Open activity homepage component in Zoho CRM

Open activity homepage component in Zoho CRM

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

    • Task status - completed - other options

      I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

    • Task module and related-to field

      In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate

    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

    • migrating from Zoho Invoices (CRM) to Zoho Books

      Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years

    • Zoho MA and Custom Module

      I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or

    • When is partial reimbursement going to be launched?

      Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

    • Year-End Wrap: Declutter Your Inbox Using Email Filters

      Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now

    • Unified Notes View For Seamless Collaboration

      To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

    • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

      Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging

    • Formula fields - Request for dynamic recalculation / proper implementation

      Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

    • Record Asset Received as Payment

      How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

    • Invoice Line Item Report

      Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

    • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

      Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

    • Progressive Invoicing

      Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

    • Client Script - mapping data from different module

      Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown

    • DORA compliance

      For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

    • Customer can't comment on SO or Invoice

      Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • See Calendar When Creating Meetings On Record Page

      It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:

    • Saved filters, layout rule support, related list quick navigation, and more

      Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's

    • Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • Introduction of Robotics Process Automation in Zoho products

      It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage

    • Lock a custom field on a deal record but keep all other fields editable?

      I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through

    • Add Feature To Hide Plugin Sections On Record View

      Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide

    • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

      Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you

    • fetch records from analytics table from creator

      I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke

    • Ability to Change Custom View After Cadence Creation

      Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is

    • Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

      Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and

    • Note not being pulled for other modules in email template

      Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate

    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

    • Pick list - Cannot save list "Special Characters not Allowed" error message

      Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like:  Industry - Prepared Food Is the simple dash a special character too? Jan

    • Flow with CRM

      Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

    • Making the Resolution Tab Mandatory

      Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to

    • Notificación de cumpleaños

      Hola: Se puede enviar alguna alerta de felicitación al personal que cumple años, que se dispare solo? Si existe como se puede hacer? Saludos

    • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

      Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

    • Callback URLs

      I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middleware

    • Email signature not being included if user creates ticket / sends email

      When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie

    • Next Page