@headhunter: @zoho ROCKS … new CRM GUI is just simply STUNNING….Would have to be one of the best web apps I have EVER seen – EVER – Usability PLUS!
This was one of the responses to the public launch of our new UI.
It has been just a month since we launched the new look of Zoho CRM and the response we received was encouraging. The whole idea of the change was to make all our customers more productive at work.
Most of you liked the change. But, not everyone’s tastes are the same. We understand. A few of you who were still accustomed to the old UI felt that you were missing some functionality.
You asked, we listened and here are the updates that we have made…
Reflect your priorities. Customize Business Card View
For Sales Reps who just want to focus on selling and not on data entry, the business card view gives instant access to customer information. As a user, you could also change the fields – so, if you prefer to see the contact’s mobile number instead of the email id, you could set it from a list.
While this is very helpful, some of our users also asked for an option to change the priorities of the fields. For example, here’s a comment we received in our forums:
“The problem with the business card view is that it does not reflect my priorities, but someone else’s. When I click through on a contact, I do not want to see my own name. Nor would I have chosen the items you have chosen…”
We now have that option. You can not only select the fields but also change their order. There’s more. In case you feel that you do not want to see the instant information, you can hide it too.
How do you benefit from this? More customer information on the screen and minimal scrolling. Less scrolling means you can get to your information faster.
Do not want the Quick Actions? Hide It.
Quick Actions – these are the basic actions you can take from a record’s detail page. For example, if you want to add a task related to a contact, it’s easy to do so right from the contact’s detail page itself.
This is a time-saver! But it is not necessary that you’d want to use these links always. Like this comment we received: “These ‘Quick Actions’ to the right of the new business card also have no useful function for me. Sorry to be so negative, but this is the truth. I just don’t use them...”.
You can now choose to hide the Quick Actions from a record’s detail page and work the way you want to.
Wide Screen? No problems now!
Previously, we had set a fixed width of the page. Customers who are using wide screens or high resolution monitors told us that this wasn’t pleasing to the eye. “We rely heavily on the wide screen view for all of our data to be visible and this new UI does not scale automatically…“, was a comment we received.
With the latest update, you can choose the layout that you prefer. Fixed or Wide Screen, Zoho CRM fits your screen just the way you want it!
Sticky Recent Items
In our new interface, we changed the Recent Items list to a drop-down at the top menu bar. It could be clicked and used whenever needed. But then, you could not keep those items in view always.
This is another option we have provided now. You can pin the Recent Items list to your screen while you navigate within your account. You can always close it once you are done.
Let your CRM match your company’s image
A cleaner, clutter-free look. This is what we achieved with the colors that we had selected for the new UI. Color preferences can vary, of course. For example, we received a comment like this: “But if I could “skin” my UI to match my company colors, I’d feel a little more in control of what changes were coming my way…”
Zoho CRM already had the ability to add your company’s logo to your account. And now, with custom themes, you can set the colors for your tabs and also choose a different background. Your account will look unique and match your company’s brand image.
We understand that every user has different work patterns. Thank you very much for your feedback and we hope that you like these updates.
Any other ideas? Let us know in the comments below.
– Sharanya R