Call Result Screen - Android App
Information on the call result screen can be organized better. Call Subject and Call Description are the two most important pieces of information. They should be at the very top of the screen. Call purpose, call result and billable below that. Most of the other information should be at the very bottom of the screen since it will be rarely modified. Call result should be a customizable list of outcomes similar to purpose. It should be used for "Left Voicemail", "Set In Person Appointment", "Closed
using the address field to provide a map Contacts does, Events does not
I created an address field for my Event form so I could use the map feature on my iphone. This works on the contacts field, but it will not on my custom address field in the Events. Is there something I can do to activate this? Or is this just a missing feature that I am sure will be added really soon?
view Notes on Mobile
My company has been filling in the Notes field for Leads. Now that we are accessing this from our iPhones I cannot seem to find out where these Notes reside? Please assist, our Lead Notes has most of the info we need.
Zoho calendar not syncing on iPhone
I have zoho calendar & email on my iPhone and iPad. The calendar is not syncing on my iPhone, but it works fine on my iPad. No issues with mail on either device. I have tried deleting from both and only installing on iPhone but it still doesn't work. iPad running 7.0.2 (have not upgraded yet) iPhone running 7.0.3 I am thinking this an issue with the newest version of iOS but need it to work. I have set it up with Microsoft exchange server settings using msync.zoho.com Please advise
Iphone Sync issues
I set up my iphone the way the QRG explained how to. The account verified and set up in my iphone. However nothing shows up in the inbox or the calendar. Any ideas?
"do not have permission to view this module"
Hi, I reset my application on my iphone and the only thing that I can do is receive emails. If I click on a module it tells me that I do not have permission to view this module. What do I need to do to view the modules? Also, how do I change the settings so that it will stop pushing my emails to me? Thanks! Cheryl
Zoho Projects Android app not syncing projects?
I am using Projects and the Android app that goes with it. The mobile version of the website all works fine, and all projects are listed under Feed. However, in the app, only one project is listed. All the tasks and other things from other projects sync without issues, but not the projects themselves. I can't find a way to force the app to sync the projects. Have I missed something really obvious? Thanks! (if it is relevant, I started out using the free trial and then upgraded. I installed the app
Dear Zoho Team
I have an Issue with "Locate near me" map view on Android/IOS mobile devices and gadgets. If I check location of the company| contact one by one, then map shows correctly from the www version on desctop (in the company widow - check address). But It could not show me any information from my clients around 100km. only 1-2 available or nothing shows at all. Tested on IPAD 3 IOS 6.1 Google android 2.3 Google android 4.1 please refer to attach
Converted lead to transaction doesn't show information in the mobile app!
I use my iphone while I'm out meeting customers and leads and I recently converted a lead to a transaction and scheduled an appointment with the client. Once I convert the lead, I take all my transaction notes in the actual transaction and I send all emails and log all calls IN the transaction. However, since converting the lead, my iphone app doesn't show any information in the transaction screen. Below is a picture of the transactions tab. In it you can see a test transaction I made for 2222 main
Any way to see Quotes/Sales Orders/Invoices in a mobile browser
We use mobile phones/browsers to dispatch techs. Because we cannot see Quotes/Sales Orders/Invoices in a mobile browser, we use TASKS for the dispatch. We update the task when cleared and Complete the task. I then have to cut and paste the infromation from the TASK to an INVOICE. There are too many areas for errors. Does anyone have any idea how we can see Quotes/Sales Orders/Invoices in a mobile browser? Any other thoughts? Thanks.
iPhone App - transactions not showing
I went into the mobile app because I needed to call one of my clients on an active transaction. At first, no transactions were showing in my list. I changed a few things and I was finally able to see some of them. Regardless, when I click on one of the names in the transaction list, there is no information in the transaction. Something is wrong
Zoho App 2.3.1 sync issues
Since Zoho CRM iPad version 2.3.1 was released, our field folks have been experiencing a problem with synchronization of notes with Zoho CRM. When logged into Zoho CRM from the web, I can add a note to for a contact. When I look up that contact using the iPad, the contact's notes will not come down to the pad, even after clicking the refresh button. This is causing our field force great coordination difficulty because not all users can visualize retrieval of the data.
