List View - Word of the day #74

List View - Word of the day #74

In Zoho CRM, you can sort, categorize, and choose to view your records in three different ways: List view, Kanban view, and Canvas view. (We would cover Kanban view tomorrow, while you can learn more about Canvas view here.)

In the List View, the records are grouped under a defined set of criteria. List views are categorized under 'Created By Me' and 'Shared With Me'. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are two types of list views available in Zoho CRM:

• 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.
  

Here's a knowledge-base article on working with List View.

Check this video on creating a custom List View.

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