Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions

Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions

Hello everyone!

Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results or act on multiple records, you either had to open each one individually or navigate to the related module's list view.

The Related List Expanded View changes that. Click the expand icon on any supported related list, and you get a full-width workspace where you can view up to 100 records per page, apply filters to narrow down results, and perform mass actions on selected records, all without leaving the details page.


Here's what you can do in the expanded view:

  • View up to 100 records per page

  • Smart filters to narrow down results

  • Mass actions on selected records

Here's a quick video walkthrough.


Let's look at them in detail.

Smart filters in expanded view

When you open the expanded view, a filter panel appears on the left. The module's fields will be available for filtering. Select the fields you want to filter by, set your conditions, and click Apply Filter. The record count updates to reflect your filtered results.


You can also choose which columns appear using the column chooser icon next to the expand button.

Mass actions in expanded view

Select one or more records in expanded view and act on them together.

  • Almost all list view actions are supported here.

  • Actions such as Send Email, Tags, Mass Update, Run Macro, Create Task, Change Owner, Cadences, Print Using Canvas, Mail Merge, Delete, Export Selected Records, and other module-specific actions.

  • Custom Buttons configured for the related list will also be shown here.

InfoFeature Availability
  1. Editions: All editions in which related lists are available.
  2. Modules Supported: All modules in which related lists are supported.
  3. Related Lists Supported: Lookup-based related lists with the exception of multi-select lookup related lists.
  4. Supported Areas: Details page, Canvas details page, Portals, and Sandbox

That's all for the enhancement. Let us know your feedback in the comments below.

Thanks,

Nizamuddin

AlertP.S. These enhancements are being rolled out in phases, and are currently available for users across SA, JP, CA, and AU data centers.




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