Calling all Zoho CRM users! If you're looking to enhance accessibility, streamline workflows, and make your CRM experience more intuitive, the latest updates from Zoho are here to deliver. In our recent TopLine Results webinar, we explored several new and improved features in Zoho. Let’s take a closer look at what’s new and why it matters.
Enhanced Accessibility Features
Accessibility isn't just a nice-to-have, it’s essential. Zoho’s new accessibility options allow users to personalize their experience for better visibility, interaction, and navigation.
Key Features:
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- Vision Assistance: Larger font sizes, letter spacing adjustments, and hover-to-magnify functionality help those with visual impairments better engage with data.
- Motion Control: Reduced animation effects minimize motion sickness.
- Color-Blind-Friendly Labels: Toggle label styles and strike-through disabled buttons improve clarity for colorblind users.
- Mandatory Field Indicators: Add asterisks or custom text to make required fields more obvious.
- Customizable Error Messages: Adjust colors and include icons for error alerts.
- Reading Focus & Link Underlining: Helps users focus in on content and navigation links.
These settings are user-specific, allowing individuals to tailor the CRM interface to their unique needs without impacting others.
Activities Homepage Component
Available on Zoho’s classic homepage, this new widget lets you view, manage, and update your calls, tasks, and meetings all from one screen.
Key Features:
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- Toggle between views for today, this week, next week, and more.
- Customize which fields display under each activity type.
- Mark tasks complete or reschedule calls without navigating away.
This is a game-changer for sales and support teams juggling multiple responsibilities.
Advanced Filtering by Related Modules
Zoho now lets you filter list views based on child records—a powerful upgrade for data segmentation and reporting. This nuanced filtering gives users more control over the information they see.
Key Features:
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- Find accounts with no deals closing in the next 2 months.
- Build holiday outreach lists based on previous December sales.
- Identify leads converted to accounts.
Field Validation Rules
Validation rules help enforce business logic and prevent user errors before records are saved. These controls ensure cleaner data and reduce the need for manual oversight.
Key Features:
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- Hard Stops: Prevent users from saving records that don’t meet criteria (e.g., disallow discounts over 25% for new business).
- Alerts: Provide warning messages without stopping the user (e.g., confirm deal values over $100,000).
Fully Customizable Record Layouts
Canvas views let you redesign how records appear in both detail and form views. Whether you're viewing or creating a record, you can now use drag-and-drop templates to match your processes and preferences.
Key Features:
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- Choose from Zoho’s templates or import your own.
- Assign views by user role or layout.
- Customize mobile views for on-the-go users.
This flexibility allows teams to simplify data entry and improve record readability, which is especially useful for teams that support multiple roles or complex data structures.
Zoho’s latest features are designed to support a diverse range of users and use cases. These updates not only improve the usability of the platform but also offer concrete tools for boosting productivity.
Looking for help implementing these features in your Zoho CRM? Reach out to TopLine Results for expert support, training, and custom CRM solutions.