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

    • Does Zoho Sheet Supports https://n8n.io ?

      Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

    • Bigin Android app update: User management

      Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

    • Share records with your customers and let them track their statuses in real time.

      Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

    • Live webinar: Discover Zoho Show: A complete walkthrough

      Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

    • Deal Stage component/widget/whatever it is... event

      Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

    • Create advanced slideshows with hybrid reports using Zoho Projects Plus

      Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

    • Add an option to disable ZIA suggestions

      Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

      Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

    • 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

    • Zoho CRMの流入元について

      Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Error While Sign in on Zoho Work Drive

      Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Unified Directory : How to Access ?

      I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

    • Translation support expanded for Modules, Subforms and Related Lists

      Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

    • Unified task view

      Possible to enable the unified task view in Trident, that is currently available in Mail?

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • Importing data into Assets

      So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

    • Allow instruction field in Job Sheets

      Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

    • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

      Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

    • The dimensions of multilingual power

      Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

    • Multi-line address lines

      How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

    • Accessing Zoho Forms

      Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • Cost of good field

      Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

    • How to add image to items list in Invoice or Estimate?

      Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

    • Issue with the Permission to Zoho Form

      I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • I need to do crud with snippet html

      I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Google Ads Conversions Not Being Tracked in Zoho CRM

      We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Next Page