Add ability to set product or record image on Mobile app
Surprised to learn that I'm unable to set the product (or any record) image field when using the mobile app. You can attach a photo but can't set the record image. Would be a nice basic feature to have. And while you're at it... - maybe the ability to see a record image instead of the URL which is all it currently displays (on mobile app) - ability to filter by records with/without image (on desktop view) Scenario: We are trying to photgraph & upload product images and it makes sense to do it usingAccount Image in Zoho App is Garbled
Accessing the account information on the zoho mobile app yields a completely garbled image. Why is this and what is the fix?Multi select lookup and Apple CRM app
Why the multi select lookup field doesn't run in the Apple CRM app ? Thanks.Related list view in Mobile app
I'm having a custom module having different related list. In the system I can see all the related list but in the mobile app I'm not able to see Accounts and Contact related list. How do I fix it?How do you associate multiple contacts to a deal in the mobile app?
When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?No Multi Lookup in mobile app
It's really hard to customize ZOHO CRM to a business workflow when you cannot use Multi Lookup fields in modules as they don't show up in the mobile app. We don't use the mobile app as a convenience, it is what we use everyday in the field. We use theMulti-Select Lookup on Mobile App
Multi-Select lookup fields are not working on the mobile app. Is this a known issue? is there a fix?CRM search Address / Mailing Street in Mobile version of Zoho CRM (via android)
I can NOT search by address using Android Mobile CRM app. When I have a customers street name, but I can't remember anything else, then I need to search based on the available details - usually while on the go via mobile. Searching by Mailing Street isMulti select lookup field not visible in mobile app. Unable to make the field mandatory.
The multi select lookup field available in the Zoho CRM website is not visible in the mobile app. There is no option to make the field mandatory.Custom Branding for mobile app
Just like in Salesforce: https://help.salesforce.com/s/articleView?id=xcloud.salesforce_app_customize_branding.htm&type=5Display fields on Android App
I am trialing the ZOHO CRM app to see if my organisation can use it. So far everything is looking good. I do have one question. When I am looking on the CRM app at "My Leads" then access the Leads Settings and the Display Fields it seem I am only limitedReceiving calls from ZOHO CRM to personal phone?
In our company, we need to receive calls from our U.S. number linked to our ZOHO CRM on the mobile phones of our sales team based in the Dominican Republic. We already have the the built in ZOHO telephony integration, and calls are perfectly logged intoMobile App - Pop Up over Phone Dialer
I use the Moble app every day - it is super easy to use and a great app. But it has a huge limitation around call detail tracking and text message collection. I am using a 3rd party app (RoloCRM) that does most of what I need - but results in duplicates.ID caller
I set up the iPhone to show me the names of the lead on the screen on my cell phone and I still do not see the lead name when he calls me.Mobile app does not have Invoice and Campaigns
Hi All the features that are part of the Professional edition are not on the mobile app for android. When will Invoice, Campaigns and Reports be included in the mobile app? Thanks ArvindMeetings in CRM Mobile App
Good morning, Following the recent mobile app update, our users are having real difficulty with the Meetings module. I've managed to find out how to display the profile pictures of users next to meetings (as used to be the default) but I still can't getError in adding voice note in Zoho CRm task - Mobile version
Dear Zoho team I am facing a big challenge in adding the voice note in a Zoho CRM task . Meanwhile all the past voice and image attachments has been vanished . Kindly request your support to retrieve the data and also to also to solve the issue facingCRM and Desk integration in Mobile App
Team, can you tell us when the CRM and Desk integration will be supported in Mobile App (Android and iOS)? Is this already in the cards or yet to be designed & implemented?Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removingViewing Saved Filter Searches on CRM App
Is there a way to view the saved search filters I have created on the desktop/web version on the iphone app?Client Scripts in Mobile App
Hello guys, I'm using client scripts to automatically open a zoho form when a blueprint transition button is clicked. I want to have the same behaviour in the Zoho CRM Android Mobile App. How can I achieve this?CRM Transition Buttons in Canvas
Maybe I'm just missing it, is there a way to add blueprint transition buttons in a custom canvas view? Thank you.Contact lookup
Hello I created a custom Module in ZOHO CRM with a lookup field for Accounts and lookup field for a contact On Mobile app it's like impossible to select the contact on the selected Account. In other words: you see ALL the contacts in the CRM and not justIs there a reason why contact roles do not appear in the mobile CRM app?
Is there a reason why contact roles do not appear in the mobile CRM app?Zoho Creator -> Widget in CRM
Hey, if I create a form inside Creator to use it as a widget inside of CRM, is it going to be accessible on mobile and mobile friendly? The form in Creator would be created like this: https://www.youtube.com/watch?v=r5DfP67mWJE&ab_channel=SMSforZohosign into Zoho kiosk error
Good Day I am trying to sign in from the Zoho kiosk on a android tablet. After i enter my login details it keeps on telling me something went wrong. I am able to login from a web browser fine from the same device.Canvas on mobile CRM app
Hello Can I use the canvas made on Deals modules / accounts modules on my zoho CRM mobile app on phone ? I don't see anywhere how to do tha. Thanks JoshiPhone app not showing all Contacts or Accounts
Every time I want to use the phone app in an attempt to find a Contact or an Account name, the App shows multiple records but NEVER the one I am looking for. Is this because I have many thousands of records and the App cannot handle it, or, is this a limitation of my iPhone? IndunaIs it possible to hide Blueprint Transition Buttons on the Mobile App using client script?
