2024 recap: Key updates to Zoho CRM's mobile app
Hello everyone,
2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year.
Here's a quick feature recap!
Share record URL (Android)
Users can now easily copy records' URL, save them to files, or share them with other apps, making collaboration and information sharing simple and seamless.
Add and manage tags (Android)
Users can now add new tags or attach existing ones to records directly in the Zoho CRM mobile app. If you have module customization permissions, you can also manage tags easily within the app.
Widget populate function (Android)
The record populate function in custom button widgets lets you automatically fill CRM form fields on create, clone, and edit pages.Voice-to-text notes (Android)
Users can now dictate notes in Zoho CRM's Android app, making it easy to capture information on the go. This hands-free feature makes note-taking quicker and more convenient.
Quick navigation button (Android)
The quick navigation button provides easy access to related records like deals, contacts, tasks, meetings, and products, saving users from scrolling through long lists. With just a tap, you can view, add or assign related items in one convenient place. Additionally, users can search for specific related list.
Caller ID (Android)
Caller ID helps you identify incoming and outgoing calls by displaying the caller's name, image, and the module they belong to in your CRM. It also displays a deals card, highlighting any open deals linked to the contact.
Related list based on layout (Android)
Related Lists can now be displayed according to the selected layout for a record. Previously, related lists set for standard layouts were only visible in the mobile app, even if the record was in a custom layout with different related lists. This update ensures that related lists are aligned with the chosen layout.
External telephony support (Android)
Users can now integrate CRM with external telephony providers, currently RingCentral and Zoho Voice. By selecting the External Telephony app, users will be redirected to the provider’s mobile app to initiate the call. Once the call ends, it will be automatically logged in your CRM. This integration setup is handled on the web platform, and more telephony providers will be supported in future updates.
WhatsApp deeplinking (Android)
Users can now be redirected to the specific chat in the WhatsApp app from the CRM record. This can be done by clicking the phone number on the business card, details page, or selecting Send WhatsApp message from the More options.
Wizards (Android)
Wizards in the app allow users to break long forms into multiple screens, making it easier to enter data step-by-step. This approach helps users complete the form without feeling overwhelmed and reduces errors. Users can also save their progress as a draft and submit it later, adding flexibility to the process.
Unified date format (iOS)
Any changes you make to your date format (like dd-mm-yyyy) in Zoho CRM's web version will automatically sync with the mobile app. This ensures that your date format stays consistent across all your devices.
Layout-based custom buttons (iOS)
Custom buttons were previously displayed based on positions like create, edit, clone, details view, and related list, regardless of layouts. With this enhancement, custom buttons now support layout-specific display.
Optional field support for blueprints (iOS)
Users can leave optional fields blank in blueprint transitions in the iOS app as long as they fill out the mandatory fields. The Save as Draft option enables users to save their progress even if they haven't filled in all mandatory fields. Additionally, if you happen to miss any mandatory fields or checklist items, an alert will notify you.
Sharing records with org users (iOS)
Make it easy for team members to access the information they need at any time by sharing records with your entire organization or with specific users, roles, or groups.
- Public sharing: Share a record with the entire organization.
- Private sharing: Share a record with specific members only.
Contact roles for deals (iOS)
Assign specific roles to contacts involved in your deals and identify key individuals, such as decision-makers and financial managers. This ensures that you have the right conversation with the right person during the deal process.
Global Search (iOS)
The global search allows you to quickly find records across all modules or within a specific module by simply entering a keyword. Unlike before, where search was limited to four fields with custom search, global search now scans all fields for matches and displays results instantly as you type. For added convenience, you can set global search as your default search option.
Dynamic display (iOS)
Previously, the list view could show only up to four fields. Now, with dynamic display, users can customize the list view to include up to nine fields, organizing them into headings, subheadings, and items. You can also add images or actions to make it easier to access important details right from the list view.
Built-in telephony (iOS)
Make business calls directly from the iOS app with built-in telephony for VoIP calling and automatic call logging. Access customer details during calls and customize IVR call flows through the web app for a seamless experience on your mobile device.
Platform widgets (iOS)
In addition to the existing Today widget, you can now manage approvals, track activities, access recent items, customize favorite modules, and view deal statuses directly from your widget screens.
Record Locking (iOS)
Record locking helps manage access to records in the CRM app by supporting both manual and automatic locking. Users can see the reason for a lock and can unlock manually locked records by selecting the lock icon on the details page or through the more options menu. The locked status of records is visible in both the list view and the related list view.
Analytics support in Zia (Android and iOS)
You can simply ask Zia for specific analytics components and it will instantly provide you with detailed data. This enhancement makes it easy to access analytical insights directly from your mobile device.
