I cannot find the option to select Kanban View in some modules. Why is this?

I cannot find the option to select Kanban View in some modules. Why is this?

Two possible reasons are:
  1. There are no picklist fields in the module.
  2. You don't have the permission to manage Module Customization in your profile. Contact your Administrator to request the permission.

    • Related Articles

    • How do I segregate leads using the Kanban view and how can I customize the view?

      Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...

    • How is Kanban view different from the Kanban Board extension?

      Kanban view is a built-in option to customize the way records are displayed in a module. It is available for all editions of Zoho CRM. Kanban Board is an extension developed by Zoho Corporation that is available in Zoho Marketplace. It allows you to ...

    • What are the predefined and customizable Kanban views?

      There are two types of Kanban views: Predefined: Predefined kanban views are available for the Social, Visits, Deals, and SalesInbox modules and are available in all editions. Customizable: You can create a Kanban view for other modules. You will ...

    • What do the Categorize by and Aggregate by mean in the Kanban view settings?

      I. The Categorize option allows you to segregate records into different groups for easy understanding. For example, categorizing deals by their stage or leads by their industry. II. The Aggregate by option allows you to select any number field to ...

    • What are the benefits of Kanban view?

      The Kanban view is a card-based view that displays records in different categories. The user can choose the criteria for the categories. For example, customers can be segregated based on the industry they belong to or the type of product they want to ...