I run a Managed IT Services business, and we are just getting started with Zoho CRM.
I'm not sure if I have missed something, but is there a way to see
tasks on the calendar within Zoho CRM.
We currently use Google Apps for Business and the
Events (meetings/webinars) we created within Zoho CRM appear on the calendar and sync to my GApps for Biz calendar, but the
Tasks do not.
Before moving to Zoho CRM, we used GApps for Biz calendar to schedule tasks and mark those tasks as completed within the notes section.
It would be great to use the Activities Tab, to track
Tasks and also see those
Tasks on the calendar, so we don't double book our clients for installations and upgrades.
Have I missed something, can this be customized, or is this not in the feature set?