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

    • Uploading a signed template from Sign to Creator

      Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

    • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

      Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

    • How to update custom multi-user field in Zoho Projects?

      I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

    • Tip of the Week #75– Manage your social media messages from a single shared inbox.

      Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

    • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

      The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

    • Using files from Zoho CRM in Gemini/ChatGPT/Claude

      Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

    • Zoho Analytics & Zoho Creator - Modified Time value

      I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is

    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

    • Portal For Different Apps

      I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place

    • Calls undetected

      Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.

    • Unable to Select Authenticated Domain as Sender

      We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?

    • Zoho Projects - Project Details on the Project Menu

      Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Zoho Projects - Show Task List as dropdown field on Task records

      Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose

    • My followed tickets extension is not working under the All departments view

      Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

    • Ticket Time Entry to Timesheet

      The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!

    • Calls undetected.

      The call is not showing on the call log.

    • Calls undetected

      Zoho is not reading calls made.

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

    • Calendar Events Issues

      Not able to view scheduled events on my calendar

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Where are recordings stored?

      I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks

    • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

      Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • IMAP error message in Zoho mail

      I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?

    • IMAP stopped working today

      Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not

    • Are custom portals accessible on the Zoho learn smartphone app?

      In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

    • 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

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help.

    • Multiple columns in a form

      I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  

    • Global search

      Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!

    • Any insights about API/v2? Having problem for a while.

      I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?

    • Edit QR code with redirect to form

      Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass

    • Getting all the ingredients together for baking an app

      Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have

    • Help Needed with Configuring ZC Microservice

      I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns

    • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

      Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you

    • Zoho Mail : Email Outgoing Blocked

      I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able

    • Creator and Tables

      Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the

    • Next Page