Managing Module Views

Module Views - An Overview

Module views give you ways to sort, categorize, and view your records. they help you prioritize your tasks by viewing only those records that you need the most. In Zoho CRM, you can choose to view the records in three different ways: List view, Kanban view, and Canvas view.

List Views - In the list view the records are grouped under a defined set of criteria. List views are categorized under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are two types of list views available in Zoho CRM:

  • Standard List Views: Zoho CRM provides a set of list views that are ready to be used by all the users in your organization. You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
  • Custom List Views: You can create list views and define your own criteria based on which the records are filtered. You can modify and delete the custom list views and also sort the order of the columns in the list.

Kanban View - Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively.

Canvas View - This option lets you completely personalize the way you view the records. You can either choose from a gallery of design templates or create and customize one that suit your business needs. The design layout editor lets you define additional customizations to the records display.


    Redefine the way you work
    with Zoho Workplace

      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 CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Secure your business
                    communication with Zoho Mail


                    Mail on the move with
                    Zoho Mail mobile application

                      Stay on top of your schedule
                      at all times


                      Carry your calendar with you
                      Anytime, anywhere




                              Zoho Sign Resources

                                Sign, Paperless!

                                Sign and send business documents on the go!

                                Get Started Now


                                    Zoho SalesIQ Resources



                                        Zoho TeamInbox Resources



                                                Zoho DataPrep Resources



                                                  Zoho DataPrep Demo

                                                  Get a personalized demo or POC

                                                  REGISTER NOW


                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now











                                                                          • Related Articles

                                                                          • Creating Kanban Views

                                                                            Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...
                                                                          • Customizing List View Using Canvas

                                                                            In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...
                                                                          • How do I segregate leads using the Kanban view and how can I customize the view?

                                                                            Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...
                                                                          • What does the Unaccounted column in the Kanban view mean?

                                                                            The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...
                                                                          • What are the predefined and customizable Kanban views?

                                                                            There are two types of Kanban views: Predefined: Predefined kanban views are available for the Social, Visits, Deals, and SalesInbox modules and are available in all editions. Customizable: You can create a Kanban view for other modules. You will ...
                                                                          Wherever you are is as good as
                                                                          your workplace

                                                                            Resources

                                                                            Videos

                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                            eBooks

                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                            Webinars

                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                            CRM Tips

                                                                            Make the most of Zoho CRM with these useful tips.



                                                                              Zoho Show Resources