Context Settings

The Context settings section allows you to control which items appear in the Related Items list, and are references to other mapped modules allowing you to jump to related records from the current record

• e.g.1: You are looking at a Contact Record and want to see the Account record for that contact.
• e.g.2: You are looking at a Contact and want to open an existing Task (or make a new one) for that Contact without first closing the Contact record).

Subjects included in this section are:

• Related List Overview
• Selecting Related List Modules
• Hiding Modules Using Context Rules
• Controlling Data Displayed In Detailed List View
• Controlling Data View Layout

If your child or parent does not appear in the module as you expect it to, please review the module's field mappings and ensure that there is a REFERENCE field to the child or parent you are interested in displaying within the context of another module.