We were not enthusiastic about the new design of Zoho CRM. But now we are unhappy about making using it mandatory. One should at least have the option to keep using the old one, if one thinks it offers a better user experience.
Our daily use of Zoho CRM involves using wide screen (stretched view), since we use multiple modules at the same time and lots and lots of custom defined fields. This basically means that scrolling down (and up) to fetch information will be endless, tedious, needless and daily!
We always need to grasp a bigger part of the screen to communicate stuff and fill in other modules/records. With the new design, too much scrolling down, dropping down and clicking is involved!
What is bad in the new design:
- Too compact/small UI (probably adapted to mobile usage but not for wide screen/heavy users)
- In some (extensive) languages (like Dutch) the translation makes the new version looks "untidy", too compressed and "scrambled"
- Important: Letter size of fields (and field content) is too big and does not match the system wide design. This basically means that scrolling down (and up) to fetch information will be endless, tedious and (otherwise) needless!
- Customization is too limited (2 choices only! Blue and Black)
- No white background enabling a much prettier placing of logo's and a much healthier contrast to the eyes!
- No handy left-side quick menu!
- No handy left-side recent items!
- Limited quick-actions choice (predefined by the software and non-customizable)
- Quick search is much quicker (hence, quick) with a drop down menu than with a long check-list
- Quick search is much quicker with the choice of typing the fist letter of the module than unfolding a long check-list, looking it up and choosing it precisely!
- The setting page may look nice with big icons but it is too "discouraging" to undertake any action. Using lists and small or medium size letters is always more clear, scannable and surveyable.
- The font colour of sub-items in the setting page (pale grey) is tiring to the eyes.
- Is there even a trash can in the new version? If yes, where?
New is not always better or improved to all.
I am used to it
It works better for me
I hate the new one.
I hate the new one so much I may have to switch crm's!
Give us the option to keep the old one please.
I rather prefer the new UI more modern and the old one is really not good. The new one is clear, at least you know where you go and click compared to old one.
We rely heavily on the wide screen view for all of our data to be visible and this new UI does not scale automatically or at all to fit our screen devices such as Microsoft PC screens, Apple PC screens and iOS devices.
Christophe Mendez | Head of Consulting Services
As with any new product development, I can understand ZOHO has really had to rally behind their new UI in order to complete it. But without you customers on board, you are rallying AWAY from your customers!!!
Keep the option to use the 'old' version. Just because you don't like it does not mean it is no longer an integral part of your customers' businesses.
Remember: If your users can not work effectively, they lose business. If they lose business, they will find the reason for it, and make changes! You do not want to be the reason your consumers lose business.
If you must force the new change on your customers then make sure all the bugs have been work out first.
Don't listen to the naysayers and keep up the good work!
Please DO listen carefully to all of the naysayers because they provide helpful insight on how this needs continuous improvement to be better for all of us! Some day I hope to have a wide screen monitor and understand what a lot of these folks are seeing that I am not.
- The new design requires more clicking and scrolling, I expect the exact opposite from an "upgrade".
- Even in Settings(where normal user ends up once per lifetime) you made changes that prioritize look over speed.
- Dont understand what is the point of switching to the new version over the Christmas holidays and giving us only two weeks(that nobody is at work) to adapt.
- While converting, the create potential checkbox needs to be checked to create potential. Not same to an old version - can you correct this?
Maybe it is ok to force it to your non-paying customers who don't have to deal with a lot of users, but you are surely missing the point as to keeping your paying customers with a larger user base.
Please don't force this change on us!
In the first day of testing the new UI, I sent to the support my comments on it and of course, I complained about the kilometers of scrolling required by the new interface.
Please ZohoCRM team, give us more productivity rather then eye candies !
And at least, give the choice to your users to go for eye candies or productivity.
We don't like the new version - hard on the eys and not nearly as navigable as the "old version" - listen to the customers........make it an optional switch at the very least.
I started off on the new one and then found the old one a revelation when I discovered it.
a) creating, editing, viewing the records ( In the view page alone, we added summary info, quick links and related section )b) Viewing the list of recordsc) Adding tasks, events, etc.,d) Reports & Dashboards
HOWEVER, the fact that the functional portion of my Zoho screen is limited to a thin strip running through my monitor is very annoying. I have a lot of blank real estate on both sides of the system that I would absolutely love to use.
