Custom Views let you filter and organize records in Zoho CRM so you only see the data you need. You can create a new one to see all records created today, or all insurance renewing this month, you would use a view to do this. 

1. Open the View Creator

1. Go to any module (e.g., Contacts).

2. Click the Module View dropdown in the top-left corner.

3. Scroll to the bottom of the list and click + Create View.

2. Configure Your View

• Name: Enter a clear title (e.g., VIP Clients - East Coast).

• Specify Criteria: Set your filters using [Field] [Condition] [Value].

  • Example: Lead Status | is | Contacted

  • Use the + icon to add multiple rules using AND / OR logic.

• Select Columns: Choose and arrange the fields you want to see as columns in your list.

3. Set Permissions & Save

1. Share View: Choose who can see this view (Only Me, Everyone, or Selected Users/Roles).

2. Click Save.

Quick Tips

• Set as Default: Click the Pin icon next to the view name in the dropdown to make it your default layout.

• Edit/Delete: Hover over the view name in the dropdown menu and click the Pencil (Edit) icon to modify or delete it.