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
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aakamsha Raj
Kevin Flynn
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncingHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?error while listing mails
I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.Unlocking New Levels: Zoho Payroll's Journey in 2025
Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.MCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing theFree Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnCritical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedHide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images asCustom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantIs it possible to roll up all Contact emails to the Account view?
Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficialFree Training - Explore What’s New in Zoho One 2025
Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesQuick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connectingHow to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator appZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Where is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.How to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is passwordZoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies throughCant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMapAbout Zoneminder (CCTV) and Zoho People
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understandCreate CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Kaizen #223 - File Manager in CRM Widget Using ZRC Methods
Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helpsSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console
I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google searchTimeline Tracker
Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clickedPrimary / Other Billing Contacts
If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contactsIs it possible to enforce a single default task for all users in a Zoho Projects ?
In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users[Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026
Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! LearningReply and react to comments
Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrumModule Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.zoho click, and nord VPN
Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line offZoho Calender
a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?Matching ZOHO Payments in Banking
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out howNext Page