Related Blocks & Lists enabling a display of related records on the Detail, Create, and Edit Views. Intuitive configuration panel allows system administrators to configure which modules (Related Lists) will be displayed on the Detail/Edit Views.

How to Display Contact List on Organizations Details Tab

• Go to the Menu >> Settings >> CRM Settings >> Module Management >> Module Layouts and Fields. Here Select the module and click on the “Add Related Block” button.

• Select the Related Module and its Fields.

• Here you can see the Related Block in the Organization Detail View. You can also Add New Contacts form this Related Block.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.