Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

Hello Everyone,

We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to help accelerate your business growth to the NextGen UI of CRM For Everyone.

With Split View, you can now segment records in your module by splitting them into multiple tables based on key characteristics like picklist field, user, or criteria. Users can simultaneously view and manage data from different categories (arranged in tables) side-by-side. This layout enhances productivity by providing quick access to multiple data sets without the need to switch between screens or tabs.

What can you achieve with this view?  

  1. Multiple Views: Displays data in a module in multiple categories for easy information access.
  2. Interactive Views: Each panel in the split view is independently scrollable and interactive.
  3. You can manage your Split View by re-ordering, editing, and deleting split data.
  4. Choose the number of records to be displayed per split. This is a common setting for all splits and cannot be changed for individual splits.
  5. View split data as charts to get more insights about your business.
  6. Create New Records directly from a split view. However, record creation is only supported for picklist and user fields. Some cases where it is not possible to create new records from a split view are :
    ● Field is unused or has no permission
    ● If there are hidden fields (Eg. created by, modified by, unsubscribed mode...)
    ● If there are map dependency fields (child fields only)

How Split View Works in Real Business Scenarios   

Let’s take a look at how Split View can be a game-changer for a sales manager 'Timothy Jackson' of ZylkerInc for all his sales operations:

Scenario 1: Segmenting Accounts by Revenue

The Sales Manager, Timothy Jackson, wants to quickly assess which accounts are generating the highest revenue. Using Split View, they can divide the Accounts module based on Annual Revenue tiers.

➤ Accounts with less than 100,000 USD can be segmented as Low Revenue accounts
➤ Accounts with values between 100,000  and 600,000 USD can be segmented as Medium Revenue accounts
➤ Accounts greater than 600,000 USD can be segmented as High Revenue accounts
 
This segmentation lets the sales manager instantly plan appropriate steps: prioritizing follow-ups, tailoring sales strategies and effectively closing deals.

Scenario 2: Tracking Lead Sources at a Glance  

In the Leads module, Timothy uses Split View to group leads by their Source. For example, leads brought in from Webforms, Trade Shows, or through Referrals. This provides a crystal-clear view of which sources are converting the best, enabling more informed decisions on where to invest marketing and outreach efforts.

Scenario 3: Monitoring Industry Coverage by User

Using Split View in the Accounts module, the Sales Manager segments records by account owner to understand which sales reps are handling which industries. This makes it easy to identify coverage gaps, reassign workloads, and ensure every industry segment is getting the right level of attention.

Benefits  

  1. Streamlined Navigation: Reduces the need to toggle between modules or tabs without the need for custom views or filters.
  2. Informed- Decision making : Helps view the big picture to make informed decisions based on the data presented in front of you.
  3. Improved Productivity: Facilitates multitasking by providing a comprehensive overview in one interface.
  4. Customizable Experience: Tailors the layout to meet individual or team requirements to self-assess and focus on what matters most.

Limitations 

  1. Split View is currently available only in list view-supported modules only for the new UI such as :
    --  Accounts, Accounts, Bundles, Custom Modules, Calls, Campaigns, Cases, Contacts, Events, Invoices, Leads, Potentials, PriceBooks, Products, Purchase Orders, Quotes, Sales Orders, Solutions, Tasks, Vendors
  2. The maximum number of splits that can be created in each Split view is 10, and the minimum number of splits that must be created in each Split view is 2.
  3. The Maximum number of criteria allowed for each Splits 10.
  4. The supported data types for a split view based on Criteria are:
    -- Text fields, Date fields, Date And Time fields, Email fields, Number fields, Phone fields, Percent fields, Double Currency fields, Decimal fields, Long Integer fields, Auto-Number fields, Boolean fields, Picklist fields, User fields, Layout field and Tag field
  5. The supported data types for a split view based on Picklist are:
    -- Picklist, Stage, Layout
  6. The supported data types for a split view based on User are:
    -- Owner Lookup, Single User Lookup, Created By, Modified By, Handler
  7. The "Select all" action for records in split view does not work the same way as it does for list view. Users cannot select all records in this view.
Availability
 1. Split View limits with regards to your CRM edition are:
-- Free edition: 1
-- Standard & professional: 5
-- Enterprise: 10
-- Ultimate: 25 

 2. Required Permissions : User need the Split View permission enabled in Manage Views in profile settings to access this feature. 

