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Creating Role-Based Custom Views & Filters in Zoho CRM

Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to.

Understanding Roles and Groups

Before you set up custom views, it’s essential to grasp the roles and groups within Zoho CRM. Roles serve as a hierarchical framework, dictating who has access to what. Groups, on the other hand, offer a more freeform way of grouping users.

screenshot of Role-Based Views in Zoho inside of the settings inside Zoho CRM

Creating Custom Views

The Old Approach

Previously, if you wanted a custom view, you’d need to manually list each team member by name. As you can imagine, this became a hassle with staffing changes.

The New Approach

Role-Based Views in Zoho simplify this process. Now, you only need to select the role or group in your criteria, and the custom view adjusts dynamically.

Quick Filters for On-the-Spot Changes

Beyond custom views, Zoho CRM offers quick filters. These are great for making spontaneous changes to your lists. The latest update adds group participation as a filtering criterion.

Why Make the Switch?

Embracing Role-Based Views in Zoho eliminates the need for continuous updates to your custom views. This saves you time and reduces the chance of error, especially as your team evolves.

Conclusion On Role-Based Views in Zoho

Role-Based Views in Zoho are a practical, time-saving feature. Make the switch now to enhance your CRM’s efficiency.

For additional resources, be sure to check out our resource library.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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