Zoho CRM Managing Module Views

Module views control how records are displayed within a module, letting each user choose the view that best suits the task at hand, whether that's a quick scan, a detailed comparison, or a filtered working list.

The available view types

List view. A simple, scannable list of records, good for filtering, sorting, and quickly acting on many records at once.
Custom list view (Canvas). Records stacked horizontally, giving you more room to highlight the specific information that matters for that module.
Tile view (Canvas). A business-card style layout, useful when a record's image is a key part of identifying it.
Table view (Canvas). A familiar tabular layout, with alternating row and column colours for readability.

Standard versus custom views

Standard views, such as All Records, My Records, and Recently Modified Records, come built in and can't be deleted, though their columns and column order can be adjusted. Custom views can be created, modified, and deleted freely, and can be set to be visible to everyone, just yourself, or a specific list of users.

Creating a custom view

Open the module. Click the module you want, such as Leads or Deals, in the sidebar.
Start a new view. Use the view picker to create a new custom view, name it, and set your filter criteria.
Choose your columns. Pick which fields display as columns. Keeping this to fewer than 10 columns avoids awkward horizontal scrolling.
Set accessibility. Choose whether this view is visible to everyone, only you, or a specific set of users.

A newer capability: cross-module and subform criteria

Custom views can now use criteria from related modules and subforms, not just the module's own fields. For example, a Contacts view can be filtered by details on a related Deal, such as its stage or last activity date, and a view can also filter on whether a subform, such as ordered items on a sales order, contains or lacks specific line items.

Note: This is limited to up to three related modules or subforms per view, with a maximum of five fields selected from each. This feature rolled out in phases across editions and data centres, so if you don't see it yet, it's worth checking whether it has reached your specific data centre.

Bulk actions from a view

Within a custom list view, you can select every matching record in one click using Select All, then apply bulk operations such as mass update, change owner, or delete. This full-view selection is only available on Enterprise and Ultimate editions, and doesn't appear if the view contains more than 50,000 records.