Zoho Crm : Kanban Updates for Meetings

Zoho Crm : Kanban Updates for Meetings

  1. Zoho is set to roll out major improvements to the Kanban view for all Activities modules by the end of July. The current system-defined Kanban view will be deprecated to introduce a more customizable and user-friendly version.

     

    What's Changing?

     

    Customization Options for Kanban Views

     

    The new Kanban view will bring enhanced customization options previously unavailable in the current setup. Users will now be able to select a picklist field from the module according to their business requirements. The Kanban board will update based on the chosen field values, offering a more flexible and user-defined experience. This functionality, already available in other modules, will now be extended to the Activities modules.



  2. Deprecation of the current Kanban view
    The existing Kanban view for Activities modules will be discontinued after July 30, 2024. Post this date, the new Kanban view will be implemented in all organizations. Upon logging into their accounts, users will be prompted to select a field to categorize the Kanban board, as demonstrated in the accompanying video.

For any questions or further assistance, please contact support at pfc-group.com .

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