List View just got a makeover!

List View just got a makeover!

Hello everyone,

The new list view is being rolled out in phases and will be available to all our users by the end of January 2021.

We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual, and useful. It focuses on helping users to address their day-to-day needs and get things done faster with enhanced navigation.



Check out this video to see what is in store.
Note: The tags shown in the video are WIP. They will be available soon.

Take a look at these enhancements that made the list view more useful. Here are the detailed explanations of each enhancement for your reference.

Introducing an option to expand and collapse filters
In the list and Kanban views, the Filter panel can be hidden by clicking the Filter icon. The section will be minimized to provide a clearer and broader view.


Introducing default search box
Previously, the search box was available by clicking the search icon. It will now be displayed by default in the filter panel for quick access.

Introducing new categories in the Filter panel
The Filter panel is now categorized into three sections:
  • System defined: Filter records based on parameters like touched records, untouched records, related lists, activities, etc.
  • Website activity: Filter records based on parameters like chats, browser, search engine, etc. This section only appears when SalesIQ is enabled.
  • Filter by fields: Filter records based on the fields in the module.


These categories can be collapsed and expanded by clicking on the respective category.



Displaying filter and sorting summary
The criteria used for filtering and sorting records will be captured and displayed at the top to give a clearer picture of what is being shown.



Introducing an icon to switch between module views
Previously, separate icons were displayed for the list, Kanban, and canvas views. Now, they are grouped together in a dropdown.



Repositioning of pagination details
The total number of records in a module and the per page record count are now displayed at the top of the page instead of the bottom.



Repositioning the alphabetical sorting option
Previously, the option to sort alphabetically was displayed next to the More icon. It has now been moved next to [Module] Name and Last Name for easier access.



Repositioning the Add Column icon
Previously, the Add Column icon was next to the label header in the top-left corner.It has now been moved to the right-side under the All dropdown. The icon has been renamed Manage Column for clarity.



Sorting numeric fields
Previously, numeric fields were sorted using the 'Asc' and 'Desc' options, which have now been changed to '0-9' and '9-0'.



Grouping the Record Import and Create buttons
The create record icon (+) and Import button are now grouped under the Create (Module name) option. You can click on this option to either create or import a record. The More icon has now been renamed to Actions for more clarity.




Resizing column width
The column widths in the list view can be adjusted as required.



Fixed checkbox and the first column in list view
The checkbox to select records from the list view and the first column have been fixed for horizontal scrolling to facilitate quick access to the records and clear navigation.




Introducing Wrap text and Clip text options
In list view, the Wrap Text option will be available by default to provide proper text alignment for the records. Clip Text will also be available to display records in a more compact way. Users can switch between Clip Text and Wrap Text in the Manage Column section.



Redesigned icons
The icons(search, notification, add record, calendar, email and setup) on the top panel have been redesigned.



We will continue to make updates and improvements to the UI. Our goal is to provide clean, focused, and efficient design that will make your salespeople's lives easier.

    • Recent Topics

    • Zoho flow - Webhook

      If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?

    • Zoho Flow + Bigin + Shopify

      We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's the

    • Is it The Flow? Or is it me?

      I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - but

    • Having problem with data transferring from Google sheet to ZMA

      When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,

    • Dropbox to Workdrive synchronisation

      I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

    • Microsoft Planner Task to Service Desk Plus Request - error n4001

      Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

    • Trailing Space in "Date and time scheduled "

      I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

    • Project name by deal name; project creation via flow

      Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

    • Slack / Zoho Flow; Repl

      I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

    • Get Holiday ready with Zoho Mail's Templates

      As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

    • Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

      HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

    • Associating a Candidate to a Job Listing

      Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

    • Automate reminder emails for events

      Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

    • Update related module entry Zoho Flow not working with custom module ?

      Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

    • How to disable time log on / time log off

      Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

    • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

      Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

    • Email authentication

      أريد التحقق من البريد الإلكتروني

    • What’s New in Zoho Analytics – December 2025

      December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

    • Marketing Tip #12: Earn trust with payment badges and clear policies

      Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

    • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

      Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

    • Zoho Analytics Bulk Api Import json Data

      HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

    • Project Management Bulletin: December, 2025

      The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

    • Inventory batch details

      Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

    • Auto check out after shift complete

      i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

    • How to create a flow that creates tickets automaticaly everyday based on specific times

      Hi guys Does anyone know how to create a flow that will create tickets automaticaly in ZOHO Desk when a certain time is reached. Im havin a hard time configuring a flow that will create tickets automaticaly everyday during specific hours of the day For

    • ZOHO FLOW - ZOHO CREATOR - ZOHO WRITER : Get Related records

      Bonjour, J'ai besoin que vous m'ajoutiez la solution "Get related Records" dans la liste de choix de zoho creator (sous Zoho flow). En effet, j'ai besoin de récupérer les champs d'un sous formulaire pour l'ajouter à l'impression de mon document. Mer

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Connecting email for each department in ZohoDesk

      Hi! Could someone help me to go through connecting emails for each department?

    • How do I trigger a Flow based on a campaign response?

      Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

    • All Zoho Flows are filtered

      My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

    • Creating Multiple Items on Sales Order

      Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

    • Problem Connection from Zoho Flow and Gravity Form

      I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

    • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

      Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

    • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

      Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

    • Associating Project with an Account via Flow

      I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

    • How to follow up a member in a meeting?

      Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

    • Setting Delays in Invoice Reminder Flow

      I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

    • Get Sales Orders Related to Inventory Item

      Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.

    • Endpoint Central Cloud Asset Update from Fresh Service

      All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"

    • Zoho Flow Export to Deluge

      It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interacting

    • Next Page