Zoho CRM's related lists let you view connected records — such as contacts under an account or tasks tied to a deal — directly from a parent record's detail page, and the Related List Expanded View makes this far more powerful by surfacing up to 100 records at once with filtering and bulk actions.
Why this matters
By default, a related list shows only 10 records at a time, with no way to filter or search within it. [2] If your account has dozens of linked contacts or a deal has many associated activities, finding a specific record used to mean opening each one individually or jumping to the module's main list view. [1] The Expanded View solves this by giving you a full-width workspace without ever leaving the record you started on. [2]
> Note: Beam Help is an independent expert support resource — not official Zoho support.
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Step-by-step
Step 1. Open any record in Zoho CRM — for example, an Account, a Deal, or a Contact — and scroll down to the related lists section at the bottom of the detail page. You will see sections such as *Contacts*, *Activities*, or *Products*, each showing a preview of linked records. [1]
Step 2. Locate the related list you want to work with. In the top-right corner of that related list section, look for the Expand icon. Clicking it opens the Related List Expanded View as a full-width workspace. [2]
Step 3. Once inside the expanded view, you can now see up to 100 records per page instead of the previous limit of 10. Use this view to get a comprehensive picture of all connected records without navigating away from the parent record. [^1,2]
Step 4. To narrow down the records displayed, use the filter panel that appears on the left side of the expanded view. This panel works similarly to the filter panel in a standard module list view. [2]
Step 5. In the filter panel, select the fields belonging to the related module that you want to filter by, configure your conditions, and then click Apply Filter. The list will refresh to show only the records matching your criteria. [^1,2]
Step 6. To act on multiple records at once, select the checkboxes next to the records you want to target. You can then apply mass actions — such as updating, deleting, or reassigning — just as you would from the module's main list view, all without leaving the parent record's detail page. [^1,2]
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Common pitfalls
- Related lists not appearing in the mobile app: Some related lists — particularly Accounts and Contacts tied to custom modules — may not display in the Zoho CRM mobile app even when they are visible on the desktop. [4] If you encounter this, verify the module's related list configuration and check whether the mobile layout has been updated to include those lists.
- Multi-select lookup related lists and the API: If you are trying to associate records programmatically through a multi-select lookup related list (a many-to-many relationship), the standard insert-records API approach may not behave the same way as it does for regular lookup fields. In that scenario, working through the linking module is the recommended path. [5]
- Expanded View availability: The Expanded View is a feature enhancement rolled out to CRM environments progressively. If you do not see the expand icon on your related lists, confirm that your CRM edition and org have received the update. [2]
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What to check
- Expand icon is visible: After opening a record's detail page, confirm the expand icon appears in the top-right corner of at least one related list section — this confirms the feature is active for your org. [2]
- Filter panel loads correctly: When you enter the expanded view, verify the left-hand filter panel populates with the related module's fields so you can apply conditions as expected. [1]
- Mass actions are available: Select two or more records in the expanded view and confirm that bulk action options appear, matching what you would see in the module's standard list view. [^1,2]