Introducing teamspaces and team modules in Zoho CRM mobile app
Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available onIntroducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobileUnable to open iOS Zoho CRM app
i am unable to open Zoho CRM iOS App in iPhone 14 Pro Max v18.5 and it is crashing immediately after i click to openZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text supportMobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)
Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks relatedZoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field
Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup fieldCRM Mobile - Ability to email Record Notes
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 email a CRM record Note from the desktop? Thank you! AmyTip #1: Grouping (Filtering) records in the CRM mobile app
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. If you are en-route to customer's place, you can make use of the travel timeMulti User Lookup field on the Zoho CRM iOS app.
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 supported in this update: * Multi User Lookup field can be added through theZoho CRM Mobile App Calls Module Missing
Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?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 copyRelated list Mobile Device
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 list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accountsPhone App of CRM doesn't find contacts
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. BUT I still can't enter notes of calls, set appointments, etc. It requests I goSaved filters, layout rule support, related list quick navigation, and more
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 make your CRM journey more efficient and user-friendly. Here's a look at what'sNotifications
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 notification on the bell icon however with a delay from real time and without a sound,Zoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
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 Android additions can make your CRM journey even better. 1. Identifying and mergingNew Zoho CRM mobile updates: date sync, Zia analytics support, and subform permissions
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 efficient. We've included a summary of these updates so that you can take a closerIs it possible to log text messages from iphone into Zoho CRM
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 the Zoho app. Much like when you call, you get prompted to log a call, canAccount suggestions for Leads, record sharing via extensions and more
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 features and enhancements to the Zoho CRM Mobile app. We've included a summary ofZoho App for Tablets
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 viable solution. We can use Zoho thru the Android browser or Chrome but the pluginsCustomize Smart View
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.Shortcuts/ Quick Actions on Zoho CRM mobile app!
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 discuss your products and services. Opening the app, searching for meetings module,Kanban view on Zoho CRM mobile app!
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 in which the records will be displayed in cards and categorized under the givenPlace and Log Calls from Zoho CRM Mobile App
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 (in the "Related To" column); and If the call is related to a Deal, the call logExporting the records from the Zoho CRM iOS app to the mobile device
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 and also as a .vcf file to the mobile device and other apps. Doing so, you canVoice to text notes on the Zoho CRM iOS app
Are you guys up for a challenge? Okay, so what I would like you to do is, try to add a note to a record on the CRM mobile app just by using one hand to enter the texts. This is doable and quite easy. However, what if I tell you to add a note to a recordMeeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, itAuto-updating the address of the customers through the Zoho CRM mobile app
Imagine you are a field representative whose work is predominantly outside the office. You travel to places and get to connect with people from different walks of life while you are on the road. Interesting isn't it? It's easy to interact with peopleUnable to invite users to a meeting in CRM using Android mobile app
In the CRM mobile app for Android, we can't add other users as invites to a meeting. If you try, you get a "No Users" message and an empty list. This issue started this week, it was not a problem before. It still works fine on the web and in the iOS appTracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before divingTip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. ConsideringRingCentral/Zoho CRM integration
Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRMTip#3: Smart Views to quickly enter the data in the records:
When sales reps are at customers' place and while entering the data into the CRM app, it is important to focus only on mandatory and system-defined fields to capture crucial info quickly and not take too much of the customers' time. With the Zoho CRM mobile app, sales reps can achieve this by enabling the 'Smart Views' feature within the CRM app settings. Using this feature the reps can enter, view, edit only the required data (important fields in the layout) within the record. To enable thisSycn more than 10,000 records to iPhone app
Hi when I sync desktop to iPhone it says I can only download 10,000 records. i have more than 10,000 records does that mean that not all records are syncing to the app?Iphone closing application when clicking on potentials.
Been using contacts to create notes because the application closes when I click on potentials from the meetings screen on my iphone 14 pro. NEED A FIX!!!!!Related lists mobile device
Hello, We are using Creator Application to make reports on Accounts from our Zoho CRM. On the computer it's possible to see those reports on the Accounts in related lists although this is not possible to see this on the accounts on mobile devices. It'sOpen Zoho iPhone App from a weblink?
Anyone know if it's possible to open the zoho iPhone app from within an email? Scenario: - A case is updated and owner notified via email - within the email I have a link to the specific case... clicking link opens safari and goes to case page I'd likeMissing My Jobs in CRM Android Mobile app
The My Jobs tab is missing in the Andriod mobile app. I deleted and reinstalled still do not see it? Does anyone else have this issue? iPhone app still shows the My Jobs tab. Thanks.How often does Zoho CRM mobile app sync with the desktop site?
How often is the Zoho CRM mobile app updated and synced to the desktop site? Is there a way to force a sync to the desktop site instead of waiting around for it to automatically sync? I found some information in another post below but it doesn't answerZOHO CRM - Creator link
Hello, We use a custom made application in ZOHO CREATOR for visit reports when visiting customers. Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computerNext Page
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Introducing teamspaces and team modules in Zoho CRM mobile app
Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available onIntroducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobileZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text supportZoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field
Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup fieldMulti User Lookup field on the Zoho CRM iOS app.
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 supported in this update: * Multi User Lookup field can be added through the
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