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.
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 ...
To organize the Related Lists, do the following: Log in to Zoho CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize ...
Yes. You can customize a Related List section in a Record's Details page. To do so, follow these steps: Click on the [Module] tab. For eg. Leads. Open a [Module] List Record. Click on the drop down list on top of that related list. 4. Add the ...
The same set of restrictions we have on the Standard page will also be applicable for the Canvas view. Also any unsupported features and Related Lists will not be available for Portal users inside the Canvas.