Revamped Setup Page 2023: Transition guide

Revamped Setup Page 2023: Transition guide

    Cloudtool Technologies Pvt Ltd


Overview

We're excited about the recent revamp of Zoho CRM's setup page, a change aimed at enhancing your user experience. This document serves as a quick guide to help you navigate the updated features and layout, ensuring a seamless transition.

The redesign focuses on simplified navigation, with a more intuitive setup page that allows for quicker and easier access to features, saving you time and effort. We've also improved consistency and clarity by standardizing naming conventions and reorganizing related features, making the CRM more user-friendly.

This document is your essential guide for navigating the updated Zoho CRM setup page, with detailed information on the relocated menus and features. It's crafted to help you quickly adapt to the new layout, ensuring an efficient and enjoyable experience. This resource offers easy reference and is crucial for familiarizing yourself with the revamped interface, all while being adaptable to future enhancements and features in Zoho CRM.
Why were the changes made?
Simplified navigation
Our goal is to simplify the process of finding what you require, precisely when you require it. The updated setup page presents a more user-friendly and efficient layout, minimizing the need for excessive clicks and reducing search time. Its purpose is to save you valuable time and improve your overall productivity.
Consistency and clarity
We have made changes to standardize naming conventions, organize related features, and clarify menu structures in this update. These consistent updates aim to simplify navigation and minimize confusion, resulting in a more user-friendly experience with Zoho CRM.
User-centric approach 
This redesign has been influenced by the feedback we have received from our community. We've taken into account our users' requirements, preferences, and recommendations and have invested significant effort to develop a setup page that seamlessly integrates with your workflow.

Future-ready
The new setup page is built to accommodate the requirements of a continuously evolving CRM by keeping future enhancements and features in mind.

Setup changes

Here is a quick look at all the changes made.


General

  1. Users from the Users and Control group have been moved to the General group.
  2. The section previously known as Company Details has been renamed to Company Settings.
  3. The Allowed IPs submenu has been removed from the Security Control menu and added to the Company Settings menu.
    Please note that this feature will only be available for customers who have the Allowed IPs menu.
selectedImg

Users and Controls

  1. The Users and Controls group has been renamed to Security Control.
selectedImg
  1. Sub-menus such as Profiles, Roles, Data Sharing Settings, and Zoho Mail Add-on Users have been removed from the existing Security Control menu (previously found under Users and Controls) and are now separate menus—Profiles, Roles and Sharing, Zoho Mail Add-on Users—respectively, within the Security Control. 
selectedImg
  1. The Zoho Directory group's menus have been moved to the Security Control group.
selectedImg
  1. The Audit Log has been removed from Data Administration and added to Security Control.

Zoho Directory

  1. The Zoho directory group has been removed.

Channels

  1. Webforms are now available under the Channels group. Previously, it was available under Developer Space.

selectedImg

  1. Signals have been removed from Channels.
  2. The Unsubscribe Link submenu has been removed from Webforms and added as a submenu in the Email menu.
selectedImg

Customization

  1. Marketing Attribution has been relocated to Customization from Automation.
selectedImg

Automation 

  1. The menu options have been reordered for this group.
  2. Marketing Attribution and Segmentation menus have been removed from Automation.
selectedImg

Process management

  1. CommandCenter has been moved from Process Management to new Experience Center group.
selectedImg

Experience Center

  1. This is a new group that has been added to our setup categories.
  2. Segmentation has been relocated to Experience Center from Automation.
  3. Signals has been removed from Channels and added to Experience Center.
selectedImg

Data administration

  1. Copy Customization is now available under Data Administration, having been relocated from the Customization group.
selectedImg

Marketplace

  1. A new menu called Extension Builder has been added to the marketplace, which redirects to https://sigma.zoho.com.
selectedImg
  1. Please note that this feature is only available for admin profiles and the US DC.

Developer Hub

  1. The new name for Developer Space is Developer Hub.
  2. Zia Voice has been removed from the new Developer Hub.
  3. The SDKs menu has been combined with APIs and renamed to APIs & SDKs.
  4. Zoho CRM Variables has been renamed to Variables.
selectedImg

Quick guides

Here is a quick guide to help you navigate the new setup page. It will enable you to quickly locate the menus/functionality, understand their current locations, or learn their updated names.

Renamed Groups

The table below lists the groups that have been renamed, detailing both their previous names and their current, updated names.
Before
After
Users and Control
Security Control
Developer Space 
Developer Hub

Renamed Menus

The table below outlines the menus and functionalities that have been updated, showing both their original names and their current, revised names.
Before
After
Company Details
Company Settings
APIs 
APIs and SDKs
Zoho CRM Variables
Variables

Reorganized Menus

This table presents an overview of the menus, detailing their previous locations and current locations for easy comparison and reference.
Menu
Before
After
Users 
Users and Control
General
Profiles
Users and Control > Security Control
Security Control
Roles and Sharing
Users and Control > Security Control
Security Control
Zoho Mail Add-on user
Users and Control > Security Control
Security Control
Single Sign-ON (SAML)
Zoho Directory
Security Control
Security Policies
Zoho Directory
Security Control
Active Directory Sync
Zoho Directory
Security Control
Login History
Zoho Directory
Security Control
Audit Log
Data Administration
Security Control
Webforms
Developer Space
Channels
Unsubscribe Link
Developer Space > Webforms
Channels > Emails
Marketing Attribution
Automation
Customization
Signals
Channels
Experience Center
Segmentation
Automation
Experience Center
CommandCenter
Process Management
Experience Center
Copy Customization
Customization
Data Administration 
Extension Builder
-
Marketplace
Zia Voice
Developer Space
-

Additional Changes

New group added: Experience Center
Group removed: Zoho Directory
That concludes the overview of the changes. We invite you to explore the updated setup page and encourage you to share any issues or suggestions you might have. Your feedback is invaluable in shaping the Zoho CRM experience, and we are always ready to listen and help. Feel free to leave your thoughts and feedback in the comments below.

    • Related Articles

    • Get Started Setup Organization Account

      Cloudtool Technologies Pvt Ltd Set up your Organization Account As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, ...

    • Decision Guide for Territory Management

      Cloudtool Technologies Pvt Ltd Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management ...

    • Creating Reporting Hierarchy

      Cloudtool Technologies Pvt Ltd In Zoho CRM's Reporting Hierarchy, you can set up the organization's hierarchial structure based on your user roles, and also you can assign users to appropriate reporting managers for a well-defined record ...

    • Tracking History of Picklist Values

      Cloudtool Technologies Pvt Ltd In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of ...

    • Using Territories

      Cloudtool Technologies Pvt Ltd Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can ...