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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 ...
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  • announcement
  • 1 reply
  • last reply by
  • 23 days ago
Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related l...
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I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BU...
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Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will mak...
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  • announcement
  • 1 month ago
I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notifi...
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Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are ...
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  • announcement
  • 5 replies
  • last reply by
  • 4 months ago
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Andr...
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  • announcement
  • 4 months ago
Hello Everyone! Hope you're doing great! We’re excited to share some new updates to the Zoho CRM Mobile app that are designed to make your experience even smoother and more ef...
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  • announcement
  • 5 months ago
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from...
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Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. ...
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By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to e...
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Hello all, At Zoho, we're constantly working to make our CRM better and improve its mobile functionalities. Over the past few months, we have introduced some exciting new feat...
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Hello everyone,   We are glad to inform you that the Zoho CRM mobile app is now HIPAA compliant.   What is HIPAA?   HIPAA also known as Health Insurance Portability and Accoun...
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Hi, there. It seems that Zoho version for Android has been designed for phones and not for tablets. Our Sales team has changed to use Android tablets and we need to find a via...
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Is there a way to choose which fields are considered Smart View. I like the idea but i would like to choose which fields appear there.
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Answered
Imagine you are rushing to a must-attend meeting and out of nowhere you run into an important client. After having a quick chat, the client wants to schedule a meeting to disc...
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  • discussion
  • 1 year ago
Privacy! A much scrutinized topic when it comes to handling customer information. Safeguarding personal information is a foremost agenda and we at Zoho, strongly believe that ...
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  • announcement
  • 1 year ago
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view ...
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  • discussion
  • 1 year ago
Hi, We would like to place telephone calls directly from the Zoho CRM Mobile App, so that: If the call is related to a Lead, the call log shows the lead it is associated to (i...
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Have you've heard of the idiom 'At your finger tips'? Well this is one example wherein you can quickly export the Lead or Contact records to the mobile device's address book a...
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  • discussion
  • 1 year ago