Zoho CRM's new Homepage component: See all your activities in one powerful view!

Zoho CRM's new Homepage component: See all your activities in one powerful view!

Hello everyone,

We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored to your chosen timeline filter.

The classic homepage already includes dedicated components for tasks, meetings, and appointments, allowing you to view all your customer-related activities in separate components.

Now, with the introduction of the activity component, you get a consolidated view that lets you effortlessly track and manage these activities in one place. This feature is designed to help you view all customer-related activities together, reducing the chances of missing important calls, meetings, or appointments.

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.


Let's dive into the details below!

You can access the Activity component from your dashboard's classic view. Information about all your open activities, along with "overdue activities" or "all-day meetings and tasks," can be viewed in this component. It lists the following:
  • 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?

You can view your activities over a selected timeline and decide which ones should be displayed in the component using Preferences.

Filter by time frame

View tasks, calls, meetings, and appointments that have been set up in your account over different time frames.
  • 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

Filter how you want to view your open activities, overdue activities, and all-day meetings and tasks by clicking the Preference icon in the top-right corner of the component. You can hide or show all overdue activities, show all overdue activities at the bottom or top, and show all-day meetings and tasks at the bottom or top. Please note that overdue activities will always be displayed at the top by default.

Customize activity information

Customize what activity information you want displayed in the component from the Preferences section under Manage Fields. In the Column Field Customization pop-up, you can choose which fields to display in the component for your activities.

Perform immediate actions

Hover over an activity to edit, delete, reschedule, cancel, or mark it as completed right from the dashboard.

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.

For more information about this update, please refer to this help resource.


We're confident that this new addition to your dashboard will enhance your CRM experience. If you have any questions, please reach out to us in the comments below.

Thanks and have a great day!


      • Recent Topics

      • Colour Coded Flags in Tasks Module List View

        I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due

      • Uploading data to S3

        Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)

      • UPS Label size when generated via Zoho

        We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS

      • Credit Management: #4 Credits on Unused Period

        Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.

      • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

        We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every

      • Prevent new Record Association

        Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating

      • Tip of the Week #73– Automate workflow with Make integration.

        Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this

      • Viewing attachments

        I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not

      • Kaizen #89 - Color Coding using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

      • Account blocked for IMAP use

        Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

      • Instant Sync of Zoho CRM Data?

        With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

      • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

        We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to

      • Zoho account sign in with passkey

        Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

      • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

        Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first

      • Checklists as templates

        Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties

      • Send mass email using my secondary email

        Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email

      • Soft Bounce from transational emails from BREVO (Sendinblue)

        I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

      • ZOHO TEAM INBOX Calendar Integration

        The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our

      • Why Can't I add unicode emoji's to my signature?

        Why would Zoho Mail prevent me from adding unicode emojis to my email signature? Every time I try to save the signature, Zoho Mail erases the emoji and any nearby content. Every time I setup something with Zoho, I know I'm going to run into some incredibly

      • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

        As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,

      • Zoho Desk Limit for Comma Separated Queries

        Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"

      • Module Name doesn't exist

        I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.

      • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

        Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation

      • Is it possible to embed Youtube shorts?

        Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on

      • Split functionality - Admins need ability to do this

        Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in

      • Delegates - Access to approved reports

        We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,

      • How to include total km for multiple trips in expense report.

        Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

      • I didn't receive my domain verification mail

        I didn't receive my domain verification mail 

      • Get logged in user ID in Deluge script

        Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that

      • Item Details Field - New Barcode / Document option?

        Is this a new feature??? its in both books and inventory.

      • Is SMTP included in the free plan?

        My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

      • Shared Mailbox - Mark as read for all users

        Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

      • Can I export to PDF in Zoho Learn

        I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

      • Zoho Sites "pages" management page

        I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

      • Add Image Upload Field to Zoho Bookings Registration Form

        Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

      • Zoho mail issue.

        I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

      • Merge Tags Output Incorrect Placeholder Text After CRM Sync

        Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have

      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

      • Windows agent 2025_M02 release notes

        Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.

      • Next Page