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.
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.
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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nizamuddin Sohel SK
Piyush Goyal
Matthew
Sticky Posts
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 integrationGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversConsumers are talking about your business. Are you listening?👂
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospectEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Uploading data to S3
Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)UPS Label size when generated via Zoho
We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPSCredit Management: #4 Credits on Unused Period
Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed
We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes everyPrevent new Record Association
Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creatingTip of the Week #73– Automate workflow with Make integration.
Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With thisViewing attachments
I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, notKaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as aInstant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areIs it possibly to directly set the tax amount on order instead of indirectly via tax rates?
We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates toZoho account sign in with passkey
Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatlyRescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025
Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the firstChecklists as templates
Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - PropertiesSend mass email using my secondary email
Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the emailZOHO TEAM INBOX Calendar Integration
The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to ourUnearned / Deferred Revenue Automatic Calculation for Subscriptions
As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,Zoho Desk Limit for Comma Separated Queries
Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"Module Name doesn't exist
I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.
Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversationIs it possible to embed Youtube shorts?
Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded onSplit functionality - Admins need ability to do this
Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an inDelegates - Access to approved reports
We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Get logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatItem Details Field - New Barcode / Document option?
Is this a new feature??? its in both books and inventory.Shared Mailbox - Mark as read for all users
Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. HoweverHow do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatlyCan I export to PDF in Zoho Learn
I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manualsZoho Sites "pages" management page
I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pagesStaff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), butMerge Tags Output Incorrect Placeholder Text After CRM Sync
Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads haveUI Improvement - Ability to Collapse Flow
The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normalWindows agent 2025_M02 release notes
Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.Windows agent 2025_M01 release notes
Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performancehow to record deferred revenue?
Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services andNarrative 13: Importing your data
Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean andBlueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyUpdate Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?
Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to product statusYouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant
Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicatedNext Page