Introducing Kanban Board Extension for Zoho CRM

Introducing Kanban Board Extension for Zoho CRM

Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. 

Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list field from any module in your Zoho CRM account.

The Activities module has a CRM View which is close to a Kanban Board, the only major difference being the option to customize and create your own Kanban Boards for any module.

Let's take a look at the Kanban Board:
  • Create a record - It's not just a board where you can view the records but to create one too. You can create a record for the same module based on which the board is created.
  • Move records to another column - Simply drag and drop a record and update the field value. The record gets updated based on the column you move it to.
  • Delete a record - Yes, if you click the Close icon, the record moves to the Recycle Bin.
  • Get a business card view - While creating a board, mention the important information that you would like to see at a glance for each record.
  • View a record's details - Access the full details of a record by clicking on it.

The best part in Kanban Boards is that fact that you can create it for any module, including custom modules and with any picklist field for that module. You can have as many columns as you want based on the number of values in the picklist field.



Do try it and let us know how the Kanban Board Extension has made your work easier. For details on setting it up, please refer to our Online Help.

Regards,
Pavitra J.


      • Sticky Posts

      • Introducing Kanban Board Extension for Zoho CRM

        Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all.  Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list

      • Here's what you can do with your DocuSign Extension

        Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,

      • Contact Info Extractor Chrome plugin

        Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the

      • Easily send documents from Egnyte to your leads in Zoho CRM

        Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and

      • Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

        Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued

        • Recent Topics

        • How to know number of days between Deal Stages?

          Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?

        • How To Change Open Activities View in Canvas?

          Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What

        • Queries in Custom Related Lists

          Hello everyone, We hope you’re having a great day! A while ago, we introduced Queries in Zoho CRM to help you dynamically fetch data from CRM modules or even external sources—right within your CRM interface. Many of you have already used Queries with

        • Mass emails - Allow preview of which emails will receive the email based on the criteria

          Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

        • Customers not receiving emails

          So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a better

        • Sum Total of various fields in child module and add value to parent module field

          Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

        • Automate your status with Cliq Schedulers

          Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

        • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

          Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

        • Generate Unique Customer ID for Each for All Contacts

          Generate Unique Customer ID for Each for All Contacts

        • Mails to Deals

          Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is very

        • ICICI Bank integration

          Why the ICICI bank integration has been disabled? We opened the ICICI bank account only for integraton with Zoho. It is taking lot of time to do manual payments using file upload method. When will be the new ICICI bank integration enabled in India?

        • Google Drive

          How to add more modules in google drive as I don't want Zoho space? TIA

        • One notebook is on my Android phone app, but not on Web or PC app.

          This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

        • Ajust quantities in another form based on subform, on form submission

          Hello, I have an Order form with a LineItems subform. The LineItems subform has many lookups that import data from various other forms. I want to deduct the quantity offered in one of those other form, called Offer. In another application I used the following

        • Workdrive connection in Zoho CRM not working

          Hi, in https://crm.zoho.com.au/crm/orgXXXXXX/settings/connections i have set up the connection for WorkDrive which is pretty much setting up the name and the scopes. But I get "WorkDrive API test response: {"errors":[{"id":"F7003","title":"Invalid OAuth

        • Best Way to Update Subscriber Preferences for an Existing List?

          We currently have a mailing list of over 43,000 contacts in Zoho Campaigns, and we’re looking to segment our list based on subscriber content preferences—things like Free Webinars, Local Training, Store Specials, and New Product Announcements. We’d like

        • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

          I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

        • What's New in Zoho Inventory | January - March 2025

          Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

        • Equivalent domains

          Need a settings feature for adding/modifying/deleting domains that use the same login service. The feature can also suggest some popular sites that use shared credentials to access domains under their control. For example: amazon.com and its local variations like amazon.in. For example: gmail.com and google.com. LastPass has this feature.

        • Learning how to customize templates via code and best practices

          Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

        • Inquiry: Integrating In-house Chatbot with Zoho Desk for Live Agent Support

          Hi Team, We are exploring the possibility of integrating our existing in-house chatbot with Zoho Desk to provide seamless escalation to live agents. Our requirement is as follows: within our chatbot interface, we want to offer users a "Talk to Agent"

        • I need to know the IP address of ZOHO CRM.

          The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

        • You are forced to store/manage custom functions redundantly | Any solutions?

          Hello there, you are forced to store code (custom functions) redundantly if you want to use the same functionality in multiple departments. I don't understand that you can't define global functions. When I make a change to a function I may have to do

        • Integrating Zoho CRM with Quickbooks Enterprise?

          Does anyone have any experience of integrating Zoho CRM with Quickbooks Enterprise?  The Zoho pages refer to the Quickbooks Premier edition, and I wanted to know if the same works with the Quickbooks Enterprise version.

        • in Desk - Why can't I find where to enable multi-branding?

          I'm looking at the knowledge base article & it says to go to settings / general / rebranding / multi-branding. But there's no multi-branding there!

        • Edit a previous reconciliation

          I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

        • How to undo a reconciliation?

          I need to update the "Expense Account" field on a bunch of expenses that I've already reconciled.  However, the system will not allow this field the be changed since it is reconciled.  I haven't found a way to remove the reconciliation status for the

        • Edit Reconciled Transactions

          I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To do

        • Zoho support Can not send invitation email to portal user

          I try to use Zoho support but have a problem. I don't know why. - When a customer sign up at the portal user they don't receive the invitation email. - When I go to contact manu, choose 1 user and click invite --> they don't receive the invitation email.

        • How to Send Automatic Warning Email After 3 Late Arrivals in Zoho People?

          I’m looking to set up an automation in Zoho People where a warning message is automatically sent to employees who have 3 or more late arrivals within a specific time period (like the past 30 days). Here’s what I’m trying to achieve: Monitor employee check-in

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • remove()function to remove characters

          Hi there, I'm trying to use the remove function to remove characters from a variable. I have a Lead source that comes in as [Google] or [Facebook] etc. in Flow I need te to remove the square bracket. Tried a function that looks something like this: string

        • Sharing files without download option

          Hi Team     We want to share folders and subfolder which has files(doc, .PPT , excel and PDF) in zoho Docs. When we share the directory to a member in the organization or external to the organization There are able to download. How do we prevent users from download. Regards Krishna V.K

        • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

          Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

        • Basic Lookup Field Update Function

          Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar

        • Weekly Tips: Schedule Your Emails with Zoho Mail

          As a business, it is recommended to consider the best time to send an email, taking into account the recipient's time-zone or their work hours to have your email on top of their inbox. Sending an email when your recipient is most likely to check their

        • Data Source Request : More Zoho Marketing Automation and Zoho Pagesense

          I'm currently trying to replicate the reports shown in ZMA for stats over time for individual forms. The reports exist only in ZMA, but I want to use in wider company presentations and can't find the relevant data in Analytics : Example I also note that

        • Zoho Mail - support email

          Hi I sent an email to support more than 48 hours ago and still have not heard back! What's up? How long am I supposed to wait for a replay? Thanks

        • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

          Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

        • Syntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?

          I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,

        • Next Page