Can I create a custom view instead of using default views in the All Contacts page?
Zoho Campaigns has default views that you can use to filter your contacts. For example, you can filter the contacts based on their subscription type or if there have been no opens for the past few months. In addition to these views, if you're looking to create your own custom view to have a list of contacts that can't be captured by the default views, you can do that.
There are two ways you can create a custom view for your contacts:
- Filter By option
- Advanced Search button
1. Filter By option:
When you go to Contacts -> All Contacts, you can find the FILTER BY option to the left side.
Using the available filter options, after you filter your contacts, you'll see the 'Save as a view' option. Click this option, provide a name for this view in the pop-up that appears, and if needed, mark this as a default view. Click Save.
You can also access the custom view under the Custom View section.
2. Advanced Search button:
In the All Contacts page, there's the Advanced Search button that you can use to filter the contacts.
Once you click this button, filter your contacts using various options available on the page that appears. For example, if you want to view contacts whose contact score is between 1 and 11 and whose email address contains '@zylker.com', you can use the filters in this page. You'll see the 'Save as a view' option. Click this option, provide a name for this view in the pop-up that appears, and if needed, mark this as a default view. Click Save.
You can also access the custom view under the Custom View section.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Contact Views
In Zoho Campaigns, you can filter contacts using predefined views so you're able to work on a particular set of contacts. These filters not only provide easy access to basic views but also save time creating segments for these views. The filters are ...Contact Custom Merge Tags
Contact Custom tags are those, that the user defines according to his needs from a list of contact fields and the custom field data. This gives you the liberty to use more number of fields than just the usual email, first name and last name. Contact ...Contact management in new Zoho CRM integration model
In the new CRM integration model, we can create one sync for each module, and import all the contacts of that module. This reduces the hassles of creating multiple syncs, and also ensures the data in Zoho CRM and Zoho Campaigns is in complete sync ...Since my business uses Contact Score extensively, can I display the Contact Score in the All Contacts view?
Yes, it is possible to display the contact score of your contacts in the view or page that appears as soon as you click All Contacts from the Contacts module. To do this: From the Navigation Toolbar to the left, click Contacts and select All ...Contact Smart View and Detailed View
What is a smart view and how to access it? Smart view is present under Contacts -> All Contacts. It is a view that displays the essential details of a contact, such as the name, email address, associated lists, Zoho CRM data, etc. You can also ...
New to Zoho LandingPage?
Zoho LandingPage Resources