Configuring Module Specific Settings
- In your Zoho CRM app, go to Settings.
- Under Module-specific Settings, tap Modules.
- Select the required module.
Alternatively, Module Settings can also be accessed from the respective module page by tapping on the Settings icon.
- In the [Module] Settings page, the following sections are available.
- Grouping
- Sort
- Search
- Display Fields
- Records
- Sync Desktop Settings
- Name Display (Available only for Leads and Contacts)
- Task Status (Available only for Tasks)
List View Display Settings
- A is the group, displayed as per the Grouping settings.
- Dave Alton and Daniel Ausman are records sorted under the group A, listed as per Primary and Secondary sorting.
- The details you see under each of these records are displayed as per the Display Fields settings.
- Therefore, while Grouping and Sort decide the order of records, Display Settings decide the order of fields displayed under a record.
Grouping records
Sorting records
Display fields
Other Settings
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