FAQs: Next Gen UI

FAQs: Next Gen UI

What is the purpose of the sidebar in the Next Gen UI?

The primary sidebar is used for navigating into your Zoho CRM new UI and accessing configurations quickly. It contains various options for easy access, such as:
  1. Navigate to different modules in your teamspace
  2. Switch to a different teamspace
  3. Access marketplace
  4. Access my requests tab
  5. Use analytics
  6. Generate reports 
  7. Add + New Teamspace
  8. Create Folder
  9. Associate Modules and so on.

What is the teamspace switcher in the sidebar?

Zoho CRM's new UI enables users to establish various teamspaces within their CRM system, accommodating different needs and facilitating collaboration among teams directly within the CRM. With the presence of multiple teamspaces, it's essential for transitioning between them to be seamless and straightforward.
To address this, we've introduced a teamspace switcher feature that allows you to:
  1. Move between different teamspaces
  2. Manage the teamspaces
  3. Create a new teamspace
  4. Remove an existing teamspace
  5. Modify a teamspace
  6. Associate modules to teamspace

What is the purpose of the Requests tab? 

The My Requests Tab serves as a central hub for creating and tracking all your requests to other teams within the CRM. The sidebar will list all the team modules for which you've been added as a requester. Simply select the team module and click the + Add New Requests to start creating a new request.

How does CRM for Everyone UI appear in CRM Plus subscription?

In the CRM Plus subscription with the new UI for CRM for Everyone, the primary sidebar displays the products included in CRM Plus, such as Desk, SalesIQ, and Projects. The secondary sidebar contains the modules and an Add Module + button for adding Organization Modules and Team Modules. The Teamspace switcher is located on the top band, allowing users to switch between Teamspaces, Manage Teamspaces, and add New Teamspaces, as shown below.

How does CRM for Everyone UI appear in Zoho One subscription?

In the Zoho One subscription with the new UI for CRM for Everyone, the primary sidebar displays the products bundle you have subscribed to, such as Desk, SalesIQ, Projects. The secondary sidebar contains the modules and an Add Module + button for adding Organization Modules and Team Modules. The Teamspace switcher is located on the top band, allowing users to switch between Teamspaces, Manage Teamspaces, and add New Teamspaces, as shown below.

How can I switch back to Old CRM UI in CRM, CRMPlus, Zoho One and CRM Flex from CRM for Everyone UI?

Zoho CRM

If you're using CRM, you can switch back to the old UI by either clicking on to your user profile. To do this, click on your user profile at the top band. On the user profile details page, you will find an option at the top to switch to the old version.

CRMPlus



If you're using CRMPlus, you can switch back to the old UI by either clicking on your user profile. To do this:
  1. Click on your user profile at the top right on the top bar.
  2. On the user profile details page, you will find an option at the top to switch to the Old CRM UI.

CRM Flex

If you're using CRM Flex, you can switch back to the old UI by either clicking on your user profile. To do this:
  1. Click on your user profile at the top right on the top bar.
  2. On the user profile details page, you will find an option at the top to switch to old version.

Zoho One

If you're using Zoho One, you can switch back to the old UI by either clicking on your user profile. To do this:
  1. Click on your user profile at the top right on the top bar.
  2. On the user profile details page, Under CRM Options, you will find an option at the top to Switch to Old CRM UI.

How Can I submit feedback about CRM for Everyone in Zoho CRM, CRMPlus, CRM Flex and Zoho One?

Zoho CRM

In Zoho CRM, to provide feedback for CRM for Everyone, follow these steps:
  1. Click at the bottom Feedback on New UI
  2. Click on it to be redirected to the feedback form.
  3. Fill in the details such as user Experience, your Challenges or Comments if any.
  4. Submit the form.


CRMPlus/CRM Flex

In CRMPlus and CRM Flex, to provide feedback for CRM for Everyone, follow these steps:
  1. Click on your user profile at top right on the top bar.
  2. On the user detail page, find the option to provide feedback.
  3. Click on it to be redirected to the feedback form.
  4. Fill in the details such as subject, type of feedback, email address, and description.
  5. You can also upload a screenshot or photo of the issue.
  6. Submit the form.

Zoho One

In Zoho One, to provide feedback for CRM for Everyone, follow these steps:
  1. Click on your user profile at top right on the top bar.
  2. On the user detail page, Under CRM Options, find the option to provide feedback.
  3. Click on it to be redirected to the feedback form.
  4. Fill in the details such as subject, type of feedback, email address, and description.
  5. You can also upload a screenshot or photo of the issue.
  6. Submit the form

For additional information on the Next Gen UI, please consult this help document.