Check-in icon missing with accounts
Hi, Is it me or has the check-in icon been removed in accounts? When I'm in the contacts section I can see it. Regards, SjoerdRevamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobileGotomeeting in the CRM mobile app
There is no option to schedule an online meeting with gotomeeting in the mobile app Where do I enable this?Where do I enable GoToMeeting in the mobile app?
We need to have the option of an online meeting in the mobile app, specifically gotomeeting, but I don't see how to enable it where is the integrations for the mobile app?Tip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for youGrouping of multiple record pins on the 'Nearby me' maps
Hello everyone, In the latest version (v3.6.23) of the Zoho CRM Mobile app, we have revamped the 'Nearby me' maps feature. In this version, the pins will display a number depicting the total number of records present around that location. This number#Tip 5: Near by me
If your meeting with a client wraps up ahead of time, would you like to use the rest of the time by meeting another customer? Of course you would want to keep winning more deals. You can do just that by finding a customer who is around the same vicinity through Zoho CRM's 'Near by me' feature. In a single tap, your Leads, Contacts and Accounts near you are displayed on the map. You can schedule a meeting and even get the driving directions to the customer’s location. The 'Near by Me' feature'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)is Multiple organizations in CRM coming?
Hi, I Just noticed in the CRM App for iOS that you can choose "Organization". Right now there is only a way to choose between production and sandbox environments. But is it in the pipeline to be able to manage two different organizations with the sameZoho Finance Limitations 2.0 #10: No Access to Notes on Finance Records via Mobile App
We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link withinTagging permissions in CRM Mobile App
Hi there, We added two new users within previously created roles. These new users are not visible for tagging in ZOHO CRM Mobile App. They cannot be tagged and they cannot tag others. Just these two new users. The other ones can. What may be causing thisiOS14 Menus, New Date pickers and Wind down shortcuts are now available in CRM iOS app
Hello All, As a part of iOS 14 compatibility, we have now brought in support for iOS14 Menus, New Date pickers and Wind down shortcuts in the Zoho CRM iOS app. iOS 14 Menus: We have now incorporated the Pull-down menus in the CRM iOS app. Now allLine items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/editZoho CRM Mobile App - Notifications of inbound email
What options of notification on the Zoho CRM app do I have for Contacts with an inbound email? i.e. When a customer emails me, I'd like to get a notification on Zoho CRM app. Ideally that would be a badge and in-app notification (I am on iOS device).Messages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet featureSales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. WhenRevamped Analytics module is now supported in the latest version of Zoho CRM iOS mobile app!
Hello All, In the latest version (v3.6) of the Zoho CRM iOS app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill downAndroid Call
Olá prezados. Queria saber se é possivel acionar chamadas do Zoho CRM para o celular android. Por favor , alguém poderia sanar essa duvida minha? Hello dear I would like to know if it is possible to call Zoho CRM calls to the android phone. Could someoneRevamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort QuadrantsTip#4: Map locator and Check-in
Have you ever struggled as a sales rep to visualize where your clients are located and found it tough to get driving directions? Without the location mapping software, it would be incredibly difficult to make travel decisions for a field sales rep. Using the Map functionalities in the Zoho CRM app, you will be able to identify the location of the Lead or a Contact easily and meet them. You can do all this and more by a tap of a button within each record. With Zoho CRM's 'Map locator' feature,Multiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. Let's say, you sell different products and you would like to set unique stages for each product, you can use the multiple pipeline'Sign in with Apple' is now supported in Zoho CRM iOS mobile app
Dear users, In the latest version (v3.5.23) of the Zoho CRM iOS app, we have brought in support for an additional mode of gaining access to the CRM app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's easier than ever for businesses to manage their customer relationships. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810 I have attached a GIF below'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN AlleMail is not displayed correctly
Hello, an e-mail was automatically sent with CRM. The templates in CRM were used for this. On an iPhone 11 the email is not displayed correctly. Here a piece of the right edge (red bar) is missing. The orange bar shows the normal email area. Is this a bug of CRM? Many greetings SaschaExecute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the TransitionUpload field Mandatory in Cases
Dear Team, I like to make upload mandatory when the case of the status is closed. I'm not able to set attachments as complusory in CRM. Please suggest the solution. We tried working on the condition layout where case is closed a field " attachments" set as complusory. However users are updating as 'YES' but not uploading attachment.Empower sales reps to sell with Zoho CRM, now with iOS 13 experience
Hello iOS CRM mobile app users, iOS 13 is here and we are thrilled to announce about the new features in the latest version of the Zoho CRM app. I hope you are as excited as we are! Below are the features that are supported in the latest update of the app: Dark Mode: This has been a long time coming. For all the users who love to burn the mid-night oil, we are now turning off the lights and rolling out the 'Dark theme' in the mobile app. You can enable Dark theme in the mobile app by followingAutomatically log a call with Android CRM app
Is this possible with Zoho? I have this ability now with Salesforce. I simply launch the SF app, select a contact or Lead, place the call from within the app. At the conclusion of the call, I am automatically prompted to add call results notes.Sandbox (Testing) Environment is now supported in Zoho CRM iOS mobile app
Hello Folks, Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below: Zoho CRM - Sandbox feature Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment. Sandbox environment can be created on the desktop site (crm.zoho.com). To create SandboxBUG: CRM iPad App - Unable to edit Product Description on Quote Create/Edit
My users are now unable to edit product description when creating quote on the iPad app which makes it kind of useless. This is not a permissions issue as I can perform the same task on the iPhone app. Summary: Create quote, try to edit the product description. It does not allow you to do this. If using iPhone app or Browser, you can edit this field. Screen recording attached. Notes: User has correct permissions User Uninstalled and re-installed app Happens to any user who logs in on iPad app. iPadRelated 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/id444908810How to differentiate between Calls created by mobile app vs manually by user?
Using the API (or any other method), is there any way to find out whether a Call has been automatically created by the Zoho CRM mobile app, or whether it has been manually created by the user? I tried using fetching a Call record via the API and here is what I got. No field in the response JSON looks like it identifies whether the record has been created manually or via the mobile app. If this is not directly possible, what is the best possible workaround to achieve this? { "Call_Duration": "00:00",Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. Gotask
Someone knows he knows of a problem in the mobile app CRM in my case today is not showing me the tax on productsCRM appでのtwilio（というか電話統合）利用
こんにちは twilioでＣＲＭ統合で利用しています 外出時にパソコンがない時のTwilioへの着信は不在着信になってしまいます せっかくのモバイルアプリなのでTwilioはじめ電話統合の着信発信ができるといいのですが アプリ開発上そんなにも難しくて実現困難なんでしょうか?Zoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • TurkishCall Leads/ Contacts via RingCentral
Hello Folks, For all those of you who've been looking to make calls to your CRM leads/ contacts using the RingCentral app on your device, we have a quick tip on how you can go about with it. For the calls made through RingCentral to be synced with the CRM application, you will have to integrate the RingCentral app in CRM application. You can refer to this help document for a step by step walk through. Steps to be followed to log the calls made through RingCentral: iOS: In iOS, you can make callsI want to update the photo from the mobile app to the product tab product.
I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app.Next Page
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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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