Expand Record

Expand Record

The Expand Record functionality lets you view all the information in a record on an almost full-size page, eliminating the need to scroll vertically through fields. It displays the field values and the record logs in a card-like format featuring the changes made to the record, the modifier's name, and the modification's date and time. 


Expanding a Record in Different Views

Grid View

Right-click on the record header and select the Expand Record option from the context menu.




You can also expand a record using the expand icon on the record header.



Gallery View

Clicking anywhere on a card will display the expanded version of the record.



Calendar View

Click on an event on the card to expand the record.



Kanban View

Hovering over a card will display the three dots menu icon. 

Click on the Menu icon and choose Expand Record from the context menu.



Switching between the previous and the next record is easy with the back and forward buttons next to the Log button.



You can also delete or duplicate a record using the more options icon on the top right corner of the record.



While you cannot change the field types in the expanded record, you can always edit the value of the data in any field by clicking on the field value.



Add a new field using expand record:

  1. Click + Add a field from the left bottom panel of the card.
  2. Select the desired field type from the list of fields
  3. A new field will be created at the end of the existing fields
  4. Confirmation message about the same will instantly appear on the screen.



View hidden fields in the expanded record

At the bottom left corner of the expanded record, you can find the number of hidden fields of the record in an 'n' hidden field(s) format. Upon clicking on the hidden field option, you'll see the expanded version of the same.



Record Log

  1. Click Log icon at the right top of the card
  2. The log displays the changes made to the record, the modifier's name and the date & time of modification







    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

                                                                                                              • Record Level Comments

                                                                                                                With Zoho Tables Record Comments, collaborate with your team and pay attention to each record. You can comment on any record, tag your teammates and get real-time updates. Comments on the records can be accessed through expand record option. Who can ...
                                                                                                              • Record Height

                                                                                                                Record Height The record height switcher helps to adjust the height of your records on the table. If you think the records in your grid are too narrow to display all the information, use the record height switcher to heighten the cells. How to use ...
                                                                                                              • Hover-Record highlight

                                                                                                                On hovering over a record, you can see that the entire record turns gray. It is shown in the GIF below.
                                                                                                              • Duplicate a Record

                                                                                                                You can now duplicate your records without having to create them every time manually. When you select the Duplicate option, the particular record will get duplicated under the current active record itself.  Once you have duplicated a record, you will ...
                                                                                                              • Create a Record

                                                                                                                Create a New Record: There are multiple ways to create a record. Option 1 1. Click on the empty record at the bottom of the grid. 2. Begin to type in the empty record, and a new record will be added. The process is shown in the GIF below: Option 2 ...
                                                                                                                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