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

    • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

      It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

    • bouncing emails

      My recurring invoices have bounced back

    • Probable Scam / Phising attempt from email pretending to be Zoho

      I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.

    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

    • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

      Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,

    • Emails not being received by @hotmail.com, @outlook.com and a few others

      When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months

    • scroll bar for far left of screen

      I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.

    • OUt of office every friday

      Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?

    • Signature line

      How do I set signature line in email

    • Zoho email

      I cannot send email to mail.ru

    • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します！ 昨年度までより、さらにパワーアップして戻ってきました！ ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho

    • Issue Exporting Data – CSRF Token Invalid Error

      Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could

    • Deluge Learning Series – Client functions in Deluge | January 2026

      We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the

    • Zoho Mail 505 error I can not send email

      Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,

    • Multiple MFA Methods

      With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only

    • Reuse Standalone Function

      I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"

    • Domain renewals

      Need to know how hoe to renew the domain

    • MX shopify problem

      hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -

    • im facing issue on generate the Estimate price

      i couldn't understand what is the issue , i cant generate Estimate price where is the issue

    • Best Way to Manage Email Notifications While Running a Strategy Website

      I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different

    • What is the maximum email domains ?

      I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?

    • Add to Workdrive filter

      I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.

    • Forgot my admin Panel Id and password

      Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • Partial payments for retainer invoices

      When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

      You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

    • Need help getting my mail on iPhone and Tablet

      I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

    • Add an background image to an email template in CRM

      Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Copy contents of File Upload Field into Workdrive

      Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

    • ZeptoMail API

      Hello Since today, we experience issues with the ZeptoMail API. When trying to send e-mails using: https://api.zeptomail.eu/v1.1/email we receive the error: (503) Site unavailable due to a traffic surge. Please try again shortly. I kindly ask you to identify

    • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

      Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

    • Not able to receive emails for a while

      I am not able to receive emails for a while now.

    • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

      Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

    • Add line item numbers to sales order/invoice creation page

      It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building

    • Zoho API v2.0 - get ALL users from ALL projects

      Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

    • الموقع لا يقوم بالسداد

      السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

    • Next Page