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.How to check task starting time in zoho mobile app?
I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check aAccessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature notAdding 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!Help - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile appShared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingShared Mailbox in iOS app
Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? SomebodyDelegate 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, JakeCreate task from email
Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?Agent Collision Missing from Mobile App
Please add Agent Collision capabilities to the mobile app.Zia Sentiment and Functionality on Mobile
Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhoneView Contracts and Support Plans on Mobile
We would like to be able to see contracts and support plans from the mobile app on iOS!@mention not working in Mail
Am I missing something? When trying to forward a message there is a hint you could do this also by "@mention" at the end of the message. When typing (for example) "@s.." there should appear addresses from my contacts, shouldn´t it? But nothing happens! So what can I do? Best regards and thanks for any help in advance! JH P.S.: Sorry for my bad English.Categorize Tickets Through The App
I used to be able to categorize and assign tickets through the app without any issues. However, for the past year, whenever I try to edit a ticket, select a category, and click save, it doesn’t actually save the changes. As a result, I haven’t been ableBar left hand side iphone app
Hi, using the Zoho Mail app on my iphone and I can see that some emails in the list have a thin, pale bar at the left but I have no idea what this signifies? See image. Any idea? ThanksInline images are not shown on iPhone
When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when readingdelete contacts from phone
Hi, I have Google contacts as my main contact list, and in the past have had it sync with Zoho contacts. I wanted to clean everything up, and start over with Zoho, and import all the clean contacts from Google. I deleted all my Zoho contacts on my computer,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 joiningName 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?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.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?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 thatBUG 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 MarcoMultiple 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.PGP 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 keysHow 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. PleaseMail 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?Zoho 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?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?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..Hard to use Zoho Desk app for iOS
We often communicate with colleagues about tickets from clients. We use Slack as chat. In chat we refer to tickes using links to tickets (this is obvious). The link looks like this https://support.marketmixer.net/support/marketmixer/ShowHomePage.do#Cases/dv/c29ebf16fdf488af46583ee14320f40a0b498ee34174141d It is easilly opened on my desktop. Also you developed beautiful apps for iOS that I installed. My question is how do you expect we should use your mobile app if I received the above link form myApp Calendar View
A calendar view by day, week, and month are the easiest way to manage and schedule time. Are there plans to add a calendar view for the "Zoho Projects" android app?Next Page
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Announcements
Announcing New Features in Trident for macOS (v.1.2.0)
Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,Knowledge base articles is now available in the Zoho Desk mobile app!
Hello all, As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization. We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app. This feature is already available for Android users. KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update theAgents 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 comprehensive
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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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