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.

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

    • Graceful Handling of Exceeded Option Limits

      Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

    • System default SLA descriptions can't be modified

      The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

    • Adding non-Indian billing address for my Zoho subscription

      Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

    • How to create one ZohoCRM organisation out of a multi-organization?

      Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

    • Gray screen while signing documents

      We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?

    • Projects custom colors replaced by default orange

      Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

    • Interview booked through Invite but no Notifications

      We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

    • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

      Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions

    • iOS App doesn't refresh for Document Creation

      Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however

    • Uploading a signed template from Sign to Creator

      Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

    • Assistance needed: Activation of a domain

      Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate

    • Operation not permitted

      I am trying to add an email address to the list of user but I am getting error Operation not permitted

    • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

      Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”

    • Client host [89.36.170.5] blocked using Spamhaus

      Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"

    • Suggestion: Option to Re-run a migration

      As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't

    • Issue with "Add Your Mobile Number"

      Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I

    • zoho mail non vérifié

      Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.

    • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

      i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.

    • ZohoMail is so close to being Perfect BUT

      Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄

    • Override Auto Number field?

      We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

    • Using a third party service provider want to move directly with Zoho

      Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email

    • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

      Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when

    • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

      Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,

    • ShipStation and Zoho Inventory

      Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

    • E

      We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • custom module import.

      Is there a way to import data into a custom module? Thanks Rudy

    • HEIC File Type Viewer

      Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

    • How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

      Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)

    • Building Toppings #4 - Setting up and using connections in Bigin toppings

      When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other

    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

    • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

      Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

    • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

      How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=

    • Grouping Undeposited Funds to Move to other accounts

      In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should

    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

    • Facing email delivery issues? Verify your domain's DNS records

      Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens

    • Order of Departments in Help Desk

      In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?

    • COGS - Account showing negetive

      I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Next Page