Attachements for events
Hi, I have noticed several differences between web & iPhone & iPad versions of CRM in terms of links between different entities. And it makes it quite difficult to align the info you are entering via different devices. One example - if I create an activity/event via web-browser, I can only add a note and invite people. If I create the same activity/even via iPhone application, I can also attach a file (photo...). It would be very nice, if these links and possibilities would be synchronized and would
Problem to read notes in Zoho CRM mobile in Android (version 1.12.1)
Unfortunately after one of the recent updates you did in the Zoho CRM mobile we are not able anymore to read the complete a note for contacts, only partially. If we want to read it in full the only way is to press the button "edit" and then scroll it what is not really the best way to get this information. This is really a bad situation I expect to have you correcting asap. Please inform when we can get this fix.
Problem with NEAR ME ipad app view
I have an Issue with "Locate near me" map view on Android/IOS mobile devices and gadgets. If I check location of the company| contact one by one, then map shows correctly from the www version on desctop (in the company widow - check address). But It could not show me any information from my clients around 100km. only 1-2 available or nothing shows at all. Please tell is this function ACCOUNT NEAR ME available only for PROFESSIONAL / ENTERPRICE only(as it was in test mode)???
Sync Events to App
Hello, Most of the events I add online appear in the app, although I've noticed that a few do not. I deleted the app and re installed it and they still all don't show up. Any suggestions?
Contacts in not syncing
Hi I have a problem when I sync my contacts with zoho. Every single one contact made from my phone is not synced. But when I add contacts from the zoho web it syncs just fine on the phone. I have a Galaxy s 4 phone Please help me Thank you
Custom Views in Blackberry Device
Hello! I downloaded mobile application in my BlackBerry Device. I have the follow problem. When I view Events on my device, all customs views -I edited default view- appear error message and not show correctly, past events, open events, etc. I uninstall and install again and the problem persist. Anyone can help me?
Cannot edit account data on Android
I can't seem to be able to edit account data on my Android devices. What am I doing wrong.
Zoho CRM mobile App
Hi There, The "Today's Task" section on the mobile Zoho CRM doesnt synchronise on my Android mobile app. Is there anything I can do to get this working?
Custom views on mobile site?
Sorry if this is a repeat but I could not find it anywhere. Can you change the view of the modules you see from the mobile site? In other words I have a custom view set up for my potentials page and when I access it via the mobile site I can only see two columns (Potential Name & date), which is fine if that is all I can get but if I could I would like to have another column instead of the "Name" column (and the date)? Make sense? Thanks!
Unable to view Contacts on iPad app
I'm using the Zoho CRM app on my iPad but it only ever wants to sync a small portion of my Contacts. I have about 3300 contacts, which I can view online just fine, but when my iPad tries to sync with the main server/main account it only pulls maybe a few hundred of those contacts, at the most. My Zoho App is fully updated. I've tried uninstalling and reinstalling the app, I've tried resetting the application and re-syncing the data, and I've checked all of the settings to make sure contacts aren't
ZCRM Android Native App: Users have access to custom views that are not shared with them
Hi there, From the Android CRM native app users have access to custom views from the various modules that are not shared with them in the desktop version. In other words: If i create a view in a module and select "show this custom view only to me" then users will still be able to access it via the native Mobile App. That is honestly quite disturbing.... /Bo Thygesen
User Not Showing Up On Mobile App
One of our users is not appearing on the mobile app so we are unable to assign leads, view contacts etc. for this person from mobile devices, but appears as normal from PCs. Any fixes for this one?
On zoho mobile how do I choose which contacts are on the device?
