Module views
FAQ: Split View
What is Split View in Zoho CRM's NextGen UI? Split View is a special module layout in Zoho CRM's NextGen UI. It enables users to categorize and divide large datasets into smaller, organized segments based on specific fields such as picklist values, ...
Grid View
Introduction Zoho CRM's grid view allows users to view module data in the form of a sheet. This feature provides a spreadsheet-like interface for managing and viewing your records. With this feature, you can: Create, edit, and manage multiple records ...
Split View
Introduction Split View is a module view in Zoho CRM’s NextGen UI that gives users the power to break down large sets of records into smaller, categorized tables based on a specific field such as a picklist, user, or any defined criteria. This layout ...
FAQ: Grid View in Zoho CRM
What is Grid View in Zoho CRM, and how does it enhance record management? Grid View in Zoho CRM lets you work with your records in a convenient spreadsheet-style layout. It makes it easy to add or update data directly, quickly perform bulk edits, ...
FAQ: Timeline View in Zoho CRM
What is Timeline View in Zoho CRM? Timeline View in Zoho CRM is a visual layout designed to clearly organize records according to their start and end dates. It helps teams like operations or sales onboarding managers track ongoing, completed, and ...
Using chart views in modules
Available in Enterprise and Ultimate editions Limit A maximum of 5 chart views can be published Permissions related to this feature Chart view can be accessed by all, but editing, deleting, publishing, and re-publishing require enabling the Chart ...
FAQs: Chart View
What is a Chart view in Zoho CRM? Chart view presents data visually using formats like pie charts, bar charts, column charts, donut charts, and more. This feature allows you to see your records in various chart types and apply filters to narrow down ...
Timeline View
Availability: Only for users who have opted for CRM for Everyone Editions : Enterprise and Ultimate The Timeline View allows you to visualize your records plotted across a given timeline. You can view the records by days, weeks, months, or quarters. ...