#Tip 8 - Call logging in Zoho CRM
Making phone calls is one of the most crucial roles of a sales person. Every day, sales reps make a lot of calls, and it is impossible for them to remember everything that was discussed during the call at the end of the day. This is where call loggingDisplay 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.Zoho Email App - Font size doesn't seem to respect html
When I send a test (html) message to myself and read it in the Zoho email Android App, text appears with a tiny font, even though the email composer (Mailerlite) was set to font size 20. Around 11 words per line. If I view the same email in the gmailIssue with Bigin App Loading
Bigin after login into the Android app just shows the loading page. And nothing comes on screenhow to change agent status through zoho desk mobile app?
how to change agent status through zoho desk mobile app?Log Call Data in CRM?
Is is possible to automatically log calls from mobile devices that have the CRM mobile app back to CRM account AUTOMATICALLY? I want to be able to report and view incoming/outgoing calls to contacts/leads/potentials by Agent for auditing purposes such as looking at missed calls and if they were called back etc. ThanksBooks app and charging customers
This year we have been happily taking payment from customers in their home via the Books app and charge customer. It has been useful for a few customers plus as a backup in our showroom. I was a bit surprised yesterday to find the option on the app hadZoho crm mobile convert quote
When we will be available to conver quote to sales order or invoice through mobile app of zoho crm? I don't want to here about roadmap. Be more specific when. It's a must to do.Zoho Mail for Apple Mail plug-in
Dear Zoho, we'd love to have an Apple Mail plug-in like MailButler to be albe to use the Zoho Mail feature (snooze, send later, tracking, context sidebar to see and edit contacts, accounts, deals,...) inside the macOS default APP. We'd also love to see tasks and notes synchronized with Apple Reminders and Notes default APPs (currently only calendars works). Please keep us informed! Kindly regards Marco CarolliYour Phone (WIndows 10/ 11) Integration
Hi, We are using Your Phone app of Windows Operating System in Laptop and PC which is sync on our mobiles phone. Now, We are thinking if you have plans to integrate with this app. Thanks, RonZoho CRM Campaigns in iOS
Why does the Zoho CRM iOS apps not have crm Campaigns module?CRM and Desk integration in Mobile App
Team, can you tell us when the CRM and Desk integration will be supported in Mobile App (Android and iOS)? Is this already in the cards or yet to be designed & implemented?Only "open" and "other status" columns in mobile status mode
Has anyone found a way to add more status columns like you can in the computer client? We work our tickets by status and having everything lumped into "other status" makes the mobile client hard for us to navigate. Hoping I'm just missing something!Is it possible to log incoming calls from unknown number on my mobile?
I've got a tiny company and for me is curial to register incoming calls to my mobile from UNKNOWN callers and convert them to leads. Is it possible using your program?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/updateWhen are we going to be able to see project events on Mobile?
This is needed badly IMO. As well as real calendar sync with Google calendar or Zoho crm calendar. It's crazy that I have to schedule project events in CRM so people can see them on their calendar. ThanksiOS 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.Notifications not working
Hi Zoho I'm using the ZOHO desk app and i'm having trouble activating push notifications. I've change the setting in my app setting and also activated push notifications in the app but when i return to the settings "push notifications" is again unselected.Check-in and check-out feature in Zoho Mobile CRM
Some of my clients are asking to a check-in and check-out feature via the Zoho CRM mobile App, so the their sales team would have to prove a visit to a client via GPS check-in and check-out. My question is: Is it possible? How? If not wouldn't be great? Thanks!Task Billing Types in Project Android app
There appear to be two problems when setting Billing Types in the Android app: The field names are "technical" and need tidying up (see Screenshot_20210616-162223_Zoho Projects.jpg). You'll notice this applies to several other fields too. The billingTurn 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.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 : (ItUpdating 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.Zoho 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?"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 trySending 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 businessAny 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.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 removingNext Page
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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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#Tip 8 - Call logging in Zoho CRM
Making phone calls is one of the most crucial roles of a sales person. Every day, sales reps make a lot of calls, and it is impossible for them to remember everything that was discussed during the call at the end of the day. This is where call loggingZoho Email App - Font size doesn't seem to respect html
When I send a test (html) message to myself and read it in the Zoho email Android App, text appears with a tiny font, even though the email composer (Mailerlite) was set to font size 20. Around 11 words per line. If I view the same email in the gmailIssue with Bigin App Loading
Bigin after login into the Android app just shows the loading page. And nothing comes on screen
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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