Record Navigation | Online Help - Zoho CRM

Navigating Records

Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing records.The two navigational options available in Zoho CRM are:

  • Page-level Navigation
  • Record-level Navigation

Page-level Navigation

Page-level navigation allows moving from a particular page with a list of records to the previous or next consecutive page, with more such records.

To navigate pages

  1. Click the [Module] tab.
  2. In the [Module] home page, select List View icon.
  3. In the [Module] section, click the Previous or Next arrows to access the record list. 

Note
  1. You can select the number of Records per page from the drop down list to see more records.
  2. The number of records that you can view per page varies based on your Zoho CRM Edition.

Record-level Navigation

Record-level navigation allows moving from one record to the previous or next consecutive record(s).

To navigate records

  1. Click the [Module] tab.
  2. In the [Module] home page, select a List View from the drop-down list.
  3. From the list of records, click any record.
  4. In the Record Details page, click the Previous or Next arrows to access the next/previous record, or directly go to the first/last record.

    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              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

                                                                                                              • Common Operations with records

                                                                                                                Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
                                                                                                              • Sharing Records

                                                                                                                Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some it is sharing data with peers ...
                                                                                                              • Actions performed on records

                                                                                                                Creating records New records can be added to any module of your choice. If you're creating records in the Leads and Contacts modules, you'll also have the option to import from your address book. To create a record Open the module in which you want ...
                                                                                                              • Manage your Data

                                                                                                                There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
                                                                                                              • Actions Performed on Records

                                                                                                                Convert Leads Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  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