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

    • Custom Fields Not Showing Up in Invoice PDF Template Document Information

      I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.

    • ZOHO Books

      Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.

    • How is Your eCommerce Experience w/Zoho Inventory?

      First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

    • Simplify Mass Replies with Predefined Templates and Snippets

      Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while

    • Mapping custom fields from one module to another

      I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

    • The Social Wall: November 2025

      We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?

    • Customer Address Not on Standard Invoice when Address is on Contact Record

      Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

    • Apply partial payments to invoices from the Banking Module

      We need this! Why is this not possible?

    • Welcome to the Zoho Show Community Forums page!

      Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and

    • How can I convert an existing contact into a lead?

      I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?

    • Price book functionality enhancement

      A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and

    • Can we have 24x7 live support for Zohobooks ?

      Can we have 24x7 live support for Zohobooks ?

    • Important update about notification security in Business Messaging SDK

      As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date

    • Sync Zoho Marketing Automation with Zoho Forms

      I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.

    • What is the difference between Zoho Campaigns and marketing hub?

      Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

    • Webhook not firing.

      I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

    • Duplicate customers being created in Desk

      Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

    • Can we add custom fields to portal community profiles?

      How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

    • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

      Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.

    • Additional Address - Company Name

      It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

    • Incorrect Email Notifications for Product Reviews

      Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access

    • How to Rank Tables by Row Count in Descending Order

      I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

    • Export your notes from Notebook!

      Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

    • Prepopulating Fields

      Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

    • REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

      When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as

    • Automation series : Close all tasks once the project is completed

      When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its

    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

    • Horrible Connectivity!

      I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem

    • Is it really true that I can't set the default 'deposit to' account in 2025?

      I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

    • Zoho DataPrep switching Date Format

      When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"

    • Using Another Field Value for Workflow Field Update

      I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use

    • Tax information

      Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly

    • Build smarter Guided Conversations with Fork Blocks

      When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier,

    • Custom item field won't allow decimal.

      Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?

    • Free webinar: Zoho Sign unwrapped – 2025 in review

      Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect

    • HubSpot CRM to Zoho Creator Integration

      I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

    • Next Page