Zoho CRM's Old User Interface is set to retire - Deadline and What to Expect

Zoho CRM's Old User Interface is set to retire - Deadline and What to Expect

Hello Everyone,

We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views, Connected records, Connected workflows, and more collaboration tools.

Now, we are here to announce that we've planned to sunset the older UI version of CRM on July 15, 2026. This post gives a detail view of how we plan to approach this.

Quick Summary of What we've done so far

Zoho CRM's Next Gen UI was rolled out to users in three phases based on org size with all users now in the Next Gen UI and an option to revert to the old UI if required.
  1. Phase 1 : Small standalone orgs and bundle accounts below 50 users
  2. Phase 2 : All orgs with below 50 users
  3. Phase 3 : Large orgs with more than 50 users
Read on to get the details of how the old UI will be removed and what you can do for a smooth transition for customers.

When will Zoho CRM's old UI be removed?

Zoho CRM's old UI will be removed after July 15, 2026 in two phases :
  1. Free, Standard and Professional : 15 July to 17 July
  1. Enterprise, Ultimate and Bundles : 21 July to 24 July

After that date, all users will be automatically moved to the Next Gen UI. You don't have to wait, you can make the switch at any time before then, and we recommend doing so early so you have time to get comfortable with the new experience.

What your users will see

We'll keep you informed along the way with in-product banners. Here's what to expect:
  1. Sunset announcement banner : From the last week of May, all users will see a banner in the old UI letting them know about the July 15 sunset date.

  2. Reminder banners : We've planned to show some reminder banners that is set to appear between May 26 and July 13, both in the old UI and the Next Gen UI.

  3. Reminder in the Switch-back pop-up : If users switch back to the old UI after landing on the Next Gen UI, they'll see a confirmation pop-up that also mentions the sunset date.

  4. Final banner : Users who are moved to the Next Gen UI after July 15 will see the below banner to help them get started.

For Zoho One users, your banner will look like :


For CRMPlus users, your banner will look like :


What you should do

You don't need to do anything for the switch to happen because it's automatic. But here's what we'd suggest to make the transition as smooth as possible for you :
  1. Switch your org to the Next Gen UI early : This gives you and your team time to explore the new interface before the deadline.

  2. Refer to our resources : Take a look at the resource section below to learn more about CRM For Everyone and the Nextgen UI.

  3. Reach out if you need help : If you have questions or want guidance, contact us at support@zohocrm.com.

What's new in the Next Gen UI

Here's a quick overview of what you will gain when you move over:
  1. Teamspaces : A dedicated space for each team to manage their own modules
  2. Team Module : Create modules for your team to manage their own processes.
  3. Module views : View your module data in Split, Grid, Chart and Timeline views for better visualization.
  4. Connected records and Connected workflows : Link records across modules and automate actions across teams.
  5. Zoho Projects integration with CRM Teamspace :Bring projects directly into your Teamspace to track execution and collaborate on tasks alongside your CRM records.
  6. Interactions tab : Get a single consolidated view of all customer touchpoints.
  7. Dark mode : A comfortable viewing experience for extended use in low-light environments.
Please reach out to us if you have any questions and we will get back to you at the earliest.

Best Regards,
Serena Woolridge

    • Recent Topics

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Zoho Assist Remote Desktop on Android grey screen

      With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey

    • Integration Multiple WooCommerce Stores

      Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested

    • Introducing Smart Fields in Zoho Forms

      Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag

    • Feature Request: Add Sort by Cell Color and Text Color functionality

      Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text

    • MCP for Zoho Sign is not working

      I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Android screen dissapeared

      While running assist on an android tablet, screen poofs out of existence, have to restart sharing.

    • Kaizen #229: Email-Deal Associations in Zoho CRM

      Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with

    • Cross-application Deluge calls fail when application link name starts with a number

      I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application

    • Bank charges

      Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account

    • Bank Feeds - Multiple Orgs / Multiple LLCs

      Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd

    • WORK DRIVE CUSTOMIZATION

      WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

      Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)

    • BANK CHARGES

      When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message :  Bank charges are applied. Please select a bank account. And it will not let

    • JOIN with Select and TOP not returning data to results

      hi when I add TOP to yellow it does not return cl."Id", cl."Date",cl."Outcome", cl."Membership" from the join. Remove it and they appear. The TOP and the ON seem to work as in the number of rows returned. Doing the classic join log table and return only

    • [Free webinar] Blueprint as a business process engine - Creator Tech Connect

      Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the

    • Allow Email Attachments to Be Opened Directly in Zoho CRM

      Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users

    • Dashboard Metric Drill-Down Shows Stale Data

      Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

    • Zoho email suddenly stopped working - any ideas to fix this ?

      Zoho email suddenly stopped working. although got this sent to me Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Wed, 26 Aug 2026 12:48:05 +0100 Original-Recipient: rfc822; Final-Recipient: rfc822; Status: 421 Action: delayed Last-Attempt-Date: 26 Aug

    • GCLID and Zoho Bookings

      Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

    • Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar

      We started using the built in calendar booking feature and are really liking it! However, we are having one issue.  If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Backup to external location (Dropbox etc)

      Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide

    • Cloud backup for CRM

      This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically

    • Introducing throw statements in Deluge

      Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

    • Introducing throw statements in Deluge

      Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

    • WhatsApp Coexistence

      Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

    • Zoho Creator to Zoho Writer for prefilled documents...

      In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically

    • Upload a video to embed into an article

      How can we upload a video to embed into the article...? We can upload images but this only seems to support image files. And the video option seems to just support YouTube, Vimeo and DailyMotion which is no good, we need to create our own videos and upload

    • PAN - Aadhar Link Status

      Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?

    • LinkedIn RSC is now live in Zoho Recruit

      LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

    • Zoho Writer for Android - Headings

      Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung

    • The in between line spacing management

      In the Microsoft Word, when we write something there is a tool from where we can manage the line spacing. Here in writer app in mobile it is by default 1.5. I request Zoho Team to give the option from where I can control Line Spacing, Remove space between

    • Zoho Books | Product updates | September 2026

      Hello Partners, We've rolled out new updates to Zoho Books. From a brand-new Nigeria edition expanding our presence on the African continent to the new Super Admin privilege, here's everything that's new this month. Nigeria Edition Now Live [Nigeria Edition]

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Pulling data from lookup fields

      If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Next Page