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

    • 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.

    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • Next Page