Redesigned setup page in Zoho CRM

Redesigned setup page in Zoho CRM

November 2023
Timelines: Changes will be introduced in phases. A deadline of end of November has been set to migrate existing Users. New signups will be on the new setup.
If you are struggling to find a feature, don't forget that you can use the search bar on the Setup page to find the feature that you require.

As Zoho expands the feature set within Zoho CRM, there comes a time when they need to redesign the layout of the setup page in Zoho CRM. Why are they making these changes?
  1. Streamlined Navigation:
    1. Find what you need effortlessly.
    2. Revamped setup for intuitive, time-saving exploration.
    3. Cut clicks, reduce search time, and boost overall efficiency.
  2. Consistency and Clarity:
    1. Standardized naming conventions for clarity.
    2. Regrouped features for a more logical structure.
    3. Navigate with confidence, reducing confusion.
    4. Elevate user-friendliness in your Zoho CRM experience.
  3. User-Centric Approach:
    1. Your feedback shapes their redesign.
    2. Tailored to community requirements, preferences, and recommendations.
    3. Effortlessly integrates with your workflow, enhancing usability.
  4. Future-Ready Design:
    1. Prepared for the evolution of CRM.
    2. Adaptable to future enhancements and features.
    3. Stay ahead with a setup page that grows with your needs.
So what are the changes?
  1. General:
    1. Streamlined user groups, enhancing ease of access.
    2. Renamed "Company Details" to "Company Settings."
    3. Consolidated and relocated "Allowed IPs" for smoother navigation.
  2. Security Control:
    1. Transformed "Users and Control" into "Security Control."
    2. Organized sub-menus into dedicated sections.
    3. Migrated Zoho Directory menus for unified security management.
    4. Enhanced accessibility by adding "Audit Log" to Security Control.
  3. Zoho Directory:
    1. Simplified by removing the Zoho Directory category.
  4. Channels:
    1. Centralized "Webforms" under the Channels group for a cohesive experience.
    2. Reorganized "Unsubscribe Link" under the Email menu for improved clarity.
  5. Customization:
    1. "Marketing Attribution" now resides under Customization.
  6. Automation:
    1. Reordered menu options for intuitive use.
  7. Process Management:
    1. Moved "CommandCenter" to the all-new Experience Center.
  8. Experience Center:
    1. A dynamic new addition to our setup categories.
    2. Relocated "Segmentation" and "Signals" for enhanced automation.
  9. Data Administration:
    1. Centralized "Copy Customization" under Data Administration.
  10. Marketplace:
    1. Introduced "Extension Builder" for expanded functionality.
  11. Developer Hub:
    1. Formerly Developer Space, now upgraded to Developer Hub.
    2. Unified "SDKs" and "APIs" as "APIs & SDKs."
    3. Renamed "Zoho CRM Variables" to simply "Variables."
Experience the future of Zoho CRM navigation — simplified, consistent, and user-centric.


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