Zoho CRM for Everyone's NextGen UI Gets an Upgrade

Zoho CRM for Everyone's NextGen UI Gets an Upgrade

Hello Everyone

We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything you need is just one click away.

What's Improved?

  1. Navigate from a Single Sidebar
  2. Prominent Global Search and Quick Create options located on top
  3. Setup moved to the top-right along with a Setup Homepage
  4. Utility Actions moved to the top-right
  5. Access Reports and Dashboards in a single click.
  6. Relocation of the Teamspace switcher tab and Manage Teamspace option
  7. Hide and Show Sidebar options retained
  8. Filter option and Record Views brought together
  9. Custom Views as Tabs
Check out the video below to get a quick look at the updated CRM Nextgen interface.



Read on to learn more about each of these UI improvements.

Navigate from a Single Sidebar

Currently in the Nextgen UI, the sidebar (primary) could expand to reveal a secondary sidebar where modules/folders were listed. This took up some of the screen space on the left and left users unable to view module data in one place.


We’ve now replaced the dual sidebar layout with one unified sidebar where modules/folders would be displayed as a scrollable list at the bottom. This frees up space, giving you more room for larger screen views and reduces the number of clicks needed to switch between modules.



Prominent Global Search and Quick Create options now on top

Currently, the search icon in the Nextgen UI is placed below the modules available in the sidebar which lacked visibility making it difficult for users to search for records across their account.



In this upgraded version, global search now lives at the top of your CRM screen. The Quick Create menu has also been merged with the '+' icon from the Modules Tab in this enhancement so all quick create actions can be carried out from one single place. From here, you can:
  1. Quickly find records, modules, or information across your CRM using global search.
  2. Create records directly from any module, create new team modules or create org modules.


Setup moved to the top-right along with a Setup Homepage

Currently, the setup menu in the Nextgen UI is at the bottom and opens directly to the list of features available for users not giving users a bird's eye view of all the features CRM offers.



Now, Setup menu is moved to the top-right corner of your CRM account opening to a Setup homepage. All settings on the setup homepage are neatly organized into easy-to-understand categories, as shown in the GIF below. With everything brought together in one central view, you can navigate effortlessly, find the tools you need at a glance, and configure them with fewer steps.


Access Reports and Dashboards in a single click

Currently, Reports and Analytics modules will list the various reports and dashboards created on the secondary sidebar. Accessing other modules from reports and dashboards requires multiple clicks as shown in the GIF below.



In this enhancement, we moved this list into a drop-down menu from which you can choose the report or dashboard required. Earlier, navigating to other modules required multiple clicks, with this enhancement you need only a single click to move between modules.

You can also manage folders and dashboards created, use Zia and Zoho Analytics from the same drop-down menu option. Look at the GIF below to know where the list of reports and dashboards will now be located.


Hide / Show Sidebar Menu

We have retained the hide and show menu option to give you the option to view data in a larger screen space as shown in the video below.


Relocation of the Teamspace switcher tab

Currently, the teamspace switcher is placed at the bottom as shown in the screenshot below.



Now, we’ve relocated the teamspace switcher for easier access. We have added a More(...) option from where you can access the below options:
  1. It’s now centrally positioned, making it quicker to navigate between teamspaces.



  2. Create new teamspaces, create folders, associate modules, manage and view teamspaces can now be done through the More Option next to the switcher tab.

  3. Managing CRM teamspaces will now open out into a pop-up at the far-right of your screen.



Filter option and Record Views brought together

Currently, the filter option is available separately on top next to the custom view option. Similarly, record view for the module is also placed on top next to Create Record button and opens up as a drop-down for you to choose from.



In this enhancement, we’ve grouped the filter, sort, and record view options located on the action bar at the top of the list view just below the Module name. This creates a more consistent experience and makes these customization tools easier and quicker for you to access.



Custom Views as Tabs

You can now display your custom views as separate tabs, which makes them easy to spot and quick to open. This helps you keep your most used views right in front of you without extra clicks. It gives you a cleaner and more organized screen that matches the updated UI.

What does this mean for existing users?

We'll begin rolling out this upgraded version to existing accounts through a banner shown to users of the current Nextgen UI and the old UI. From the banner, users can either switch to this upgraded UI right away or choose to do it later at their convenience.

Timeline for the switch

For Nextgen UI users : The banner will be shown to switch to the upgraded version.You can either switch immediately or opt to choose at a later time. When you opt to switch later, you be forced to switch to the upgraded version after a week and the current Nextgen UI will no longer be available.

For old UI users : The banner will be shown allowing you to try the upgraded version. After this, clicking the Try CRM for Everyone button will take you to the upgraded version only, as the current Nextgen UI will no longer be available.
Info
Availability

Currently this improved version is supported only in standalone CRM accounts. It will be supported for CRMPlus or Zoho One editions soon.

Release Plan 

  1. For existing customers : We have started rolling out the upgraded Nextgen UI in batches for standalone accounts. Support for CRMPlus and Zoho One accounts will follow soon.

  2. For new signups : All new signups from today will get the upgraded Nextgen UI by default. This rollout is happening gradually across data centers.

    Note : After switching to the upgraded Nextgen UI, users can still return to the Old UI if needed. However, they will not be able to switch back to the current Nextgen UI.

We're positive that this upgraded version of the Nextgen UI would definitely make your workday easier and more productive.

Your feedback continues to shape our product, so if you have any queries or thoughts, please do comment below and we will get back to you at the earliest.

Thanks & Regards,
Serena Woolridge

    • Recent Topics

    • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

      Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date

    • Cannot give public access to Html Snippet in Zoho Creator Page

      Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

    • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

      We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

    • Zoho Invoice en Navarra (Spain)

      Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

    • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

      This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

    • agentid : Where to find?

      I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

    • Zoho DataPrep integration with OpenAI (beta)

      We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • Setting total budget hours for a specific project

      Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

    • Clone entire dashboards

      If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Getting started with Zoho PDF Editor

      Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature

    • Zoho Projects - Cloning a task does not trigger task workflow when created

      Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

    • Purchase Orders not in sequence

      I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.

    • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

      Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

    • Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

      Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite

    • Update Existing Records greyed out in Free Version

      Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.

    • Dynamically Populate Picklist Values from Another Module Using Client Script

      I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module

    • Add zoho calendar to google calendar

      Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

    • Zoho Community Digest : Jan 2026 | Part 1

      Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • Dont want to list inactive items.

      If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Client Script Not Working When Field is Set by Workflow

      Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed

    • Integration of CRM and Recruit

      hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • integrating Zoho CRM vendors with Zoho projects

      In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

    • Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

      Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned

    • Validation rule for Date field

      The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

    • Number 9 envelopes for invoice printing

      I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Add Reporting feature to display variance/change columns when comparing periods

      When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Invalid scope choice: Workdrive integration in CRM

      Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.

    • What's New - February 2026 | Zoho Backstage

      February 2026 brings a major new addition and a collection of enhancements across Zoho Backstage. We thought about writing a long introduction, but the updates in this release make a strong case on their own. So we’ll skip the buildup and dive straight

    • Next Page