Category: Article

Zoho CRM Declutter your Navigation Bar with Tab Groups

Clients sometimes come to us to ask for a quick way to reduce the number of modules that a user can see. Some of the reasons include:

  • They have a particular group of profiles who only need access to a few of the modules such as:
    • External sales who only need access to Leads, Contacts, Account and Activities modules
    • Marketers who only want to access campaigns, Leads and Contacts
  • They want to create a Daily Tab which they see a clean and simple view.
  • They wear multiple hats and just want to focus on certain tabs when wearing the different hats.

The top Navigation Bar in Zoho CRM contains Tabs which show the different modules that are present in the Zoho CRM including any custom modules you may have in your system

To Customise the Tabs Group on Navigation Bar

We need to be an Administrator to do the following.

There are 2 main ways of customising the Navigation bar.

Option 1 From the Modules Screen

  • Click on the “All Tabs” section within the Navigation bar (Figure 1) and then select “New Tab Group

Figure 1 Screen shot of Navigation bar All Tabs
Figure 2 Screenshot of the Create Tab Group Dialogue Box. 

  • This will bring up the “Tab Groups” Figure 2
    • Enter the name for this group in this example we have “External Sales”
    • Select the tabs that you want the users to see in this example we have selected Leads, Contacts and Accounts.
  • In the “Permission” section select the Profiles who will have access to this Tab Group.
  • Click on Save.

Option 2 From the Modules Screen 

  • Setup > Customization > Modules and Fields > Manage Modules
  • Select Tab Groups and click on New Tab Group.
  • This will bring up the “Tab Groups” Figure 2
    • Enter the name for this group in this example we have “External Sales”
    • Select the tabs that you want the users to see in this example we have selected Leads, Contacts and Accounts.
  • In the “Permission” section select the Profiles who will have access to this Tab Group.

Click on Save.

Try it out and see how much better it feels to relieve the clutter!

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ACT! V16 Service Pack 1 and Hotfix 1 has been released!

Swiftpage Announces General Availability of Next-Generation Act! emarketing Service Embedded in Release of Act! v16.1

Fully Integrated Marketing Application Available Now for All Deployments of Latest Version of Act!

Swiftpage, a leading provider of integrated marketing and CRM solutions for individuals, growing businesses and mobile sales teams, today released Act! v16.1 with fully integrated Act! emarketing for all deployment types; Windows®, Web, and Hosted.

Today’s release provides all current Act! v16 customers with a free upgrade to version 16.1, which includes the fully integrated Act! emarketing service, with subscriptions starting as low as $10/mo.

Act! emarketing delivers a unique, integrated email marketing experience. It provides a cost-effective way to engage, convert and retain customers, all while enriching relationship history. Act! makes this possible by seamlessly flowing information from all emarketing campaign activities back to each contact record.

Additional Benefits of Act! v16.1 Release

Business Care Subscribers

Business Care subscribers will receive the basic Act! emarketing package free of charge, a value of $1204 annually. New and renewing Business Care subscribers will also receive other exclusive discounts on Act! add-ons and services sold via the Act! Marketplace to be added over time, in addition to future releases of the product, at no charge. The first exclusive marketplace offer for Business Care Silver and Gold subscribers is for 50 percent off Handheld Contact™, a popular sync-based mobile add-on for Act!.

Business Care Bronze

  • Business Care Bronze provides automatic access to the latest feature enhancements and platform updates, plus compatibility with popular operating and desktop systems.
  • You also receive valuable extras, like 50% off online training with Act! Anytime Learning
  •  Exclusive discounts for Act! emarketing ($10/month discount), and select Marketplace solutions. NEW!

Business Care Silver

  • Business Care Silver provides automatic access to the latest feature enhancements and platform updates, plus compatibility with popular operating and desktop systems.
  • You also receive unlimited access to expert Act! Technical Support Advisors
  • Plus, receive valuable extras, like 50% off online training with Act! Anytime Learning
  • Exclusive discounts for Act! emarketing ($10/month discount) and select Marketplace solutions, such as Handheld Contact (50% discount). NEW!

Business Care Gold

  • Business Care Gold provides automatic access to the latest feature enhancements and platform updates, plus compatibility with popular operating and desktop systems.
  • You also receive unlimited access to expert Act! Technical Support Advisors
  • Have the ability to schedule appointments or leave a voice message for a dedicated contact.
  • Plus, receive valuable extras, like online training at no charge with Act! Anytime Learning
  • Exclusive discounts for Act! emarketing ($10/month discount), and select Marketplace solutions, such as Handheld Contact (50% discount). NEW!

Business care

Integrated Act! Marketplace

The completely redesigned Act! Marketplace is now directly accessible within Act! version 16.1. Users are able to easily browse and purchase a variety of applications that increase the power and functionality of the Act! contact manager via the sleek, new in-product interface. Offerings include premium applications for integrated accounting, data management and reporting.

Usability and Performance Enhancements

Act! v16.1 addresses numerous user requests and provides updates in order to stay compatible  with current technology platforms. For more detailed information about all of the fixes and enhancements in v16.1, please click here.

Hotfix 1 has also been released and it addresses two issues:

  1. 103423 – Mail merge status windows appear to hang and do nothing
  2. 103426 – Incorrect Marketplace URL in UK localization

It’s available in the download center now, and will be slipstreamed into the full version soon.

http://act.com/support/download-center/