Zoho CRM Tutorial – Manage Related Lists

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Lists you refer to most frequently in Zoho CRM can be moved to top of the related list area. The detail of all interactions with Leads, Contacts, Accounts, Potentials and other Zoho CRM modules are listed in the record detail area below the Notes section. These “Related Lists” appear in a preset order that you can change.

For example, if Potentials, Quotes, and Email history are the details you refer to most often, then move them up for better organization. If there are related lists you don’t use, such as Invoice or Purchase Order, remove them from the screen. Here’s how:

  1. Click the Gear that appears directly under the tab bar.
  2. Select Organize Contact Details.
  3. Use the right or left arrows to move Related Items from the Selected List to Unselected List, or vice versa.
  4. Select the up or down arrows to reposition a specific list.
  5. Click Save.

Organize Related Lists

Once the Related lists are organized, you may also want to change columns (note, some columns are based on required fields and can’t be removed).

  1. Click the Gear that appears directly under the tab bar.
  2. Select Related List Columns
  3. Use the right or left arrows to move Columns between the Selected and Unselected Columns lists.
  4. Select the up or down arrows to reposition the order of a specific column.
  5. Click Save.

Related List Columns

Related list columns may be arranged by the Administrator under the setup customization area or at the record level, as indicated, above. In either event, Administrator privileges are required.

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