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How to Overcome Reports, Analytics, & HomePage Components disablity in Zoho CRM?

Reports, Analytics Disabled in Zoho CRM

Have you received Deprecate the Activities tab in Zoho CRM notification from Zoho Corporation? No worries! Zoho CRM announced that you can continue to view and work with your existing activity records through the existing individual modules including Tasks, Meetings, and Calls – even after the Activity tab’s deprecation. How to Overcome HomePage Components, Reports Analytics disabled in Zoho CRM?

However, they will deprecate the activities tab in Zoho CRM from December 1, 2023. With Tasks, Meetings, and Calls in individual modules, they can address technical difficulties and roll out the enhancements at the earliest. All your activities will be tracked in a single module.

If your reports, analytics, homepage components, or Motivator KPIs related to the Activities module in Zoho CRM have been disabled or are not functioning as expected, there could be various reasons for this. Here are some steps you can take to overcome these issues:

Check User Permissions:

Ensure that you have the necessary permissions to access and view reports, analytics, homepage components, and Motivator KPIs. In Zoho CRM, permissions are typically controlled by roles and profiles. Review your user profile and role settings to verify your access.

Module Availability:

Verify if the Activities module (which includes tasks, events, and calls) is enabled in your Zoho CRM account. If it’s disabled, you won’t be able to create reports, analytics, or homepage components related to it.

Must Read: ZOHO – The Most Successful SaaS Company Worldwide

Check Data Availability:

Make sure there is data in the Activities module to analyze and create reports. If there is no data or very limited data, it can affect the functionality of reports and analytics.

Report and Analytics Deactivation:

If reports and analytics related to the Activities module have been deactivated, check with your Zoho CRM administrator or an authorized user who has the privilege to manage reports and analytics. They may need to reactivate or recreate these components.

Homepage Component Configuration:

If homepage components related to Activities are not visible or disabled, go to your Zoho CRM homepage settings. You can customize which components are displayed on your homepage. Ensure that the required components are selected and configured correctly.

Motivator KPIs:

For Motivator KPIs, verify that they are correctly configured and linked to the Activities module. If they are not functioning as expected, you may need to review and adjust their settings.

Clear Browser Cache:

Sometimes, browser cache issues can affect the functionality of web applications. Try clearing your browser cache and cookies, then log in to Zoho CRM again to see if the issues persist.

Contact Zoho Support

If the issues persist despite trying the above steps, it’s advisable to contact Zoho CRM’s customer support or your organization’s Zoho CRM administrator. They can provide specific guidance and assistance tailored to your account and setup.

Review Recent Changes:

If any recent changes or updates were made to your Zoho CRM account or the Activities module, review those changes to see if they might be causing the issues. Reverting any recent changes that may have caused the problem can sometimes resolve the issue.

It’s important to reach out to Zoho CRM support or your CRM administrator to understand the specific reason for the disabling of these components in your account. They can provide guidance on how to resolve the issue or regain access to the components if it’s a matter of permissions or configuration.

How many Modules can be Created in Zoho CRM?

Zoho CRM comes with 15 standard modules to meet your sales and marketing needs. For a personalized CRM, add custom modules to narrow in on what matters for your industry.

Zoho CRM Software provides customizations and configurations to help you adapt your CRM to the way your team works. It can control how information passes through your pipeline with custom modules, fields, and buttons. However, you can pick and choose the feature you need with native and third-party apps.

You can:

  • Customize fields to collect and manage industry-specific information.
  • Optimize your sales process with buttons that perform custom actions.
  • Add custom modules to collect custom data sets.

Must Read: What is the difference between Zoho CRM and Zoho Analytics?


FAQs:

What is a ‘module’ in Zoho CRM?

Modules in Zoho CRM can help to track, maintain and categorize data belonging to various aspects of your business. They are the building blocks of CRM and are represented as tabs like Leads, Contacts, Accounts, etc.

How can I change the order of the tabs in Zoho CRM?

Follow the steps given below to organize tabs:
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Modules and Fields.
  3. In the List of Modules page, click Organize Modules.
  4. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.

Can I automatically copy the field customizations in various modules?

No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules.
Consult KG CRM Solutions, the best Zoho Partner in India, for more details.