Coming soon in Dec: A revamped setup page in Zoho CRM

Last modified on: Thursday, 28th Dec, 2023

These changes in the setup page are currently in effect for all users in all DCs.

Dear customers,

We're pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page.

These updates have been made with careful consideration to improve the organization and visibility of the setup page, ultimately enhancing your overall experience and efficiency on our platform.

We intend to provide further details on the motives behind this transformation to ensure your comprehension and acceptance of the enhancements we have implemented.

Why are the changes made?

Simplified navigation
Our objective is to make it easier for you to find what you need when you need it. The revamped setup page offers a more intuitive and streamlined structure, reducing clicks and search time. It's designed to save you precious minutes and enhance your overall efficiency.

Consistency and clarity
In this update, we've standardized naming conventions, regrouped related features, and clarified menu structures. This consistency not only simplifies navigation but also reduces the likelihood of confusion, making your Zoho CRM experience more user-friendly.

User-centric approach
This redesign has been influenced by the feedback we have received from our community, taking into account the requirements, preferences, and recommendations. We have put in significant effort to develop a setup page that seamlessly integrates with your workflow.

Future-ready
The new setup page is built to seamlessly accommodate the requirements of a continuously evolving CRM, keeping the line of future enhancements and features in mind.

What changes have been made?

Before heading to the details, here is a quick look at the changes.

So without further ado, let's delve into the specifics we've made to the setup page.

General

Users from the Users and Control group have been moved to the General group.
The section previously known as Company Details has been renamed to Company Settings.
The Allowed IPs submenu has been removed from the Security Control menu and added to the Company Settings menu.
Please note that this change will only be available for customers who have the Allowed IPs menu.

Security Control

The Users and Control group has been renamed as Security Control.
The sub-menus such as Profiles, Roles, Data Sharing Settings, and Zoho Mail Add-on Users have been removed from the existing security control menu (previously found under Users and Control) and are now available as separate menus—Profiles, Roles and Sharing, Zoho Mail Add-on Users—respectively, under the Security Control group.
The Zoho Directory group's menus have been removed and moved to the Security Control group.
The Audit Log has been removed from Data Administration and added to Security Control.

Zoho Directory

The Zoho directory group has been removed.

Channels

Webforms will now be available under the Channels group. Previously it was available under Developer Space.
The Unsubscribe Link submenu has been removed from Webforms and added as a submenu in the Email menu.

Customization

Marketing Attribution has been relocated to Customization, from Automation.

Automation

The Automation group will now contain Workflow Rules, Actions, Schedules, Assignments, Case Escalation Rules, and Scoring Rules.

Process Management

CommandCenter has been moved from Process Management to the new group Experience Center.

Experience Center

This is a new group that has been added to our setup categories.
Segmentation has been relocated to Experience Center from Automation.
Signals have been removed from Channels and added to Experience Center.

Data Administration

Copy Customization will now be available under Data Administration. It has been relocated from the Customization group.

Marketplace

A new menu called Extension Builder has been added to the marketplace, which redirects to https://sigma.zoho.com

Please note that the Extension Builder menu will be available only for Admin Profiles in the US DC.

Developer Hub

The new name for Developer Space is Developer Hub.
Zia Voice has been removed from the new Developer Hub.
The SDKs menu has been combined with APIs and renamed as APIs & SDKs.
Zoho CRM Variables have been renamed to Variables.

When will the changes be phased in?

These changes are expected to be live for all users in all DCs by first week of December, 2023.
When the enhancement is rolled out, users who access the setup page in English will be greeted with a video demonstrating all the changes, while for users in other languages, a carousel will be prepared to guide them.

Thats all for the changes. We encourage you to explore the new setup page, and if you encounter any issues or have suggestions, please share them with us. Your input will continue to shape the Zoho CRM experience, and we're always here to listen and assist. Please let us know of your thoughts and feedbacks in the comments below.

Thanks!

Nizamuddin

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several