FAQs: Transitioning to the Next Gen CRM UI
The Early Access Program is now closed for new requests. Thank you for all the valuable feedback and participation. Stay tuned for updates about the next phase. For any questions, feel free to reach out to pilot@zohocrm.com.
Is CRM for Everyone as stand alone product identical compared to CRM as part of the suites Zoho CRMPlus and Zoho One?
We are introducing an upcoming upgrade to your existing Zoho CRM, which we've titled "CRM for Everyone." This isn't a new CRM, but a significant enhancement to the user interface and functionality you're familiar with.
What's New?
- Interactive User Interface: Experience a smoother, more engaging way to navigate your CRM.
Learn more about the Next Gen UI here. - Team Modules: Team Modules in Zoho CRM are designed to streamline collaboration within your team by creating team specific modules separate from the Organization modules. Learn more about team modules here.
- Chart Views: This view transforms your raw data into intuitive charts, enhancing decision-making by identifying patterns and trends, and helping to optimize sales strategies within your CRM modules. Learn more about chart view here.
- Teamspaces: A new addition that provides customized spaces for different team needs.
Learn more about teamspaces here. - Interactions Tab: This centralizes all customer interactions in one chronological view, enabling personalized service by providing a comprehensive history for each contact or lead. Learn more about Interactions tab here.
This upgrade, retains the core functionality of your current CRM. It will present your familiar CRM in a fresh, more efficient format. Whether you use CRM as a standalone product or bundled in CRMPlus or Zoho One, the features and user interface remain consistent. The main change you’ll notice is a shift of some features from the sidebars to the topband in the dashboard UI.
For detailed information on the UI updates across CRM, CRMPlus, and Zoho One, please refer to this document.
Why did we change the current Zoho CRM UI to the Next Gen UI?
CRM for Everyone brings together all crucial teams that interact with customers directly into the CRM platform, promoting collaboration, overcoming communication hurdles, boosting user involvement, and distributing administrative tasks without undermining privacy.
We've rolled out new features including:
- Teamspaces (Helpdoc/FAQs)
- Team modules (Helpdoc/FAQs)
- Chart View (Helpdoc/FAQs)
- Interactions Tab (Helpdoc/FAQs)
These enhancements are seamlessly integrated with our previous user interface, resulting in a well-organized workspace management system. This update, characterized by an attractive, easy-to-navigate interface filled with eye-catching visual elements, is now called the Next Gen UI 2024.
Where is the top menu bar in the Next Gen UI?
The top menu bar has been repositioned vertically to the left side of the screen and is now divided into two sections: the primary sidebar and the secondary sidebar. In addition to the functions previously performed by the top menu bar, these sidebars offer additional functionalities.
Are web tabs available in the Next Gen UI?
Yes, web tabs are available in the Next Gen UI.
What is the difference between tab groups and Teamspaces?
Tab groups and Teamspaces in Zoho CRM serve distinct functions within the platform:
Tab Groups in Zoho CRM enhance organization and productivity by allowing users to create custom groupings of related modules, streamlining navigation and aligning with specific workflows. This feature provides a personalized user experience with role-based customization and user-specific views, improving focus and efficiency. Administrators can easily manage modules and ensure consistent updates, integrating seamlessly with role-based permissions for enhanced security. Creating and managing Tab Groups involves navigating to Module Settings, adding relevant modules, and assigning them to users or roles. Overall, Tab Groups in Zoho CRM provide a flexible and efficient way to organize modules, enhancing user experience and productivity by allowing customized, role-based access and management.
Teamspaces, on the other hand, are collaborative environments within Zoho CRM designed to mimic the concept of departmental spaces in a business. Each teamspace is like a virtual office for a specific team, providing a dedicated area tailored to the team's operations and needs, whether based on function, location, or project. This feature supports the organization's internal collaboration by allowing customization and management by a designated teamspace admin, akin to an office manager's role in a real-world office. Teamspaces can be created by anyone with administrator rights or those specifically authorized with the Manage Teamspace permission.
Teamspaces in Zoho CRM offer a significant improvement over Tab Groups by providing dedicated work areas for specific teams, enhancing internal collaboration and efficiency. While Tab Groups allow for the organization of related modules, Teamspaces go a step further by creating isolated environments where teams can focus on their tasks, access relevant data, and collaborate more effectively without distractions. This structure facilitates better communication, task management, and overall productivity within teams, making it a more robust solution for collaborative work in Zoho CRM.
In summary, while Tab Groups in Zoho CRM enhance functionality by allowing users to group related modules, Teamspaces improve internal collaboration by providing team-specific work areas within the CRM.
How can I switch to the Next Gen UI in my Zoho CRM?
In the old UI, a banner will appear offering you the option to explore the CRM for Everyone features along with the Next Gen UI by clicking 'Try Now' on the banner. If you happen to skip this banner, you can still switch to the new UI by selecting the 'Switch to new UI' option, which is located at the top inside the the profile panel.
Can I switch back to the Old UI?
Yes, once you've transitioned to the Next Gen UI, you have the ability to revert to the previous interface independently. Simply click on your profile icon located in the upper left corner, where you'll find the option to 'Switch to old Version'.
If I switch back to Old UI, will the UI be reverted only for my account or for all users in my organization?
If you decide to switch back to the old UI, this change will only apply to your account. Other users within the organization will continue using the new UI unless they individually choose to revert to the old version as well.
Does the UI change affect any of the CRM functions?
No, the introduction of the Next Gen UI doesn't alter the existing functions of the CRM. Instead, it enriches the platform with an easier-to-navigate interface and additional functionalities.
What happens to a sandbox created in the old UI if a users switches to the CRM NextGen UI?
If a user has switched to the CRM NextGen UI, the sandbox will appear in the new interface upon clicking Refresh/Rebuild or when creating a new sandbox. However, if the user does not refresh the sandbox after switching to the new UI, it will still appear in the old UI, as it was originally created in that version.
Additionally, Teamspace customization will be enabled only if all users in the org are switched to the New CRM NextGen UI in the production account.
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