Split View

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 allows users to interact with multiple sets of data side-by-side, providing a more contextual, clutter-free, and actionable interface.

Rather than filtering or creating custom views each time, Split View offers a streamlined way to see different segments of your data at once—making analysis faster and workflows more efficient.

Imagine you’re a sales manager working with hundreds of deals. Instead of scrolling endlessly or applying filters, you can use Split View to automatically organize those deals into three categories—Small, Medium, and Large—based on their revenue value. Now, each category appears in its own panel, making it easy to focus on the deals that need your attention most, all in one screen. Similarly, you can split your module data based on record owner or a picklist to draw insights

This kind of instant segmentation helps teams stay organized, quickly draw insights, and take smarter actions without leaving the module.
              
 Availability 

Split View limits with regards to your CRM edition are:
  1. Free edition: 1
  2. Standard & professional: 5
  3. Enterprise: 10
  4. Ultimate: 25 
 Required Permissions : User need the Manage Views permission enabled to create and edit the Split View configurations. 

Split View lets you:
  1. Organize your records by dividing them into multiple tables, based on a chosen field (e.g., Lead Source, Record Owner, or Industry).
  2. Visualize and interact with multiple segments of data from a single screen.
  3. Customize how your data is split and displayed to match your business workflows.
With Split View, you can achieve :
  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 to use split view for your modules? 

To start using Split View in any supported module:
  1. Navigate to the desired module (e.g., Deals, Leads, Industry).
  2. Click on the Module Views option and choose Split View.

  3. Enter the name for this split view layout.
  4. Choose the number of records to be displayed in each split.  
    * This is a common setting for all splits and cannot be changed for individual splits.
  5. Select a categorical field - Picklist / User or Criteria to define how records are split.
  6. Choose the category to split the module data by.
  7. If you've chosen to split by Picklist/User, select the split values and the split columns.

  8. If you've chosen to split by criteria, enter the split name, choose the criteria and select columns. Click New Split to add more segments to the view.

  9. Your module data will now be split in multiple views with categorized data.
Note : You can only select columns for each split during the initial creation process. You cannot select different columns while editing the split instead, you can choose different columns by clicking Manage Columns at the end of each split.

Represent split data in Charts 

You can choose to view data represented by each split in chart view. Select the chart view option as shown below to get a visual representation of your records in each split.

Change the chart type as shown below to get better insights about the data in each split.

Manage Split View 

You can switch between standard list view and Split View at any time. You can manage your split view anytime to make edits or customize the view based on new records being added or more.

Simply click the more icon next to the split view record to edit or delete the view. Clicking the Edit option will take you the edit view page where you can change the criteria or column for a customized view of data. Clicking the Delete option will remove the view from your module.. You can choose to delete multiple views at a time as well.

You also perform more actions based on records in each segmented table to make quick informed decisions or send follow-up campaigns or emails and more.

With split view, you can choose to display the same data or columns across all splits, or you can have each split display different data to arrive at more informed insights. Simply click the "Manage Columns" option at the end of each split and select the columns you want to see. If you want all your splits to display the same information, click "Apply for all splits". Alternatively, you can skip this step if you prefer to have different data displayed in each split.
 

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.

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