What does this new feature offer?

• Unified activity view : View all your customer interactions—tasks, calls, meetings, and appointments—in one place, in specific timeframes (e.g., today, this week, next week, next seven days).
  
• Perform actions on activities : Click on any activity to get more details and perform quick actions—like rescheduling or marking activities as completed—directly from the dashboard. Also, choose what information should be displayed for activities via customizable preferences.
  

• The date and time for each activity
  
• Activity information
  
• The record to which the activity is related
  
• Preferences to alter to customize the component
  

How can you view activities in this component?

Filter by time frame

• My open activities for today: Displays daily activities to be carried out.
  
• My open activities for this week: Displays activities scheduled for the current week.
  
• My open activities for next week: Displays activities scheduled for next week.
  
• My open activities for the next 7 days: Displays activities scheduled over the next seven days.
  
  

Preferences

Customize activity information

Perform immediate actions

This update will help you achieve the following:

• Get a full activity overview: Get a clear and organized view of all customer interactions and internal tasks over a selected period.
  
• Improve productivity: With everything in one place, you can quickly assess what’s been completed and what still needs attention; no more missed meetings or overlooked tasks!
  
• Customize it to fit your needs: Whether you're focusing on a specific time period or activity type, the timeline filter makes it easy to stay organized and efficient.