Display field settings in Zoho CRM iOS app
Display field settings let you control exactly which fields appear on record cards across your app so you see the information that matters most, without opening every record.
How display fields work across the app
List view
The list view is the first thing you see when you open a module. You can add up to nine fields to each card for richer context.
Example: In the Leads module, instead of seeing just a lead's name, you could display their company, lead source, email, and phone number without need to open each record.
Search
When you search for a record, the results show record cards just like the list view. You can add up to five fields so you can identify the right record faster.
Example: Searching for "Acme" might return several contacts. Adding fields like account name and open deal revenue helps you pick the right one instantly.
Related list
When you view a record's related list (for example, the Deals related to a Contact), the related records appear as cards. Customizing display fields for the related module controls what shows up on those cards.
Example: You're viewing a Contact and scroll to their related Deals. If you've customized the Deals module's related list display fields to show deal stage and amount, you'll see that context right there.
Lookup
When you create or edit a record and tap a lookup field to associate another record, a listing screen appears. You can customize what fields appear on each record in that selector.
Example: While creating a Contact, you tap the Account Name lookup to link an account. With display fields configured, you see each account's industry and website, making it easy to pick the right one.
You can customize fields for four areas of the app:
Areas | What it controls | Max fields |
List | Record cards in module's list view | 9 |
Search | Records in search results | 5 |
Related list | Records shown inside another record's related list | 5 |
Lookup | Records shown in a lookup when creating or editing a record | 5 |
Display field settings page
The display fields settings page lets you configure which fields appear on record cards for each area: List, Search, Related List, and Lookup. Any changes you make here are reflected immediately in the preview at the top of the page.
To do this, navigate to the desired Module > Module Settings (
) > Display Fields.
On the display page, users can see the following elements:
Field preview
A preview at the top shows how your record cards will look with your current configuration. As you make changes, the preview updates so you can see the result before saving.
Field customization section
Below the preview, you'll see the field slots organized into three tiers. The available tiers vary depending on which area you're customizing:
Heading (List, Search, Related list, Lookup)
The heading is the top priority field that will be displayed prominently in large, bold text. It is meant to highlight the most important information. For example, in the Leads module, the heading could be the lead's name.
Subheading (List)
The subheading is the second most important field, where up to two fields can be added. This section is used to display additional key information that supports the primary heading.
Items (List, Search, Related list, Lookup)
This section can be used to add the remaining important data. A maximum of four fields can be added here, allowing users to include additional relevant information.
Advanced options
Advanced options let you fine-tune how record cards look and behave. These are available for List view, Related List, and Lookup.
- Image
Choose what image appears on each record card:
Record - Shows the record's profile image (e.g., a lead's photo).
Owner - Shows the record owner's profile image.
None - Hides the image.
You can also configure:
Alignment - Left or right side of the card.
Shape - Circle or square.
- Style (List only)
Choose how records are displayed:
List - A compact card layout.
Card - A more spacious card-based layout.
- Action
Users can select actions available for each module from here.
Currently, the call action is supported in the Leads, Contacts, Accounts, Calls, and Vendors module.
Currently, the call action is supported in the Leads, Contacts, Accounts, Calls, and Vendors module.
Tasks module allows task status updates, the Deals module supports deal stage updates, and the Meetings module allows meeting check-ins.
Adding, removing and rearranging fields
To add fields
- Navigate to the desired module.
- Tap on Module Settings (
).
- Select Display Fields.
- Select the area (List, Search, Related list or Lookup)
- Tap the Plus icon (
) next to each field section to add fields.
- Tap Save.
To remove fields
- Navigate to the desired module.
- Tap on Module Settings (
).
- Select Display Fields.
- Select the area (List, Search, Related list or Lookup)
- Uncheck the fields you want to remove.
- Tap Save.
Alternatively, you can drag and drop the field to the bottom to remove it.
Info: To undo all changes and return to the default settings, tap the More icon (
) on the Display Field page and select the Reset to Default option.
To rearrange layouts and fields
- Navigate to the desired module.
- Tap on Module Settings (
).
- Select Display Fields.
- Select the area (List, Search, Related list or Lookup)
- To rearrange the field section, long-press the layout, then drag and drop it in your desired order.
- To rearrange the fields, drag and drop them according to your preference.
- Tap Save.
Modes of display fields in list view
When setting up Display fields, users can choose between two modes: Mobile Only and Web Setup. This can be accessed by tapping the more icon.
- Mobile Only: Changes made in this mode are saved exclusively on the mobile app and are not synced with the web version. These changes will be erased if the app is reset or the user signs out.
- Web Setup: This mode syncs the fields from the web directly to the mobile app, based on the custom view in the selected module. Customization options are aligned with the web setup to maintain uniformity.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...Contact roles support for deals in Zoho CRM iOS app
You can now assign specific roles to the contacts involved in a deal, making it easier to manage your sales process. When you're managing a deal, there may be several key people from the prospective company involved- like decision-makers, financial ...Kiosk in Zoho CRM iOS app
The Kiosk must be configured in the Zoho CRM web to access it on the mobile app. Kiosk is a no-code customization tool in Zoho CRM that helps you set up a structured UI to follow your processes and collect data easily. Every organization has its ...Modules supported in the Zoho CRM iOS app
In your mobile app, you can access standard modules, custom modules and team modules created in CRM web version. Standard modules - These are the default modules provided by Zoho CRM, such as Leads, Contacts, and Deals. Custom modules - These are ...Managing CRM Account Settings
Once you sign up for Zoho CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these details ...
New to Zoho LandingPage?
Zoho LandingPage Resources