FAQs: Activities
1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record?
1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record?
The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the Closed Activities related list to display up to five fields in addition to the mandatory fields.
2. What happens to an activity if I change my record ownership?
2. What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, cases etc.), all the open tasks/events get assigned to the new record owner.
3. Can I customize my Activities page?
3. Can I customize my Activities page?
Yes, you can customize the page layout for the tasks, events and calls. The following customizations are possible:
- Add new fields
- Add or delete sections
- Rename fields
- Add required fields or hide the unwanted fields
- Mark fields as mandatory or non mandatory
- Reorder the fields
- Change to one column or two column layout
4. What is Activity History?
4. What is Activity History?
Once any activity (Task or meeting) is completed, it is moved to the activity history section so that you can focus only on pending tasks and upcoming meetings.
5. What happens to my open activity if I transfer my records to a different owner?
5. What happens to my open activity if I transfer my records to a different owner?
When you change the ownership of a record, you will have the option to transfer some or all the open activities, like meetings and tasks, to the new record owner.
6. Can I delete activities like tasks, calls and meetings?
6. Can I delete activities like tasks, calls and meetings?
Yes, you can delete sales activities like tasks, calls and meetings if you have the necessary profile permission.
To enable the Delete permission
- Log in to Zoho CRM with administrator privileges.
- Go to Setup > Security Control > Profiles
- Go to the required profile.
- In the Basic section, enable the Delete permission for Tasks, Calls and Meetings.
To delete tasks:
- Go to the Tasks module.
- Select the tasks you want to delete.
- Click the Actions button and then select Delete .
To delete calls:
- Go to the Calls module.
- Select the calls you want to delete.
- Click the Actions button and then select Delete .
To delete meetings:
- Go to the Meetings module.
- Select the tasks you want to delete.
- Click the Actions button and then select Delete.
7. Can I assign activities to a group of users?
7. Can I assign activities to a group of users?
No. You cannot currently assign a task or meeting to a group of users. Activities can only be assigned to individuals.
8. How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?
8. How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?
In the Meetings, Calls, and Tasks modules, you can create a default view for Today's Meetings, Today's Calls, and Today's Tasks.
You can use this view to see the calls, tasks, and meetings scheduled for the current day.
To view activities for the current day
Go to the Meetings, Calls, or Tasks module.
Click the All Activities dropdown.
Enter "Today" in the search bar, and choose the required view from the list.
9. Can I look at sales activities and events sorted by calendar days?
9. Can I look at sales activities and events sorted by calendar days?
You can view both the call and event details in the calendar view. Read more about using calendar view here.
10. What decides which records appear under Recent Activities?
10. What decides which records appear under Recent Activities?
The last 5 activities will appear under Recent Activities.
We hope that this list of frequently asked questions about 'activities' (calls, meetings and tasks) are informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below!
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