Zoho CRM's Setup page has been redesigned to make configuration options easier to find, organising them into clearer groups rather than one long list.
How to find what you need
Settings are grouped under clear categories, such as Customization, Automation, Channels, Data Administration, Users and Control, and Developer Space, rather than being spread across a flat menu. If you're used to an older layout and can't immediately find a setting you know exists, use the Setup search bar rather than browsing manually, since it will locate the option directly regardless of which category it now sits under.
Customising the layout for your own use
Administrators can also customise the Setup menu itself, adding custom menu items, submenus, and even shortcuts to specific Kiosks, Canvas pages, or other resources directly into Setup navigation via the Setup Layout Editor, accessed from Setup, then Customize Setup. This is separate from Zoho's own default categorisation and lets you tailor the Setup experience to reflect your organisation's own workflows.
Note: This redesign rolled out in phases, with a migration deadline for existing accounts and the new layout applied automatically to new signups. If your account still shows an older Setup layout, it should transition automatically, but it's worth checking with Zoho support if it hasn't updated after a reasonable amount of time.
Need help? 1 Cloud Consultants can help you customise your Setup layout and navigate Zoho CRM's configuration options efficiently.
Book a discovery call with 1 Cloud Consultants.
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