Navigate primarily means the process of moving back and forth within the records type, depending on the type of records accessed. Navigation allows easy movement between records; choose the number of records to be displayed in one page; and saves time in accessing records.
The two navigational options available in Zoho CRM are:
- Page-level navigation
- Records-level navigation
Page-level Navigation
Page-level navigation allows moving from the set number of records in a page to the next page.
To navigate records
- Click on [Module] Tab.
- In the [Module] home page, select one of the views from View drop-down list to display the list of records according to the status (For example, Contacted, Hot, Won, and others).
- In the [Module] section, click the Previous or Next arrows (bottom right) to access the records list.
Record-level Navigation
Record-level navigation allows moving from one record to the next or previous consecutive record(s).
To navigate records
- Click on [Module] Tab.
- In the [Module] home page, select one of the views from View drop-down list to display the list of records according to the status (For example, Contacted, Hot, Won, and others).
- In the [Module] section, click on a Record (any one).
- In the particular records page, click the Previous or Next arrows (top right) to access the previous or next record directly.
Note
This option is not available while accessing records from the list of recent items.
FAQs
How to control the number of records to be displayed in a page?
You can define the number of records to be displayed in a page by clicking on the Records per page drop-down in the <MODULE> home page and selecting from the available options.
Can I specify the type of records that I want to display and navigate through?
Yes, while in any of the records home page, on the top you have the option to select the view type. This option allows you to specify the type of records that you want to be displayed. However, for further details on the view options you can go through the help document on View Records.
