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How To Create the Custom Related List for the Module in CentraHub CRM

How To Create the Custom Related List for the Module in CentraHub CRM

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1. Access the CentraHub CRM settings and type ‘Related’ in the search.

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2. Access the drop-down list of module customization. Choose the desired module and click on the module’s related info layout.

Example: Here we have chosen the Account module’s related list layout for customization)

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3. Click on the New related info layout in the module’s related info layout page.

4. Enter the relevant details on the module’s related info layout page.

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Fields Specification of Related Module Layout

Name

Enter the name of the related layout of the module.

Description

Enter any description or other details.

Field set up

Select the related list fields and move them from the ‘available’ list to ‘selected’ list.

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5. Click on Save to save the customized related list.

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