Agents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Task Management on Zoho Desk Mobile App
Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make aI 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. Attached screenshot.How to join a meeting?
One to one calls work perfectly fine within Trident. Though I see no option to initiate or join a scheduled multi-user meeting there. If a meeting is already in progress then a click on "Join Meeting" buttons takes me to the browser instead of joiningLookup Field not linking to Contacts on iPad or Tablet
I have created a Custom Module that has a field that does a lookup to accounts and contacts. The lookup field works when using a PC, but not when using an iPad or tablet Does anyone have any suggestions why? Thanks in AdvanceTrident: please make right widget column re-sizable
I'm really enjoying using Trident and think Zoho is doing a great job developing it and adding features without cluttering the interface. However, the one thing that keeps irritating me in daily use is that the right side widget column is too narrow toShare Screen Delay
Hello I got delay when i share screen in meetings.. this i attached log pls help thanksName account
Hey, how do I change this name in the Android app?When will Zoho Trident come to Linux?
It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?Zoho CRM Reports Module on Mobil App
I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.Log incoming calls on Android CRM?
I keep reading that I'm able to log incoming calls on the CRM app for Android, but when I answer a call and hang up, I never get the option to log. Is there a special admin I need to do for that? Or permissions? ThanksDisplay your zoho contact name when they call your mobile number
As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!iOS 10: Caller ID new feature?
Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?Cannot view or interact with polls on IOS
When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.How do I add an email to tasks in Trident?
Hi, I'm trialling Trident to see if it works better for me than the browser version. It's a nice idea and looks quite refined, so I'd like to be able to use it. My first question is: how can I add and email to a task? I can't find any obvious way, butWhy Trident?
Maybe a strange question, but I was wondering why Trident is being developed. It looks fine and is working better and better, but I can't see what you want to achieve what isn't already in Zoho Mail? Zoho mail is already an (webbased I suppose) app thatTicket list sorting is now supported in the latest version of the Desk Android mobile app.
Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view. Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app eitherBUG do APP IOS do Zoho Mail
Olá, Percebi que quando abro um anexo no APP IOS do Zoho Mail não existe um botão de retorno à caixa de e-mail. Tenho que fechar o aplicativo e abrir novamente. Vocês já mapearam isso? Existe algum botão que não vi? Abs MarcoSamsung watch zoho app
Hi, is there a way to see zoho mail on the samsung new watch? Or are there any zoho apps that can be installed on the new samsung watch 5 or 6?Multiple Zoho Accounts on Android/iOS Apps
I'm migrating two of my companies to Zoho platform while ditching Google Apps. I can't seem to find a way to access both accounts on the Android or iOS mail app. Is there any other way than POP3?Tracking incoming calls on mobile phone
Hi My sales team make and receive all calls using a mobile phone, no integration with a VOIP/PABX system. I would like to know if Zoho allows automatic tracking of inbound and outbound calls on a mobile phone (in Australia). Is this possible, do I need any integration or is it native within Zoho mobile? ThanksAttach photo
I am using the iOS mobile app and I cannot add photos to a ticket.Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browserPGP within iOS Zoho email app
Sending and receiving PGP-encrypted emails works perfectly with the Zoho browser/web client but I can't find any way to encrypt/decrypt these messages within the Zoho iOS email app. When I attempt to open an email from a contact whom I've exchanged keysIOS mobile app and documents
We have several ios users that will be using the projects apple mobile app. We believe we have run into an issue. We create a project template with specific zoho team folders. One of the folders has a zoho sheet template in it. Once we create a NEW projectNo access to contact categories in Zoho Mail Apps
I have set up a number of contact categories for my organization. When I compose an email using a web browser these categories are visible. When I compose an email using your Android or iOS Apps no contact categories are visible. Is this expected? IfHow to turn off Glance in Motorola G13 without messing up other settings?
