The module-specific settings decide the order in which records are displayed in a selected module's list view. Module-specific settings also influence other aspects of a module, such as record search in the module, synchronization with desktop settings, and so on.

To configure module-specific settings

1. Go to Settings in your Zoho CRM app.

2. Tap Modules under Module-specific Settings.

3. Select the required module.
   

4. ​Alternatively, the module settings can be accessed from the respective module page by tapping on the Settings  icon.
   

The module settings page consists of the following sections:

• Grouping

• Sort

• Search

• Display Fields

• Records

• Sync Desktop Settings

• Downloading Records

• Layout and Template Info (only available for the Sales Orders, Purchase Orders, and Invoices modules)

• Smart Selection (only available for the Sales Orders, Purchase Orders, and Invoices modules)

List View Display Settings

In the example above:

• A is the group, as per the Grouping settings.

• Dave Alton and Daniel Ausman are records sorted in group A, listed as per the Primary and Secondary Sorting settings.

• The details you see for each record are displayed as per the Display Fields settings.

• Therefore, while Grouping and Sort determine the order of records, while Display Settings determine the choice and order of fields displayed for each record.

Grouping records  

The first level of record organization for a module is to classify the records into groups. Records are grouped using a field, for example in the screenshot below, we have used the Company field. You can choose to display the list in ascending or descending order.

To choose a field for grouping

1. Tap Group by under Grouping.

2. Tap on a field in the Choose a Field list.

3. Choose either Asc or Dec as the order. The fields you included will appear under Selected Field.
   

4. Tap Reset to Default if you want to restore the default field specifications.
   

Sorting records

Display fields  

The Display Fields settings determine which fields will be displayed for a record in the Module List View page. You can choose up to four fields to display for a record.

Custom Modules

The standard modules in CRM such as Leads, Contacts, and Accounts may not always meet your business requirements. In this case, you can custom create a module from scratch. The custom modules created using the web version of Zoho CRM can be accessed on Android devices and records can be added.

To access a custom module

1. In your Zoho CRM app, tap the icon in the top-left corner.

2. Tap the required custom module.

To add records to a custom module

1. Go to the custom module.

2. Tap the + icon to add a new record.

3. In the Add [module name] screen, enter the record details and tap the Tick icon.

Other Module-Related Settings 

When you run a search within a module, the app only looks for matches in the fields which are specific in the Search settings.

To specify fields in the Search settings

1. Go to the module and tap the icon.

2. Tap the Search by option under the Search settings.

3. Specify up to four fields to use in searches.
   

4. Tap Reset to Default if you want to restore the default field specifications.
   

If the keyword used to search appears in a field other than the ones specified in the Search settings, the results will not be displayed.

To search for a field in a module

1. Go to the module and tap the <search> icon.

2. Enter the search term in the Search All Modules text area.

3. The results will be displayed in two categories: All Records and My Records.

Name Display

You can choose which fields for records in a particular module will be displayed in the record listing.

To display fields

1. Go to the module and tap the icon.

2. Tap the Name Display option under the Search settings.

3. Tap First Field to select a field and then do the same for the Second Field, Third Field, and Fourth Field.
   

4. Tap Reset to Default if you want to restore the default field specifications.
   

Downloading Records

The Downloading Records sections displays the number of records on the device and information about the last sync. Records Downloaded indicates that all records from the server have been downloaded.

To view the status of downloaded records

1. Go to the module and tap the icon.

2. View the status of the downloaded records and the last sync time under Records.

Reordering Modules

You can reorder the default module listing if you prefer to have them listed in a different order.

To reorder modules

1. In your Zoho CRM app, and tap the icon.

2. Tap Search Modules and tap the icon.

3. Drag and drop the modules to reorder them.

4. Tap the  icon.

Sync Desktop Settings

You can choose to sync all the module-related settings from the desktop version of CRM.

To sync desktop settings

1. Go to the module, and tap the icon.

2. Tap Sync Desktop Settings.