Is it possible to filter Contacts based on ACCOUNT field values from the Contacts module?
When using the Contacts module in Zoho CRM to create views, it is not possible to filter the Contact records based on the fields in
Accounts module.
However, it is possible to build a workaround (in the Enterprise license) by using 'custom functions' to
achieve this requirement.
You can create certain Custom fields in
the Contacts module which copy the field values from the associated Account
record using the custom functions.
Then, you can filter these Contact
records based on these Custom fields, which contain the field value from
Account Records.
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