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Related Lists in Properties (Lightning)

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Information

 
SummaryRelated lists show information from another object (like a company, contact, etc) that is related to the property record you are viewing. You can set up related lists for easier access between related objects.
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How to see Property Related Lists

  1. Within a property record, click the tab called ‘Related’ next to the ‘Details’ tab.

Here’s an example:

 

 

How to Add or Remove Related Lists

  1. Click the Setup gear in the upper right hand corner of your screen.
  2. Click Edit Page from the drop-down.
  3. Click anywhere within the ‘Details’ section of the page (where it lists property name, city, etc). You will see a blue box when you hover over this portion of the page.

Here’s an example of Step 3:

  1. On the right side of the page, you will see a list of available Record Types to edit (i.e. Office Layout, Healthcare Layout, etc). Select the Record Type you would like to add or remove the Related List to/from.

Here’s an example of Step 4:

  1. Click ‘Related Lists’ in the left column of the Page Layout Editor.
  2. Drag the selected related list to the desired location on your page layout. You can choose any location highlighted in green.

Here’s an example of Steps 5 & 6:

  1. To remove a Related List, select the Remove Related List Button  on the list.

Here’s where to click:

  1. Select ‘Save’ in the upper left corner of the Page Layout Editor to save your changes.

Here’s an example:

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