Show all task and meeting records associated with an Account or Contact even if they were created in other modules?
Is there a way to create a view that shows all open tasks and meetings associated with an Account or Contact even when the task and meeting records have been created in other modules than in the associated Account or Contact record view?
Background: I have created different custom modules to enable my users to capture relevant information for each of their different types of meeting ("meeting notes"). I noticed that when I create a Task or Meeting in each custom module record, it's only visible in that record view. I want my users to be able to see all the Task and Meeting records in the associated Account or Contact record view, regardless of who created them, who is assigned to the record. This would give my users working as a team an overview of all outstanding items to follow up on at their future meetings. The intuitive way would be for the users to go the relevant Account or Contact view to see this information, and navigate from each Task or Meeting record to the associated "meeting notes" record.
Background: I have created different custom modules to enable my users to capture relevant information for each of their different types of meeting ("meeting notes"). I noticed that when I create a Task or Meeting in each custom module record, it's only visible in that record view. I want my users to be able to see all the Task and Meeting records in the associated Account or Contact record view, regardless of who created them, who is assigned to the record. This would give my users working as a team an overview of all outstanding items to follow up on at their future meetings. The intuitive way would be for the users to go the relevant Account or Contact view to see this information, and navigate from each Task or Meeting record to the associated "meeting notes" record.
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
WM Yeo
Vigneshwaran K
Sunderjan Siddharth
Sticky Posts
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. ThisEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー