Zoho CRM for Everyone's NextGen UI Gets an Upgrade

Zoho CRM for Everyone's NextGen UI Gets an Upgrade

Hello Everyone

We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything you need is just one click away.

What's Improved?

  1. Navigate from a Single Sidebar
  2. Prominent Global Search and Quick Create options located on top
  3. Setup moved to the top-right along with a Setup Homepage
  4. Utility Actions moved to the top-right
  5. Access Reports and Dashboards in a single click.
  6. Relocation of the Teamspace switcher tab and Manage Teamspace option
  7. Hide and Show Sidebar options retained
  8. Filter option and Record Views brought together
  9. Custom Views as Tabs
Check out the video below to get a quick look at the updated CRM Nextgen interface.



Read on to learn more about each of these UI improvements.

Navigate from a Single Sidebar

Currently in the Nextgen UI, the sidebar (primary) could expand to reveal a secondary sidebar where modules/folders were listed. This took up some of the screen space on the left and left users unable to view module data in one place.


We’ve now replaced the dual sidebar layout with one unified sidebar where modules/folders would be displayed as a scrollable list at the bottom. This frees up space, giving you more room for larger screen views and reduces the number of clicks needed to switch between modules.



Prominent Global Search and Quick Create options now on top

Currently, the search icon in the Nextgen UI is placed below the modules available in the sidebar which lacked visibility making it difficult for users to search for records across their account.



In this upgraded version, global search now lives at the top of your CRM screen. The Quick Create menu has also been merged with the '+' icon from the Modules Tab in this enhancement so all quick create actions can be carried out from one single place. From here, you can:
  1. Quickly find records, modules, or information across your CRM using global search.
  2. Create records directly from any module, create new team modules or create org modules.


Setup moved to the top-right along with a Setup Homepage

Currently, the setup menu in the Nextgen UI is at the bottom and opens directly to the list of features available for users not giving users a bird's eye view of all the features CRM offers.



Now, Setup menu is moved to the top-right corner of your CRM account opening to a Setup homepage. All settings on the setup homepage are neatly organized into easy-to-understand categories, as shown in the GIF below. With everything brought together in one central view, you can navigate effortlessly, find the tools you need at a glance, and configure them with fewer steps.


Access Reports and Dashboards in a single click

Currently, Reports and Analytics modules will list the various reports and dashboards created on the secondary sidebar. Accessing other modules from reports and dashboards requires multiple clicks as shown in the GIF below.



In this enhancement, we moved this list into a drop-down menu from which you can choose the report or dashboard required. Earlier, navigating to other modules required multiple clicks, with this enhancement you need only a single click to move between modules.

You can also manage folders and dashboards created, use Zia and Zoho Analytics from the same drop-down menu option. Look at the GIF below to know where the list of reports and dashboards will now be located.


Hide / Show Sidebar Menu

We have retained the hide and show menu option to give you the option to view data in a larger screen space as shown in the video below.


Relocation of the Teamspace switcher tab

Currently, the teamspace switcher is placed at the bottom as shown in the screenshot below.



Now, we’ve relocated the teamspace switcher for easier access. We have added a More(...) option from where you can access the below options:
  1. It’s now centrally positioned, making it quicker to navigate between teamspaces.



  2. Create new teamspaces, create folders, associate modules, manage and view teamspaces can now be done through the More Option next to the switcher tab.

  3. Managing CRM teamspaces will now open out into a pop-up at the far-right of your screen.



Filter option and Record Views brought together

Currently, the filter option is available separately on top next to the custom view option. Similarly, record view for the module is also placed on top next to Create Record button and opens up as a drop-down for you to choose from.



In this enhancement, we’ve grouped the filter, sort, and record view options located on the action bar at the top of the list view just below the Module name. This creates a more consistent experience and makes these customization tools easier and quicker for you to access.



Custom Views as Tabs

You can now display your custom views as separate tabs, which makes them easy to spot and quick to open. This helps you keep your most used views right in front of you without extra clicks. It gives you a cleaner and more organized screen that matches the updated UI.

What does this mean for existing users?

We'll begin rolling out this upgraded version to existing accounts through a banner shown to users of the current Nextgen UI and the old UI. From the banner, users can either switch to this upgraded UI right away or choose to do it later at their convenience.

Please note that this banner will not be available for partner accounts and internal user accounts. You will land directly in this improved UI as we start rolling this out.

Timeline for the switch

For Nextgen UI users : The banner will be shown to switch to the upgraded version.You can either switch immediately or opt to choose at a later time. When you opt to switch later, you be forced to switch to the upgraded version after a week and the current Nextgen UI will no longer be available.

For old UI users : The banner will be shown allowing you to try the upgraded version. After this, clicking the Try CRM for Everyone button will take you to the upgraded version only, as the current Nextgen UI will no longer be available.
Info
Availability

Currently this improved version is supported only in standalone CRM accounts. It will be supported for CRMPlus or Zoho One editions soon.

Release Plan 

  1. For existing customers : We have started rolling out the upgraded Nextgen UI in batches for standalone accounts. Support for CRMPlus and Zoho One accounts will follow soon.

  2. For new signups : All new signups from today will get the upgraded Nextgen UI by default. This rollout is happening gradually across data centers.

    Note : After switching to the upgraded Nextgen UI, users can still return to the Old UI if needed. However, they will not be able to switch back to the current Nextgen UI.

We're positive that this upgraded version of the Nextgen UI would definitely make your workday easier and more productive.

Your feedback continues to shape our product, so if you have any queries or thoughts, please do comment below and we will get back to you at the earliest.

Thanks & Regards,
Serena Woolridge

    • Recent Topics

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Series Label in the Legend

      My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

    • New integration: Zoho Sign for Zoho Projects

      Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges

    • Boosting efficiency through faster ticket rendering

      This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

    • Narrative 15: Blueprint - Automate, guide, and transform your support processes

      Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their

    • Every rating counts: Shaping customer experience

      We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

    • Zia Conversation Summary: Context at a glance for every customer interaction

      Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Dropdown data depends on filters in another field.

      In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Refund

      My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Next Page