Zoho Desk Makes It Easier to Manage Calls, Events, Tasks, Contacts, and Accounts with New Table View

Zoho Desk Makes It Easier to Manage Calls, Events, Tasks, Contacts, and Accounts with New Table View

Hello everyone,

Zoho  announced that Table View, previously available only in the Tickets module, is now extended to the following modules:

  • Calls

  • Events

  • Tasks

  • Contacts

  • Accounts

Managing customer interactions and activities can often be a time-consuming process, especially when you need to go through individual records to retrieve important details like contact numbers, account types, call durations, and more.

Table View—now available across more modules—presents a spreadsheet-like layout that arranges records in rows and columns, enabling users to customize the view by adding or removing fields to suit their needs.

What’s in it for you?  

  • Organized, Spreadsheet-style Layout: View records in a clean, structured grid with essential details like subject, status, owner, event date, and more, all presented in clearly defined columns.

  • Customizable Columns: Tailor the view by adding, removing, and rearranging columns to display only the most relevant information for your needs.

  • Custom Fields Inclusion: Easily incorporate custom fields into the tabular layout to view frequently needed values.

This enhancement is now available for all customers, across all data centers.

  • Standard and Custom Contact Views

  • Standard and Custom Account Views

  • Predefined and Custom Task Views

  • Predefined and Custom Call Views

  • Predefined and Custom Event Views

For more details visit pfc-group.com.