Experience effortless record management in CRM For Everyone with the all-new Grid View!

Experience effortless record management in CRM For Everyone with the all-new Grid View!

Hello Everyone,

Hope you are well!

As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View.

In addition to Kanban view, List view, Canvas view, Chart view and Timeline view, we have introduced Grid view for your records in different CRM modules. This feature transforms the way users manage data in their modules by presenting information in a convenient sheet format. It’s especially beneficial for handling modules with large volumes of records, significantly improving efficiency and boosting productivity.

What is Grid View? 

Grid View provides a spreadsheet-like interface within our CRM, allowing you to interact with records in a structured and user-friendly format. This powerful addition allows you to create, edit, view, and manage multiple records in a grid or sheet format, making it easier to handle large datasets efficiently. This eliminates the need to download data into sheet format to perform any necessary actions.

Layout-specific views  

Grid view is layout specific because it is designed to provide an efficient user experience tailored to each CRM module. Each module in a CRM serves a distinct purpose, such as tracking leads, managing accounts, or closing deals, and may have its own set of fields and formats.

Grid View adapts to these differences, ensuring that:
  • Only relevant fields are displayed, and
  • Record data is organized in a way that aligns with the needs of the specific module.
For instance,
  • In the Deals module, users might perform actions like updating deal stages or assigning ownership.
  • In a Leads module, users might focus on converting them to contacts.
The custom layout for each module will include different fields to be displayed. However, the grid view for the Deals modules will display only the field selected for its own layout, including deal stage, deal ownership, and so on. Whereas, the grid view for the Leads module will only display fields for its own specific layout, including lead status, conversion rate, and so on.

Grid View Capabilities   

1. Create records directly from the grid

You can add new entries directly from the Grid View without navigating away to the create new record page. Allowing users to create new records directly from the grid helps save time with a reduced number of steps involved.


Row-wise Record Creation Limitations:
  • If any required fields are not selected in Manage Columns, record creation will be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a layout rule is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If data enrichment is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a wizard is set as the default view for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.

2. Edit, view, and share records directly from the grid

You can effortlessly update records directly within the grid by clicking on the records that need to be updated without having to navigate to the record's detail view.



From the row actions provided in the more menu(...), you can click View to access the record's details quickly. Additionally, you can Share records with team members for collaboration without going into the record detail view.


3. Summarize record data with a chart

Select columns with picklist data to be represented in the different chart views to facilitate pattern identification and decision-making. Click on the chart to view the number of records against it and perform actions on them.


4. Generate Aggregate data from columns

Select columns with number values to get a summary of the data in the records. Without the need to export data or use external tools like spreadsheets, users can save time and effort. The Add Aggregate feature provides immediate answers within the CRM itself, enabling users to make informed decisions by tracking and comparing numbers across categories. This feature appears only for number fields.


Note : The number fields supported are Number, Decimal, Currency, and Long Integer. The fields that are not supported are Phone, Percentage, and Auto number.

5. Perform mass update actions on records

You can mass update records in just a few clicks directly from the grid. Either select the number of records to be updated or select multiple records that need to be updated and enter the data to be added against all of them.


6. Review and Approve records

With grid view, you can approve or reject records directly from the grid, streamlining your approval and review processes.

You can review the records from the grid instead of navigating to My Jobs or to the record detail view page as shown below.



Similarly, you can approve records directly from the grid view, as shown in the below gif.


 When to use Grid View? 

A scenario where Grid View can be used is during a quarterly sales review.

Sales managers often need a quick and comprehensive way to:
  • Review their team's performance.
  • Mass update the status of deals.
  • Schedule follow-up calls or meetings for accounts.
  • Approve discount requests or proposals.
  • Generate charts to get an overall summary of teams' achievements vs targets.
  • Get aggregate values of deals won for a specific time period.
Grid View enables all of this without switching between multiple modules or screens, saving valuable time.

Limitations :
  • Wrap-mode for grid view is not supported.
  • Client script configuration for grid view is not supported.
  • If the user has multiple layouts, then they cannot select all records in that layout; they would need to select all records page-wise.
  • Row-wise record creation is not supported for campaign module integrated layouts.
  • Grid view is not available for the following modules:
    -- Tasks, Meetings and calls,
    -- Finance and other integration module,
    --- Services and Appointments


We believe this feature will significantly enhance your experience with the CRM and make data management more intuitive than ever. Please do let us know your thoughts in the comments below.

Availability : The grid view feature is available only for Zoho CRM' new user interface - NextGen UI. 

Thank you.
Serena Woolridge
The Zoho CRM Marketing Team

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Email content just contain 'OK' ,not what we expect

                                    create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':
                                  • Introducing the all-new email parser!

                                    Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                  • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                    We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
                                  • Send Zoho Forms Link using Zoho CRM Email Templates

                                    I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                  • Reopen ticket

                                    Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply
                                  • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

                                    Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
                                  • Creator HTML page refresh

                                    Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
                                  • Allow Admins to Transfer Ownership of Their Own Files & Folders

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to
                                  • Tip#46: Capture accurate log hours

                                    Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet
                                  • Moving to app-specific authentication for Google integrations

                                    Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an
                                  • Double opt-in notifications and customizable confirmation messages for your webforms

                                    Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                  • Lost the ability to sort by ticket owner

                                    Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
                                  • Using a CRM Client Script Button to create a Books Invoice

                                    Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
                                  • Zoho Desk - Custom Module Related List Columns on Tickets

                                    I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
                                  • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

                                    Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
                                  • Standalone custom function not generating logs

                                    Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
                                  • How Can i put a form in Zobot

                                    Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
                                  • Has Anyone successfully integrated Zoho and Sage Intact?

                                    Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                  • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                    Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                  • Playback and Management Enhancements for Zoho Quartz Recordings

                                    Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
                                  • Zoho Analytics - Feature Request For Time Based Data Source Fetch

                                    Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
                                  • Which user's capacity is used for Shared Mailbox storage?

                                    We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?
                                  • Migrate data from old to new account

                                    Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?
                                  • Campaign editor overrides href value

                                    I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,
                                  • Can't login IMAP suddenly

                                    Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
                                  • Sending email notifications based on language

                                    Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
                                  • how to add subform over sigma in the CRM

                                    my new module don't have any subform available any way to add this from sigma or from the crm
                                  • Zoho CRM - Option to create Follow-Up Task

                                    When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                  • Bug Report and Suggestions for Improvement in Zoho Applications

                                    Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
                                  • Super Admin Logging in as another User

                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                  • Canvas Flex Box containers should not require a width/height.

                                    Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
                                  • Zoho Desk Android app update: Filter enhancement, Save Filters

                                    Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
                                  • Very long loading times | bad performance [ZOHO DC: EU]

                                    Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
                                  • How to add to Subforms via Zapier with Zoho Writer?

                                    I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed
                                  • Zia Profile Summary now supports six languages and responds faster

                                    After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
                                  • Introducing Zoho Show Android 3.0

                                    Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
                                  • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

                                    Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
                                  • Peppol integration zoho invoicefu

                                    Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Allow Recording Only a Selected Portion of the Screen

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
                                  • Next Page