Zoho CRM Tip: Working with Views
Views are an important way to slice and dice your data that are saved and you can come back to at any time. Where with filters, you can search for a criteria on demand, with the View, the search criteria are saved as a list and there are some important features of the Views such as syncing to Zoho Campaigns for example.
So Views can be used as your lists that you review regularly for specific criteria. There are default views and you can make custom views. You can come back to a View at any time.
Some default Views are:
- All records
- My records
- Recently Created Records
- Today’s Records
- Converted Leads
- etc.
See the screenshot below for where to find the Views in any module. In this example, we are showing the Leads module for Views.
This is what the window looks like when you edit or create a View. When you edit some of the default Views, you will be unable to apply criteria to them. All custom Views you create can apply criteria.
Depending on the field type and operator used, you may need to specify more than one value in the criteria for a custom list view.
In this blog we have showed you how to create or edit a View. For more Zoho CRM Tips, keep checking our blogs section.
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