the
accounts versus contacts example. Say, you have an account called Zylker. In this
case, a one-to-one relationship is where Zylker is associated with one contact,
say, Mary Watson. A one-to-many relationship is where Zylker is
associated with multiple contacts say Mary Watson, Ned Spikes and James Smith.
Here's a third scenario. Assume that one of these three contacts, Ned Spikes,
happens to be a consultant who works for both Zylker as well as another company
called ABC Corp. So, in addition to associating three contacts with Zylker
you have to associate Ned spikes to two accounts. This makes it a many to many
relationship as you must associate multiple contacts with multiple accounts
Dazed? Zoho CRM makes it quite simple. Let's look at how to create these
associations both one-to-one and one-to-many associations can be created
using a lookup field. By default Zoho CRM comes with an account name
lookup field in the contacts module where you can look up as
single record. So in Mary's page, I look up Zylker as the account in two
other contact pages I can repeat the same action. That is, choose Zylker as the
account name. As a result, in Zylker's page, you can see that we have one or more
contacts listed here. But we have a third need. Nn Ned's page, we want to see
multiple accounts Zylker and ABC Corp. Right now, we only see Zylker. In order to
make this possible, we need to use a multi-select lookup field in the
Contacts module. So to create a multi- select lookup field, go to Setup->
Customization -> Modules and fields from the list of modules. Choose the contacts
module. Drag-and-drop the multi-select lookup field type. Enter a name for the
lookup field, Company name. Choose the module to be looked up, which will be
Accounts. Enter the field label to be displayed in the related module
Associated contacts. We will come back to the linking module in a bit. Click done
and save the layout. Now, when you go back to the contacts and create a record for
Ned Spikes, you can associate Zylker as well as ABC Corp to them.
In addition to this, assume that Ned's email address differs with the company
he is working for. When Ned works for Zylker, his email address is
ned@zylker com when he is working for ABC Corp, his email address is Ned @abc.com.
Similarly, his phone number and the designation will differ for both
accounts. In such a case, it is impossible to maintain these varying details in the
contacts module as you will start creating duplicates. This is where
linking a module comes into the picture. If you recall, we looked at an option
called Linking module when we created a multi-select lookup field. When you
enable this, a new custom module gets created. This records its association
between the two interlinked modules. Enable Linking module and call it
Accounts versus Contacts. Now, when you associate multiple accounts
to Ned, each Association is created as a record in the linking module and you
will find details pertaining to each association such as email, phone and
designation. As you can see, the contact is the same but he belongs to two
different companies and his contact details have been recorded in this
module appropriately. So there you have it.
You can create many to many relationships using a multi-select
lookup field. You can also create custom views, reports and dashboards from a
linking module. Thank you for watching this video. For more resources on Zoho
CRM please visit www.zoho.com/crm/resources