On Zoho mobile some contacts are on the device and some have to be searched for on the server. I do I choose which are on the device?
When adding Lead from iPhone address book, Work Fax number syncs to Mobile number (wrong field)?
When adding Lead from iPhone address book, Work Fax number syncs to Mobile number (wrong field)?
Sorting Open Leads on mobile APP
On my phone app, how do I sort my Open Leads by company rather than contact name?
zoho android contact/calendar/task sync - does it actually work properly?
Hello Came to Zoho hoping to find reliable email, contact and calendar services including a sync service to Android. But unfortunately things aren't quite working out. 1. Calendar is unreliable Calendar has synced for me, but right now it just doesn't work, even forcing it manually. I can't see what's changed. 2. Task sync doesn't work at all Tasks created on the device don't translate over on the Android, or vice-versa 3. Contact sync requires email addresses Contact sycn does work, but bizarrely,
How can I get the task option to reverse its way of sorting.
When I go into my all tasks section on the mobile app, the way it sorts is by priority, but it starts will the lowest. I would like it to start from the highest. Is there a way that I can revert the order? Please let me know thank you
How i can attach file in zoho mobile app.
hi i am using zoho mobile app , i am trying to attach a file from my mobile to email someone but i cant can anybody tell me the procedure to attach file in zoho mobile app, i am using Oyster mobile app..
Converting Leads to Accounts in Zoho Mobile CRM
I converted an open lead to an account on my Zoho mobile app for Android yesterday, however it did not appear to convert properly. It did create an Account and Contact, but it did not close the originating lead out, and the lead was still open and not associated with the Account. I was able to solve the issue on the web by Converting again, and associating with now existing Account as the Zoho error message advised.
Zoho Vault Mobile app - Invalid Call
On logging into the Zoho Vault mobile app, I receive the "Invalid Call" error message. I've entered the correct Id/password. I've tried deleting and reinstalling the app. What does this error mean and how to I get past it?
Unable to use Zoho CRM Blackberry client
One of our users is able to install the Zoho CRM Blackberry client on his Blackberry Curve. However he get no data in any of the tabs. Just an error message saying that the device is unable to retrieve data. He does have a valid license.
Not Logging Phone Calls Anymore
About a week ago, the app on my phone stopped logging the phone calls I was making. Tried deleting and reinstalling and still didn't work. Anyone else have the same problem?
not sure that all my contacts are sync into my mobile
Hi guys How can I check that all my contacts are sync on my mobile phone ? One of them is missing, I'm sure. Thanks Didier
Duplicate custom fields within contacts exclusively - buggy problem in mobile edition
Have an issue with duplicate fields displaying in individual contacts within the mobile app only. This is latest version running on an iphone 5. Effectively, we created every field including addresses as custom fields, within both leads and contacts, so is no difference in the info displayed between the 2 different views. Only fields that aren't custom is names, title, mobile and phone. I know this is maybe an odd set up but it gets around some issues we've had forced by Zoho and works to date with
Zoho CRM Mobile Sync
Hi The Activities section is not syncing properly with the iPhone app. Is there something wrong?
Newest Zoho CRM update on Android removed all potentials
I updated the Zoho CRM app on Android this morning only to have the potentials erased from the device. I reset the application and it still reads "No Potentials". I ensured that it was pulling the data from the server but I still get the error.
Get "Activation Required" message when trying to log-in to Zoho Android App
I had been using the Zoho Mobile App for a couple of weeks on my Android phone, when suddenly today I got this: "Sorry but you do not have permission to access the Zoho CRM Android Application. Please contact your Zoho CRM account administrator for any clarifications." Here's the thing, I am the administrator and the app was working fine last week. I haven't changed any of my own settings, and there is no option (none that I can see anyway) for activating mobile access in Subscription Management,
Cannot Sync may account with Samsung Galaxy S III and android JellyBean 4.1
Is there an app to take care of this?
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