Product Entry on CRM Mobile App (Quotes, Sales Order)

Product Entry on CRM Mobile App (Quotes, Sales Order)

When adding PRODUCTS to Quote, Sales Order or Invoice in the zCRM mobile app if the user enters the product code the product is not searchable and isn't displayed on in search results.  

We set up "product code in the "Products" set up in the module search option and yet  still get no product to display when searched by a product code is search section of "add product" to a quote, sales order or invoice

The only search option available that is current working is to search by a keyword that is part off  the ITEM DESCRIPTION which is very time consuming and not user friendly.  It appears as if the intent was to be able to search by any of the fields chosen in the PRODUCT "search" section of INFO & SETTINGS" set up, of the zCRM  APP.  However, when the admin sets up or selects specific fields to be searchable in set up they do not translate to functioning search options. Are there plans fix this bug?

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Free Webinar: Go passwordless in 2022 with Zoho Vault

                                                                                                            Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwords
                                                                                                          • Myki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative

                                                                                                            Hello Myki users,   Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turning
                                                                                                          • Join our exclusive meetup with Zoho's Real Estate community

                                                                                                            Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and other
                                                                                                          • Free webinar: A quick walkthrough of Zoho Vault and major updates in 2023

                                                                                                            Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join our
                                                                                                          • Free webinar: Why a password manager is a “must-have” for everyone in 2024

                                                                                                            In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucial
                                                                                                          • Zoho Vault - Webinars 2023 - Video Recordings and Slide Decks

                                                                                                            Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck Getting
                                                                                                          • Free webinar: ‌Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace

                                                                                                            Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,
                                                                                                          • New features in Zoho Vault

                                                                                                            We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your
                                                                                                          • Join our World Password and Passkey Day expert Q&A 2025

                                                                                                            Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?
                                                                                                          • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

                                                                                                            Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
                                                                                                          • Introducing SecureForms in Zoho Vault

                                                                                                            Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible
                                                                                                          • Clickjacking: Zoho Vault's Response

                                                                                                            Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent
                                                                                                          • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                            Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                          • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                                                                                            Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
                                                                                                          • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

                                                                                                            Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
                                                                                                          • Cannot give public access to Html Snippet in Zoho Creator Page

                                                                                                            Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                                                                                          • In arattai received message can't be deleted

                                                                                                            The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                          • Fill Colors

                                                                                                            Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce
                                                                                                          • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

                                                                                                            Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
                                                                                                          • Attachment reminder?

                                                                                                            My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
                                                                                                          • Items Below Reorder Point Report?

                                                                                                            Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
                                                                                                          • Markdown for Desk?

                                                                                                            Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)
                                                                                                          • Multiple upload field CRM

                                                                                                            I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
                                                                                                          • Client scripts for Zoho Books ?

                                                                                                            Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
                                                                                                          • Fillable template with dynamic tables?

                                                                                                            Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
                                                                                                          • Invoicing multiple expense items as a single line item

                                                                                                                  My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them
                                                                                                          • Zoho Books | Product updates | November 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
                                                                                                          • Tables improvement ideas / features

                                                                                                            Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
                                                                                                          • Announcing offline payment modes for event tickets

                                                                                                            Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled
                                                                                                          • What is going on with GMail extension.

                                                                                                            Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
                                                                                                          • Gmail is ramping up its email sender policy from November 2025

                                                                                                            Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
                                                                                                          • Collapsible Sections & Section Navigation Needed

                                                                                                            The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                                                                                          • Gmail is ramping up its email sender policy as of November 2025

                                                                                                            Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
                                                                                                          • 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 activities
                                                                                                          • Deluge Error Code 1002 - "Resource does not exist."

                                                                                                            I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
                                                                                                          • Zoho Analytics Export API

                                                                                                            Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.
                                                                                                          • Enhance Sign CRM integration

                                                                                                            Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                                                                                          • Item images

                                                                                                            Can we get an "On hover" expanded image for items please ?
                                                                                                          • Ability to Create and Manage YouTube Video Chapters in Zoho Social

                                                                                                            Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters
                                                                                                          • What happens to my current site SEO if i opt for zoho creator?

                                                                                                            I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?
                                                                                                          • Next Page