Related Emails in Zoho CRM iOS app (v3.4)
Dear Customers,
We are happy to
announce that the much asked for 'Related emails' is now made available
in the latest version of the Zoho CRM iOS app (v3.4) in the Appstore.
With
'related emails' you can now keep track of customer emails within
records and stay on top of all interactions. You can also send out
contextual emails to your customers right from the app.
Please update to the latest version of the CRM app directly from the Appstore or from the link given below:-
https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
Note: If you do not see an option to update the CRM app, please go on to the 'Updates' section in the Appstore and carry out a 'Pull to refresh' gesture (swipe the screen downwards). Once done, please check if you see an 'Update' option next to the Zoho CRM app. If yes, please update the app to the latest version (v3.4).
Android users, please don't be disappointed, the development for 'related emails section' is currently in progress and we are laying the final touches. We will let you know once it is rolled out in the store.
Note: If you do not see an option to update the CRM app, please go on to the 'Updates' section in the Appstore and carry out a 'Pull to refresh' gesture (swipe the screen downwards). Once done, please check if you see an 'Update' option next to the Zoho CRM app. If yes, please update the app to the latest version (v3.4).
Android users, please don't be disappointed, the development for 'related emails section' is currently in progress and we are laying the final touches. We will let you know once it is rolled out in the store.
A
few points about the 'Related Emails' feature and how it works in the
iOS version of the CRM app is listed below for your reference:-
1) Related emails will now be displayed if you have configured your mail add-on via POP3, IMAP or Gmail
API on the desktop site.
2)
You will now be able to access related emails (i.e. emails sent from
CRM and received to your email address) within the Leads, Contacts,
Accounts, Deals, Quotes, Sales Orders, Purchase Order and also for
records within the Custom created modules in the CRM app.
Please
refer to the sample screenshot of how the Emails section will be
displayed in the CRM app depicted below for your reference:-
Contacts Module
Sales Order module
3) Refer to the below screenshot of details view of an email along with an attachment for your reference. Number of attachments within the email will be indicated by a number as depicted below.
4) You will be able to carry out email actions such as Reply, Reply All, Forward from within the app upon tapping the reply icon available at the top right corner of the screen as depicted below.
5) Once you have sent out an email, you will now get a toast message 'Email sent successfully' along with options to create a follow-up task and add notes. Refer to the screenshot below:-
6) If you have set Email sharing to Public or Custom on the desktop site (crm.zoho.com), the related emails will be handled the same way how it is currently being addressed on the web (crm.zoho.com).
Email filtering in Accounts and Deals
*Account
Upon
clicking the filter option, you will be taken to the screen where all
the contacts associated to the account record are listed. Refer to the
example below:-
Once you have selected the respective contact, you will be taken to a secondary filter, where you will have an option to select the user to filter the email conversation based on your selection.
* Deals
This
is the same case for the Deal record as well, however, if you have
configured your mail add-on via IMAP on the desktop site (crm.zoho.com),
you will have an additional option in the primary filter to segregate
'Emails associated with Deal' and 'Emails associated with contact'.
Upon
selecting 'Emails associated with Deal' all the related emails of sales
orders, quotes etc for that deal record will be listed.
Upon selecting 'Emails associated with Contact', you will be taken to the screen where you will have an option to select the user to filter out the email conversation between the selected user and the associated contact.
Do give it spin and share your feedback. You can also share your feedback/suggestions by sending over an email to crm(@)zohomobile(dot)com
With regards,
Arvind
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