Revamped UI for Groups in CRM

Revamped UI for Groups in CRM

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.

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

              Zoho Marketing Automation
                        • Sticky Posts

                        • Introducing Built-In Telephony in Zoho CRM

                          Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
                        • [Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts

                          Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinars
                        • 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
                        • Gamescope is leveling upto Motivator for Zoho CRM

                          Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
                        • Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together

                          Greetings from the Zoho CRM team! Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have,

                        New to Zoho Social?

                          Zoho Pagesense Resources

                            Zoho SalesIQ Resources

                                  Zoho TeamInbox Resources

                                    Zoho DataPrep Resources

                                      Zoho CRM Plus Resources

                                        Zoho Books Resources

                                          Zoho Subscriptions Resources

                                            Zoho Desk Resources

                                              Zoho Projects Resources

                                                Zoho Sprints Resources

                                                  Qntrl Resources

                                                    Zoho Creator Resources

                                                      Zoho WorkDrive Resources

                                                        Zoho Campaigns Resources

                                                          Zoho CRM Resources

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now