To customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in AdvologixPM (Salesforce platform).
Access Setup

- Click Drop Down Arrow next to Your Name
- Click Setup
Navigate to Page Layout Editor: Standard Objects

- Click Customize
- Click Object you wish to customize (for example the 'Matter' related list resides on the 'Contact' detail page - so you would edit the 'Contact' page layout's - 'Matter' related list settings)
- Click Page Layouts
- Click edit next to the Page layout you wish to Modify
Navigate to Page Layout Editor: Custom Objects (Part 1)

- Click Create
- Click on Objects
- Find and Click on the name of the object for which the related list *resides on (Billing, Matters, Matter Participants, etc.)
(*For example the 'Matter Participants' related list resides on the 'Matter' detail page - so you would edit the 'Matter' page layout's - 'Matter Participant' related list settings.)
Navigate to Page Layout Editor: Custom Objects (Part 2)

- Navigate to the section labeled 'Page Layouts'
- Click Edit next to the Page layout you wish to Modify
Choose the Related List

Click the Wrench Icon - on the related list - on the page layout, to edit it.
Editing the Related List Layout

- Highlight the Available Field you want on the layout
- Use the Arrow to move back and forth between Available and Selected Fields lists
- Highlight the Selected List Value and use the Arrow to move up and down ('move up = move left' and 'move down = move right' on the finished related list formatting) for the position on Selected Fields lists
- Choose the field you want the related list Sorted by and whether that sorting should be Ascending or Descending
- Click OK
You can include up to 10 fields per related list. (* Note: The first field of a related list can't be moved. They are considered as unique identifiers for the record.)
- Use CTRL+click to select multiple fields individually.
- Use SHIFT+click to select multiple fields as a group.
- Select a field from the Sort By drop-down list to sort the items in the related list, which will be displayed in ascending order unless you select Descending. The default sort order varies per record. The Sort By drop-down is not available for activities and opportunity products.
- If necessary, select additional page layouts to apply your related list customizations to. Only layouts that include this related list appear in the list. Layouts that include related lists with the same customizations as the current layout had when you opened are selected by default.
- Lookup fields are not available for display on their corresponding lookup related list. For example, the case lookup field on an account page layout is not available when editing the cases related list.

To customize which standard buttons display in the related list, click the plus sign (+) in the Buttons section.
Custom Button Settings

To customize which custom buttons display in the related list:
- To add or remove a custom button, select the button and click Add or Remove.
- Sort custom buttons by selecting them and clicking Up or Down.
To create a custom button for the related list, see Defining Custom Buttons and Links.

Click Save