Timeline View in CRM - a linear way to visualize records over time

Timeline View in CRM - a linear way to visualize records over time

Hello all,

We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records by days, weeks, months, or quarters.

In other words, this view offers you a bird’s-eye perspective of the entire module, factoring in "time" as a critical parameter or scale to display records, based on which you can make quick, broad inferences, at a glance, before delving into detailed specifics.



With the new Timeline View, you can:

  • Achieve a consolidated, visual representation of records plotted across a timeframe from which you can derive important time-centric inferences, such as identifying which tasks are ongoing, completed, or yet to begin.
  • Gain insight into the duration of a record or task.
  • Stay organized by providing a clear, chronological layout of your work, making it easier to allocate resources, monitor ongoing tasks, and ensure everything stays on track.

Let us look at a few scenarios to get a clearer understanding of the functions and benefits of the Timeline View.

Scenario I:

Olivia, the Operations Manager at Zylker Properties, manages a variety of projects and tasks, juggling the complexities of planning and execution in her daily workflow. To stay organized and efficient, she uses the Timeline View, a versatile tool that visually arranges records along a timeline, based on their start and end dates.



Let's look into what all she can achieve by using the Timeline View

  1. It allows Olivia to quickly identify the Property Deals that are In Progress (represented by blue bars), making it possible for her to prioritize and direct her team's attention to these active transactions. 
  2. Besides, she can also see the Completed Property Deals (marked in green), and Property Deals slated for future execution (that appear in yellow).
  3. This intuitive color-coding system provides a comprehensive snapshot of each Property Deal, allowing Olivia to assess the status of the entire set of deals at a glance.


  4. Additionally, she can also track the lifespan of each property deal, gaining valuable insight into where adjustments or interventions may be required. 

  5. She can spot trends, such as which periods experience higher volumes of property deal creation and closing, allowing for more effective resource planning.


  6. To optimize team performance further, she can group property deals by deal owner, providing a clear view of each team member’s workload.

  7. Besides, this feature enables her to assess how many property deals each person is managing, ensuring a balanced distribution of responsibilities and improving overall efficiency across the team.


Scenario II:

Yvonne Riehl, the Sales Onboarding Manager at the organization, oversees the onboarding process for new sign-ups. To manage the workload effectively and ensure an even distribution of responsibilities among the team, Yvonne uses the Timeline View. This tool visually displays each onboarding session along a timeline, allowing Yvonne to group the sessions by team member.

With this view, Yvonne can quickly identify when a team member is overloaded with too many onboarding sessions scheduled at a particular time. She can then make adjustments by resizing or repositioning the sessions on the timeline, balancing the workload and ensuring that no one is overwhelmed. This streamlined approach helps Yvonne optimize scheduling and maintain a smooth and efficient onboarding process for both the team and new customers.



Note.
Records without a Start Date or with an End Date earlier than the Start Date will not appear in the Timeline View and will still be visible in the List View.
Records that have a Start Date, but do not have an End Date, are represented as in the image below.

Users will need 'Manage Views' profile permissions to create and edit the Timeline View configuration.

What's next:
Provide the ability to mark a record as complete based on a picklist value.

Availability: Opened to all customer accounts in all DCs who have enabled CRM for Everyone.
Editions: Enterprise and above
DCs: All

      • Recent Topics

      • [Webinar] Zoho Writer for SCM and logistics

        Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

      • [Webinar] Zoho Writer for the manufacturing industry

        Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

      • Add Comprehensive Accessibility Features to Zoho Writer

        Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

      • [Webinar] Simplifying document workflows in financial services with Zoho Writer

        Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

      • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

      • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

      • Branding of native system emails

        Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

      • Support “Never End” Option for Recurring Meetings in Zoho Meeting

        Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

      • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

        Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

      • Weekly Tips: Manage External Images in Zoho Mail

        When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

      • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

        Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

      • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

        Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on

      • SINCH HUB MESSAGEMEDIA with ZOHO DESK

        1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.

      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

      • Invalid URL error when embedded sending url into iframe for my website when using in another region

        Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

      • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

        Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

      • Kaizen #59 - Creating alerts and custom messages using Client Script

        Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

      • Universal search

        Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)

      • Attachment reminder?

        My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments

      • ZIA in Zoho Cliq

        Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

      • Critical Need for Global Search in Zoho FSM

        Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering

      • Collections Management: # 1 Payment Collection is All About Convenience

        "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last

      • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

        Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

      • Cash based businesses cannot use the new fixed asset module

        Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your

      • Zoho Learn & Zoho Connect

        Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

      • Apply Payment Received Amount Zoho Books Invoice

        Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist

      • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

        Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

      • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

        Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

      • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

        Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

      • Live webinar: 2024 recap of Zoho WorkDrive

        Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

      • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

        Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

      • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

        Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your

      • Live webinar: Mastering data migration, organization, and team collaboration

        Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity

      • Join our live webinar: Explore the WorkDrive TrueSync application!

        Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our

      • Envio de mails

        Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar

      • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

        In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:

      • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.

      • SLOW EMAILS

        Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.

      • POP3 authentication error - SOLVED

        Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen

      • Add Zoho One Groups/Departments to Shared Mailbox Access

        Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign

      • Next Page