Hey everyone, I recently got a Motorola G13 and I'm trying to disable the Glance screen feature (the one that shows notifications when the screen is off). I've looked through the settings but want to make sure I turn it off without accidentally changingCard Scanner not syncing
Hi, I just installed the Card Scanner app for Android. It works well enough for me but the contacts are not syncing with my contacts in Zoho CRM. Is there something I need to do, I couldn't find a "Sync" button in the app? Thanks Ivo SpigelUsers can now snooze mails in the latest version of the Zoho Mail iOS app (v2.7.2)
Hello All, In the latest version of the Zoho Mail iOS app (v2.7.2), users can now snooze mails and set a dedicated time to work on them later. You can access the Snooze functionality by following the steps mentioned below: - Go to the Zoho Mail mobileRight swipe action is now supported in the latest version of the Zoho Mail Android app
Hello All, In the latest version of the Zoho Mail Android app (v2.4.29), we have brought in support for the options to configure the right swipe action and to mark an email as read/ unread while carrying out swipe action within the mail list view. PleaseZoho email app on Android not working
I have been using zoho email for 5 years. I use it on Google pixel 7PRO and OnePlus 12. For last 3 days it is not syncing, hanging all the time. I have disisnalled and re installed it, but change. I can see the pop up message, but when I open the app,Mail Android app: no push notifications
I am very happy with the Android app for Zoho Mail and want to use it as my default mail client. However, I don't receive push notifications of new e-mail. My phone is a Samsung Galaxy S3 Mini. Are there any settings changes I should make to fix it?Global Calendar - Projects mobile app - iOS (v3.8)
Hello everyone! In the latest iOS version of the Zoho Projects mobile app, we have added support for a long-awaited feature - Global Calendar. This feature displays tasks, bugs, milestones, and events across all your projects, providing you with a comprehensiveZoho CRM Mobile App - Share Deal Record Link
Hi, Our sales team is in the field (with no access to a Laptop). The need to be able to share Zoho CRM record information to the office via email or slack. There is no way for them to share the Zoho Deal Url or Zoho Account URL via the app. Does anyone have a workaround for this?iOS Calendar
can we please have the calendar in the iOS app? the desktop web app has it. We really need to be able to see tasks and events inside the projects ios app. please dont mention syncing to external apps. that is very slow to update and if you make a change it never updates. we need a real version of the projects calendar in the iOS app. we've been using this for a few years and nothing.How do I change a project owner?
I have a project where the project owner is no longer with the company. How can I change the project owner to another user?Delegate Access - Mobile iOS/iPad
We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, JakeHIGH CPU AND RAM USAGE
Hello, I'm using the Trident application, because I can no longer connect using the cliq application, despite the more complete Trident consuming excessive machine resources. How to resolve this?mobile convert of sales order into invoice
Hello, in desktop version there is a button to convert sales orders to invoice with data filled from SO. is there an option to make the same from the mobile? I am using CRM professional, it this available for CRM PLUS subscriptions? please help..Next Page
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Announcements
Agents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Ticket list sorting is now supported in the latest version of the Desk Android mobile app.
Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view. Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app eitherGlobal Calendar - Projects mobile app - iOS (v3.8)
Hello everyone! In the latest iOS version of the Zoho Projects mobile app, we have added support for a long-awaited feature - Global Calendar. This feature displays tasks, bugs, milestones, and events across all your projects, providing you with a comprehensiveLive activity timers and weather integration in the latest version of the Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.14), we have brought in support for the below enhancements. Live timers: Add timers to the iPhone's lock screen and in the Dynamic Island to have real time information at your fingertipsMDM Conditional Access - Sprints
Hello Sprinters! In the iOS version (v1.2.19) of the Zoho Sprints mobile app, we have brought in support for an amazing list of functionalities. Here are those: 1. MDM Conditional Access: Conditional access allows organisations to restrict employees/users
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Name account
Hey, how do I change this name in the Android app?Share Screen Delay
Hello I got delay when i share screen in meetings.. this i attached log pls help thanksTrident: please make right widget column re-sizable
I'm really enjoying using Trident and think Zoho is doing a great job developing it and adding features without cluttering the interface. However, the one thing that keeps irritating me in daily use is that the right side widget column is too narrow toWhen will Zoho Trident come to Linux?
It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?
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Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/updateZoho Mail For iPad
We are happy to announce the release of Zoho Mail for iPad. More details here: https://blogs.zoho.com/general/zoho-mail-is-now-optimized-for-ipad. Do try this out and share your thoughts. You can mail to support[at]zohomobile[dot]com, post responses in this thread, hit feedback or simply 'like' the application to let us know what you think. PS: Dont forget to check out the themes. Regards, Gopalakrishnan V Zoho Mobile TeamZoho CRM for iPhone and Android - Release announcement
We are happy to announce the Mobile Edition of Zoho CRM (Beta) for iPhone and Android devices. This is available for all editions (Free, Professional and Enterprise). How to access? You can access Zoho CRM from mobile.zoho.com with your existing Zoho CRM credentials. After logging in, choose CRM from the list of applications. Feature Highlights Access to Leads, Accounts, Contacts, Potentials (Opportunities), Tasks and Events modules. You can View, Create, Edit and Delete records in all these modules.Android App for Zoho CRM - Release announcement
We are pleased to announce the release of our Android app for Zoho CRM in Google Market (Google Play). The App is free to download from the App store but you need to activate the "Mobile Add-on" in your CRM account to use the app. The app comes with a 15 day trial period after which users have to subscribe to the mobile add-on package at $3 per user per month (as is the case with our CRM native apps across other platforms like iPhone and Blackberry) to continue using the app. More details on activatingZoho CRM app for iPhone - Release announcement
We are glad to inform the release of our iPhone app for Zoho CRM in the iTunes app store. More on this announcement is covered in the following blog post. https://blogs.zoho.com/general/introducing-the-zoho-crm-app-for-iphone-and-mobile-web-access Do use our app(s) and keep us posted with your feedback (either through this forum or by emailing us at support[at]zohomobile[dot]com). Shanthivardhan
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