I work for a high-profile SaaS organization which also just changed the administrative GUI of our system. We even have the option to bounce back and forth between the old and new GUI like you do. I probably know better than most of your bloggers here just how difficult it can be to please everyone. It really cannot be done. I think you're doing a great job of pleasing the masses and making decisions that drive your system towards the essential SaaS goals (solid product, easy to use, feature rich, aesthetically pleasing, etc). Keep it up, guys!
All in all, WELL DONE team.
This is already implemented. Just mouse over the fields in Business Card view & you can see a small "down arrow". On clicking that, you can choose the fields you want to show in Business Card view.Second, allow users to customize the content they want to include in the Business Card view (Compact view). Again, this will allow users to minimize scrolling and still have quick access to the most important fields THEY choose.
This can be done even now. Have you tried & can you let us know the issue for you, so that it will help us understand why Fixed width stops users from doing this.i use widescreen view all day and i keep 3 Zoho windows open to allow rapid switching between modules. this is BAD news.
Christophe Mendez | Head of Consulting Services
The moment YOU or Bill Gates or Steve Jobs or anyone decides for ME what is "best" --you've lost credibility.
Specifically, I don't use a mouse-- but your UI demands I 'mouse over' this and that.
When over 50% of the comments here talk back, we're not asking you to "take into account" our opinions, we're consumers who are telling you we'll go elsewhere. I'm interested in packing text onto just one screen-- no scrolling, no mouse, no bubble graphics that consume processor speed... no matter how YOU think it's really, really cool.
The reason we selected Zoho is because you allow a smaller business to 'step up' to a full-functioned CRM, NOT because you have some god-like vision of what we need. Steve Jobs is DEAD. Introduce a new UI? Fine, make it optional. Don't push all of us into a death-march, especially when (for instance) we don't do business as you do.
Christophe Mendez | Head of Consulting Services
We will be publishing the New UI based Help Document during the public launch.
For now, you can access the context-sensitive help links in the new version when you are logged into your CRM account.
What a hard concept (for simple people) that we all don't want simplified, dumbed-down screens with 98% white space?
The "Contact Information" would match the spacing of the Business Card Area
Not so much space that I have to scroll up and down...
Also Show me the last ten contacts on far right column space under quick actions
and Allow some more color /skin /font/ size of font of Top Table and
The new version can be OK
Also in the Calendar box to add a date ; Offer a date 30 or 60 days in advance so I can quickly move prospective clients
future contact dates forward quickly .....
As I said before, these things haven't been changed. See below screenshots for better understandingHow do I create a customized view? Or how about just searching a module.
I use the professional option during this last year and I am happy with all features allowed us and the best price at the best price in the market.
ZOHO CRM is a complete CRM package, not a Contact Manager.
Thank you for the great support and we wish that ZOHO keep growing always because you work very serious.
I feel sure I will dump the Zoho if you do not re-instate the "old" as an option.
I need the full width, end of......
But a wide screen optimization and left hand vertical bar of instantly available shortcuts would be VERY nice!
*By hiding tools/features under click menus you actually have created more work for me to do my job in the New UI.
*Notes on Leads/Contacts/Accounts/Potentials don't truncate so the Note Field can become very long and more scrolling to get to the features below the notes, again more time wasted in the New UI.
*Calendar - I don't like that the Calendar is now hidden or you have to click to see the Calendar. I use the Calendar daily and this cause again more work and more time wasted versus the Old UI.
*Recent Items - Same as above with Calendar, more time wasted versus the Old UI
*Mass Update - There are two different tools for Mass Updating, this is confusing on which one was like the Old UI Mass Update. Why have two of the same feature but different ways it works? Confusing and not time friendly for users.
I understand change and I am all for the change but shouldn't Zoho poll their customers on what should be changed and not force a New UI down my throat. This New UI isn't at all user friendly and I for one want to be able to continue using the Old UI.
It is a mess - I am making arrangements to move to another platform as looking at this gives me a headache.
You will lose business with this "New" look.
What you know, we are forced to use the new UI anyway, if we want our clients to take us seriously. Off course we can be more consequent and demonstrate to Zoho how one can take client's feedback seriously, by preparing for SWITCHING to a different CRM program!
ps: who are more likely to be your biggest and most full-time working clients, those who push for a wide-screen view accommodation or those who are happy with the new mobile view?
