Zoho CRM Module Views - An Overview

Zoho CRM Module Views - An Overview

Introduction

Businesses, irrespective of industry, all have one thing in common—an ever-growing database. From customer information to transactional records, product portfolio, or even communication bytes—your data of all types grows at the same pace as your business, so it is important that you give equal weight to organizing your datasets just as running the business itself.

Having an organized dataset means:
  1. To have desired data at reach and accessible ad hoc
  2. To fit and orient all kinds of data 
  3. To be able to look at data and understand in a glance
  4. To navigate between different records at ease
Let's look at Zylker Inc. They are into retail sales of electronic items. As you can imagine, they will have quite a lot of products. They also have customer details and their transactional information in their system. All this data is of varied types and a business should have the flexibility to view the right data in the right format.


Although the database is largely a function entity, it is an integral part of the UI as well. For this reason, it should have a simple and friendly interface.

Module views in Zoho CRM 

Zoho CRM understands how dynamic your data can get, so we have provided you with three types of module views: list view, kanban view, and canvas view, to suit the orientation of your records as desired. You can sort, categorize, customize, and view your data in all these formats and prioritize your chores efficiently.
  1. List view is a simple tabulation of data that is convenient to view all at once. In the list view, the records are grouped under a defined set of criteria.

    The view is categorized as Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are two types of list views available in Zoho CRM:
    1. Standard List Views: Zoho CRM provides a set of list views that are ready to be used by all the users in your organization. You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
    2. Custom List Views: You can create list views and define your own criteria based on which the records are filtered. You can modify and delete the custom list views and also sort the order of the columns in the list.
      Click here to learn more about List view in CRM.
  1. Kanban view is a card-type classification of records based on values present in the record. For example, you can sort the leads based on their status or categorize the sales depending on different stages. It's a great way to monitor and manage progress. Click here to learn more about Kanban view in CRM.

  2. Canvas view is your opportunity to get creative. Using our bespoke Canvas studio, you can customize how you want the data to be. You can add style elements, advanced colors, and apply formatting and effects that goes along with your brand's style guide. You can use three types of canvas creations: custom list view, tile view, and table view to suit your data type.
    1. Custom List View: Custom list view is a collection of records stacked horizontally. It provides more leeway to customize record elements and not look cumbersome at the same time.

    2. Tile View: Tile view enables you to arrange your data in a business card format. Based on the size of the tile you can customize and align records as rows of cards.

    3. Table View: Table view is a look alike of a spreadsheet. You can add alternating colors to rows and columns and stack your data in a simple, yet effective manner.

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