Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

Hello all,

We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks.

Let's look at these enhancements in detail:

Timeline tab

Previously, the Timeline tab in the Meetings, Calls, and Tasks modules was situated in the right panel of the record detail page, between the Info and Conversations tabs. We've moved it to the main space beside the Overview tab, like in the other modules. This applies to both records with and without contact associations.

The previousTimeline tab contained updates related to both the activity record and the associated records. Now, the Timeline tab contains only the timeline information of the activity record.

To view the timeline of a related record, users can access the Timeline tab within that record.

Meetings header title

In the record detail page of the Meetings module, the Host and Related to details—which were situated on the top panel—are now in the business card section in field vs. value format.

Meeting Information section

In the Meetings module, the new Meeting Information section will now hold all details related to meeting in a fields vs. values format to ensure consistency with other modules.

Call Reminder

Earlier, the call reminder time used to be displayed when hovering over the clock symbol beside the Call Start Time in the Calls record detail page. Now, the call reminder time will separately appear as a value against the Reminder field under the Call Information section.

RSVP Response

The meeting invitation RSVP buttons, which were previously displayed near the Participants section, are now available under a separate section named Meeting Invitation.

Task follow-up message

The location of the task follow-up message has been changed from inside the business card to a success prompt in the top panel.

Close Task button

In the Tasks record detail page, we've moved the Close Task button from inside the business card to the top panel to ensure consistency with other modules.

"Record is locked" message

In the Tasks record detail page, the "Record is locked" message—along with its details—was previously displayed inside the business card, but is now displayed in the top panel.

Business card view

In the record detail page of any module, when you click the Customize Business Card option under the ellipses (···) button, the Business Card View pops up. In this enhancement, we've redesigned the structure of the Business Card View to make it easier to customize your business card.



Info
Availability
DC: All DCs
Editions: All editions
Release Plan: This update will be rolled out to all users across all DCs in a phased manner starting next week.
That is all about the enhancement. Please feel free to share your thoughts as comments below.

    • Recent Topics

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Remove Powered by Zoho at the footer

      Hi, I've read two past tickets regarding this but it seems that the instructions given are outdated. I assume the layout keeps on changing, which makes it frustrating for me to search high and low. Please let me know how exactly do I do this now? Th

    • local file csv import problem

      The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new

    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox

    • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

      Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Problem using Zoho Desk API

      Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

    • Cannot connect to imap.zoho.eu on iOS26

      Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

    • Personalize your booking pages with Custom CSS

      Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Bulk bank rule creatioin

      Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?

    • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

      Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

    • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

      Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

    • User

      If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

    • Add an background image to an email template in CRM

      Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Outlook - Zoho CRM Calendar Integration

      I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated

    • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

      Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

    • 【Zoho CRM】ポータル機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能

    • Zoho email

      I need a list of email addresses of all contacts on my zoho

    • Contact data removes Account data when creating a quote

      Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

    • Email was sent out without our permission

      Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • Automation#31: Automate Splitting Names for New Contact Records

      Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • Can not add m365 outlook account to zohomail.

      I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • ZOHO Desk - Description of slave ticket disappeared after Merge

      Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could

    • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

      I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link

    • Problem Adding Facebook Account

      Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

    • Zoho Desk Teams App is not loading

      Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly

    • About Meetings (Events module)

      I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the

    • Add Ticket button in Home view

      When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Next Page