Coming soon this December: A revamped setup page in Zoho CRM!

Coming soon this December: A revamped setup page in Zoho CRM!

Dear Enterprise Support Clients,

We're excited to announce the upcoming makeover of our Zoho CRM Setup Page. This revamp is crafted with meticulous attention to enhance the setup page's organization and visibility, aiming to boost your experience and productivity within our platform.

Our goal with these changes are to ensure you understand and appreciate why we made these improvements. 

Here's why we're making these changes:

Simplified Navigation:
Our focus is to simplify your experience. The new setup page layout is more intuitive, making it easier to find what you need quicker. This means fewer clicks and less time searching, enhancing your efficiency.

Consistency and Clarity:
We've standardized names, grouped similar features together, and made menu structures easily visible. This brings not only ease of use but also reduces confusion, offering a smoother Zoho CRM experience.

User-Centric Design:
Influenced by the feedback from users like yourself, we've tailored the setup page to better fit these workflows needs.

Future-Ready:
The redesigned setup page is built to adapt to future CRM advancements and feature updates.

Here are some of the specific changes we've made:



General:
  • Changes in groupings and naming, such as moving Users from the Users and Control  column to the General column, and renaming Company Details to Company Settings.


Security Control:
  • The Users and Control group was renamed to Security Control.


  • The sub-menus, such as Profiles, Roles, Data Sharing Settings, and Zoho Mail Add-on Users, were relocated from the previous security control menu (formerly located under Users and Control). They are now accessible as menus within the Security Control group.


  • The Zoho Directory group's menus were removed and relocated to the Security Control group.


  • The Audit Log has been removed from Data Administration and added to Security Control.

Zoho Directory:
  • This group has been removed.
Channels:

  • Webforms were relocated from Developer Space and are now under Channels column. 
  • The Unsubscribe Link submenu was removed from Webforms and added as a submenu in the Email menu. 


Customization:
  • Marketing Attribution was relocated from the Automation column to the Customization column. 


Automation:
  • The Automation column will now contain Workflow Rules, Actions, Schedules, Assignments, Case Escalations Rules and Scoring Rules. 


Process Management:
  • CommandCenter was relocated from Process Management to the new column Experience Center.


Experience Center:
  • This is a new column that was added to our Setup categories. 
  • Segmentation was relocated to Experience Center from Automation.
  • Signals were removed from Channels and added to Experience Center. 


Data Administration:
  • Copy Customization was relocated under Data Administration from the Customization column. 

Marketplace:
  • A new menu called Extension Builder has been added to the marketplace, which redirects to https://sigma.zoho.com
  • Note: 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 was removed from the new Developer Hub.
  • The SDKs menu was combined with APIs and renamed as APIs & SDKs.
  • Zoho CRM Variables was renamed to Variables.


When will these changes be available?
  • We plan to roll out these enhancements by the first week of December 2023.​
We invite you to explore the new setup page and share any feedback or issues. Your business is highly valued by Zoho, and we hold feedback from our Enterprise clients in the highest regard. As a result, we are continuously dedicated to enhancing your Zoho CRM and Enterprise support experience by actively seeking additional insight to improve.