Revamped UI for Groups in CRM

Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups

Dear All,

Creating groups in your organization helps you assign records easily, approve them, share them individually, share them automatically using data-sharing rules, and much more.

We've introduced some modifications to groups in Zoho CRM—mostly related to the UI for group creation and group details pages—focused on simplifying the whole process of creating groups, adding members to them, and viewing and modifying groups later. Let's have a look at these changes in detail:

UI modifications:

The page for creating a new group has been revamped and now uses pop-up screens to update details such as group name and description, and to add members to groups as individual users, roles, subordinates, territories, or other existing groups.
Apart from this, we've also revamped the UI of the group details page, where admins check details or the list of members in a particular group.
To make looking for a particular category less overwhelming, the list of users, roles, and subordinates have been categorized into different tabs. You can also search to find specific users quickly, roles, territories, or groups.

New enhancements:

While creating groups, looking for specific users, roles, territories, or other existing groups used to be a chaotic process. With the addition of the search option, however, you can search for users, roles, and more, and select them to be added to a group.
Users are listed with more details, such as their email addresses and images, to help identify them more easily.
Subordinates and sub-territories can now be included or excluded for roles and territories by simply checking the checkbox.
While adding users to the group, the total count of users, roles, territories, and groups selected will be indicated at the top as a button.

Upon clicking the button, you can view the list of items selected on the same page. You can then go back to adding new members or continue saving the group.
The selections you make while creating a group are now neatly categorized into Selected Users, Selected Roles, Selected Territories, and Selected Groups.
Additionally, filter options are available for active/inactive users on the group details page.

Please note that, the Group Users category has been removed in the new UI. This category used to list all the users who were added directly or indirectly via groups, roles, or territories.

That's all for the enhancements. We'll provide further updates with this post. Check our help document for creating and managing groups here.

Thanks!

P.S. These enhancements are being rolled out for all users in a phased manner.

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

Topic Participants
Nizamuddin Sohel SK

Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all