Another feature available exclusively in the Android CRM app is inbound call logging. This feature is not supported in the iOS version of the CRM mobile app.
How does inbound call logging work?
This feature allows you to log the incoming calls that you receive from your customers, provided the phone number of the customer is stored within Zoho CRM as a record.
To enable this feature, please follow the steps mentioned below:
- Open the CRM app
- Go to Settings
- Scroll down and select 'Search incoming calls in modules'
- Select the modules for which you want to log in the incoming calls
I have attached a GIF for your reference:
Note: Please note that for the incoming calls to get logged within the Zoho CRM app, ensure there are no special characters (Ex: '-,' space, + etc) present in between the phone numbers/ mobile number.
For example, the contact number should be present in the format '+912452452455' within the Phone/ Mobile field in the respective record. In this case, '+91' is the country code and the 2452452455 is the phone number.
Also, please check if you have granted permission for the calls to get logged within the mobile device's settings. To do so, please follow the steps mentioned below:
1. Open the Mobile device's settings
2. Go to Apps/ applications manager
3. Select 'Zoho CRM'
4. Tap 'Permissions'
5. Enable 'Call log'
I have attached a screenshot below for your reference:
Note: The 'Call logs' option will not be available within the device's settings if the Android version is below Android 10. Also, please ensure the CRM app is running in the background for the calls to get logged successfully.
Please try out this feature! If you have any questions, please drop a comment and I'll get right back