New CRM Update: Expand or Hide the Related List Menu!

New CRM Update: Expand or Hide the Related List Menu!

Hello to my Enterprise Support Zoho family!!!!

We’ve got an exciting update to help you customize your CRM view and maximize your screen space!

What’s New?
  1. A new expand/hide icon for the Related List Menu in all modules.
  2. Simply hover over the icon to access related information.
  3. By default, the menu starts collapsed to give you more screen space.
  4. Prefer it open? Your choice is saved! If you expand the menu, it stays that way when you return.
Your view, your way! Each user’s preference is unique and won’t affect others. This makes CRM for Everyone even more flexible and user-friendly.



The Related List Menu in Zoho CRM gives you quick access to important related records—emails, notes, deals, activities, and more.
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What’s Changing?
  • Previously, the menu was always open, taking up space and making navigation cluttered.
  • Now, it starts collapsed by default, giving you a cleaner, more efficient view.
  • Need quick access? Simply hover over the icon or expand it permanently—your choice will be saved!
This update makes it easier to focus on key record data while keeping everything you need just a click away. 
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  • The Related List Menu is now an icon in all modules.
  • Click to expand or hide it—your choice!
  • By default, it stays hidden for a cleaner, more spacious view.
  • Need quick access? Simply hover over the icon to see related records like emails, notes, deals, and activities.
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Each user can customize their Related List Menu without affecting others.
What This Means for You:
  • Your preference is unique to your account—expand the menu for some modules and hide it for others.
  • Other users in your org can set their own view, so no one’s settings overwrite another’s.
  • Need quick access to related records? Keep the menu expanded, and it will stay that way when you return.


This update gives you full control over how you navigate Zoho CRM:
  1. Maximizes screen space for better visibility of key details.
  2. Reduces unnecessary scrolling for a smoother experience.
  3. Lets you choose how you interact with related records.
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Business Scenarios:                                                                                                                                                                                    
When Should You Hide the Related List Menu?
  1. For deep data analysis: A sales manager reviewing a high-value deal may want to focus on revenue forecasts, pricing, and approvals—without distractions. Keeping the menu hidden allows for a clean, clutter-free view.
When Should You Keep It Expanded?
  1. For quick reference: A sales executive engaging with a lead may frequently check past emails, call logs, and notes. Keeping the menu permanently expanded ensures easy access to critical information.
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Availability:
This enhancement is now live for all editions but currently available only for US DC users in the CRM For Everyone UI. It will be gradually rolled out to other data centers soon. Stay tuned!