Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that getsCRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.Mobile Apps not automatically logging calls
Hello, Most of our users report problems regarding auto-logging not working. They use the mobile apps for Zoho CRM on iOS and Android, and both don't show the popup that says 'do you want to log this call?'. I've checked if the phone numbers are correctly inserted in the CRM and also re-installed the app on there devices. Is there something else I have to check why calls aren't recognized or is this a reported bug? Best regards, MaikTurn off folder notifications on Android
How do I turn off folder notifications on the android app? I currently have default folders for "Newsletters" and "Notifications". I only want to get notified for emails to my inbox.Allow CRM mobile client on android to copy/paste contact phone number to be dialled somewhere else
We use Microsoft Teams as our phone system, so when I'm on the go, if I tap the contact number in CRM it automatically dials that number using my mobile number (GSM network) and doesn't give me the option where to start that call, like on a VOIP client.Creator related lists not showing in mobile app
Am I missing something or is it not possible to see Creator related lists in the mobile app?Making call from Zoho CRM app NOT using the phone App
When I try to make a call using the Zoho CRM Mobile app it defaults to Android phone app instead of using our Twilio account to make calls. Because we have international customers calling, we need to be able to call via Twilio instead of our local personal number. Is there any way to do this? You can do it no problem within the full CRM but not within the Zoho Crm mobile app. Please help!Time tracker for all task difference between browser and mobile app
Hi, In the browser version of zoho project, it is possible to change the log parameters to enable time tracker for all the task, not juste the ones owned. But in the mobile app, in the exact same task there is no way to start the time tracker. It onlyCan't stop time tracker on zoho project mobile
Hello, We have a major issue with the mobile app version of Zoho project. We are simply unable to stop the time tracker for some task. All my employees have the same issue. When we tap on the stop button, a message appear and nothing more happen : (ItRTL Alignment and built-in Module names translations in Zoho CRM App
By The Grace Of G-D. Hi, 1. Are you planning on adding RTL support to Zoho CRM Mobile app? 2. When using the CRM in Hebrew, the built-in Module names are not translated automatically to Hebrew (As they are in the Desktop version). Is it only in HebrewMobile Caller ID with Zoho contacts
I have enter a bunch of contacts on the web portal. I have the zoho app on my phone. I've noticed though when my contacts on Zoho call me, it doesn't populate their name or anything. Just the usual phone number. Is there a setting that would allow this?Updating a scheduled call on mobile device
I have multiple scheduled calls for prospecting. I call up the scheduled call on the mobile device and click the phone icon to make the call. After the call, I am given the prompt to Log this call. If I select Yes, a new call record is created and my scheduled call still remains. Is there a way to have the scheduled call updated with the current call details?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? ThanksHow to access Tasks from mobile phone Zoho Mail app?
Hi, i've seen a few posts here asking about accessing Tasks from the mobile app, and some conflicting information. One post said it was possible, but i cannot see how/where. If we can access Tasks from within the mobile app, can you please show us how? I suspect if a Task has a deadline, it may show up in the calendar when the date approaches - but if it doesn't (mine currently don't), i guess they don't show up anywhere? Thanks.I am not able to access linking module on mobile app
I have created a linking module from two custom module and it is not visible in the appAdd ability to set product or record image on Mobile app
Surprised to learn that I'm unable to set the product (or any record) image field when using the mobile app. You can attach a photo but can't set the record image. Would be a nice basic feature to have. And while you're at it... - maybe the ability to see a record image instead of the URL which is all it currently displays (on mobile app) - ability to filter by records with/without image (on desktop view) Scenario: We are trying to photgraph & upload product images and it makes sense to do it usingZoho CRM Bookings embeded in site not working in Mobile
Hello, we have succesfully embeded Zoho CRM Bookings in a website. The popup is working OK on Desktop screens, but not on mobile. To replicate, simply embed any Zoho CRM Booking to a website, execute it on Desktop and execute it on mobile. You will realizeUse extensions in mobile
