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
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Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
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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
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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
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