Predefined and Custom Event Views - New UI

Predefined and Custom Event Views

Time-bound activities like meetups, demonstrations, and customer onboarding frequently happen as part of sales activities. It's easier to find events that have similar attributes with list views. For example, you can view meetings that are scheduled for a specific day, product demonstrations that are completed, or onboarding meetings that are overdue.
 
Zoho Desk provides a list of predefined views and also allows you to create custom views to filter events that match the given criteria. These views can also be shared with the concerned group of people.
 
In addition, event views can be used to:
  1. Change owner
  2. Update two or more events
  3. Export the events lists to a CSV file

Accessing event list views

 Event list views can be accessed from the home screen. The standard event list views available are:
  1. All Events
  2. Canceled Events
  3. Completed Events
  4. My Open Events
  5. My Overdue Events
  6. My Events
  7. My Team Events
  8. Next 7 Days + Overdue
  9. Open Events
  10. Overdue Events
  11. Spam Events
  12. Today + Overdue
  13. Today's Events
  14. Tomorrow's Events

To access the events list

  1. Click the Activities module.
  2. On the Activities home page, click Events at the bottom of the left panel.
  3. Select Standard List View from the left panel to view the events underneath it.
  4. The All Events view will be displayed upon first access.
    The system will remember the last seen view and list the same during successive access.
You must click the subject of an event to view its details.


Creating custom event list views

You can create custom list views by defining criteria of your own. The custom views created by an agent will be listed on the left menu along with the standard views. Custom views can be edited or deleted.

Note:
  1. Standard event views cannot be edited.
  2. You can right click on a custom event view to open it in a new tab.

To create a custom list view

  1. Click the Activities module. 
  2. On the Activities home page, click Events on the bottom of the left panel.
  3. Click the Plus icon () next to Events.



  4. On the Create Custom View page, enter the custom View Name.
  5. Specify the criteria to filter the events.
  6. Specify the visibility for this custom view.
    You can choose between Only me, All agents, or Specific agents.
  7. Click Create.

List view criteria

 In the Filter Criteria section, you must specify the criteria based on which the events will be filtered under the view.

Tips:

  1. The Age in Days option is very useful for the Date and DateTime fields. It can be used to filter events that were created within the last 7 days or those that are overdue in the past 30 days.
  2. You cannot edit the standard event views that are provided in Zoho Desk. You may add a custom view to address any specific requirements.
  3. You can right click on a custom event view to open the view in a new tab.

Editing custom event views

You can edit the custom event views that were added by your agents.

To edit custom views

  1. Select the custom event view that you want to edit.
  2. Click Edit from the More (…) option.
  3. Make the necessary changes and click Save.

Deleting custom event views

You can delete a custom event view you no longer need for your agents. 

To delete a custom view

  1. Select the custom event view that you want to delete.
  2. Click Delete from the More (…) option.
  3. In the confirmation dialog box, click Delete.

I. In the list view, events can be sorted using the following criteria:

  1. Subject
  2. Category
  3. Start Time
  4. Status
  5. Priority
  6. Created Time
  7. Modified Time
  8. Latest to Oldest and vice versa (by selecting either the Ascending or Descending option).

To sort the events in the list view

  1. Click the More (…) icon in the upper right corner of the Activities home page.
  2. Select the given options as per your sorting needs.
    Your list will refresh and display the associated events as per your selected sort by options.

II. Events can be filtered based on the following parameters:

  1. Agent
  2. Start Time

To filter the events in the list view

  1. Click the Filter () icon at the top of the page.
  2. Select the associated Agent and Due Date/Start Time as per your requirement.
    Your list will refresh and display the associated events according to your applied filter.

These filters will be useful when you've chosen some of the generic views like All Events, Open Events, Overdue Events, etc.
 
Note: By default, Zoho Desk will display only 10 records (events) per page. However, you can choose the number of records to be displayed on a single page. A maximum of 50 events can be viewed per page. The system will remember your selection the next time you access event views.

Mass actions in event views

Users can perform various mass actions from the events view:
  1. Update
  2. Delete
  3. Assign To

I. To update event(s)

  1. Select the event(s).
  2. Click Update from the mass actions list.
  3. Select the field to be updated and specify the new values for it.
  4. Click Save.

II. To delete event(s)

  1. Select the event(s).
  2. Click Delete from the mass actions list.
  3. In the confirmation dialog box, click Delete.

To permanently delete event(s)

Go to Setup.
  1. Under Data Administration, select Recycle Bin.
  2. Select Events from the drop-down menu in the top bar.
  3. Select the desired event(s) to permanently delete and click Delete in the upper-right corner of the page.



  4. Click OK to confirm the selection.
    Your selected event(s) will be permanently deleted from Zoho Desk.

To restore event(s)

  1. Go to Setup.
  2. Under Data Administration, select Recycle Bin.
  3. Select Events from the drop-down menu in the top bar.
  4. Select the desired event(s) to restore and click Restore in the upper-right corner of the page.



  5. Click Proceed to confirm the selection.
    Your selected event(s) will be restored.

Note:

  1. Restoring the selected records will also restore their associates, such as contacts and tickets.
  2. Permanently deleted event(s) can't be restored.

 

Refer to our Using the Recycle Bin help documentation to learn about the Recycle Bin feature in-detail.

III. To change the owner for event(s)

  1. Select the event(s).
  2. Click Assign To from the Mass Actions list.
  3. Select an agent or a team to assign the chosen event(s).
    You can use the search bar to find an agent or a team by their name.





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