Thanks & Regards,
I fully appreciate the
need to update UI's but this effort seems a huge missed opportunity that takes
Zoho backwards, not forwards.
I agree with the many comments above about the poor consideration for wide screen users – odd in an age when laptops and desktops are increasingly adopting this format.
The removal of some features is baffling. Those that didn’t like the old left sidebar could hide it. Now we have a Quick Action bar on the other side which (aside from its limited usefulness) I can’t hide.
The module specific search box has gone too, so to search for a lead I’ve an extra click to select leads from the search box drop down. And to see all leads/contacts beginning with a letter, I have to go right to the bottom of the page to find the alphabet – a pain if I’m displaying more than 10 records. Dilip says the extra space is for future developments – there must be a lot coming because there sure is a lot of empty space where once there were useful features!
Even the main menu has shrunk: I used to see 10 menus plus a drop down arrow, now there are only 7.
I presume from the increased text size that the Facebook/Twitter generation at whom this UI is apparently aimed have ruined their eyesight by too much gaming! My eyesight isn’t prefect but I never found the old size a problem. I’m particularly bemused as to why we need bigger text for the details screens than for the lists from which we often access them!
The detail summaries waste further space. With the old UI, key data could already be moved to the top of the page through the excellent layout customisation facilities. All that was missing was a means to hide less critical sections.
Now I’m stuck with summary data (single column, wasting more screen space), that is immediately repeated below in the Information section! If I take the data out of the Information section by customising the layout, it disappears from the summary as well! So it seems the Summary, the one bit of the screen I would most like to customise/remove, is untouchable!
To end on a positive note, I quite like the new Settings layout. It was handy as a novice to see all the options listed, but now I know where most of them are, the tab layouts (for once) save some scrolling. Shame you had to ruin it by forcing me through a pointless pictoral screen first, and even that you haven’t managed to fit on a single screen.
So please add my name to the petition to keep the old version alive, until you can delivery a UI that doesn’t reduce useability. Goods looks don’t pay the bills (unless you’re a supermodel). And if it doesn’t pay for us, eventually it won’t pay for you either.
Is it beyond the wit of man to make it fill the screen?
It is not a "user choice", it is simple, fill the screen.........
Furthermore - "there will be a initial learning curve" - thank God Boeing, Airbus, Rolls Royce etc don't use the same methods as Zoho when they make an aircraft fly, or we would all be at the bottom of an ocean by now.
How about making it work properly before unleashing it on paying customers?
NEWS FLASH! Microsoft releases Excel 2012 and, to the dismay of countless users worldwide, decides that the application will no longer expand to the full screen width because that format might be disturbing to the Facebook and Twitter generation. Bucking the rapidly growing trend of wide-screen monitors (with most supporting 1920 pixel widths), Microsoft has decided that the maximum width of Excel 2012 shall now be 1024 pixels. Further, in order to discourage users from using multiple columns on their spreadsheets ("Why would they need more than three?," asked one Microsoft product manager), Excel 2012 will no longer offer a left-right scroll feature. Instead, Microsoft designers have decided to simply shrink to column widths so that they always fit within the allowed 1024 pixels.
In addition to the new fixed-width feature of Excel 2012, application designers have also done away with small fonts. Instead, the new and improved version will feature Arial 14 point as the new norm. And, because white space is so important for the Facebook and Twitter generation, the new minimum row height will be 24 points. As an added benefit of all that white space, Microsoft has also done away with grid lines. They were just so 1990s!
Finally, because the Microsoft design team has been using this new application for the past few months and is so excited about it, they have decided to perform a forced high priority upgrade of all prior versions of Microsoft Excel. This upgrade will be automatically applied on January 1, 2012. Happy Holidays from Microsoft!
How about making it work properly before unleashing it on paying customers?
I see how you change which 5 fields are displayed, but I can't find any way to remove the section entirely. So I'm left with a summary that displays data that I'd be able to see anyway if the summary wasn't there!!We have given the option for Admins to choose the required fields in the Business card view. This may help users keep the form hidden.
I'm afraid I fail to see how
It may be quicker for new users to pick up but on the screens we use, there are fewer navigation/menu facilities and less data. How can this make us more productive?the new system will just be more productive as choices in the screens are more consistent & better organized.
