Friday, January 2, 2015

ZOHO CRM - ORGANIZE YOUR RELATED LISTS

You know those related lists that appear below your record details?  Did you know you can add, remove and re-order them?  Its easy to do right from inside a record! (NOTE - you must have admin privileges to do this)

TO ADD, REMOVE or REORDER:

  • Open a record (I've opened an Account)
  • click on the gear wheel to open up the option list
  • Select Organize Account Details
  • Use the middle arrows to add or remove a list
  • Use the right arrows to change the order the lists appear.
You can also change the columns that are shown by selecting the Related List Columns Option.  Choose the Related List in the Modules List Drop-down, then use the middle arrows to select which fields you want to have displayed as columns.  You can also re-order the columns using the up down arrows on the right.  Save your changes.

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