List View just got a makeover!

List View just got a makeover!

Hello everyone,

The new list view is being rolled out in phases and will be available to all our users by the end of January 2021.

We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual, and useful. It focuses on helping users to address their day-to-day needs and get things done faster with enhanced navigation.



Check out this video to see what is in store.
Note: The tags shown in the video are WIP. They will be available soon.

Take a look at these enhancements that made the list view more useful. Here are the detailed explanations of each enhancement for your reference.

Introducing an option to expand and collapse filters
In the list and Kanban views, the Filter panel can be hidden by clicking the Filter icon. The section will be minimized to provide a clearer and broader view.


Introducing default search box
Previously, the search box was available by clicking the search icon. It will now be displayed by default in the filter panel for quick access.

Introducing new categories in the Filter panel
The Filter panel is now categorized into three sections:
  • System defined: Filter records based on parameters like touched records, untouched records, related lists, activities, etc.
  • Website activity: Filter records based on parameters like chats, browser, search engine, etc. This section only appears when SalesIQ is enabled.
  • Filter by fields: Filter records based on the fields in the module.


These categories can be collapsed and expanded by clicking on the respective category.



Displaying filter and sorting summary
The criteria used for filtering and sorting records will be captured and displayed at the top to give a clearer picture of what is being shown.



Introducing an icon to switch between module views
Previously, separate icons were displayed for the list, Kanban, and canvas views. Now, they are grouped together in a dropdown.



Repositioning of pagination details
The total number of records in a module and the per page record count are now displayed at the top of the page instead of the bottom.



Repositioning the alphabetical sorting option
Previously, the option to sort alphabetically was displayed next to the More icon. It has now been moved next to [Module] Name and Last Name for easier access.



Repositioning the Add Column icon
Previously, the Add Column icon was next to the label header in the top-left corner.It has now been moved to the right-side under the All dropdown. The icon has been renamed Manage Column for clarity.



Sorting numeric fields
Previously, numeric fields were sorted using the 'Asc' and 'Desc' options, which have now been changed to '0-9' and '9-0'.



Grouping the Record Import and Create buttons
The create record icon (+) and Import button are now grouped under the Create (Module name) option. You can click on this option to either create or import a record. The More icon has now been renamed to Actions for more clarity.




Resizing column width
The column widths in the list view can be adjusted as required.



Fixed checkbox and the first column in list view
The checkbox to select records from the list view and the first column have been fixed for horizontal scrolling to facilitate quick access to the records and clear navigation.




Introducing Wrap text and Clip text options
In list view, the Wrap Text option will be available by default to provide proper text alignment for the records. Clip Text will also be available to display records in a more compact way. Users can switch between Clip Text and Wrap Text in the Manage Column section.



Redesigned icons
The icons(search, notification, add record, calendar, email and setup) on the top panel have been redesigned.



We will continue to make updates and improvements to the UI. Our goal is to provide clean, focused, and efficient design that will make your salespeople's lives easier.

    • Recent Topics

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • Zoho Creator Upcoming Updates - November 2025

      Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling

    • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

      Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils

    • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

      Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

      Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

    • Is it possible to create a word cloud chart in ZoHo Analystics?

      Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

      If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

    • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

      Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more

    • DKIM cannot be enabled for the domain as no verified default selector present

      Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • Collections Management: #3 Tackling Payment Failures

      Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was

    • How do I increase the email attachment size in Zoho CRM ?

      It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

      Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)

    • Download a writer template as .docx instead of .pdf.

      I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="

    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

    • WriterTh

      After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

    • Extract Archived Projects using Zoho Projects API

      In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

    • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

      Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

    • File upload support for subforms

      Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.

    • Circular record relationship in CRM

      Given there is a lookup in custom module Transactions creating a related list on the chosen Contact record. I. e. a lookup field on Transactions module points to Contacts. The related list on a Contact record can thus have have many transaction records.

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • Enhance productivity with the revamped Zoho Sheet View

      Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

    • How to set value of dropdown field to variable

      For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • [WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration

      Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in

    • Less clicks, more connection – the usability edge of Zoho Desk

      Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho

    • Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

      Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.  How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or

    • Why Format section gets disabled when we create Merge Template over PDF

      I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

    • Whatsapp Integration on Zoho Campaign

      Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

    • How to calculate separate totals for Product Line Items filtered by category in Quotes?

      Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product

    • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

      I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

    • Fetch Subform values through a lookup of a lookup

      Hi, I'm having an issue fetching the values of a subform through a lookup field through another lookup field. The code works perfectly to show me the subform row ID, but the second I try to get any readable data, it says "Error occurred. Please contact

    • Turn Decision Box to a button

      Dear all, I need your help on CSS to turn a Decision Box to a Button. I have a Decision Box like: Turn on/off to refresh the information. (on User Input, either True or False, will refresh the information) Now I want to simulate to treat it like a Refresh

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Next Page