Hi, i've created an extension for Desk and it's ok, is possible to use this extension in desk mobile app? in a native way?Modules and Fields
Hi! I was wondering if it was possible to "convert" into different modules. For example, as I receive leads and follow the life of that person I would like to move them to a "waiting list" module and then once they become a patient into the "patients"Internal Error Occurred. INVALID_DATA
Hello. I'm having trouble using the Zoho CRM app on the Samsung Tablet model SM-T515. When placing a Sales Order in the system, an error message appears, as sent as an attachment. I thought it was a special problem. I updated the app and Android. TheDesktop Application
Do you offer any sort of desktop application which can also function offline for Zoho CRM?"File Upload" Custom Field not available on mobile app
Hello, I added a "File Upload" field to a module but the field is not shown when I access the module from the mobile app (android). Is this normal and is there a workaround? Thank you.Difference of business card reader features between Zoho Lead and Card Scanner Mobile Apps
I just bought Zoho Card Scanner mobile app, for the sake of Zoho CRM integration. especially leads, as I can't use my existing card scanner app which saves to local contacts, which are synced to Outlook, but from there I don't want to create Zoho Contacts, but Leads, which is currently not supported by the the Zoho CRM Outlook integration. Then I saw that there is also Zoho Lead mobile app with a business card reader. Is this the same functionality.built into Zoho Card Scanner mobile app? No I willCard scanner sync
Hi, i have a problem using the phone app cardscanner, when i scan a card this and sync with the cloud the info in address completely in mani cases number phones or city TY for you attentionCard Scanner - Editing Contact not working properly
Hello, When a business card is scanned, often the info is distorted or placed in the wrong section. Therefore, I need to delete the info or move it. ISSUES: 1. When I try to edit the info within the field, it opens a new window, rather than staying withinZoho Mobile App Not Working
Hey there, I recently donwloaded the Zoho Mail app on my phone but its not working. The mails do not load well and its like the whole app is just not working. I tried downloading the app on another phone and its working fine. When I use the app in my phone, it really just does not work. At first, the app shows that there are no mails, After that it takes around 5 seconds (and its not an internet issue as it works just fine on my other phone) and then it shows the mails. Then after that, when I tryZoho CRM-Finance Integration in Mobile App
Hi, I integrated the CRM with Inventory and Books, and I can't see the Zoho Finance tab in the Zoho CRM mobile app. I would like to create sales orders through the CRM mobile app in offline, and that they will automatically be updated in the Inventory as well once the connection is back. Is this possible? Thank you.Sending and Tracking Text Mesages to Contacts/Leads
Now, in 2017, I am quite surprised that Zoho CRM has almost NO support for SMS/Text messages. The only feature I found is that one can send Text message to Contacts or Leads via the Mobile app. And, that is it. There is no support to track text messagesZoho CRM app Notifications (iOS/Android)
I want to receive notifications of my new leads, i didnt receive any notification, but i activate all notifications from the app (in iOS) How can i receive a notification when a new lead arrives?Card Scanner - Uploading Biz Card to CRM ??
Hello, I'm trying to use Zoho Card Scanner to capture contact details and the card itself. However, once I have captured the image, the app is not uploading the pictures to the contact in my CRM. The contact appears in my CRM, but not the images of theEmail is not working
Good Day, I am Victor Napoleon from VNS RCM Technologies, our Zoho email has not been working for the past two days. Kindly do the needful as soon as possible. Thank you. UserId : 662909442When branches are going to be avaliable in Zoho Books mobile app?
Branches is a new feature activated in February in Zoho Books, but in the mobile app it is not possible to select a branch when you are making a sales order. When is this going to be avaliable? I am asking because it is a feature perfect for our businessNo Multi Lookup in mobile app
It's really hard to customize ZOHO CRM to a business workflow when you cannot use Multi Lookup fields in modules as they don't show up in the mobile app. We don't use the mobile app as a convenience, it is what we use everyday in the field. We use theAny plans to add the Documents module to the mobile CRM app ?
