Achieve multi-level record prioritization with multiple Kanban views per module

Achieve multi-level record prioritization with multiple Kanban views per module

Dear all,

We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition).

As you may already know, the Kanban view in Zoho CRM is a card-based view that displays data in an organized manner for better comprehension. Until now, CRM only supported a single Kanban view per module. As a result, every time you needed a Kanban view of your records with a different Categorize By field within the same module, you had to edit the existing view accordingly—which could prove to be quite tedious.

Now, this new feature enables you to use multiple fields in order to prioritize your records.

Refer to the GIF below to get a better understanding of the feature.



Why multiple Kanban Views?

Why exactly would businesses have the need to create multiple Kanban views? It's to help streamline the user experience by making it more convenient and less laborious for users. And how is that? By making it possible for users (who utilize Kanban views) to prioritize customer data via different fields.

Let's look at some examples to understand this better.

As you may have seen in the animation above, users can categorize the records in their Deals module based on multiple factors.

For instance, Deals by Contract Status:



Another instance is Deals by Industry:



Let us look at another example would be a user at an events company who wants to track their events by multiple statuses. They can do so via the records' statuses:

  • Event promotion status
  • Logistics status
  • Venue booking status



Creating a Kanban View

To create a Kanban view for the Accounts module, for instance, you need to fill in the necessary details as shown below:



However, with multiple Kanban views in effect, the Aggregate By field will no longer be mandatory. You will be able to view your records based on the field you use to sort them.



Working with your Kanban views



1. Manage your views

Given that you can create multiple Kanban views per module, you can also manage and delete views based on your requirements. Managing these views mean that you can reorder the Kanban views based on your individual preferences—and you can edit or delete them as well.










Note.
  • Admins can configure user permissions to control which profiles can create, delete, or modify a Kanban view.
  • However, the reordering of views is user-specific; if one user orders their views in a specific way, it will not affect how those views are ordered for other users.
  • To identify who created or modified a view, and when it was modified, you can hover over the view.

2. Expand and collapse your stages

You can now  expand and collapse each stage within your view. Additionally, you can drag and drop cards to collapsed stages.



We've provided a button in the footer of each stage that creates stage-specific records. The current view's layout/pipeline and stage detail will be populated in the record creation page.


Access Permissions have also been given so that uUsers can set access permissions and share their views according to the following options:
  • Only me
  • Everyone
  • Selected users



Note. 
  • If you have territories within your organization, territories with subordinates will be displayed in the dropdown. 
  • You can create a Kanban view with picklists containing over 75 options. However, the system will display an alert which states that only the first 75 picklist options will be categorized. 
  • We've also added support for copy customization of the multiple kanban views.
  • The Aggregate By field is no longer mandatory. The user could configure them according to their usage. The supported fields are integer, decimal, currency, formula, and rollup summary.
  • The applied layout and pipeline will be persisted user-specifically for the respective Kanban View.
    The pipeline dropdown will be available only in the Deals module when the Kanban View's Categorize By is "STAGE". 

That's all for this announcement. Please share your feedback in the comments below. For more details on Kanban views, check out our help document

https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/kanban-views#Create_a_Kanban_View









    • Recent Topics

    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

    • Disable All

      I want to disable all the fields on the form when it loads.  I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City;  ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load.   On load = disable All Thank you for any help.  

    • Migrating my email from GMAIL to ZOHO MAIL..........

      I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up

    • iOS Zoho Mail App Crashesruni

      Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in

    • Assessment Answered - Automation (Related List)

      Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Calendar report with order options and more quick view templates

      I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting

    • Shared Views

      Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it

    • Using Zoho answer bot across departments (help center articles from another department)

      Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer

    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

    • The Social Wall: January 2026

      Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

    • Pipeline: Copying rulesets from one data source to another

      When creating and editing data pipelines, it would be really helpful to be able to copy the ruleset from one data source and 'paste' it to another. This would save time and reduce manual mistakes.

    • Doubt about maximum email reach

      Good morning, greetings. This is Bramdon García from EDULABS S.A.S ESP, located in Colombia. I'm writing to inquire about the possibility of sending an email to 35,000 people simultaneously. Our company has a Zoho account, but we'd like to know if there's

    • Zoho calendar not working in browser

      Hello, I am new to Zoho. I have two accounts for two separate businesses. In one of them, calendar loads in a browser no problem. However, if I use this account (sairfeetmusic.co.uk) calendar does not load. I also cannot add it to my Thunderbird Lightening

    • Authentication Failure when adding POP3 accounts

      Hi everyone, I am a new user currently migrating from Gmail to Zoho Mail. I decided to make the switch following Google's decision to discontinue POP3 fetching. I previously used Gmail as my primary mail hub, and Zoho seems like the perfect alternative

    • Trident Application Folder

      Hi, How to choose installation folder for Trident, by default it gets installed in C drive. How to change drive?

    • Email disappeared to specific contact

      Good afternoon, this morning I emailed somebody. This email isn’t showing up in my sent folder. They sent me a response which I clicked on and it disappeared immediately. Why could this be?

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

      I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis

    • How do I change the account bank charges are charged to?

      I want bank charges charged to my Credit Card Fees account. Is there a way to do this?

    • Mail Search should allow grouping by conversation like Gmail.

      Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • Updation of Old Browsers Versions for Zoho CRM

      We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance

    • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,

    • Zoho Desk domain Mapping not Working Showing CNAME Error

      I have created the subdomain and created the Cname as well as its instracted on the Zoho website  but when i try add the domain on help desk its showing error msg : Make sure you've mapped the CNAME entry and linked it to desk.cs.zohohost.com.au on your

    • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

      I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves

    • IMAP stopped working after enabling 2 factor authentication

      IMAP stopped working after enabling 2 factor authentication. Is there any solution for this?

    • Rename Service Report

      Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?

    • Outgoing emails rejected due to SpamCop RBL listing (IP 136.143.188.12)

      Hi All, I am writing to report a deliverability issue affecting outgoing emails from my Zoho Mail account. Recently, several messages sent from my domain (example.com) to external recipients have been rejected with the following error message (redacted

    • Share Record Ownership in Zoho Recruit

      We’re introducing User Fields in Zoho Recruit designed to make collaboration easier when multiple team members need to work on the same record. With User Fields, you can extend record ownership beyond a single user and enable smoother teamwork across

    • Recherche d'un développeur

      Bonjour, j'ai un projet de SAAS sur une base de zoho créator et zoho CRM et je recherche un développeur qualifié français pour créer l'application créator (fonctionnel et graphique) et les workflow et blueprint de CRM

    • Display actual mileage on an invoice

      My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Cloning a Pick List

      I have an existing Pick List in my Contacts that I want to drop into my Leads.  Is there a way to copy or clone the field with it's accompanying Pick List?  Thanks for your time.

    • How do I link my invoice to an estimate?

      There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

    • I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

      I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.

    • Zoho Writer for Proposals

      Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Next Page