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 Date column but the visual representation of the coloured flags is much better in my opinion.
On the home page there is a custom module in Classic View for tasks that shows the tasks with the colour coded flags and has the ability to change the due date of the tasks without needing to enter it by clicking on the flag. This is another great feature that my team really likes.
If both these features could be added to the List view in the Tasks module it would be great.
Sticky Posts
Announcing the demarcation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have demarcated the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all