Customising Record's Detail Page

Customising Record's Detail Page

Customising Record's Detail Page

  • Organize Page Details
  • Customize Related Lists
  • Customize Search Layout

Page-level customisation refers to customising a record's details page and the layouts related to it. This includes organising related items on a page, customising related lists, search layout and the list views.

Organise Page Details

The option to Organise 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 organisation's requirement using this feature.

To organise page details

  1. Log in to the 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 Organise [Module] Details.
  5. In the Organise [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.
When record from one module is related to a record in another module, the associated records are displayed in the related list of the parent module. For example, if Zylker's account has 6 contacts associated with it, the contacts details will be displayed in the account's related list. 



By default, the standard modules in the CRM display the following items in the related list: Products, Open Activities, Campaigns etc. So, you can access these details from the Record's Detail page of the parent module.

You can customise the related list by adding multiple columns.



Availability
Permission Required

Users with the Customise the CRM permission can access this feature.
From the related list, you can perform the following actions:
  1. Assign records
  2. Create new records
  3. Edit related list

Assign and Create Records

You can assign existing records or create new ones and associate them to the appropriate related list from the record details page.

To assign a record

  1. Go to the module and select the record.

  2. Select the appropriate related list.

  3. Click + Assign.
    You can create New records by clicking +New.

  4. Select the records from the popup.

  5. Click Next.

To create a new record

    1. Click + New [Module] button.

    2. Enter the details in the Quick Create: [Module] page.

    3. Click Save.
      All the selected records will be displayed, you can select more if needed.

    4. Click Confirm.

Edit related list

Editing related list allows you to dissociate existing records or add more records if required.  

To edit related list

  1. Go to the module and select the record.

  2. Select the appropriate related list.

  3. Click Edit.

  4. In the Assigned [Module] popup, do the following:

    1. Hover over the record you want to remove and click the remove icon.

    2. Give your confirmation in the popup.

    3. Click Remove All to remove all the associated records.

    4. Click Add More and select the records you would like to add.

      1. Click Next.
        All the records that you selected will be displayed. You can go back and select more if required.

    5. Click Confirm.


To customise 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. 
  4. Click the drop down arrow found on the right corner of the section. 

    This will display all the columns in the module. 
  5. Select the columns that you want to be displayed in the Related List.
  6. Click Save.


Note
  1. Company defined mandatory fields cannot be removed from the Related List columns.
  2. You can create custom fields for a module, and the same will be listed under the list.
  3. 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. 

Customise Search Layout

The Search Layout helps you customise 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.

Availability
Permission Required
Users with the Administrator profile can access this feature.

To customise search layout

  1. Log in to your CRM with Administrator privileges.
  2. Enter your search keyword on the global search text box and hit Enter. 
    The search results will be displayed from matching CRM modules as individual sections.
  3. To customise the columns in these sections, click the drop-down arrow at the far right corner of the required section.
  4. Select the columns you wish to be displayed.
    You can select a maximum of ten columns per section. You can also reorder the columns.
  5. Click Save.
Note
  1. You can filter search results by selecting the specific modules that CRM should search in.
  2. To filter search results, click the drop down arrow near beside the Search icon.
  3. Select the modules from which the search results should be displayed and click Search.


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