How to organize the Related Lists?

How to organize the Related Lists?

To organize the Related Lists, do the following:
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click a [Module] tab.
  3. Select a record from the list view.
  4. In the [Record] Details page, click the Organize [Module] Details link.
  5. In the Organize [Module] Details page, choose the options from the Unselected List.
  6. Move the selected options to the Selected List.
  7. Change the order of the Related List as per your requirement.
  8. Click Save.

    • Related Articles

    • How to customize Related Lists?

      Related Lists are the records associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities and more associated to it. Customizing the related list view allows you to re-order or modify the columns in the ...

    • What are Related Lists?

      The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists. ​

    • Create task lists

      Add a Task List Navigate to your project and click Tasks in the left panel and choose the classic view.. Click the Add Task drop-down action panel in the upper-right corner, and click Add Task List. Give a name for your Task List. Choose a Related ...

    • Organize documents

      Organize your project files based on a category. You can group all your marketing collaterals in a folder and sales documents in another folder, so that it's easy to pick out them. You can add, edit and delete folders in Zoho Projects. Folder View ...

    • Organize tabs

      Organize the project tabs based on your choice. You can drag and drop the tabs to reorder and save the new order. In addition, this feature is also extended for client users. Click in the upper right corner of the top band. Navigate to Project ...