Assignment thresholds (Android and iOS)
Receive alerts when you exceed the assignment threshold set for each user. You'll see this threshold alert while creating and importing records, during blueprint transitions, and while converting leads.
Duplicate record check (Android and iOS)
When converting a lead into a contact, account, or deal in the iOS app, the system automatically checks for duplicate records using unique fields such as email address, company name, and lead name. If a match is found, you'll be prompted to merge the lead with the existing record.
Saved filters (Android and iOS)
You can now access filters saved in Zoho CRM's web version in the mobile CRM app. Use these web-created saved filters to filter your records on the go.
Layout rules for lead conversion (Android and iOS)
Layout rule support for deals enables users to set criteria that trigger actions during lead conversion. If the defined conditions are met, the app automatically displays additional fields or makes certain fields mandatory.
Learn more: Android
Rollup summary field (Android and iOS)
Rollup summary is a read-only feature that associates parent and child records to automatically calculate values, like the number of notes, tasks, or deals.
Learn more: Android
Business Messaging (Android & iOS)
You can now access WhatsApp business messages directly from the Zoho CRM mobile app. With this integration, all your WhatsApp chats are available in the Messages module, making it easier to stay connected with customers on the go. You can send messages, share attachments, sort chats by time, and even navigate to related records.
Validation rule enhancements (Android and iOS)
The enhanced validation rules update introduces new features to improve data management. You can now validate data either on record save or through a "Verify" button for field-specific checks. Error messages can be displayed directly below the affected field or viewed collectively at the top of the page. Additionally, the update offers flexible options to either let record saving with a warning or to suspend record saving until the error is fixed.
Dynamic lookup filter (Android and iOS)
Dynamic Lookup Filter (DLF) makes it easier to filter lookup records by using field values from the current module instead of fixed criteria. This means the system automatically shows relevant lookup records based on the data in the module.
Canvas detail view (Android and iOS)
The canvas detail page created for mobile view in the web application can be accessed on both Android and iOS devices. Users can select pre-designed templates or create a unique design from scratch. You have full control over customization, allowing you to modify fields, related lists, actions, and create custom experiences using sections, tabs, and more.
Widget populate function (Android & iOS)
The record populate function in custom button widgets lets you automatically fill CRM form fields on create, clone, and edit pages.
Subform permissions (Android & iOS)
Subform permissions now sync between Zoho CRM's web version and the mobile app, meaning any permissions you set for subforms- view, edit, create, or delete- will be reflected in the mobile app.
Subform file upload (Android & iOS)
The 'File Upload' field in Subforms lets users access files attached through the web and upload new files directly from the mobile app. Users can also delete these files directly from the mobile interface for easier file management.
Client Script Releases
Subform Base Events (iOS)
You can make use of Subform events such as onCellChange, onRowAdd, beforeRowDelete, and onRowDelete in Add, Edit, and Clone pages, enabling custom logic for Subform interactions.
Client Script ZDKs support for Wizards (iOS)
Users can define custom actions for Wizards (create and edit pages) using Client Script ZDKs.
Fetch Contextual data using Client Script and use Navigation/Loader/Get Input ZDK Functions (IOS)
Users can fetch contextual data including record id, record data, layout id and module details from the page in Mobile App using $Page in Client Script.
Use Client Script to navigate the users to a web tab, module’s create / edit / clone page, details / list view
Users can use $Page.navigation_data to retrieve the data passed from the page where navigateTo() was invoked.
Users can use showLoader() to display a loader (standard loader / spinner loader) and hideLoader() to hide the loader
Users can use Use getInput() to get custom input.
Use Client Script to navigate the users to a web tab, module’s create / edit / clone page, details / list view
Users can use $Page.navigation_data to retrieve the data passed from the page where navigateTo() was invoked.
Users can use showLoader() to display a loader (standard loader / spinner loader) and hideLoader() to hide the loader
Users can use Use getInput() to get custom input.
Fetch role and profile using Client Script (Android & iOS)
Users can use the Client Script constant - “$Crm.user” for fetching role and profile of the current user in mobile app.
Client Script ZDKs support for Detail page (Android & iOS)
Users can define custom actions for Detail Page of the configured using Client Script ZDKs.
Setcriteria in forms (Android & iOS)
You can use setCriteria() method to filter field values based on custom criteria.
That's a wrap for 2024! Update your app today to explore these features and get ready for even more in 2025.
Thank you for being part of our journey!
Regards,
Aakamsha
User Education
Zoho CRM Mobile
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