Module Views - An Overview
Introduction
Businesses, irrespective of industry, all have one thing in common—an ever-growing database. From customer information to transactional records, product portfolio, or even communication bytes—your data of all types grows at the same pace as your business, so it is important that you give equal weight to organizing your datasets just as running the business itself.
Having an organized dataset means:
- To have desired data at reach and accessible ad hoc
- To fit and orient all kinds of data
- To be able to look at data and understand in a glance
- To navigate between different records at ease
Although the database is largely a function entity, it is an integral part of the UI as well. For this reason, it should have a simple and friendly interface.
Module views in Zoho CRM
Zoho CRM understands how dynamic your data can get, so we have provided you with three types of module views: list view, kanban view, and canvas view, to suit the orientation of your records as desired. You can sort, categorize, customize, and view your data in all these formats and prioritize your chores efficiently.
- List view is a simple tabulation of data that is convenient to view all at once. In the list view, the records are grouped under a defined set of criteria.
The view is categorized as 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.
Click here to learn more about List view in CRM.
- Kanban view is a card-type classification of records based on values present in the record. For example, you can sort the leads based on their status or categorize the sales depending on different stages. It's a great way to monitor and manage progress. Click here to learn more about Kanban view in CRM.
- Canvas view is your opportunity to get creative. Using our bespoke Canvas studio, you can customize how you want the data to be. You can add style elements, advanced colors, and apply formatting and effects that goes along with your brand's style guide. You can use three types of canvas creations: custom list view, tile view, and table view to suit your data type.
- Custom List View: Custom list view is a collection of records stacked horizontally. It provides more leeway to customize record elements and not look cumbersome at the same time.
- Tile View: Tile view enables you to arrange your data in a business card format. Based on the size of the tile you can customize and align records as rows of cards.
- Table View: Table view is a look alike of a spreadsheet. You can add alternating colors to rows and columns and stack your data in a simple, yet effective manner.
Click here to learn more about Canvas view.
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 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?
Zoho DataPrep Resources
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
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 ...Canvas in sandbox
You can redesign the interface of record detail pages and list view pages using Canvas. You can ensure the interface presented to a user is relevant to that user's work and dynamically styled based on the data present in a record. This goes a long ...Customizing Record Detail Page Using Canvas
The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...Canvas Record Form
Overview Canvas Record Form enriches Zoho CRM by introducing an advanced level of customization for record creation. This integral part of the Canvas design suite enables users to design forms that are not only functionally comprehensive but also ...
New to Zoho LandingPage?
Zoho LandingPage Resources