Organizing views in Zoho CRM using the Down Arrow
In Zoho CRM, a small but powerful feature—the down arrow—lets you tailor how information is displayed across modules. This simple tip improves visibility, efficiency, and overall navigation.
How to Customize Views in Zoho CRM Using the Down Arrow
What is the Down Arrow in Zoho CRM?
The down arrow is a subtle dropdown control found in most Zoho CRM modules. It allows users to customize what fields are displayed in list views, making it easier to focus on relevant data.
Where Can You Find It?
- Available in All Modules: Contacts, Deals, Tasks, and more.
- Location: Typically at the top of list views or record sections.
What Can You Customize?
- Display Fields: Choose which columns appear in lists.
- Sorting Preferences: Adjust the order in which entries are shown.
- Module-Specific Layouts: Customize how information appears in context.
When It Doesn’t Work the Same
In areas like attachments or action buttons, the down arrow may serve a different function and won’t trigger view customization.