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?
- Multiple Views: Displays data in a module in multiple categories for easy information access.
- Interactive Views: Each panel in the split view is independently scrollable and interactive.
- You can manage your Split View by re-ordering, editing, and deleting split data.
- 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.
- View split data as charts to get more insights about your business.
- 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
- Streamlined Navigation: Reduces the need to toggle between modules or tabs without the need for custom views or filters.
- Informed- Decision making : Helps view the big picture to make informed decisions based on the data presented in front of you.
- Improved Productivity: Facilitates multitasking by providing a comprehensive overview in one interface.
- Customizable Experience: Tailors the layout to meet individual or team requirements to self-assess and focus on what matters most.
Limitations
- 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 - 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.
- The Maximum number of criteria allowed for each Splits 10.
- 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 - The supported data types for a split view based on Picklist are:
-- Picklist, Stage, Layout - The supported data types for a split view based on User are:
-- Owner Lookup, Single User Lookup, Created By, Modified By, Handler - 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.
-- 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!
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
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