Tasks & Call Back
I am finding Zoho and the way it processes tasks and call-backs very slow to use. In my previous CRMs I was presented with an alarm panel that listed tasks or call-backs requiring attention, with one simple click I was transferred to a screen showing the record, could see all previous activities, could dial from that screen and update the record and diarise any further activity all within 53 seconds, apart from time spent calling or processing task. There is also an integrated timer that will automatically record time spent on the activity when recording the activity notes.
Writer
Get Started. Write Away!
In Zoho CRM, I take my diary call-backs from the open tasks list on the home page. Clicking on the task provides me with all the information I require to make the call or take an action but does not appear to provide a joined-up process to record notes from my call in a form that will show up in the activity reports and diarise any further activity.
My options are to leave the task page and move to the account or contact page, select Log a Call and record the notes on my activity. I then have to return to the account/contact page and the action/task recorded to re-diarise or mark it as complete, all without the benefit of having the time spent on the task recorded.
The timings I have made to process a simple task/call update, without call/action time, in my old CRM = 50 seconds, the timing for the same operation in Zoho CRM = 1 min 21 seconds. This means it is taking me more than 50 minutes longer, per 100 calls made, to record the activity in Zoho CRM.
Surely it wouldn't take too much to allow record updates from the tasks that will be visible to the contact reports
Access your files securely from anywhere
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
bryan.storage
troyce1
Bryan
Rick Smith
Josh Albright
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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 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