Achieve multi-level record prioritization with multiple Kanban views per module

Achieve multi-level record prioritization with multiple Kanban views per module

Dear all,

We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition).

As you may already know, the Kanban view in Zoho CRM is a card-based view that displays data in an organized manner for better comprehension. Until now, CRM only supported a single Kanban view per module. As a result, every time you needed a Kanban view of your records with a different Categorize By field within the same module, you had to edit the existing view accordingly—which could prove to be quite tedious.

Now, this new feature enables you to use multiple fields in order to prioritize your records.

Refer to the GIF below to get a better understanding of the feature.



Why multiple Kanban Views?

Why exactly would businesses have the need to create multiple Kanban views? It's to help streamline the user experience by making it more convenient and less laborious for users. And how is that? By making it possible for users (who utilize Kanban views) to prioritize customer data via different fields.

Let's look at some examples to understand this better.

As you may have seen in the animation above, users can categorize the records in their Deals module based on multiple factors.

For instance, Deals by Contract Status:



Another instance is Deals by Industry:



Let us look at another example would be a user at an events company who wants to track their events by multiple statuses. They can do so via the records' statuses:

  • Event promotion status
  • Logistics status
  • Venue booking status



Creating a Kanban View

To create a Kanban view for the Accounts module, for instance, you need to fill in the necessary details as shown below:



However, with multiple Kanban views in effect, the Aggregate By field will no longer be mandatory. You will be able to view your records based on the field you use to sort them.



Working with your Kanban views



1. Manage your views

Given that you can create multiple Kanban views per module, you can also manage and delete views based on your requirements. Managing these views mean that you can reorder the Kanban views based on your individual preferences—and you can edit or delete them as well.










Note.
  • Admins can configure user permissions to control which profiles can create, delete, or modify a Kanban view.
  • However, the reordering of views is user-specific; if one user orders their views in a specific way, it will not affect how those views are ordered for other users.
  • To identify who created or modified a view, and when it was modified, you can hover over the view.

2. Expand and collapse your stages

You can now  expand and collapse each stage within your view. Additionally, you can drag and drop cards to collapsed stages.



We've provided a button in the footer of each stage that creates stage-specific records. The current view's layout/pipeline and stage detail will be populated in the record creation page.


Access Permissions have also been given so that uUsers can set access permissions and share their views according to the following options:
  • Only me
  • Everyone
  • Selected users



Note. 
  • If you have territories within your organization, territories with subordinates will be displayed in the dropdown. 
  • You can create a Kanban view with picklists containing over 75 options. However, the system will display an alert which states that only the first 75 picklist options will be categorized. 
  • We've also added support for copy customization of the multiple kanban views.
  • The Aggregate By field is no longer mandatory. The user could configure them according to their usage. The supported fields are integer, decimal, currency, formula, and rollup summary.
  • The applied layout and pipeline will be persisted user-specifically for the respective Kanban View.
    The pipeline dropdown will be available only in the Deals module when the Kanban View's Categorize By is "STAGE". 

That's all for this announcement. Please share your feedback in the comments below. For more details on Kanban views, check out our help document

https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/kanban-views#Create_a_Kanban_View









    • Recent Topics

    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

    • Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"

      Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, please

    • Zoho Social - Feature Request - Reviewer Role

      Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

    • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

      Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

      VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

    • Let’s Talk Recruit: LinkedIn Cheatsheet

      Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします！ 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要　メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要　 メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」（キャプチャ内の赤枠部分）が新たに導入されました。

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Can’t find fsm in zoho one

      Every other app is available to me in Zoho one except fsm

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Task Deletion Restriction & Strict Stage Control

      Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

    • Unable to mass update a picklist field

      Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)

    • Process checklist in CRM

      Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

    • CRM project association via deluge

      I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

    • How to manage task lists in Zoho Desk?

      Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

    • Zoho Books' 2025 Wrapped

      Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

    • Activating Zobot instead of chat

      Hi folks, I know this will be obvious, but I have not been able to locate the details on this via google or youtube. We've had SalesIQ life chat set up for a while now and it is working perfectly. I have just finished development of a Zobot (using codeless)

    • Adding a new section to the related details sidebar when creating a new ticket.

      Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • Is Zoho Shifts included in the Zoho One plan?

      In case the answer is no: there's any plan to make it available via One? Thank you

    • Zoho Tracking Image location

      So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

    • Zoho Tables is now live in Australia & New Zealand!

      Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

    • Delivery and handling of documents e-stamped using Zoho Sign

      Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

    • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

      We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

    • Sortie de Zoho TABLE ??

      Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

    • Next Page