Tracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before diving
Tip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. Considering
Tip#3: Smart Views to quickly enter the data in the records:
When sales reps are at customers' place and while entering the data into the CRM app, it is important to focus only on mandatory and system-defined fields to capture crucial info quickly and not take too much of the customers' time. With the Zoho CRM mobile app, sales reps can achieve this by enabling the 'Smart Views' feature within the CRM app settings. Using this feature the reps can enter, view, edit only the required data (important fields in the layout) within the record. To enable this
Sycn more than 10,000 records to iPhone app
Hi when I sync desktop to iPhone it says I can only download 10,000 records. i have more than 10,000 records does that mean that not all records are syncing to the app?
Iphone closing application when clicking on potentials.
Been using contacts to create notes because the application closes when I click on potentials from the meetings screen on my iphone 14 pro. NEED A FIX!!!!!
Related lists mobile device
Hello, We are using Creator Application to make reports on Accounts from our Zoho CRM. On the computer it's possible to see those reports on the Accounts in related lists although this is not possible to see this on the accounts on mobile devices. It's
Open Zoho iPhone App from a weblink?
Anyone know if it's possible to open the zoho iPhone app from within an email? Scenario: - A case is updated and owner notified via email - within the email I have a link to the specific case... clicking link opens safari and goes to case page I'd like
Missing My Jobs in CRM Android Mobile app
The My Jobs tab is missing in the Andriod mobile app. I deleted and reinstalled still do not see it? Does anyone else have this issue? iPhone app still shows the My Jobs tab. Thanks.
How often does Zoho CRM mobile app sync with the desktop site?
How often is the Zoho CRM mobile app updated and synced to the desktop site? Is there a way to force a sync to the desktop site instead of waiting around for it to automatically sync? I found some information in another post below but it doesn't answer
ZOHO CRM - Creator link
Hello, We use a custom made application in ZOHO CREATOR for visit reports when visiting customers. Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computer
Check-in icon missing with accounts
Hi, Is it me or has the check-in icon been removed in accounts? When I'm in the contacts section I can see it. Regards, Sjoerd
Revamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobile
Gotomeeting in the CRM mobile app
There is no option to schedule an online meeting with gotomeeting in the mobile app Where do I enable this?
Where do I enable GoToMeeting in the mobile app?
We need to have the option of an online meeting in the mobile app, specifically gotomeeting, but I don't see how to enable it where is the integrations for the mobile app?
Tip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for you
Grouping of multiple record pins on the 'Nearby me' maps
Hello everyone, In the latest version (v3.6.23) of the Zoho CRM Mobile app, we have revamped the 'Nearby me' maps feature. In this version, the pins will display a number depicting the total number of records present around that location. This number
#Tip 5: Near by me
If your meeting with a client wraps up ahead of time, would you like to use the rest of the time by meeting another customer? Of course you would want to keep winning more deals. You can do just that by finding a customer who is around the same vicinity through Zoho CRM's 'Near by me' feature. In a single tap, your Leads, Contacts and Accounts near you are displayed on the map. You can schedule a meeting and even get the driving directions to the customer’s location. The 'Near by Me' feature
'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)
is Multiple organizations in CRM coming?
Hi, I Just noticed in the CRM App for iOS that you can choose "Organization". Right now there is only a way to choose between production and sandbox environments. But is it in the pipeline to be able to manage two different organizations with the same
Zoho Finance Limitations 2.0 #10: No Access to Notes on Finance Records via Mobile App
We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link within
Tagging permissions in CRM Mobile App
Hi there, We added two new users within previously created roles. These new users are not visible for tagging in ZOHO CRM Mobile App. They cannot be tagged and they cannot tag others. Just these two new users. The other ones can. What may be causing this
iOS14 Menus, New Date pickers and Wind down shortcuts are now available in CRM iOS app
Hello All, As a part of iOS 14 compatibility, we have now brought in support for iOS14 Menus, New Date pickers and Wind down shortcuts in the Zoho CRM iOS app. iOS 14 Menus: We have now incorporated the Pull-down menus in the CRM iOS app. Now all
Line items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/edit
Zoho CRM Mobile App - Notifications of inbound email
What options of notification on the Zoho CRM app do I have for Contacts with an inbound email? i.e. When a customer emails me, I'd like to get a notification on Zoho CRM app. Ideally that would be a badge and in-app notification (I am on iOS device).
Messages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet feature
Sales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. When
Revamped Analytics module is now supported in the latest version of Zoho CRM iOS mobile app!
Hello All, In the latest version (v3.6) of the Zoho CRM iOS app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down
Android Call
Olá prezados. Queria saber se é possivel acionar chamadas do Zoho CRM para o celular android. Por favor , alguém poderia sanar essa duvida minha? Hello dear I would like to know if it is possible to call Zoho CRM calls to the android phone. Could someone
Revamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort Quadrants
Tip#4: Map locator and Check-in
Have you ever struggled as a sales rep to visualize where your clients are located and found it tough to get driving directions? Without the location mapping software, it would be incredibly difficult to make travel decisions for a field sales rep. Using the Map functionalities in the Zoho CRM app, you will be able to identify the location of the Lead or a Contact easily and meet them. You can do all this and more by a tap of a button within each record. With Zoho CRM's 'Map locator' feature,
Multiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:
Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. Let's say, you sell different products and you would like to set unique stages for each product, you can use the multiple pipeline
'Sign in with Apple' is now supported in Zoho CRM iOS mobile app
Dear users, In the latest version (v3.5.23) of the Zoho CRM iOS app, we have brought in support for an additional mode of gaining access to the CRM app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's easier than ever for businesses to manage their customer relationships. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810 I have attached a GIF below
'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN All
eMail is not displayed correctly
Hello, an e-mail was automatically sent with CRM. The templates in CRM were used for this. On an iPhone 11 the email is not displayed correctly. Here a piece of the right edge (red bar) is missing. The orange bar shows the normal email area. Is this a bug of CRM? Many greetings Sascha
Execute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the Transition
Upload field Mandatory in Cases
Dear Team, I like to make upload mandatory when the case of the status is closed. I'm not able to set attachments as complusory in CRM. Please suggest the solution. We tried working on the condition layout where case is closed a field " attachments" set as complusory. However users are updating as 'YES' but not uploading attachment.
Empower sales reps to sell with Zoho CRM, now with iOS 13 experience
Hello iOS CRM mobile app users, iOS 13 is here and we are thrilled to announce about the new features in the latest version of the Zoho CRM app. I hope you are as excited as we are! Below are the features that are supported in the latest update of the app: Dark Mode: This has been a long time coming. For all the users who love to burn the mid-night oil, we are now turning off the lights and rolling out the 'Dark theme' in the mobile app. You can enable Dark theme in the mobile app by following
Automatically log a call with Android CRM app
Is this possible with Zoho? I have this ability now with Salesforce. I simply launch the SF app, select a contact or Lead, place the call from within the app. At the conclusion of the call, I am automatically prompted to add call results notes.
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