These new features are exclusively available in the Nextgen UI (the upgraded interface).

What’s New for Your Zoho CRM Productivity?

The core focus of this update is on a Smarter Navigation experience:

1. Custom and Module Views as Tabs

Forget digging through dropdown menus! You now have the flexibility to display your favourite Custom Views and standard Module Views as individual tabs. This change is all about reducing clicks and making it effortless to switch between different segments of your data.

• Custom Views as Tabs: Choose to show your personally defined custom views as easily accessible tabs, providing instant visibility and access.
• Pinning Views: For your most critical lists, you can pin up to ten views for quick access, with the ability to reorder or view recently closed tabs.
• Module Views as Tabs: Quickly jump between the default views of a module (like "All Leads" or "My Open Tasks") without having to reload pages or use a clunky dropdown.

2. Productivity-Focused Improvements

Small changes that make a big difference in your daily workflow:

• Quick Actions on Custom Views: Perform actions like editing, cloning, or deleting a custom view directly from its tab or dropdown, without navigating away from your current page.
• Cleaner Bulk Selection: The toolbar for bulk actions has been tidied up. Only essential options like Send Email, Tags, and Mass Update are immediately visible, keeping the interface clean while tucking less-frequent options under an ellipsis.

3. Optimised Filtering and Sorting

Locating and segmenting your data is now more intuitive:

• Resizeable Advanced Filter Panel: Adjust the filter panel's size to match your screen and viewing preference - the system will remember your setting.
• Instant Filter Reset: A prominent 'x' Clear Filter button is now available at the top for a one-click reset of all active filters.
• Applied Filters at a Glance: Hover over the filter option to quickly see exactly which criteria are being applied to your current record list.
• Dedicated Sort Button: The sorting option for fields is now positioned right next to the filter button for faster access.

4. Clearer Data Visibility

Making your data easier to read and process:

• Shortened Record Counts: Large numbers are condensed for rapid reading. For example, a count of 15,000 records will appear as 15K.
• Flexible View Mode: Switch between "wrap text" and "clip text" to control how record data is displayed in your view, ensuring cleaner columns or full text visibility based on your need.

At 1 Cloud Consultants, we are committed to helping our clients maximise the power of Zoho. These enhancements align perfectly with our goal of providing a simple, highly usable, and efficient CRM experience.

Note: These exciting new features are available only in the upgraded Nextgen interface. If you are still using the older UI, please contact us to discuss upgrading and implementing the new enhancements.