We hope you enjoy using this feature as much as we have creating this for you! 

Info
To learn how to create split views for your modules in the new UI, read this article.

Head to any supported module in your CRM, switch to Split View, and choose the field you want to group your records by. In just a click, your CRM transforms into a neatly organized dashboard of insights.

It’s time to stop sifting and start spotting patterns. Split View is your new data lens.

Have a great day!

Regards,
Serena Woolridge
 The Zoho CRM Marketing Team

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Project Management Bulletin: October, 2025

                                                                                                              Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management

                                                                                                            • Zoho Sheets saying locked when not locked

                                                                                                              Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

                                                                                                            • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                              Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

                                                                                                            • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                              Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

                                                                                                            • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                              Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

                                                                                                            • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                              I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

                                                                                                            • Setting up primary mobile number.

                                                                                                              Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

                                                                                                            • 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

                                                                                                            • Tables for Europe Datacenter customers?

                                                                                                              It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

                                                                                                            • Emails stuck in Queue

                                                                                                              Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

                                                                                                            • Guided Conversations - Ticket Creation

                                                                                                              Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

                                                                                                            • How to send certain invoices for Approval based on condition?

                                                                                                              To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

                                                                                                            • Unable to continue payment

                                                                                                              Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

                                                                                                            • Is there a way to show contact emails in the Account?

                                                                                                              I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

                                                                                                            • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                              Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

                                                                                                            • Cant recieve mails

                                                                                                              I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

                                                                                                            • Zoho Sheet Autofit Data

                                                                                                              While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

                                                                                                            • Enhancements to finance suite integrations

                                                                                                              Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

                                                                                                            • Edit 'my' Notes only

                                                                                                              The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

                                                                                                            • Job Alerts for Candidates

                                                                                                              hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

                                                                                                            • Add multiple users to a task

                                                                                                              When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

                                                                                                            • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                                                                                              Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

                                                                                                            • Nodemailer not working with Zoho

                                                                                                              Hi All, I'm having issues with Zoho working with Nodemailer. It works as expected when using gmail as the service. Below is the code I get when using zoho. Error sending email: Error: connect ECONNREFUSED 127.0.0.1:587 at TCPConnectWrap.afterConnect [as

                                                                                                            • Show/ hide specific field based on user

                                                                                                              Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

                                                                                                            • Where are Kanban swimlanes

                                                                                                              So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

                                                                                                            • Tip 19: How to display images in Pages using ZML snippets

                                                                                                              Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

                                                                                                            • desbloquear cuenta

                                                                                                              Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano

                                                                                                            • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

                                                                                                              I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

                                                                                                            • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

                                                                                                              I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

                                                                                                            • Reference lookup field values in Client script

                                                                                                              hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

                                                                                                            • In App Auto Refresh/Update Features

                                                                                                              Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

                                                                                                            • Every time an event is updated, all participants receive an update email. How can I deactivate this?

                                                                                                              Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

                                                                                                            • How can I filter a field integration?

                                                                                                              Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

                                                                                                            • How to implement new online payment gateway?

                                                                                                              Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

                                                                                                            • Zoho CRM - Portal Users Edit Their Own Account Information

                                                                                                              Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

                                                                                                            • Connecting Zoho Mail with Apollo.io

                                                                                                              Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

                                                                                                            • Where does this report come from in the Zoho One ecosystems?

                                                                                                              Is this directly from MA, Analytics or ??? ???

                                                                                                            • Contact's title in "Contact Role Mapping"

                                                                                                              When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

                                                                                                            • Zoho CRM - Client Portal - Hide Notes Related List

                                                                                                              Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

                                                                                                            • "Pivot Table" Conditional Formatting

                                                                                                              Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

                                                                                                            • Next Page