What is the List Matches module?

The List Matches module is a prebuilt component that can be added to a 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.

1. Navigate to the Dashboard, and click on Account > Types.

2. Find and click on the Case type you want to edit, or + Create Type to create a new template.

3. The Layout Editor opens with the Component Library in the right panel. Click an empty space to view the Component Library.

4. In the right toolbar, search for ‘list.’

5. Drag and drop the module into your layout and reposition it by dragging it around.

   

6. Click on the List Matches module on the right toolbar you can customize the module.

   1. Under Module Layout, you can change:
      1. Dynamic height: Module will grow or shrink to fit its contents.
      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your case requirements. You can read more about Visibility Configuration here.

7. Click the “Delete” button if you want to remove the component from the Case Layout.

Plans Explained

Case List Matches module component by plan

Learn more about pricing and plans.