How can I set the hour view for a day as default?
The hour view is available in the Day View of the calendar. In addition, you can also select the Week or Month view.
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How to change the default custom view in a module's home page?
The modules in Zoho CRM have a default custom view. For example, when you click on the Leads tab, you may see the records listed under My Leads list view. You can change this view and set the default view as All Open Leads. To change the list view, ...
How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?
In the Meetings, Calls, and Tasks modules, you can create a default view for Today's Meetings, Today's Calls, and Today's Tasks. You can use this view to see the calls, tasks, and meetings scheduled for the current day. To view activities for ...
How can I set a default subject for the task?
To set a default subject for tasks Go to Setup > Customization > Modules and Fields. Select the Tasks module and then select a layout. Click the More icon and select Edit Layout. Click Edit Properties next to the Subject field. Select the ...
How is Kanban view different from the Kanban Board extension?
Kanban view is a built-in option to customize the way records are displayed in a module. It is available for all editions of Zoho CRM. Kanban Board is an extension developed by Zoho Corporation that is available in Zoho Marketplace. It allows you to ...
What do the Categorize by and Aggregate by mean in the Kanban view settings?
I. The Categorize option allows you to segregate records into different groups for easy understanding. For example, categorizing deals by their stage or leads by their industry. II. The Aggregate by option allows you to select any number field to ...