To learn more about how related lists work and how to customize them, see Customizing Record's Detail Page.

By default, each related list displays up to 10 records at a time on the details page. The expanded view opens a related list in a full-width overlay where you can view more records, apply field-based filters, and perform mass actions on selected records, all without navigating away from the details page.

You can choose how many records to display using the Records Per Page dropdown at the top-right corner of the expanded view. The available options are 10, 20, 30, 40, 50, or 100. Pagination controls at the bottom let you navigate between pages.

Permission Required 

Users with access to the parent record can use the expanded view for its related lists.

Opening the Expanded View

The expand icon appears in the top-right corner of each supported related list section on a record's details page.

To open the expanded view

1. Navigate to a record's details page (for example, an Account or Deal).
2. Scroll to the related list you want to work with (for example, Contacts, Open Activities, or Deals).
3. Click the expand icon (double-arrow) in the top-right corner of the related list header.
   

The expanded view opens as a full-width overlay with the record list and pagination controls at the bottom.

Using Filters in Expanded View

The filter panel on the left side of the expanded view lets you narrow down records using field-based conditions. The module's fields will be available for filtering.

To apply filters

1. Open the expanded view for the related list.
2. Click Filter at the top to open the filter panel on the left.
3. In the filter panel on the left, check the fields you want to filter by.
4. Set the condition for each selected field (for example, Created Time: in the last 2 months).
   
5. Click Apply Filter.

The record count updates to reflect your filtered results.

Click Clear to remove all active filters.

Customizing Columns

You can choose which columns appear in a related list using the column chooser.

To customize columns

1. In the related list header, click the column settings icon next to the expand button.
2. In the column chooser, check or uncheck fields to control which columns are visible.
   
3. Click Save.

Column selections apply to both the inline related list view and the expanded view.

Notes:

• Company-defined mandatory fields cannot be removed from the related list columns.
• Custom fields created for the module will also appear in the column chooser.
  

Mass Actions in Expanded View

You can select one or more records in the expanded view and act on them together using the mass action toolbar. Almost all list view actions are supported.

To perform mass actions

1. Open the expanded view for the related list.
2. Select records using the checkboxes on the left side of each row.
3. The mass action toolbar appears at the top. Choose the action you want to perform.
   
   

The following mass actions are available, depending on the module and your CRM configuration:

• Mass Update - Change field values across selected records.
• Change Owner - Reassign selected records to a different user.
• Unassign - Remove the selected record's association from the related list.
• Delete - Remove selected records.
• Tags - Add or remove tags from selected records.
• Run Macro - Execute a saved macro on selected records.
• Send Email - Compose and send email to selected records.
• Create Task - Create tasks linked to selected records.
• Mail Merge - Generate merged documents from selected records.
• Add to Campaigns - Associate selected records with campaigns.
• Update Response - Update campaign response status.
• Print Mailing Labels - Generate printable labels for selected records.
• Print Using Canvas - Print selected records using a Canvas template.
• Export Selected Records - Download selected records as a file.
• Update Data Processing Basis - Modify compliance-related fields.
• Cadences - Add selected records to a cadence.
• Custom Buttons - Any custom buttons configured for that related list in your CRM account.
  

Note:

• The available mass actions may vary depending on the module. For example, Update Response is specific to campaign member related lists.