Does Zoho have any plans in place to add the Documents module to the CRM mobile app? Any particular reasons they decided to leave it out? I know there is a Zoho Docs app but I don't want to tell everyone to use a second app for our small amount of documents, especially when they are sales related. Yes, I can link to them through other modules (which we are doing on special circumstances), but having a view of all the folders and files from one location is better suited for us.Zoho CRM Android App Does Not List Custom Button "Schedule Appointments"
The integration between Zoho Bookings & Zoho CRM placed a default button in the Zoho CRM Contact & Lead record view labeled "Schedule Appointment". The button opens the Bookings services scheduling page and allows rapid scheduling of the next service.Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removingCRM search Address / Mailing Street in Mobile version of Zoho CRM (via android)
I can NOT search by address using Android Mobile CRM app. When I have a customers street name, but I can't remember anything else, then I need to search based on the available details - usually while on the go via mobile. Searching by Mailing Street isMulti-Select Lookup on Mobile App
Multi-Select lookup fields are not working on the mobile app. Is this a known issue? is there a fix?mobile app leads sorting problem
I set leads sorting to be in descending order by create date but it looks like the setting is simply ignored. I tried both on iPhone and Android.Task button problems
Every time I’m in timesheets and enter a task it cuts out of the app completely so I’m unable to log any times to a task. I’ve iPhone 8 it’s updated and other than this problem I don’t have any . This problem started 3 days ago. Please helpNext Page
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Announcements
All-new Zoho Projects Mobile App
Zoho Projects is now in the palm of your hand. We are glad to announce the new look Zoho Projects Mobile App . With apps tailor-made for Android and iOS, project management is now truly mobile. Working on your projects or communicating with your team is just a matter of few 'taps'. Under the hood: The visually appealing Kanban view lets you work on tasks and bugs with a simple drag and drop. Use Timesheets or the in-built Timer to log time and track work. Attach documents and images when addingCustomizing the modules listing screen, is now supported in the CRM Android App (v3.4.3)
Hello All, Here's an update to the users who were looking to restrict some of the modules from getting listed in the mobile app. In Zoho CRM Android app, we now have the option to hide the modules from within the modules listing screen, based on your requirement. However, the changes that you make here will be applicable only to the CRM mobile app. If you would like to avail this feature, please update the app to the latest version from the Play Store. After updating the app, you will find an optionSend as Email, Rich Text Editor features are now supported in Zoho Desk Android app!
Hello All! We are delighted to announce about the new feature 'Send as email' in the Zoho Desk Android app (v2.3.11). Agents can send outbound emails to new or existing contacts at the time of ticket creation. You can also convert the emails into tickets and track their progress. Furthermore, such contacts do not receive the new ticket notification. This feature will be available in the mobile app if it is enabled on the desktop site (desk.zoho.com). You can enable this feature on the desktopZoho Mail app upgrades to TLS v1.2
Hello everyone! Greetings from Zoho Mobile apps team! Keeping your data safe and secure is of utmost importance to us. As a part of our ongoing efforts to enhance security, we will be retiring TLS (Transport layer security)1.0 and upgrading to TLS (1.2) and this is effective for our mobile apps also. If you are using Zoho Mail mobile app to check your emails, check that you are using the secure version of the app to ensure your data security. If you are an Android user: 1. Ensure that you haveZoho 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 Team
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Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that getsAllow CRM mobile client on android to copy/paste contact phone number to be dialled somewhere else
We use Microsoft Teams as our phone system, so when I'm on the go, if I tap the contact number in CRM it automatically dials that number using my mobile number (GSM network) and doesn't give me the option where to start that call, like on a VOIP client.Turn off folder notifications on Android
How do I turn off folder notifications on the android app? I currently have default folders for "Newsletters" and "Notifications". I only want to get notified for emails to my inbox.Creator related lists not showing in mobile app
Am I missing something or is it not possible to see Creator related lists in the mobile app?CRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.
Sticky Posts
Zoho 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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