Zoho CRM Enhances Calls, Tasks & Meetings with a Unified Design

Hello everyone,

Zoho CRM is taking a big step toward a unified and seamless UI experience. As part of this journey, Zoho revamped the details page for activity-based modules—Meetings, Calls, and Tasks—to make them cleaner, more consistent, and easier to navigate.

Here’s what’s new and improved:

Timeline Tab  

Previously, in Meetings, Calls, and Tasks, the Timeline tab sat in the right-hand panel, tucked between the Info and Conversations tabs.

Now, it’s been relocated to the main view, right next to the Overview tab, aligning it with the layout in other CRM modules.

This update applies whether or not the record is linked to a contact.

Earlier, the Timeline displayed updates for both the activity and its related records. Moving forward, it will only show activity-specific timeline data.

If you want to see updates for a related record, simply head over to that record’s own Timeline tab.

Meetings Header Details  

In the Meetings module, Host and Related To information used to live in the top header panel. Now, these details have been moved into the business card section, displayed in a field–value style for better consistency.

Meeting Information Section  

All meeting-related fields now have a dedicated home in the Meeting Information section—presented in a clean fields vs. values format to match other modules’ design style.

Call Reminder

Earlier, the call reminder time used to be displayed when hovering over the clock symbol beside the Call Start Time in the Calls record detail page. Now, the call reminder time will separately appear as a value against the Reminder field under the Call Information section.

RSVP Responses  

RSVP buttons for meeting invitations have been moved out of the Participants section and into a new dedicated area called Meeting Invitation for better visibility.

Task Follow-Up Message  

The follow-up message for a task has moved from inside the business card to a success prompt displayed at the top panel.

Close Task Button  

The Close Task button now sits in the top panel, rather than inside the business card—making it easier to find and aligning it with the layout in other modules.

Record is Locked" Message  

If a task record is locked, the lock message (and its details) will now appear in the top panel, instead of inside the business card.

Redesigned Business Card View  

When you click Customize Business Card from the ellipses (···) menu in any module, the Business Card View now opens in a new, redesigned layout—making customization smoother and more intuitive.

Availability  

• Data Centers: All DCs

• Editions: All editions

• Release Plan: Gradual rollout to all users worldwide starting next week.

These changes are more than just cosmetic—they’re about creating a consistent, user-friendly experience across CRM.
With this update, you can work faster, find what you need without digging through panels, and enjoy a layout that feels familiar across modules.

For further information, visit pfc-group.com.

• Related Articles

• Zoho CRM : Compliance Made Easy for Email Authentication

  We are introducing you with significant updates to enhance email authentication and verification processes across Zoho CRM and other Zoho services. These changes aim to bolster security, ensure compliance with industry standards, and improve user ...

• Zoho CRM: The Canvas Record Form for Enhanced Customization

  Zoho announced Zoho Crm innovation with Canvas functionality now extends to record forms, enabling you to personalize record entries with the power of Canvas! Enhancing CRM Interactions with CanvasIn the heart of any CRM lies the ability to manage ...

• Zoho CRM: Introducing Rollup summary

  Hello All, We hope you're well! We're here with an exciting update that goes right into CRM's core capabilities. It's called the Rollup summary. Let's go! Your CRM is a vast database with well-connected data sources, where you can access both the ...

• Introducing Zoho Service Plus : A unified platform for customer service - Early Access for Partners

  We are excited to announce early access to Zoho Service Plus, a unified platform that brings together all of our customer service applications into a single platform. The early access program is exclusive only to partners. With Service Plus, manage ...

• Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

  Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical to capture all activities and monitor their outcomes ...