CRM mobile app - near me features do not work properly
I am using ZOHO CRM mobile on iPhone 5 and Android. Accounts near me - feature does not work either on iPhone nor on Android. I could not yet match a reason why it does not display any accounts nearby. Adress information is completely and identically placed in shipping and billing adress. Pressing the button displays the message both on Android and iPhone: No Accounts found. Contacts near me - on Android it displays only one of 3 available contacts within the same account which is placed nearby.
mobile phone calendar app
On my iPhone the calendar shows Saturday as the first day of the week. How can I change that to Sunday ? Regards, Bruce
I really miss slide to unlock
#1 every time I open my ios devices I get reminded of the annoyance of the missing slide to unlock. 3 ios devices with 3 different home buttons. I really hate the press to open. also it keeps tipping over my ipads with apple covers when pressing. Also when things go fast I still end up in panic... just pressing the button again and again. dont understand why users were not given a choice between how to open. In stead I end up in fast message and widget menues... that I rarely use anyway... especially
Exchange server failure
Hi ive been triying to configure my iphone with the exchange active sync configuration and even thoug it firstly says that evreithing is ok and verified, then it strarts asking me for my password as if the password used is incorrect i keep writing mi password but it just wont take it, do you have a solution for this?
Viewing emails in the CRM iphone app
Is there a way to see the emails sent and received with a contact in the iphone app? This seems to be missing and it is the main way we communicate with our clients.
Over Mobile CRM 400 contacts, events, attachments, call logs created on Mobile app will not sync with the server. Also, my google calendar will not sync with the created events.
I've tried everything, but the Mobile CRM app will not sync with the server since I started using the new zoho CRM desktop platform. Error message: "Info: The records in this view are yet to be synced with the server. This may be because of scenarios like intermittent network, layout changes made on the desktop not synced with the app etc and may need manual intervention to have the addressed. You may select the respective record to view the actions to be carried out". I have not made any changes
Taskz on Android not loading
Hello, I just downloaded the Taskz app, and it had the "loading" screen for several minutes. I closed and restarted the app and didn't have the problem, but as soon as I added a task, it crashed. After another restart, back to the loading screen for several minutes. It's now asked me if I want to rate the app, but is frozen on that screen. I can see from the google store that a lot of people who have managed to rate it are having the same problem. Any chance of a fix, or any advice? Thanks.
Zoho Mobile map : leads near me
Lead near me dos not displays leads on the map It is possible to choose to up to 100 ML or KM. When zooming in there is a cercle around the point on the map. I have the impression that the 100 only shows a cercle of 100 m and not 100 km or miles. I have the app installes on a samsung SM-T530 Any ideas how to resolve this problem ?
Mobile CRM not rolling tasks
My tasks aren't showing on the home screen of the CRM Android app. I have overdue tasks and none of them show up today. They only show up on the one day they're due (ie two days ago and never show again. Making it easy to forget). They don't roll over if they're not completed. Shouldn't they show up on the home screen as long as they're not completed?!
Call Logs Only Works Part of The Time
Hello, I have been using Android CRM app to make calls and I am logging my calls after I complete them, but it's a hit or miss if the actual log shows up under my contact's activities. Sincerely, Will
Why do is there a Related tab on the mobile app for Tasks?
I don't understand why a Related tab is shown under Tasks on the mobile app, since i don't see how Notes or Attachments can be added to a Task. I must be missing something so hoping someone can explain. Thanks!
Mobile app- refresh
I find that I am using the web app and the mobile app at the same time. When I make a change on the web, is there a way to force a refresh on the mobile app? I don't see a refresh button, so have been just clicking on a different module, then returning to the desired module, which seems to work, but would be better if there was simply a refresh button. Thanks
How to configure my Iphone so I can set up reminder on new task ? ( now its shaded gray)
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Showing "related to" on mobile app
Regarding Tasks on the mobile app, the "related to" Account or Contact is not shown. This results in a very difficult to use Task list since it is not very helpful to see a list that shows a bunch of descriptions that all look similar (ie "Call", "email", "follow up", etc) So, first off, I strongly encourage Zoho to add the related to info, and second, does anyone have a suggestion on how to get around this problem currently? Thanks
How to Edit an attachment instead of always adding a new one using iPhone/iPad app.
In the iPad app, when you take an attachment related to an account and you send it to another app to edit it and then you edit it. If you send it back to Zoho, it attaches it as a new attachment. Is there a way to overwrite the current attachment rather than creating a new attachment instead? Thanks! Craig
Mobile app crashing
I can no longer open the Zoho CRM mobile app on my iPhone. Every time I try, I see the start screen for a few seconds and then it crashes. I have an iPhone 7 Plus, running iOS 10.1.1. Does anyone know of a solution to this?
