Display field settings in Zoho CRM iOS app

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  

  1. 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.
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.
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.

  1. 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:

  1. 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.

  1. 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:
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.

  1. 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.
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.
  1. 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.
  1. Style  (List only)
Choose how records are displayed:
List - A compact card layout.
Card - A more spacious card-based layout.
 
  1. 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. 
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 

  1. Navigate to the desired module.
  2. Tap on Module Settings ().
  3. Select Display Fields.
  4. Select the area (List, Search, Related list or Lookup)
  5. Tap the Plus icon () next to each field section to add fields.
  6. Tap Save.
 

 To remove fields 

  1. Navigate to the desired module.
  2. Tap on Module Settings ().
  3. Select Display Fields.
  4. Select the area (List, Search, Related list or Lookup)
  5. Uncheck the fields you want to remove.
  6. Tap Save.
 

Alternatively, you can drag and drop the field to the bottom to remove it.

Info
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  

  1. Navigate to the desired module.
  2. Tap on Module Settings ().
  3. Select Display Fields.
  4. Select the area (List, Search, Related list or Lookup)
  5. To rearrange the field section, long-press the layout, then drag and drop it in your desired order.
  6. To rearrange the fields, drag and drop them according to your preference.
  7. 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.  
  1. 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.  

  2. 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.