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.
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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.
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