How can I group records?
In Zoho CRM, you can group records by creating a custom list view.
Grouping records mean that you will have one field with the same value for all the records in a module. You can specify this as the criteria to create a custom list view.
1. Go to the desired [Module], let's say Leads.
2. Move the mouse pointer over the list view drop-down and click the Create View link.
3. Enter a Name and Description for the view.
4. Select the fields to be displayed in the custom list view.
5. Select the users who can see this view.
6. In the criteria section, specify the criteria based on which the group has to be formed.
For instance, all leads whose lead source contains the word "webinar" would be classified as a group.
7. Click Save.
Now all the leads would be grouped under the custom list view called "Lead source - webinar".
To navigate to this view all you have to do is click the list view drop-down in the [Module] page and select it from the list.
Related Articles
Can I select a group of records from the List View and follow them?
You cannot follow records from the List View. To follow a group of records, you can create an auto-follow rule. Or you can have your administrator assign you a group of records to follow by using the Auto-follow rule. In the Auto-follow Rules ...Group Settings
Changing the Group name and description: Click the menu in the right, next to the member count. From the drop-down select Settings. Under the General tab, you can edit the name and description. When done, click Save. Changing the Group access: Click ...Group timesheets
We have enabled functions in Timesheet where you can view the time-log entries based on users or dates. It is also possible to view project and client reports across projects. Group By Date Navigate to Home > My Timesheet. Click the drop-down action ...Group timesheets
We have enabled functions in Timesheet where you can view the time-log entries based on users or dates. It is also possible to view project and client reports across projects. Group By Date Navigate to Home > My Timesheet. Click the drop-down action ...Delete group
Sign in to the Zoho One Admin Panel. Go to Groups, then hover over the group you need to delete. Click , then click Delete. Click Delete in the window that pops up. You will be given an opportunity to move all users in the department to a different ...