Creating Custom Views

Creating Custom Views

Custom views are useful for quickly seeing your module data in your preferred layout.  For example, if you wanted to see all records created today, or all mortgages closing this month, you would

Zoho Knowledgebase: https://help.zoho.com/portal/en/kb/articles/list-view

Quick video reference: https://www.loom.com/share/37d20773104743328ff9ec0e5bd5e634