leads/account/contact near me don't work
Hello Zoho Team, I tried the function "leads near me" and after 15minutes only the 52% was downloaded = 21 names (my DB is about 2000 names spread all over the country so I expect to find in the radius of 10M no more than 20-50 names). In other words it is impossibile to use it because it is expected to offer a quick help while in the trafic to recover a meeting etc etc. and one can't wait 15 minutes (!) to see an aswer. Same issue for "accounts near me" and "contacts near me" as well. In the past
Logged call times are showing up differently on mobile vs. the desktop version
When I log a call in the desktop version of zoho it records it opposite of what it is logged at. Example is yesterday I logged a call at 4:38 pm on the desktop and on my mobile phone it shows 4:38 am.
Cannot set up Exchange ActiveSync on Nexus 7, Android Kitkat
Hello, I am trying to set up an Exchange Activesync account on my Nexus 7 for my e-mail / calendar. I have enabled Activesync for my e-mail address. I have sucessfully done this on my Samsung S3, and also want to do it for my tablet. Using the instructions here http://zsync.zohosites.com/Android.html, I create a new account (A "corporate" account, not a "Microsoft Exchange Activesync", since I don't have that option on my tablet.) And I set up my Incoming server settings, I use msync.zoho.com,
SORT Order for Android Mobile
On my Android tablet, I have the settings option within a lead view to filter/group. But on my mobile device, It's not present. I'm on Galaxy S5
can't find Cases associated with Accounts or Contacts
I don't understand why you can't find all Cases associated with an Account in the mobile app. It is absolutely necessary for me to be able to see a case history for any given Account. This seems like a basic necessity and an obvious deficiency. I can see all notes, potentials, and events, for example. Why not cases? This is really holding me back.
Customized related list not showing up in mobile
I have associated a product to an account using a lookup field. It shows under the related lists for accounts on the desktop version but I do not see this list on the mobile version under accounts
When will custom modules be available on the mobile device?
We're looking at rolling out a couple of new modules that deal with specialized sales campaigns, but it's critically linked to our success with this that they be available to the users on the mobile platforms (iPhone and iPad). When will this feature be rolled out?
Mobile App: Finding all cases related to an Account
Searching cases in the mobile app is pretty useless. It would be better if you could find all cases related to an Account. You can already see all potentials, notes, attachments, etc. that are related to an Account. It seems obvious that this should be supported.
No contact sync with iPhone5s
Hi Zoho Team, i have a problem with the sync of zoho contacts on my iPhone5s. I have two accounts on the phone. A business one , with notes traveler app and zoho as exchange, push is enabled. I set zoho as standard account for mails and contacts. Yet when I add a contat it ist not in zoho (web) . Could You help me please? Thanks in advance. Edward99
duplicate calendar entries
Hi When I started syncing my android phone with zoho through active exchange all the calendar entries came double on my phone. Everything. I tried to delete one of the double entries and it delete both. Can you help me please. I own a Galaxy S 4 phone P.S the active exchange method is not working well.
no update account and not use app Apple
I can not find any "+" button on the page about zoho crm on the app. I uninstalled it, downloaded again but the problem is always here thanks
Upgrade from free to try professional to add new on iPad.
Hello. I upgraded my account from FREE TO TRY Professional, but I can not still insert data from the MobileiPad . thanks
New on iPad
Hello to all. I'm the only administrator of CRM. Why do it prevent me from adding data on the iPad, saying "you are not allowed to add information?" Thanks Carla
Ipad App Task Question
Hi I saw this app for the first time, I have noticed that the tasks fields do not match those of the desktop version. I.e. there is a Due Date field but no Remind At field. So i cant set a date and time for this task to show up and i assume its the same for events? To be honest i am not even sure why i need to set both Due Date AND Remind at, id rather just use the Remind At field as it's time consuming to set both of them. Can someone please explain if i need to have DUE DATE on the desktop version
Mobile views is not correct
Hi When I go to the mobile Zoho app on my iPhone 5 showing the opportunities it is not the same as in the on line version. Most is not even visible.
msync.zoho.com - Mobile sync Problem
My exchange mobile android sync (msync.zoho.com) have stopped working. No settings my end have changed. I have not had issues in the past, however I am now getting an invalid credentials (user name or password incorrect). I am also using imap access on android with Two Factor Application Specific Password, this is still working, so the problem must be something to do with mobile sync (msync.zoho.com). Anyone else having this problem?
