How do I close an event so that it doesn't show up in the open events list?
In Zoho CRM, users need not close an event manually. The event will be automatically closed once the End Time is elapsed. For example, if the "End DateTime" is 09/17/2007, event will be closed automatically next day, i.e., 09/18/2007.
How can I set the hour view for day as a default?
By default, Hour View is displayed while clicking on the Mini Calendar. In addition, you can also select the Week or Month view.
Other Views:
Week View - 
| Month View - 
What is Activity History?
Once the activity (Task or Event) is completed, it is moved to the activity history section so that you can focus only on pending tasks and upcoming events.
How is the Task Subject customized?
By default, Email, Call, Meeting and Send Letter fields are available in Task Subject field. If you want, customize the Subject field as per your requirements.
Step 1: Customize Task- Subject field
Step 2: Use the "Task - Subject" while creating/editing task
How can other members be invited for an event?
In order to invite other members for an event, you need to first create and save an event. Then, in the Event Details page, in the "Invitees" section, click Add Invitees to add other members for the event.
How to set reminders for activities?
While creating event/task you can set the reminder in the range of 15 min, 30 min, 1 hr ... 12 hrs, ... 1 day .. 6 days, 1 week ... 3 weeks.
Note: Reminder function is available only in the paid version.
How can closed activities be tracked for future reference?
The closed tasks are displayed under Closed Activities related list in each module. You can select the Closed Activities view to track the archives.
How can I receive notifications about my tasks and events?
Select the Send Notification E-mail option while creating task/event for the user.
What happens to an activity if I change my record ownership?
If you change the record (leads, contacts, accounts and other) owners, all the open tasks/events are assigned to the new record owner.
Can I delete activities?
Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.
Is it possible to customize my activities page?
Yes, you can customize the tasks/events fields.
Can I modify my task subject?
By default, some of the common subjects, such as Call, Send E-mail, Meeting etc., are available in the Task form. You can also specify your own subject in the Subject field.
Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
Can I create tasks/events for other users?
Yes. You can create tasks/events for other users.
First create a task/event and then change the user in "Assigned To" field.
Why are tasks not displayed in calendar?
Events, unlike tasks, are time bound. You have to attend these within a stipulated period. Tasks are status bound and they can be completed anytime in a specified day.
Is it possible to create recurring tasks?
No. Currently you cannot create recurring tasks.
What types of notifications are available?
You can send e-mail notification to the user to whom the task/event is assigned.
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We have been slightly disappointed with the Actvity reminder feature. It seems that reminders are not being sent out per our time zone - the reminder does get sent out but it is not according to our time zone. I have gone through all users and have ensured that all activated users are on the correct +8GMT time zone. Can you please check this for me? Colin www.positionmeonline.com
Also why are reminders only available in the paid version. When I compare the features I did not see this was a difference.
Is there a way to get an e-mail reminder the day of?
Hi, Please ensure that the time zone is correct by following these steps: Goto Setup--->Personal settings--->Account information--->Click edit--->Check the country locale and Save it. If still the issue continues please send us your convenient date and time along with your contact number to support@zohocrm.com; so that we shall have an online meeting to troubleshoot the issue. Regards, Vidya
we use the invitee feature to invite Users and Contacts to scheduled meetings. is there any way for the invitee to "Confirm" or "Reject" the invite?
Hi, Currently we do not have this option. However, we may analyze and provide this in our future updates. Regards, Vidya
Hi, can I sync my calendar with my blackberry?
Can I share my Calendar? Thanks, Stu
@ Stu, Currently it is not possible to share Zoho CRM calendar and sync with Blackberry. We may analyze and provide this in our future updates. Regards, Vidya