Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
Try Plus14-day free trial, then billed monthly
- 5x the Free usage
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Update a custom view in Zoho CRM
The Zoho CRM AI Assistant changes an existing public view's columns, filter or sort from a request in plain words. It reads the view first, shows what changes and what stays, and saves the change once you approve.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
The view everyone uses no longer fits
The team's pipeline view still shows a column nobody reads, misses the one everybody asks for, and sorts the wrong way. The filter is still right, and nobody wants to rebuild the view from scratch or break it for the people who rely on it.
the solution
Name the view, say what to change
Name the module and the view, then say only what should change:
In the Deals view "Team pipeline", add the Next Step column after Stage, drop Lead Source, and sort by closing date, soonest first. Keep the filter as it is.
It finds the view, reads its current columns, filter, sort and audience, and shows the change side by side with what is there now. Parts you did not mention stay as they are. When you approve, it saves the change and reads the view back to confirm.
A new column list replaces the old one, and a new filter replaces the whole filter, so the approval shows the complete result, not only the difference.
- Reads the view's columns, filter, sort and audience, and the module's fields.
- Writes the change to that one view, only after you approve.
- Works on public custom views only. Personal views and the views Zoho defines itself are refused.
- Some filters built in Zoho cannot be restated exactly. When that is the case it warns you before you replace the filter.
pricing
Start with 14 days of Plus. Stay on Free after that.
Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled at signup, then monthly
- 25x the Free usage
- 5x the usage of Plus
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
Get MaxBilled at signup, then monthly
- 125x the Free usage
- 5x the usage of Pro
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Free
$0No card, and permanentLimited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open the module and select the custom view.
- Choose to edit the view.
- Change the criteria, the selected columns or their order.
- Save the view.
Editing one view is simple. It gets slow when you first have to work out what the view filters on today and which columns are hidden among dozens of fields.
questions
Frequently Asked Questions
No. It changes the view, which is a saved filter. No lead, deal or contact is edited.
The view’s current columns, filter, sort and audience, and the module’s fields, so the new columns use the exact field names. It does not read the records in the view.
No. It keeps the view public, as it was. It refuses to edit a personal or private view, or a view whose audience it cannot read.
Some filters made in Zoho use Zoho's own date tokens that the assistant cannot send back. If you ask to replace such a filter, it warns that those conditions would be lost. If you change only columns or sort, the filter is left untouched.
It can pick the wrong view when two have similar names, or the wrong field for a column. The approval names the view and shows the full new column list, filter and sort, so check them before you approve.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.
Write to the team at hello@zsetup.com.