Hello,

We're a B2B market research/consulting firm that recently migrated our CRM/forms/marketing stack from HubSpot to Zoho One (CRM + Forms + Campaigns + SalesIQ). Current setup:

- Zoho Forms integrated with CRM: contact-style forms create Leads.

- report/content-download forms upsert into Contacts by email then company.

- We're about to build a custom Report_Downloads (we publish public market report and those are a good way to capture new leads on the website) module (one record per download: Contact lookup, Account lookup, Report Name, Download Date/time, Report URL, Source Form) so we can see every report a Contact has ever downloaded, not just the most recent.

- SalesIQ is connected to CRM, so Contacts/Leads also carry native visitor-tracking fields (First/Last Visited URL, Days Visited, Visitor Score, etc.).

We're trying to turn all of this into something the sales/marketing team can actually glance at, rather than digging through separate related lists. Three questions:

1. Visual timeline of form submissions per Contact

Is there a way to show all of a Contact's form submissions (or Report_Downloads records) as an actual visual timeline — a scannable "downloaded X on this date, then Y on that date" view — rather than a standard related-list grid? Is this achievable with a native Zoho CRM view/component, or does it require a custom widget (Canvas/Widget SDK) or a Client Script pulling the related records into a custom-rendered timeline?

2. Aggregating form/download activity at the Account level

We want a rollup on the Account record showing total downloads (and ideally distinct reports touched) across every Contact under that Account — i.e., summing a custom module's related records up through the Contact to the Account, not just per-Contact. Can a Rollup Summary field do this when the child module (Report_Downloads) is related to Contacts rather than directly to Accounts? Or does the child module need a direct Account lookup as well for a Rollup Summary field to work, and is there a better mechanism (Deluge function, dashboard component) for this specific case?

Unified timeline per Contact: form activity + emails + proposals + website visits

Beyond form/report activity, we'd like one chronological view per Contact that also includes: emails sent to them (via Zoho CRM's own email logging/Zoho Mail integration), proposals sent (we use proposal as name for our deal module), and website page visits (from the SalesIQ visitor-tracking fields mentioned above).

Any pointers to documentation, sample Deluge/widget code, or just "here's the feature you're actually looking for" would be hugely appreciated. Happy to share more detail on our setup if useful.

Thanks!