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 list view.

To customize Related Lists, follow these steps:

1. Log into Zoho CRM with Administrator privileges.

2. Select the desired module.

3. Select a record from the list view.

4. In the Record Details page, click the More icon and then click Organize [Module] Details.

5. In the Organize [Module] Details page, choose the option 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.

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