Compared to the systems in use in many businesses, Zoho is fairly simple (not a criticism) and with the old interface, pretty quick & easy to pick up. If the Twitter generation were really struggling to grasp the "complexities" of the old UI then heaven help us - most business systems are a lot more complex, and compared to what we had to use 20 years ago, even these are relatively user friendly. Please don't turn Zoho into "my first computer system" - you are under-estimating your users.
We are planning to allow customization for this i.e. users can choose to keep Business card view or remove that entirely. I couldn't commit a date but it's in our plan.I see how you change5 fields are displayed, but I can't find any way to remove the section entirely. So I'm left with a summary that displays data that I'd be able to see anyway if the summary wasn't there!!
Now some madman has decided that what I want is 'out of date' and has re-organized my workspace. When I click through I can't find anything, and Zoho doesn't look remotely how I want it to.
What to do? Sigh.
Zoho allowed a lot of customization. If you wanted it to display X next to Y next to Z, you could get it to. That's what I liked about Zoho, that was its USP. It made it different from all the other CRMs where some idiot decides what CRMs are 'about', and forces one conception upon the users.
This is what I want:
- I like the left pane. It is easy, usable and helpful. I want it back.
- 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. I have customized my own "business card view" in the Old Layout, and it is quite different. I don't understand at all why you have apparently made this un-customizable business card view occupy so much screen-space. Give us back our old (customizable) business card view! Then to cap it all, underneath the business card view is this strange list - attachments, open activities, closed activities, emails. Mostly irrelevant choices, I only use the last of these.
- In the business card view, I want to see the following fields (in two columns):
- Contact name
- Job Wide
- Job Specific
- Mailing country
- Other phone
- Skype ID
- Blog URL
4. Scrolling down from the Business Card View I want the following (these are general headers containing a number of fields).
· Address Information
· Site Membership
· Service provider
· Extra fields to put in spare data
(just look at my CRM, it is all there in the Old Version).
I don’t understand why the new version has imposed a layout which I don’t want. I have customized my layout already. Why couldn’t you just have transferred my customization to the new layout?
Just my $ 0.02
There's is field section & related list. I guess the Memo, Address information, Site Membership etc. are field sections. Have you clicked on the "Show details" link under the business card view ? That will list all the fields you have customized.Then to cap it all, underneath the business card view is this strange list - attachments, open activities, closed activities, emails.I only use the last of these.
> the contact's name
> my name
> the contact's phone number
These 3 items of information are now all I usually get when I click through on the contact's name, unless I scroll down
This is pretty unhelpful. Why would I always want to be staring at my own name beside the name of the contact?
Anyway, what you surely need is:
a) to give people the ability to switch off the business card view. This view is superfluous and occupies screen space unnecessarily, to users who customized what appears in 'show details'. The 'business card' seems an attempt to 'dumb down' Zoho. OK, some people don't like to customize their systems. But I spent a lot of time looking for a system that could be customized and found it. It used to be called Zoho.
b) the ability to make the details in 'show details' one-click from the Home Page.
c) the ability to reinstate the left pane, specially recent contacts.
As to the other fields, I guess with a little study I can figure out how where the pieces of the old 'setup' page have got pushed to in the new 'setup' page, and delete the new fields and get my Zoho CRM back to how it was before.
More generally, why no explanation of how to transition? Or perhaps it is there, and I missed it.
Did you usability test, to assess how difficult existing users would find the transition process?
No joke, I'm ditching Zoho in its entirety if you cannot confirm one way or the other.
The "New" is still unusable.
One reason we couldn't do this is because we already lock the header as that is more relevant for that page.1 - LOCK THE MAIN TOOLBAR. This is probably the single biggest change you could make to limit scrolling
Christophe Mendez | Head of Consulting Services
- Project Management Software & Collaboration
- Remote Support & Web Meeting
- Document Management & File Storage
- Online Forums Software
- SharePoint Integration
- Collaborative Website with Wiki
- Actionable Insights For Social Media Marketing
- Online Contact Management
- Sales force Automation & CRM Software
- Applicant Tracking System
- Help Desk Software for Customer Support
- Online Form & Online Database
- Online Email & Social Marketing
- Bug Tracking
- Accounting Software
- Online Reporting & SAAS BI
- Invoice Software
- Email Hosting