View and manage your records in Calls, Events, Tasks, Contacts, and Accounts with Table View
Hello everyone,
So far, Table View was available for the Tickets module; now, we have included it for the following modules as well:
- Calls
- Events
- Tasks
- Contacts
- Accounts
Managing customer interactions and activities often requires navigating through multiple records. It can be time consuming to go through each record individually to find frequently needed details such as contact number, account type, call duration, etc.
Table View—a spreadsheet-based layout displays records in rows and columns and allows users to add or remove fields from the view as per their requirement.
What’s in it for you?
- Clear, spreadsheet-style layout: View records in a structured grid format with essential details such as subject, status, owner, and event date, etc. in clearly defined columns.
- Customizable columns: Add, remove, and reorder columns to display only the most relevant information.
- Include custom fields: Include the custom fields in the tabular view to see values that are frequently needed.
This enhancement is now available for customers across all DCs. Please refer to the following help documents for setup steps and more details.
- Standard and Custom Contact Views
- Standard and Custom Account Views
- Predefined and Custom Task Views
- Predefined and Custom Call Views
- Predefined and Custom Event Views
Give it a try and let us know your feedback!
PM: @Anonymous User
Regards,
Velantina V
Zoho Desk | User Education