How to use the Related tab

The Related tab that is located in several CRM and Marketing records contains grid lists of each record that is linked to a record. For example, you can review how many Contacts are linked to one specific Contact.

  • Rows

  • Filters

  • Columns

  • Buttons

Rows

By default, the Related tab displays 6 rows for each record in a list, with arrows to navigate through each page of records.

When the user mouses over the title of the related grid list, the text will change from black to blue with an underline to designate that it is a hyperlink. Clicking on the hyperlinked title will redirect the user to a full screen page that displays 50 rows per page.

Use this feature if you have a large number of records. If a record’s Email Recipients' grid list contained over 200,000 records, for example, paging through them six records at a time would be time consuming and a poor user experience.

Filters

Users can apply List Filters to sort through the records on the full screen page. By default, there are no filters applied.

For example, you could add a filter that will display any Email Recipients with a status equal to Opened in order to see which recipients were interested enough in the Email you sent them to open it.

To start adding filters, click Add a Filter Row. You can only filter by the columns and fields that are visible in the grid. Not all columns can be filtered, but most are available.

Columns

To change the visible columns that appear in a related grid list, you will need to edit the related tab in the object’s Page Layout.

You can change the width of the columns and the column sorting by clicking on the column headers. If you change the width of the columns in the grid, the Reset Column Widths option will be available under the gear icon dropdown in the upper right corner of the screen.

Buttons

Any buttons that appear to the right of the title of a grid in the Related tab will also appear on the full screen page and perform exactly the same as in the Related tab.

So, for example, if you needed to link a new file from Google Drive, you could upload it from the full screen page and upon refreshing the page, the file would be linked.

Here are some of the possible button functions:

  • Add links
  • Add a record
  • Create an email
  • Add a file
  • Add a note
  • Add a note to Evernote
  • Link files from Dropbox
  • Link files from Box
  • Link files from Microsoft OneDrive
  • Link files from Google Drive
  • Link files from PandaDoc
  • Set Price Book
  • Add Products
  • Edit Products
  • Create a new Quote
  • Create Quote PDF
  • Add List
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