How to customize Related Lists?

How to customize Related Lists?

Related Lists are the records associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities and more associated to it. Customizing the related list view allows you to re-order or modify the columns in the list view.

To customize Related Lists, follow these steps:

1. Log into Zoho CRM with Administrator privileges.
2. Select the desired module.
3. Select a record from the list view.
4. In the Record Details page, click the More icon and then click Organize [Module] Details.
5. In the Organize [Module] Details page, choose the option from the Unselected List.


6. Move the selected options to the Selected List.
7. Change the order of the Related List as per your requirement.
8. Click Save. 
   
                 


    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • What are Related Lists?

                                                          The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists.
                                                        • Customizing Record's Detail Page

                                                          Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing related lists, search layout and the list views. Organize Page Details The option to ...
                                                        • How to organize the Related Lists?

                                                          To organize the Related Lists, do the following: Log in to Zoho CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize ...
                                                        • Can I change the columns for the Contact list under an Account?

                                                          Yes, you can change the columns in the related lists (Contacts List) under an Account. To change columns in the Related Lists Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the desired ...
                                                        • Customize your Account

                                                          Every business has its own unique sales, services and marketing processes, which is why Zoho CRM lets you customize the product to fit your business needs. As an administrator it is important that you identify and list out such requirements and ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources