Revamped UI for Groups in CRM

Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups

Dear All,

Creating groups in your organization helps you assign records easily, approve them, share them individually, share them automatically using data-sharing rules, and much more.

We've introduced some modifications to groups in Zoho CRM—mostly related to the UI for group creation and group details pages—focused on simplifying the whole process of creating groups, adding members to them, and viewing and modifying groups later. Let's have a look at these changes in detail:

UI modifications:

The page for creating a new group has been revamped and now uses pop-up screens to update details such as group name and description, and to add members to groups as individual users, roles, subordinates, territories, or other existing groups.
Apart from this, we've also revamped the UI of the group details page, where admins check details or the list of members in a particular group.
To make looking for a particular category less overwhelming, the list of users, roles, and subordinates have been categorized into different tabs. You can also search to find specific users quickly, roles, territories, or groups.

New enhancements:

While creating groups, looking for specific users, roles, territories, or other existing groups used to be a chaotic process. With the addition of the search option, however, you can search for users, roles, and more, and select them to be added to a group.
Users are listed with more details, such as their email addresses and images, to help identify them more easily.
Subordinates and sub-territories can now be included or excluded for roles and territories by simply checking the checkbox.
While adding users to the group, the total count of users, roles, territories, and groups selected will be indicated at the top as a button.

Upon clicking the button, you can view the list of items selected on the same page. You can then go back to adding new members or continue saving the group.
The selections you make while creating a group are now neatly categorized into Selected Users, Selected Roles, Selected Territories, and Selected Groups.
Additionally, filter options are available for active/inactive users on the group details page.

Please note that, the Group Users category has been removed in the new UI. This category used to list all the users who were added directly or indirectly via groups, roles, or territories.

That's all for the enhancements. We'll provide further updates with this post. Check our help document for creating and managing groups here.

Thanks!

P.S. These enhancements are being rolled out for all users in a phased manner.

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