Navigating Records

Navigating Records

Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing records.The two navigational options available in Zoho CRM are:

  • Page-level Navigation
  • Record-level Navigation

Page-level Navigation

Page-level navigation allows moving from a particular page with a list of records to the previous or next consecutive page, with more such records.

To navigate pages

  1. Click the [Module] tab.
  2. In the [Module] home page, select List View icon.
  3. In the [Module] section, click the Previous or Next arrows to access the record list. 

Note
  1. You can select the number of Records per page from the drop down list to see more records.
  2. The number of records that you can view per page varies based on your Zoho CRM Edition.

Record-level Navigation

Record-level navigation allows moving from one record to the previous or next consecutive record(s).

To navigate records

  1. Click the [Module] tab.
  2. In the [Module] home page, select a List View from the drop-down list.
  3. From the list of records, click any record.
  4. In the Record Details page, click the Previous or Next arrows to access the next/previous record, or directly go to the first/last record.

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