New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options.
Themes - Try different colors schemes for your account and see what suits best for you.
Earlier, you could change your tab bar to either black or blue. This may or may not have matched your logo or your taste. Now, you can change the tab color to match your company colors. Under themes you can change the following:
Layout - Fixed or Fit to Screen layout
Tab Color
Tab's Font Color
Background Color
Customize Business Card View - As a user, you can show or hide the Business Card View as you like, which will reduce the scrolling. Also, you can customize the number of fields and its order in which you would like to see them.
Sticky Recent Items - Pin Recent Items to your CRM screen and get instant updates on the records that were added or modified recently.
Show or Hide Quick Actions - Hide the Quick Actions panel, to get a wide screen of the Record Details page.
Hope these customization options addressed your issues with the New UI. Do try them and let us know your feedback.
We will discontinue the OLD UI on February 6, 2012 keeping the upcoming new features in mind.
Regards,
Pavitra J.
The Zoho CRM Team
Writer
Get Started. Write Away!
Themes - Try different colors schemes for your account and see what suits best for you.
Earlier, you could change your tab bar to either black or blue. This may or may not have matched your logo or your taste. Now, you can change the tab color to match your company colors. Under themes you can change the following:
Layout - Fixed or Fit to Screen layout
Tab Color
Tab's Font Color
Background Color
Customize Business Card View - As a user, you can show or hide the Business Card View as you like, which will reduce the scrolling. Also, you can customize the number of fields and its order in which you would like to see them.
Sticky Recent Items - Pin Recent Items to your CRM screen and get instant updates on the records that were added or modified recently.
Show or Hide Quick Actions - Hide the Quick Actions panel, to get a wide screen of the Record Details page.
Hope these customization options addressed your issues with the New UI. Do try them and let us know your feedback.
IMPORTANT ANNOUNCEMENT:
We will discontinue the OLD UI on February 6, 2012 keeping the upcoming new features in mind.
Regards,
Pavitra J.
The Zoho CRM Team
Access your files securely from anywhere
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
Pavitra Jothi
Mark
admin
Scott Wells
Diego Bronstein
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 canIdentify 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—someGain 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 transparencyContext 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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