Experience effortless record management in CRM For Everyone with the all-new Grid View!

Experience effortless record management in CRM For Everyone with the all-new Grid View!

Hello Everyone,

Hope you are well!

As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View.

In addition to Kanban view, List view, Canvas view, Chart view and Timeline view, we have introduced Grid view for your records in different CRM modules. This feature transforms the way users manage data in their modules by presenting information in a convenient sheet format. It’s especially beneficial for handling modules with large volumes of records, significantly improving efficiency and boosting productivity.

What is Grid View? 

Grid View provides a spreadsheet-like interface within our CRM, allowing you to interact with records in a structured and user-friendly format. This powerful addition allows you to create, edit, view, and manage multiple records in a grid or sheet format, making it easier to handle large datasets efficiently. This eliminates the need to download data into sheet format to perform any necessary actions.

Layout-specific views  

Grid view is layout specific because it is designed to provide an efficient user experience tailored to each CRM module. Each module in a CRM serves a distinct purpose, such as tracking leads, managing accounts, or closing deals, and may have its own set of fields and formats.

Grid View adapts to these differences, ensuring that:
  • Only relevant fields are displayed, and
  • Record data is organized in a way that aligns with the needs of the specific module.
For instance,
  • In the Deals module, users might perform actions like updating deal stages or assigning ownership.
  • In a Leads module, users might focus on converting them to contacts.
The custom layout for each module will include different fields to be displayed. However, the grid view for the Deals modules will display only the field selected for its own layout, including deal stage, deal ownership, and so on. Whereas, the grid view for the Leads module will only display fields for its own specific layout, including lead status, conversion rate, and so on.

Grid View Capabilities   

1. Create records directly from the grid

You can add new entries directly from the Grid View without navigating away to the create new record page. Allowing users to create new records directly from the grid helps save time with a reduced number of steps involved.


Row-wise Record Creation Limitations:
  • If any required fields are not selected in Manage Columns, record creation will be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a layout rule is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If data enrichment is enabled for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.
  • If a wizard is set as the default view for your module, record creation will only be allowed through the default form in the pop-up instead of row-wise record creation.

2. Edit, view, and share records directly from the grid

You can effortlessly update records directly within the grid by clicking on the records that need to be updated without having to navigate to the record's detail view.



From the row actions provided in the more menu(...), you can click View to access the record's details quickly. Additionally, you can Share records with team members for collaboration without going into the record detail view.


3. Summarize record data with a chart

Select columns with picklist data to be represented in the different chart views to facilitate pattern identification and decision-making. Click on the chart to view the number of records against it and perform actions on them.


4. Generate Aggregate data from columns

Select columns with number values to get a summary of the data in the records. Without the need to export data or use external tools like spreadsheets, users can save time and effort. The Add Aggregate feature provides immediate answers within the CRM itself, enabling users to make informed decisions by tracking and comparing numbers across categories. This feature appears only for number fields.


Note : The number fields supported are Number, Decimal, Currency, and Long Integer. The fields that are not supported are Phone, Percentage, and Auto number.

5. Perform mass update actions on records

You can mass update records in just a few clicks directly from the grid. Either select the number of records to be updated or select multiple records that need to be updated and enter the data to be added against all of them.


6. Review and Approve records

With grid view, you can approve or reject records directly from the grid, streamlining your approval and review processes.

You can review the records from the grid instead of navigating to My Jobs or to the record detail view page as shown below.



Similarly, you can approve records directly from the grid view, as shown in the below gif.


 When to use Grid View? 

A scenario where Grid View can be used is during a quarterly sales review.

Sales managers often need a quick and comprehensive way to:
  • Review their team's performance.
  • Mass update the status of deals.
  • Schedule follow-up calls or meetings for accounts.
  • Approve discount requests or proposals.
  • Generate charts to get an overall summary of teams' achievements vs targets.
  • Get aggregate values of deals won for a specific time period.
Grid View enables all of this without switching between multiple modules or screens, saving valuable time.

Limitations :
  • Wrap-mode for grid view is not supported.
  • Client script configuration for grid view is not supported.
  • If the user has multiple layouts, then they cannot select all records in that layout; they would need to select all records page-wise.
  • Row-wise record creation is not supported for campaign module integrated layouts.
  • Grid view is not available for the following modules:
    -- Tasks, Meetings and calls,
    -- Finance and other integration module,
    --- Services and Appointments


We believe this feature will significantly enhance your experience with the CRM and make data management more intuitive than ever. Please do let us know your thoughts in the comments below.

Availability : The grid view feature is available only for Zoho CRM' new user interface - NextGen UI. 

Thank you.
Serena Woolridge
The Zoho CRM Marketing Team

    • Recent Topics

    • Stage-probability mapping feature in custom module

      Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Field Description is very small

      Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

    • StatusIQ

      Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

    • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

      In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

    • Marketing Tip #14: Increase cart value with product bundles

      Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

    • Problem with Workdrive folders

      I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

    • Auto tracking URL generation based on Carrier

      Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

    • Zoho Bookings form pre-filled with Zoho Forms in

      Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

    • Pre-orders at Zoho Commerce

      We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Zoho Books' 2025 Wrapped

      Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

      Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to

    • Compensation | Salary Packages - Hourly Wage Needed

      The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

    • Multiple currencies - doesn’t seem to work for site visitors / customers

      I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

    • Archiving Contacts

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

    • How do people handle using Outlook and Zoho Project calendar at the same time?

      We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

    • 10GB Email Storage Limits in Zoho CRM

      We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know

    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

    • How to set page defaults in zoho writer?

      hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • Unable to Send Different Email Templates for Different Documents in Zoho Sign

      Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

    • Enable History Tracking for Picklist Values Not Available

      When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

    • ZO25: The refreshed, more unified, and intelligent OS for business

      Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

    • Vault crashes on Android Devices

      Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing

    • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

      ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

    • Camera access

      My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please

    • Are static links available

      I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • How to print a label from zoho creator app?

      Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

    • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

      We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

    • Where can we specify custom CSS in Zoho Forms custom theme ?

      I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

    • Team Gamification

      Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

    • Pro Lite Upgrade - Quick Access Tray

      Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

    • Next Page