What is the List Matches module?
The List Matches module is a prebuilt component that can be added to an Account layout. It displays all related List Matches on an Account. You can define logic that governs when it appears.
How do you add a List Matches module?
This module is added and arranged on the Layout page. For a general overview of how the Layout editor works, see Accounts: Layout Editor.
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Navigate to the Dashboard, and click on Accounts > Types.
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Find and click on the Account Type you want to edit, or click Create type to create a new one.
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In the Layout Editor, navigate to the Tab you want to add the module to. Click an empty space to view the Module Library.
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In the right toolbar, search for ‘list.’
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Drag and drop the List Matches module into your layout and reposition it by dragging it around.
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Click on the List Matches module on the right toolbar you can customize the module.
- Under Module Layout, you can change:
- Dynamic height: Module will grow or shrink to fit its contents.
- Visibility: Dynamically control whether the module is hidden. This lets you set conditions for when the module should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.
- Under Module Layout, you can change:
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Click the “Delete” button if you want to remove the module from the layout.
Plans Explained
Accounts List Matches module component by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Accounts List Matches module component | Available | Available | Available | Available |