New List View actions in Zoho CRM!

New List View actions in Zoho CRM!

Hello Enterprise Support members!

We are excited to announce some new enhancements for quick actions in the List View.

1. Activity Badge

The modified activity badge next to every record in the List View now shows open activities for that record without opening the record. 

Additionally, you will be able to create new activities without opening the record as well.

This feature will be available for all modules that already display the activity badge as well as now available in the following modules: Cases, Invoices, Quotes, Sales Orders, Purchase Orders, Campaigns and Vendors.

2. Filter by option for every column

Now, every column in the List View includes a Filter by option. This serves as a shortcut to the filters on the left hand side. This feature will only work on fields that are listed as columns and for fields not listed as columns you will still need to use the Filter Leads by panel to the left.

3. Hiding Columns

You can now easily hide columns by selecting the Hide Columns option. This is an easier way to uncheck columns under Manage Columns.

Only one column can be hidden at a time. Additionally the feature will be disabled if that field is the only mandatory field left in the List View. To unhide the column you will use the Manage Columns feature to check a field and include it in the List View.

4. Copy URL button for each record.

Every record will have a Copy Link option under More Options to the left of the record. Previously, if you wanted to get the URL, which contains a unique ID, for each record, you needed to open the record first. This will make gathering the URL much simpler, especially if more than one URL is needed.



Alert
This feature will be released in a phased manner. If you would like early access to this feature please email your dedicated Enterprise support email and we will gladly assist.

All the best,
The Enterprise Support Team