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

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

    • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

      Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

    • Mass update Accounts in Zoho Desk

      We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

    • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

      I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

    • Digital publisher

      Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.

    • Time Zone Correction with Daylight Savings Time

      Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me

    • Load form in iframe without header

      I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any

    • Filter embedded report

      How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

    • Creator Simplified #5: Set file upload restrictions in Zoho Creator

      Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize

    • Field Type: Address, Change District/State to Dropdown with picklist??

      Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.

    • cutomized fields are not showing up in zoho creator from zoho crm

      We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks

    • How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

      I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form

    • Open New Free Zoho Account

      Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,

    • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

      554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL

    • Emails going back unread

      Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?

    • Constraints on Tasks

      We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor

    • Moving Project Dependencies Not Moving Precedessors

      Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting

    • Can you set task due dates to be "x" days before the milestone?

      We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!

    • Default ticket template in helpcenter

      Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

    • Expanded data-capturing capabilities with enhanced tabular sections

      We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections

    • Integration of Business Hours in Email Templates

      Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

    • Add Owner to deluge-created module record note

      Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));

    • Blueprint - Field Validation Criteria (During)

      When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 

    • Delete Field that is used in a Zoho Flow connection

      I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

    • Use image on img HTML tag

      Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,

    • ZOHO Compain emails going to spam after authentication is successful

      Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.

    • Security Policies

      To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling

    • Zoho CRM functions editor is not in the programming language deluge

      I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.

    • "Age in Days" calculation in Advanced Analytics

      Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you

    • Automatically set quotes to "lost" if deal is set to lost

      Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!

    • Subdomain

      How can i make subdomain in my zoho website

    • A/R Aging Details shows wrong aging days

      In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.

    • Global Choice List share ownership

      I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

    • Domain Transfer

      I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.

    • Project Templates & Reminders

      I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from

    • Kaizen #126 - Circuits in Zoho CRM - Part 1

      Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

    • Create customized SLAs for your customer base with support plans

      Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending

    • Zoho Flow or Schedules

      I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times

    • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

      Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December

    • Next Page