Zoho CRM | How to hide some account records from view

Author - Webner
21.09.2017
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0 Comments
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Zoho does not provide any direct mechanism to hide or unhide account information of any user. However, we have an alternative solution for this problem. We can use a listview to solve this problem. The List view can be used to customize records to show in Zoho.

For example:
Suppose I want a list of accounts with billing country India.

Solution:
We can create a view by using these steps.

1. Click on account module in Zoho.

2. Click on view edit on left side and click on Create View like in below image:
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Note: In above image, david and Kunal have billing country Australia and India respectively.

3. A New pop up screen will be shown. Here we will give the name to the view and specify criteria as billing country is India and click on save:
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4. Now Select Indian account in the view. We will see only one account whose billing country is India:
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Webner Solutions is a Software Development company focused on developing Insurance Agency Management Systems, Learning Management Systems and Salesforce apps. Contact us at dev@webners.com for your Insurance, eLearning and Salesforce applications.

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