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
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.
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 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.
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.
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.
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!!
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:
· 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?
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.
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