Page-level customization refers to customizing a record's details page and
the layouts related to it. This includes organizing related items on a page,
customizing related lists, search layout and the list views.
The option to Organize Page details, is available
in each module and helps to change the order of the related list views.
Additionally, you can show or hide some of the related lists as per your
organization's requirement using this feature.
To organize page details
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 (More
icon) and then click Organize [Module] Details.
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 Lists are the sub-sections seen in a
record's details page. These sections display records from other CRM modules
that are associated with the parent record. For example, when you click on a
deal, you see sub-sections such as Products, Open Activities, Campaigns etc.
Open Activities display the tasks, calls and events associated with that
particular deal. Similarly the Products Related List displays the products
associated with the deal. You don't have to navigate to other modules to learn
about the deal - all of the details are presented to you in the Details page of
the deal, in the form of Related Lists.
These Related Lists are customizable. You can
easily choose the columns to be displayed on each related list.
To customize existing related lists
1. Click
the desired module.
2. Click
on a record from the list view.
3. In the [Record] Details page scroll
down to the required related list section.
5. Select
the columns that you want to be displayed in the Related List.
6. Click Save.
Note:
· Company defined mandatory fields cannot be
removed from the Related List columns.
· You can create custom fields for a module, and
the same will be listed under the list.
· To add a related list in the Details page of a
record, click More button
> Add
Related List. Click Unselected Related List and
choose the required list.
The Search Layout helps you customize the field
values that you want to view in search results. For example, when you search
leads by name, you may want to view the values from the email, phone, lead type
and lead source fields. You can select just these in the Search Layout. A maximum
of 10 fields can be selected.
Profile Permission Required: Users with the
Administrator profile can access this feature.
To customize search layout
1. Log
in to Zoho CRM with Administrator privileges.
3. To
customize the columns in these sections, click the drop-down arrow at the far
right corner of the required section.
5. Click Save.
Note
· You can filter search results by selecting the
specific modules that CRM should search in.
· To filter search results, click the dropdown
arrow near beside the Search icon.
· Select the modules from which the search results
should be displayed and click Search.