Zoho CRM's custom views are now deployable from sandboxes

Zoho CRM's custom views are now deployable from sandboxes

Info
This feature is now available for users in the AU, JP, and CN DCs.
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This feature is now available for users in CA and SA DCs.
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New update: This feature is now available for users in all DCs.

Hello everyone,


We're excited to announce that you can now deploy custom views from sandboxes to your production environment to ensure a smoother transition and save valuable setup time.


What are custom views?

Custom views help users focus on what's important by filtering and organizing records per their needs. Whether it's leads from the last 15 days, deals nearing closure, or records tagged with certain priority levels, you can set it all up with just a few clicks.


Why this matters

Previously, custom views had to be created directly in production environments, which meant users didn't have a safe, controlled environment to test things out first.


With this latest update, you will be able to:

  • Create, update, and delete custom views in sandboxes. No more working live without a safe and controlled environment.

  • Eliminate rework by validating configurations before they go live.

  • Collaborate with your team and align on setups before deploying them to production.



Once everything looks good, you can deploy a custom view to production, saving both time and effort.

We hope you find this update helpful! Feel free to share your thoughts or feedback in the comments below. We'd love to hear from you.




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