Questions: 1. Is it possible to hide Blueprint Transition Buttons on the Mobile App? 2. Or is it possible to check if the CRM Mobile app is the current device (using client script) and go from there? Scenario I'm using clientscript with a Blueprint beforeTransitionSigning in
I have been trying to sign into the app so many times on 3 different devices but for some reason I get an error page and 'contact support' message. I'm worried I'll lose my files so I haven't transferred all of them, just 4/5 that I use often. AnyoneAuto Sync or Mandate Sync in Zoho CRM Mobile app
Hi Team, This is a critical requirement for a client who has more than 180 users. Most of them are using Zoho CRM Mobile app. The issue is as follows : 1) Changes made in the CRM Web version is not reflecting in Zoho CRM Mobile app. How we can restrictZia in Android
I thought I'd try out Zia today by pressing the button in the Android app on my phone. However, all it keeps responding with is that the feature is only supported in CRM Web Chat. Am I missing something?Rich Text Notes in Zoho CRM : Solved via Custom Widget (Workaround)
Hi All Zoho Users & Developers I am creating this post as a starting the discussion on the Rich Text notes feature in Zoho CRM. Seems this is been open for more than seven years. We, our team has developed a simple workaround via widgets. Problem: DespiteIssues with the Zoho CRM Mobile App | Manav Gangwani New on Zoho
Hello people, Can anyone explain how can I resolve syncing issues with the Zoho CRM mobile app? Thanks & Regards, Manav GangwaniImage Crop option in Zoho CRM Mobile app
Hi Team, Using Zoho CRM mobile app we can add images directly from our camera or phone gallery. It would be great if you could add little more options like Image crop, Annotate etc., will there any updates on this?Zoho Canvas for Mobile View
I understand that the Zoho CRM Canvas for Mobile is in early access. How can I get added to the early access? My business sector; internal users, clients, vendors; all function from the mobile 99% of the time so this would be very helpful. There are thingsZOHO CRM APP - SALESINBOX
Is it possible to access SALESINBOX in the CRM MOBILE APPHow do you alter which fields are displayed in the related section for a custom module on the app
As the subject really. We use a lot of custom modules. However when the records are shown in the related list on the mobile app, I can't see where you select which fields are displayed? currently it's the key field and the owners name. I need to be ableCustom Module Record Display
Hi, I have created a custom module that collects details about equipment that customers own. The module does exactly what I want it to, however when I display the module on the app, the list of records is shown is organised by the record ID. Is there a way to show the list of records and view them by a chosen field? such as the "Equipment Type" field in my module? This would be easier to scan down and find what I want. (Another minor frustration is that the module is called "Customer Equipment Fleet"Document in Zoho CRM mobile apps
Hi, I want to know either document that we save in the Zoho CRM can be access from the mobile apps also?cause i cannot find this feature in the zoho crm mobile apps Thanks, MaszianaNext Page
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Zoho CRM mobile app update: Reports module for Android app
Hello everyone You can now access the Reports module in your Zoho CRM Android app. With this update, you can view any report created in CRM web app in your mobile app. <br> Once you open the report, you can tap on any record to view its details.Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick lookZoho CRM iOS app latest updates: Kiosk, external telephony support, and more
Hello everyone! As part of our continued efforts to improve the mobile CRM experience, we've rolled out a few new updates to the Zoho CRM iOS app. Here's a quick overview of what's new: Kiosk support Built-in telephony support with Zoho Voice and RingCentralZoho CRM Mobile app is now HIPAA compliant
Hello everyone, We are glad to inform you that the Zoho CRM mobile app is now HIPAA compliant. What is HIPAA? HIPAA also known as Health Insurance Portability and Accountability Act, is a law that is required to protect sensitive health informationPrivacy and security settings on Zoho CRM mobile app (iOS and Android)
Privacy! A much scrutinized topic when it comes to handling customer information. Safeguarding personal information is a foremost agenda and we at Zoho, strongly believe that user's data should not be compromised at any cost and infuse the same in our
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Blueprint display in mobile canva views
Hello, At the moment, blueprints are taking half the size of the screen of a smartphone when they are used in canva views because they are not customizable at all. This is a major painpoint when trying to create optimised canva views. Some ideas : addCannot save a newly created pipeline (deal) using the mobile app
When creating a pipeline using the Zoho CRM app, I cannot proceed to save as it tells me that the field 'Pipeline Name' is empty yet there is information in there. I've tried updating fields but it is a locked field and cannot rename that field. There
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