What is Split View in Zoho CRM's NextGen UI?

What are the benefits of using Split View?

1. Quickly organize and segment large datasets
   
2. Visualize and interact with multiple data groups on a single screen
   
3. Customize the display to suit specific business needs
   
4. Save time by avoiding repeated filtering or custom view creation
   
5. View charts to gain deeper insights 
   

How many Split Views can be created in each Zoho CRM edition?

Are there any permissions required to create Split View?

Is there any permission required to use Split View? 

How can I create and use a Split View for my module?

1. Navigate to your desired module (e.g., Deals, Leads, Contacts).
   
2. Click Module Views and select Split View.
   
   
3. Enter a name for your Split View layout.
   
4. Choose the number of records you want each split to display. Note that this setting applies to all splits.
5. Select how you want to categorize your records: by Picklist, User, or Criteria.
   
   
6. Define your categories and select relevant values and columns.
   
   
7. Save your changes. Your data will now appear segmented into different categories based on your defined criteria.
   
   
   View the detailed steps for using Split View

Can I visualize my Split View data as charts?

How can I manage or edit an existing Split View?

1. Click on the more icon (...) next to your Split View.
   

• Choose Edit if you want to:
  

• Modify criteria that define your data segments.
  
• Change columns displayed within splits.
  
• Adjust settings to reflect updated business requirements.
  

• Choose Delete if you no longer need that particular Split View. You can also select multiple views for deletion at once
  

Can I use Split View to create new records directly?

Yes, you can create new records directly from within a Split View, but only if the split is based on a picklist or user fields.

1. If the chosen field isn't currently in use or lacks user permissions
   
2. When hidden fields like Created by or Modified by are involved
   
3. For dependent map fields (child fields)
   

Which Zoho CRM modules support Split View?

• Accounts, Bundles, Custom Modules, Team Modules, Calls, Campaigns, Cases, Contacts, Events, Invoices, Leads, Deals, PriceBooks, Products, Purchase Orders, Quotes, Sales Orders, Solutions, Tasks, Vendors.
  

What data types are supported when creating Split Views?

• Criteria-based: Text, Date, Date and Time, Email, Number, Phone, Percent, Double Currency, Decimal, Long Integer, Auto-Number, Boolean, Picklist, User, Layout, Tag fields.
  
• Picklist-based: Picklist, Stage, Layout fields.
  
• User-based: Owner Lookup, Single User Lookup, Created By, Modified By, Handler fields.
  

1. Click Manage Columns at the end of each split table.
   

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2. Choose the columns you prefer.
• Optionally, select Apply for all splits if you want identical columns across every split, or skip this step for different views.
  

Can I set individual record limits for each split? 

Can I perform quick actions directly from Split View? 

Does the "Select All" action work in Split View?

What are the limitations on the number of splits and criteria per Split View? 

1. Minimum splits per Split View: 2
   
2. Maximum splits per Split View: 10
   
3. Maximum criteria allowed per split: 10