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, user assignments, or custom criteria. With Split View, you can simultaneously view and interact with different categories of data, providing better context, reducing clutter, and enhancing workflow efficiency.
Example: If you're a sales manager handling numerous deals, you can use Split View to categorize them into Small, Medium, and Large based on revenue value, each displayed in its own panel for easy analysis and quick actions.
What are the benefits of using Split View?
Using Split View, you can:
- Quickly organize and segment large datasets
- Visualize and interact with multiple data groups on a single screen
- Customize the display to suit specific business needs
- Save time by avoiding repeated filtering or custom view creation
- View charts to gain deeper insights
How many Split Views can be created in each Zoho CRM edition?
The number of Split Views you can create depends on your Zoho CRM edition, as shown in the chart below:
CRM Edition | Split View Limit |
Free | 1 |
Standard & Professional | 5 |
Enterprise | 10 |
Ultimate | 25 |
This helps ensure businesses of all sizes can benefit from segmented views according to their plan level.
Are there any permissions required to create Split View?
Yes, your CRM profile should have the Manage Views permission enabled in order to create and edit the Split view configurations. Without this permission, you won't be able to access or Manage Split Views.
Is there any permission required to use Split View?
No permission is required to use Split View. Users will be able to view and access the Split View once it is shared with them or made available through public views by the creator.
How can I create and use a Split View for my module?
To create and start using Split View:
- Navigate to your desired module (e.g., Deals, Leads, Contacts).
- Click Module Views and select Split View.
- Enter a name for your Split View layout.
- Choose the number of records you want each split to display. Note that this setting applies to all splits.
- Select how you want to categorize your records: by Picklist, User, or Criteria.
- Define your categories and select relevant values and columns.
- 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?
Yes. Split View allows you to visualize your segmented data in chart form for better insights. After creating a split, simply choose the chart view option available in each split panel to see graphical representations of your data. You can also change the chart type to suit your analysis.
How can I manage or edit an existing Split View?
To edit or delete existing Split Views:
- 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
Additionally, you can reorder splits or update column choices within each split anytime by selecting the Manage Columns option provided at the bottom of each split.
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.
However, record creation isn't possible under certain conditions, such as:
- If the chosen field isn't currently in use or lacks user permissions
- When hidden fields like Created by or Modified by are involved
- For dependent map fields (child fields)
Which Zoho CRM modules support Split View?
Split View is available for modules supporting list views in Zoho CRM's NextGen UI, including:
- 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?
The supported data types depend on your chosen split method:
- 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.
Can each Split panel display different columns or data?
Yes. Initially, columns for each split must be selected during the creation of your Split View. Later, columns can be adjusted using the Manage Columns option at the end of each split. You can choose columns individually per split or apply the same columns to all splits. Columns cannot be individually adjusted during general edit mode without using the Manage Columns option.
Steps:
- Click Manage Columns at the end of each split table.
- 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?
No, you cannot set individual record limits for each split. The number of records displayed per split is a common setting that applies uniformly across all splits within the same Split View. You specify this setting when creating the Split View, and it can't be adjusted separately for individual splits later.
Can I perform quick actions directly from Split View?
Yes, you can perform quick actions directly from Split View. This feature allows you to manage tasks efficiently without switching screens. For example, from a split panel, you could quickly initiate email follow-ups, assign records, or update information, enabling faster decision-making and improving overall workflow productivity.
Does the "Select All" action work in Split View?
No. The Select All action does not function in Split View as it does in List View; you cannot select all records simultaneously across splits.
What are the limitations on the number of splits and criteria per Split View?
- Minimum splits per Split View: 2
- Maximum splits per Split View: 10
- Maximum criteria allowed per split: 10
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