Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

Hello Everyone,

We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to help accelerate your business growth to the NextGen UI of CRM For Everyone.

With Split View, you can now segment records in your module by splitting them into multiple tables based on key characteristics like picklist field, user, or criteria. Users can simultaneously view and manage data from different categories (arranged in tables) side-by-side. This layout enhances productivity by providing quick access to multiple data sets without the need to switch between screens or tabs.

What can you achieve with this view?  

  1. Multiple Views: Displays data in a module in multiple categories for easy information access.
  2. Interactive Views: Each panel in the split view is independently scrollable and interactive.
  3. You can manage your Split View by re-ordering, editing, and deleting split data.
  4. Choose the number of records to be displayed per split. This is a common setting for all splits and cannot be changed for individual splits.
  5. View split data as charts to get more insights about your business.
  6. Create New Records directly from a split view. However, record creation is only supported for picklist and user fields. Some cases where it is not possible to create new records from a split view are :
    ● Field is unused or has no permission
    ● If there are hidden fields (Eg. created by, modified by, unsubscribed mode...)
    ● If there are map dependency fields (child fields only)

How Split View Works in Real Business Scenarios   

Let’s take a look at how Split View can be a game-changer for a sales manager 'Timothy Jackson' of ZylkerInc for all his sales operations:

Scenario 1: Segmenting Accounts by Revenue

The Sales Manager, Timothy Jackson, wants to quickly assess which accounts are generating the highest revenue. Using Split View, they can divide the Accounts module based on Annual Revenue tiers.

➤ Accounts with less than 100,000 USD can be segmented as Low Revenue accounts
➤ Accounts with values between 100,000  and 600,000 USD can be segmented as Medium Revenue accounts
➤ Accounts greater than 600,000 USD can be segmented as High Revenue accounts
 
This segmentation lets the sales manager instantly plan appropriate steps: prioritizing follow-ups, tailoring sales strategies and effectively closing deals.

Scenario 2: Tracking Lead Sources at a Glance  

In the Leads module, Timothy uses Split View to group leads by their Source. For example, leads brought in from Webforms, Trade Shows, or through Referrals. This provides a crystal-clear view of which sources are converting the best, enabling more informed decisions on where to invest marketing and outreach efforts.

Scenario 3: Monitoring Industry Coverage by User

Using Split View in the Accounts module, the Sales Manager segments records by account owner to understand which sales reps are handling which industries. This makes it easy to identify coverage gaps, reassign workloads, and ensure every industry segment is getting the right level of attention.

Benefits  

  1. Streamlined Navigation: Reduces the need to toggle between modules or tabs without the need for custom views or filters.
  2. Informed- Decision making : Helps view the big picture to make informed decisions based on the data presented in front of you.
  3. Improved Productivity: Facilitates multitasking by providing a comprehensive overview in one interface.
  4. Customizable Experience: Tailors the layout to meet individual or team requirements to self-assess and focus on what matters most.

Limitations 

  1. Split View is currently available only in list view-supported modules only for the new UI such as :
    --  Accounts, Accounts, Bundles, Custom Modules, Calls, Campaigns, Cases, Contacts, Events, Invoices, Leads, Potentials, PriceBooks, Products, Purchase Orders, Quotes, Sales Orders, Solutions, Tasks, Vendors
  2. The maximum number of splits that can be created in each Split view is 10, and the minimum number of splits that must be created in each Split view is 2.
  3. The Maximum number of criteria allowed for each Splits 10.
  4. The supported data types for a split view based on Criteria are:
    -- Text fields, Date fields, Date And Time fields, Email fields, Number fields, Phone fields, Percent fields, Double Currency fields, Decimal fields, Long Integer fields, Auto-Number fields, Boolean fields, Picklist fields, User fields, Layout field and Tag field
  5. The supported data types for a split view based on Picklist are:
    -- Picklist, Stage, Layout
  6. The supported data types for a split view based on User are:
    -- Owner Lookup, Single User Lookup, Created By, Modified By, Handler
  7. The "Select all" action for records in split view does not work the same way as it does for list view. Users cannot select all records in this view.
Availability
 1. Split View limits with regards to your CRM edition are:
-- Free edition: 1
-- Standard & professional: 5
-- Enterprise: 10
-- Ultimate: 25 

 2. Required Permissions : User need the Split View permission enabled in Manage Views in profile settings to access this feature. 

We hope you enjoy using this feature as much as we have creating this for you! 

Info
To learn how to create split views for your modules in the new UI, read this article.

Head to any supported module in your CRM, switch to Split View, and choose the field you want to group your records by. In just a click, your CRM transforms into a neatly organized dashboard of insights.

It’s time to stop sifting and start spotting patterns. Split View is your new data lens.

Have a great day!

Regards,
Serena Woolridge
 The Zoho CRM Marketing Team

    • Recent Topics

    • Probable Scam / Phising attempt from email pretending to be Zoho

      I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.

    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

    • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

      Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,

    • Emails not being received by @hotmail.com, @outlook.com and a few others

      When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months

    • scroll bar for far left of screen

      I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.

    • OUt of office every friday

      Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?

    • Signature line

      How do I set signature line in email

    • Zoho email

      I cannot send email to mail.ru

    • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します！ 昨年度までより、さらにパワーアップして戻ってきました！ ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho

    • Issue Exporting Data – CSRF Token Invalid Error

      Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could

    • Deluge Learning Series – Client functions in Deluge | January 2026

      We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the

    • Zoho Mail 505 error I can not send email

      Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,

    • Multiple MFA Methods

      With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only

    • Reuse Standalone Function

      I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"

    • Domain renewals

      Need to know how hoe to renew the domain

    • MX shopify problem

      hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -

    • Best Way to Manage Email Notifications While Running a Strategy Website

      I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different

    • What is the maximum email domains ?

      I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?

    • Add to Workdrive filter

      I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.

    • Forgot my admin Panel Id and password

      Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

      You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

    • Need help getting my mail on iPhone and Tablet

      I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

    • Add an background image to an email template in CRM

      Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Copy contents of File Upload Field into Workdrive

      Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

    • Deleting a memorized email address

      How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

    • ZeptoMail API

      Hello Since today, we experience issues with the ZeptoMail API. When trying to send e-mails using: https://api.zeptomail.eu/v1.1/email we receive the error: (503) Site unavailable due to a traffic surge. Please try again shortly. I kindly ask you to identify

    • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

      Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

    • Not able to receive emails for a while

      I am not able to receive emails for a while now.

    • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

      Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

    • Zoho API v2.0 - get ALL users from ALL projects

      Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

    • الموقع لا يقوم بالسداد

      السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

    • New in Office Integrator: Enhanced document navigation with captions and cross references

      Hi users, We're pleased to introduce captions, table of tables and figures, and cross-references in the document editor in Zoho Office Integrator. This allows you to structure documents efficiently and simplify document navigation for your readers from

    • Where Do I set 24h time format in Cliq?

      Where Do I set 24h time format? Thanks

    • Next Page