Managing Module Views

Managing Module Views

Module Views

Zoho CRM provides different ways in which you can sort, categorize and view records. This helps you view just the records that are needed for a user. You can choose from the List View, Kanban View or Canvas View to view the records.

List Views - In this View the records are listed and grouped based on a defined set of criteria. There are two types of List views:

  • Standard List Views: Zoho CRM provides a set of list views that are ready to be used by all the users in your organization. You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
  • Custom List Views: You can create list views and define your own criteria based on which the records are filtered. You can modify and delete the custom list views and also sort the order of the columns in the list.

Kanban View - This is a card-based kanban view that displays the data in an organized manner in columns for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about the potential bottlenecks and lets you fix them effectively. 

Canvas View - This option lets you completely personalize the way you view the records. You can either choose from a gallery of design templates or create and customize one that suit your business needs. The design layout editor lets you define additional customizations to the records display.

List View

Create a list view for the records by either selecting from the predefined criteria or customize based on your requirement.
Learn More

Kanban View

Create card-based kanban view that displays the data in an organized manner in columns, all the modules.
Manage Kanban View | CRM View for Activities

Canvas View

Design or build your own view for the CRM modules.
Learn More

Top

Still can't find what you're looking for?

Write to us: support@zohocrm.com

    • Related Articles

    • Managing List Views

      Chapter <>: Managing List Views List Views are useful for displaying customer specific data according to your business requirements. For example, you may be interested to follow-up the leads created during last one week or overdue tasks as of today. ...
    • Managing List Views

      A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
    • Creating Kanban Views

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Kanban View How Can I... Create a Kanban View Edit Kanban Settings Working with Kanban View Kanban view is a card-based view ...
    • Zoho CRM - Managing Workflow

      Chapter 25: Managing Workflow The workflow management allows you to automate your sales, marketing, support processes, in which the records, tasks are assigned or transferred from one user to another for action, according to a set of predefined ...
    • Managing Autoresponders

      How Can I... Set up Autoresponder Create Folders Excluding Contacts from Follow-up Including all Contacts in the Follow-up [Related Topics] Set up Autoresponder Autoresponders are the solution to send automated replies and follow-up emails to the ...