Mobile Events Request
When I access MY EVENTS on my iPhone, is there a way to make the app default to showing TODAY? I always have to scroll from a year ago down and down and down until I find today's events.. Thank you.
Billing Address does not populate
I noticed that when i'm entering a new company (account) into the zoho mobile crm app, all of the information i enter is being saved except for the "Billing Address". This is curious to me since this is a native field for Zoho. Can you please fix this issue so i can add all of the data i need through the app. Thank you, Boris
Not seeing all accounts and contacts
Just started using Zoho CRM Mobile App for my iPhone. I am missing contacts and accounts which are in Zoho CRM and I am the owner of the records. Is there something else I need to do to get my all my contacts into the mobile app?
ZCRM Mobile Bug
I have renamed the Potentials module in ZCRM to a name that is more intuitive for me (Opportunities). When I initiate a call from a contact I am given the choice to log the call upon completion. When I try to log the call I come to the "related to" lists. I choose "Opportunities" from the list and then select the next field. However, when I select the list I get a message telling me "Lookup is available only for Leads, Accounts, Contacts and Potentials modules." It appears that the mobile app is
mobile app modules-need ability to enter sales!
it sure would be helpful to be able to enter a sales quote or sales order on app. its a problem because you could receive a call with an order and not be able to enter it on mobile app...have to wait until you get back into office?!!!
Log a Call Function on the Mobile App does not allow the "Create Follow-up Task" to function - Any workaround?
Has any found a way to Create a Follow-up Task while Logging a Call on the Mobile App? That option does not currently appear during the Log a Call Task (like it does in cloud version). Just wondering if anyone found a way to make that happen by an automated workflow process or some other customization.
Reply to email default field / email crash (mobile crm app)
Two bugs that urgently need to be fixed 1) When you reply to an email using either mobile app, desktop or mobile device browser, the cursor defaults to bcc field. Extremely annoying. I'm sure when users click reply they want to go straight to the body and start typing etc. 2) On Android crm app for tablet or mobile, when you send email the app crashes and then needs to restart. It seems it sends before it crashes but still to be safe were constantly crashing, reopening, checking to make sure the
Call log pop-up stopped working on Samsung Note 2.
I've been trying out mobile Zoho CRM for 4 days. Until today I could place a call from contacts and when finished, a question would pop-up asking if I wanted to log this call. I could then enter call details as needed (a very convenient feature). Today this feature stop working now i.e. no pop-up questions, just return to contact screen when calls are ended. I have not installed any other software since Zoho CRM, and tried reinstalling it today, but still no joy. Also could not find any settings
Unable to make changes to calendar appointments from mobile app
Appointments/events are booked for our sales reps. But they are unable to edit the date or time or details of their appointments through the mobile appt. they may get a call asking to change the time of their appointment, but cannot change it unless at a computer.
Zoho iPhone App - fields not updating; calls made through app not showing on reporting / dashboards on web app
Hello, Two issues with the iPhone app: 1. The fields on the iphone app will not update (ex: new call or event types are not appearing, and deleted ones still appear on mobile app). 2. When I log calls through the iPhone app, the activity is not appearing on my reports or dashboards which specifically filter by that criteria. For example, the weekly call activity will exclude any calls that I log via the iPhone app - I have to then log-in through the webapp, press edit and save, and then the calls
CRM search function in Mobile version of Zoho Mail (via m.zoho.com)
Hello, I have a few customers that like to use m.zoho.com to access their Zoho CRM and Zoho Mail accounts on their phone. In the full site version of the Zoho Mail there is an option via the Compose Mail window to search for contacts that are in the CRM. This appears to be missing in the m.zoho.com version of Zoho Mail. Or is it accessible via another way in the m.zoho.com Zoho Mail - (please advise how to) If it is not available are there plans to extend the search function to include CRM contacts
Zoho CRM Mobile App
In the mobile app, when creating a new task, there is no option to add a Reminder, which there is on the web-based view is there a way to do this?
