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Zoho CRM

Related List

A Related List in Zoho CRM is a section at the bottom of a record that displays linked records from another module.…

A Related List in Zoho CRM is a section at the bottom of a record that displays linked records from another module. It shows the many-to-one or many-to-many relationships that the current record has with other modules, such as all Deals linked to a Contact, all Activities associated with an Account, or all Notes on a Deal.

Standard Related Lists

Every standard module has a set of default Related Lists. For example, the Account record shows Related Lists for Contacts, Deals, Activities, Cases, Emails, and Attachments. Each Related List can be expanded to view all related records, and new records can be created directly from the Related List without leaving the parent record.

Custom Related Lists

When a Lookup Field is added to a module pointing to another module, a Related List is automatically added to the target module’s layout. This means custom relationships created via Lookup Fields are automatically visible as Related Lists, building a navigable record network without additional configuration.

Industry Example

Logistics: A logistics company uses the Account record as the central hub for each client. The Related Lists on each Account show: open Deals (pipeline), active Projects (Zoho Projects integration), open support tickets (Zoho Desk integration), recent invoices (Zoho Books integration), and all contacts at the client company. A key account manager can review the full relationship status without navigating away from the Account record.

Frequently Asked Questions

What is a Related List in Zoho CRM?

A Related List is a section at the bottom of a CRM record that displays linked records from another module. It shows the relationships between records, such as all Deals associated with a Contact or all Activities logged against an Account.

Can Related Lists be hidden or reordered on a Page Layout in Zoho CRM?

Yes. Related Lists are managed in the Page Layout editor. Administrators can show or hide specific Related Lists, change their order, and configure which columns are displayed in each list.

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