Zoho CRM : Manage All Your Home page Activities in One Place

Zoho CRM : Manage All Your Home page Activities in One Place

Hello everyone,

Zoho announces a new feature in your CRM dashboards—the Homepage Unified Activity Component! This addition brings all your pending activities—like tasks, meetings, calls, and appointments—into one streamlined view, customized based on your chosen timeline filters.

Previously, the classic home page allowed you to manage tasks, meetings, and appointments through individual components, making it easy to track specific activities.

Now, with the Unified Activity Component, you get a comprehensive overview of all your customer-related activities in one place, ensuring you never miss critical calls, meetings, or tasks.

What’s New with This Feature?  

Consolidated Activity View
See all your interactions—tasks, calls, meetings, and appointments—in a single, unified component. Filter activities based on specific timeframes, such as today, this week, next week, or the upcoming seven days.
Quick Actions
​Access detailed information and perform instant actions—like rescheduling or marking activities as done—right from your dashboard. Tailor what details are displayed with flexible customization options.


Feature Details  

You can find the Unified Activity Component in your dashboard's classic view. It presents all open activities, including overdue ones and all-day tasks or meetings, in one organized list. Here's what it offers:

  1. Date and Time: Displays when each activity is scheduled.
  2. Activity Details: View concise information about each task, call, or meeting.
  3. Related Records: Link activities to their corresponding records for seamless navigation.
  4. Customization Options: Personalize how the component displays your information.

How to Use This Component  

View Activities by Timeframe  

Decide which activities to display based on a selected period:

Today’s Open Activities: Focus on tasks for the day.
This Week’s Open Activities: View all scheduled items for the current week.
Next Week’s Open Activities: Plan ahead for tasks set for the following week.
Next Seven Days: Review activities for the upcoming seven days.

Set Preferences  

Use the Preferences option in the component’s top-right corner to filter and organize your view:

  • Hide or display overdue activities.

  • Arrange overdue tasks at the top or bottom.

  • Choose to show all-day meetings and tasks at either the top or bottom.
    Note: By default, overdue activities appear at the top of the list.


Customize Displayed Details  

From the Preferences menu, go to the Manage Fields section to decide what information you want to see for each activity. Use the Column Field Customization pop-up to select which fields to display.


Perform Actions Instantly  

Hover over an activity to edit, delete, reschedule, cancel, or mark it as completed—all without leaving your dashboard.


How This Feature Helps You  

  • Clear Overview of Activities
    Easily track all tasks and interactions for a specific time period, keeping everything organized in one view.

  • Boosted Productivity
    Stay on top of meetings, calls, and tasks with quick access and instant updates. No more missed deadlines or overlooked follow-ups!

  • Tailored to Your Needs
    Adjust the timeline filter and activity details to focus on what matters most to you.

For more details visit us pfc-group.com.


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