Zoho iOS app attachments
Zoho iOS app says "You need to be signed in to upload the file to Zoho CRM" when trying to attach a file from another app into a leads attachments. Tried with TurboScan and Google Docs and both said same error. Happened on some update I did about 2 months ago. Any plans to fix this in the future? Thanks
Can not sent email from my iPhone
Can not sent email from my iPhone I just can receive email, but I can send and receive email on zoho using desktop, please help me Thank you
Please help with mobile sync
I am completely new to the Zoho applications. I'm attempting to enable the mobile sync functionality from my LG G2 android phone (version 4.2.2). No matter what options I put in for username and password (full email, partial with separate domain entry) I get a message that authentication failed due to wrong username/password. However, the exact same credentials log me into the Zoho online services just fine. I've even changed passwords to make sure it was not a case of being locked out. Thanks
Zoho App Says: No Portals Received from Server
I have downloaded the Zoho Support app and would like to log in to my account to look at tickets and such. When I use the login that I use on the zoho support website, I get a "No Portals Received From Server" error. It then keeps me loged in but I cant get past the swipe to the left page. Any suggestions????
Start on power on and run in background
Using zoho crm mobile app for android. It seems the app works when its loaded and if loaded and the "minimized". Can then click and hold home button to see active apps and go back. However it doesn't seem to load after the device is restarted or powered on from off. Likewise, I just did a restart and went to the application manager in settings and do not see ZoHo CRM mobile running in the processes. Is there a way from within the app or standard android os to force load on startup of the app or listener
problem with ios app
It happens all the time. When i close task in web client, it's not become closed in ios app.... What can I do? After i close task second time in ios app, i look logs -- in logs it is closed twice...
Error converting leads in the mobile version of CRM
I am experiencing a problem converting leads within the iPad and iPhone apps. When I enter the information and hit the convert or done button, it shows an error message and does not convert. When I log in from a different device, it converts without a problem. Is there something I can do to fix the device I am trying to use? I have updated the software regularly and tried resetting the app on both devices and it does not work. thanks
Mobile Sync Calendar Events dublicated (Android/Samsung)
Hello! Last weeks I sometimes had calendar items twice, since when syncing, zoho created a dublicate entry for every event. Since yesterday it's even worse: on every sync, the event is dublicated. So I get hundrets of copies on each event and hundrets of reminder emails. There must be some incompatiblity between android exchange sync and ZOHO since the last days. Is there any information about that? All the best Jan
Error starting ZSync: Module 'Zsync' does not match codfile timestamp of sibling module ''Zsync-1'
To whom it may concern When I try accessing the Zoho sync app for my blackberry that I downloaded from the following link: https://msync.zoho.com/bbsync It shows the following error message "Error starting ZSync: Module 'Zsync' does not match codfile timestamp of sibling module ''Zsync-1' Please assist as soon as possible. Thank You.
Issue with Duplicating emails
Hi, Everytime I send an email from my PC, my mobile will receive a copy of it as a "new email". Is there a setting which I can put a stop to this? I have set up email configuration on my Samsung Galaxy S2 (Android 4.0.3-ICS) as below: SMTP settings Zoho Mail SMTP server address: smtp.zoho.com Zoho Mail SMTP user name: Your Zoho Mail address (example@zoho.com, for example, or your own domain's email address, of course) Zoho Mail SMTP password: Your Zoho Mail password Zoho Mail SMTP port: 465 Zoho
See notes, tasks, etc in Contact record on Android Mobile App
This post is specific to the Android App. When I look at a contact record, I have absolutely no way of knowing if there are any notes, linked potentials, tasks, etc for the contact without scrolling to the bottom of the page and then clicking to open each of these items. IMHO there is no need to hide the notes, calls, tasks, etc behind another menu. Scrolling on the phone is fast and I can swipe up and down much more quickly than clicking on 5 or 6 different items to see if anything is inside.
Simple Contact Records - UI Improvement for Android App
This post is specific to the Zoho Android App It seems rather silly to have to scroll through 2 screens of often blank fields just to get to the data that I'm looking for which are the recent interactions with my prospects, namely notes, recent calls and appointments. All empty fields should be hidden in the UI unless editing. Lesser used fields or fields that are generally unused on mobile devices should be hidden all the time (email opt out, etc) Address fields should be consolidated into a simple
Next Page