Ans: 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?

Ans: 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 exactly is Activity History?

Ans: 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 to customize Task Subject?

Ans: 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

Zoho CRM - Task Subject Customization

Step 2: Use the "Task - Subject" while creating/editing task

Zoho CRM - Select Task Subject

How to invite other members for an Event?

Ans: While creating an event you can invite other members by specifying their email IDs in Invitees field.

Zoho CRM - Invite Participants

How to set reminders for activities?

Ans: 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.

Zoho CRM - Event Reminder

If I closed activities after some time, how can I track them for future reference?

Ans: 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 to receive notifications about my tasks and events?>

Ans: Select the Send Notification E-mail option while creating task/event for the user.

What happens to activity if I change my record ownership?

Ans: 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?

Ans: Yes you can delete the activities, provided you have delete permission. Use the Delete option available in the Activities home page.

Is it possible to customize my activities page?

Ans: Yes, you can customize the tasks/events fields.

Can I modify my task subject?

Ans: 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 the group of users?

Ans: Currently you cannot assign a task/event to group of users.

Can I create tasks/events for other users?

Ans: Yes, you can create tasks/events for other users. First create a task/event and then change the user in Assigned To field.

If I add a task it is not displayed in Calendar, why?

Ans: In Calendar only events are displayed, as these are time bound, which you have to attend within a stipulated period. Where as tasks are status bound, which can be completed anytime in a specified day.

Is it possible to create recurring tasks?

Ans: Currently you cannot create recurring tasks/events.

What types of notifications are available?

Ans: You can send e-mail notification to the user to whom the tasks/event is assigned.

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8 Comments

rikkert@languagenetworks.com, 112 - days ago

It would be great if time could be included when creating a task. My Account Managers can only put in a date for a Callback task, while more often then not a preferred time to be called back is discussed.

Yagel@compuhedge.com, 78 - days ago

Hello,

We are a stat-up company and at the moment only 3 users, so we did not pay yet because you provide up- to 3 users for free.

I feel thatwe are going to grow soon, and you are going to generate a nice profit from Compuhedge.

We need the event reminder. How come we recieve a version with less functionality if we don't need to pay according to your publishing.

We need that option.

Plese help us.

Thanks

Yagel Eisen.

amar_try, 77 - days ago

Hi rikkert@languagenetworks.com,

A nice feature to have. We will take it up to our roadmap and try to implement it at the earliest.

Thanks,
Adam.

amar_try, 77 - days ago

Hi Yagel@compuhedge.com,

The reminder option will be available for the Professional/Enterprise plans. However, you can check with the features that we have by enabling the Enterprise evaluation from Setup --> Personal Settings --> Enable Enterprise Trial Evaluation.

Thanks,
Adam.

balasubramanian@adventnet.com, 37 - days ago

Can I sent the notification e-mail to a different address other than the assigned owner?

amar_try, 37 - days ago

Hi balasubramanian@adventnet.com,

You will be able to send the notification email only to the owner who has been assigned for the task.

Thanks,
Adam.

lsjorslev, 27 - days ago

Is it possible to filter contacts, so only contacts related to the chosen account appears?
Thanks

amar_try, 27 - days ago

Hi lsjorslev,

Filtering the accounts based on the contacts is currently not available. We have the feature in our roadmap. Once its implemented, we will keep posted the update.

Thanks,
Adam.