Interlinking Modules
Interlinking Modules
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Interlinking Modules
When one record is related to one or more other records, a relationship can be created in CRM with the help of a multi select look-up field. For example, a student can take up one course while multiple students can be associated with a course. Similarly, an employee can be related to another employee as a manager or subordinate.
When such a relationship is built between the records, an interlinking module can be created to exclusively store these records.
In this video, you will learn the purpose of interlinking modules, and how to create them.
Useful link: Many-to-many Module Association
What are the different types of module relationships that you can create in Zoho CRM?
One-to-one, one-to-many, and many-to-many
Correct
Well done! These are the three different types of module relationships.
One-to-one, many-to-one, and many-to-many
Incorrect
Sorry! You cannot create a many-to-one module relationship in Zoho CRM.
A linking module cannot be customized.
True
Incorrect
Sorry! You can customize a linking module.
False
Correct
Well done! You can customize a linking module.
Modules can be interlinked in order to:
Establish database relationships
Correct
Well done! It serves as a bridge between two modules.
Decrease the number of layouts created
Incorrect
Sorry! It serves as a bridge between two modules.
Each primary module will contain the other module's related list in its respective Record Details page.
True
Correct
Well done! Each primary module will contain the other module's related list in its respective Record Details page.
False
Incorrect
Sorry! Each primary module will contain the other module's related list in its respective Record Details page.
How do you interlink modules?
By using multi-select lookup field
Correct
Well done! You can interlink modules, as well as create a many-to-many relationship between modules, using multi-select lookup field
By creating new layouts
Incorrect
Sorry! You will have to use multi-select lookup field.
By adding look-up field
Incorrect
Sorry! You cannot create a many-to-many relationship between modules by merely adding a look-up field.
You cannot create custom views for multi-select lookup field type.
True
Correct
Well done! You cannot create custom views for multi-select lookup field type as there are multiple values.
False
Incorrect
Sorry! You cannot create custom views for multi-select lookup field type as there are multiple values.
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