![]() ![]() 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. You can change the width of the columns and the column sorting by clicking on the column headers. 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. ![]() 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. Use this feature if you have a large number of records. Clicking on the hyperlinked title will redirect the user to a full screen page that displays 50 rows per page. ![]() 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. What are the Next Activity and Last Activity dates?īy default, the Related tab displays 6 rows for each record in a list, with arrows to navigate through each page of records. Updating multiple records with bulk editing Tracking opt-in choices for your contacts and leads Running a SmartMerge report to find similar records Opening Gmail when clicking on an email address Merging two or more records with SmartMerge Merging two contacts or two organizations How to use lookup relationship fields with custom objects How to set up link relationships for contacts and organizations How to set up custom filters for your lists How to restore or remove items from the Recycle Bin How to delete someone's information from Insightly How to create and use an image custom field How to create a new record from the Lookup dropdown field How to anonymize someone's information in Insightly Accessing an item using a unique ID numberĬhanging a responsible user for multiple recordsĬopying an Organization's address to a Contactįinding duplicate records with SmartMerge ![]()
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