👍 Zoho CRM's Notes now gets Reactions and a new look

Available in SA and JP DCs. Rolling out to other DCs in phases.

Hello everyone,

Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express agreement, and share non-verbal feedback without adding another note. The Notes interface has also been enhanced with a cleaner layout, making notes easier and access relevant actions.

What's New

Note Reactions
Updated Notes interface

Before we get to Note Reactions, let's take a look at the updated Notes interface.

Updated Notes interface

The Notes interface has been refreshed with a cleaner layout. Record details, author information, timestamps, and note actions are now displayed at the top, making notes easier to scan and interact with.

Note actions such as Edit and Delete are now grouped under the More (⋮) menu, keeping the interface clean while ensuring actions remain easily accessible.

In addition, Zoho CRM now remembers your formatting preference. If you expand the formatting toolbar while creating a note, it is automatically displayed the next time you create a note.

Now, let's look at the main enhancement in this update.

Note Reactions

Users can now react to notes using emojis to quickly respond to notes without adding another note.

Each user can add one reaction per note and can change or remove it anytime.

Reaction display

If you've already reacted to a note, your reaction appears first, followed by the most popular reactions. To keep the interface clean, only the top three reactions are displayed by default, with the option to view the remaining reactions.

Hover over a reaction to quickly see who has reacted.

Use the View Reactions option from the More (⋮) menu to see a complete list of users and their reactions.

Availability:

These enhancements are supported across all editions and modules that support Notes, except Feeds.

Note: Reactions are currently not available in the Zoho CRM mobile app and will be available soon.

We hope this makes collaborating through notes more engaging and effortless.