Experience effortless record management in CRM For Everyone with the all-new Grid View!

Experience effortless record management in CRM For Everyone with the all-new Grid View!

Hello Everyone,

Hope you are well!

As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View.

In addition to Kanban view, List view, Canvas view, Chart view and Timeline view, we have introduced Grid view for your records in different CRM modules. This feature transforms the way users manage data in their modules by presenting information in a convenient sheet format. It’s especially beneficial for handling modules with large volumes of records, significantly improving efficiency and boosting productivity.

What is Grid View? 

Grid View provides a spreadsheet-like interface within our CRM, allowing you to interact with records in a structured and user-friendly format. This powerful addition allows you to create, edit, view, and manage multiple records in a grid or sheet format, making it easier to handle large datasets efficiently. This eliminates the need to download data into sheet format to perform any necessary actions.

Layout-specific views  

Grid view is layout specific because it is designed to provide an efficient user experience tailored to each CRM module. Each module in a CRM serves a distinct purpose, such as tracking leads, managing accounts, or closing deals, and may have its own set of fields and formats.

Grid View adapts to these differences, ensuring that:
  • Only relevant fields are displayed, and
  • Record data is organized in a way that aligns with the needs of the specific module.
For instance,
  • In the Deals module, users might perform actions like updating deal stages or assigning ownership.
  • In a Leads module, users might focus on converting them to contacts.
The custom layout for each module will include different fields to be displayed. However, the grid view for the Deals modules will display only the field selected for its own layout, including deal stage, deal ownership, and so on. Whereas, the grid view for the Leads module will only display fields for its own specific layout, including lead status, conversion rate, and so on.

Grid View Capabilities   

1. Create records directly from the grid

You can add new entries directly from the Grid View without navigating away to the create new record page. Allowing users to create new records directly from the grid helps save time with a reduced number of steps involved.


Row-wise Record Creation Limitations:
  • If any required fields are not selected in Manage Columns, record creation will be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a layout rule is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If data enrichment is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a wizard is set as the default view for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.

2. Edit, view, and share records directly from the grid

You can effortlessly update records directly within the grid by clicking on the records that need to be updated without having to navigate to the record's detail view.



From the row actions provided in the more menu(...), you can click View to access the record's details quickly. Additionally, you can Share records with team members for collaboration without going into the record detail view.


3. Summarize record data with a chart

Select columns with picklist data to be represented in the different chart views to facilitate pattern identification and decision-making. Click on the chart to view the number of records against it and perform actions on them.


4. Generate Aggregate data from columns

Select columns with number values to get a summary of the data in the records. Without the need to export data or use external tools like spreadsheets, users can save time and effort. The Add Aggregate feature provides immediate answers within the CRM itself, enabling users to make informed decisions by tracking and comparing numbers across categories. This feature appears only for number fields.


Note : The number fields supported are Number, Decimal, Currency, and Long Integer. The fields that are not supported are Phone, Percentage, and Auto number.

5. Perform mass update actions on records

You can mass update records in just a few clicks directly from the grid. Either select the number of records to be updated or select multiple records that need to be updated and enter the data to be added against all of them.


6. Review and Approve records

With grid view, you can approve or reject records directly from the grid, streamlining your approval and review processes.

You can review the records from the grid instead of navigating to My Jobs or to the record detail view page as shown below.



Similarly, you can approve records directly from the grid view, as shown in the below gif.


 When to use Grid View? 

A scenario where Grid View can be used is during a quarterly sales review.

Sales managers often need a quick and comprehensive way to:
  • Review their team's performance.
  • Mass update the status of deals.
  • Schedule follow-up calls or meetings for accounts.
  • Approve discount requests or proposals.
  • Generate charts to get an overall summary of teams' achievements vs targets.
  • Get aggregate values of deals won for a specific time period.
Grid View enables all of this without switching between multiple modules or screens, saving valuable time.

Limitations :
  • Wrap-mode for grid view is not supported.
  • Client script configuration for grid view is not supported.
  • If the user has multiple layouts, then they cannot select all records in that layout; they would need to select all records page-wise.
  • Row-wise record creation is not supported for campaign module integrated layouts.
  • Grid view is not available for the following modules:
    -- Tasks, Meetings and calls,
    -- Finance and other integration module,
    --- Services and Appointments


We believe this feature will significantly enhance your experience with the CRM and make data management more intuitive than ever. Please do let us know your thoughts in the comments below.

Availability : The grid view feature is available only for Zoho CRM' new user interface - NextGen UI. 

Thank you.
Serena Woolridge
The Zoho CRM Marketing Team

    • Recent Topics

    • Mail is sent twice!

      Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

    • Can't login IMAP suddenly

      Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.

    • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

      I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to

    • Bug tracking

      Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

    • Exact match in name when searching workdrive

      Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someName

    • Flow - Fetch info from drop down in another module

      I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this

    • Migration of corporate mail environment from Yandex 360 to Zoho mail

      I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have some

    • I'm unable to send mail pthrough Zoho SMTP programmatically

      This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports today

    • Can no longer send email via Django site

      This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell and

    • unable to send email but able to receive email

      my email address is info@securityforceservices.ca

    • Custom Field for Subscription

      Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

    • Login to server failing

      When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not

    • Configuration failed: 200 response not received for POST request.

      Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error

    • Zoho Migration Assistant not working

      Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Scheduled Reports - Do not send empty report

      Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

    • Contacts Missing — PeopleSync/Zoho Mail

      English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.

    • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

      Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,

    • Kaizen #57 - Mass Update API in Zoho CRM

      Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status

    • Getting Attachments in Zoho Desk via API

      Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

    • Multiple currencies - doesn’t seem to work for site visitors / customers

      I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

    • Pincode based Product Restriction

      we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • Related Lists filter

      I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".

    • Standalone custom function not generating logs

      Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

    • Support Bots and Automations in External Channels

      Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

    • Creator HTML page refresh

      Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

    • Zoho Desk - Custom Module Related List Columns on Tickets

      I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I

    • Google Analytics import data inaccurate (as of October 11, 2025)

      We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

    • What is your opinion of the new UI?

      Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?

    • Zoho mail to Teaminbox

      Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

    • What are the OAuth scopes needed to access the Zoho MCP server?

      I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here

    • Account blocked for IMAP use

      Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

    • Is SMTP included in the free plan?

      My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

    • Zoho mail issue.

      I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

    • My email is blocked from sending

      I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • Next Page