Custom functions not run on the CRM mobile app
Hi, I have a custom function setup to update various fields when Potentials are updated and it doesn't seem to ever run if a user updates a record via the app. If updates are done via a browser then its not an issue and everything works fine.Its just the App that causes the issue. Does anyone know if this is a limitation of the App? If so is there a list anywhere of what customisations are supported by the App and what aren't. Any help would be appreciated. Thanks
Profile Picture not showing in iOS
I have a profile picture setup on my CRM account, and it displays in the web version. However, in the iOS version, it shows as the generic "head" icon (those users without a profile picture show up as their initials). The picture I uploaded was 450x450px. Is this something I've done incorrectly, or is it a known limitation? {Previously posted in CRM Forum}
Android App Crashing After Logging In
I cannot get thru to the CRM at all after logging on to the APP? Comes up unfortunately Zoho CRM has stopped. Fist time it crashed was when it came up loading data, now as soon as the app is opened it crashes.
USER_NOT_ACTIVE when trying to start from the mobile Zoho CRM
Good Morning. I downloaded a Play Store app called Zoho CRM and when trying to log in with my e-mail and password I get a message: "USER_NOT_ACTIVE", how to solve it to access that program?
My CRM phone app - wrong prefix
I am in US and recently found that the CRM app is automatically adding 011 to dial outside the country rather than 1 to dial inside the US. How can I correct this ? Thanks
email sound alert stopped working
Hi, randomly my email alert sound has stopped working, Nothing has changed, i rely on that sound now lol ive uninstalled and reinstalled the app. ideas? Kate
Custom View for Potentials
I have created a custom view with Potential Name, Account Name and a custom field. When I open this view in mobile web or even in mobile app, I don't see these field in the view. I still see Potential Name, Stage, Amount and Closure date. Am I doing something wrong or this isn't supported ? Also, how can I filter on the fields in the view list on the mobile app or mobile web ?
Zoho Project - Android App
I have a user who is an admin. She is not able to see all task that we created in the Task section on the Adroid App. That task section only show her 2-3 task. She need to uninstall the App, and retinstall to get the new task added. Please tell me how should I get this issue solved in a correct way?
Mail - Android - Sounds
Hi - how do I stop the app on my phone making sounds notifying me that I have received emails? Thanks,
Zoho Sheets App doesn't work anymore - iOS 10.0.2 issue?
I'm using the "Zoho Sheet" app on my iphone 6 (iOS 10.0.2) in parallel to the browser on the PC. Up to Tuesday or Monday it was working fine, I was able add data to the sheets when I was on the road. But since Tuesday (2016/10/11) the application hangs when I try to display a sheet, on the upper screen the rotating circle is visible with text "Verarbeitung ..." (German for "processing"). I tried to kill and restart the app, doesn't help. I tried to reinstall, doesn't help. On my iPad 3 (iOS 9.3.5)
Iphone mobile zoho app - task timer stops when iphone screen is locked
Hi: I want to use the timer option in zoho-project app on iphone to track time spent on a given task. However, the timer stops ticking when I lock the screen. Can this be fixed? Thanks Sk
Zoho projects iOS application
hello, i've installed the Zoho Projects app on my Iphone and it looks like the notifications are not working as expected. my previous device was an Samsung (Android) and here this was working great - push rich notifications without opening the app warning me each time i was mentioned in a comment, assigned to a task,... but within the iphone app i can only see this notifications if open the app... thanks, Stanislas
Zoho on Android - Error in loading
I just signed up for Zoho and imported a spreadsheet. It works fine on the computer. I downloaded the app on Android, logged in and I can see the doc. When I try to open it I get the following: "Error in loading" That's it. No other details. I copied the doc and the copy does the same thing. Still opens on the computer, but not on my phone. Anyone able to assist? Thanks.
Push notifications no longer working
Hi Zoho Team, I have been running the Zoho mail app on iOS8 with an iphone 6, and after disabling push notifications once I have not been able to successfully re-enable them. I have tried: - signing out, then back in on the app itself - removing, then re-installing the app - ending all sessions in the settings section on the desktop UI - deleting all the API tokens in the settings section on the desktop UI Upon re-installing I should be prompted by iOS to allow push notifications (which I am not).
Zoho CRM for iOS app: Where did my message button go?
I have recently begun using this app on my iPad Pro more and one day it had a message button along the bottom where I could see emails, and the next day it's gone. Have I done something wrong and can I get it back? I no longer have access to emails within the app. Thank you for your help.
Zoho website will not show contacts that are in my iphone
I have Zoho CRM on my iPhone with lots of contacts and they are not being synced to the online profile. Is there a plugin, a button or a magic dance that I have to do in order to get them to sync?
[Free Version] How to create an email reminder for tasks?
I know that the CRM shows an alert inside the app in due date for a Task, but I need to send an email, because one of the users do not feel comfortable with the app on the cell phone. Is there any way to do this or something similar? Thanks in advance. Sé que el CRM muestra una alerta dentro del sistema cuando llega el momento de ejecutar una tarea, pero necesito enviar un correo electrónico de recordatorio ya que uno de los usuarios no se siente a gusto con la aplicación en el móvil. ¿Hay alguna
iOS: Only one photo shares when selecting multiple photos
When I try to share a Moment or multiple photos from the Photos app to Zoho Mail, it only attaches one photo. For example, I selected 4 photos and when they were passed to Zoho Mail, only one attachment displayed with a name of FullSizeRender.jpg. Seems like a bug. Can you replicate?
Android Syncing
I am saving contacts on my android phone as a Microsoft Exchange Active... But they do not show up in zoho web. In fact no contacts seem to be syncing either direction. Mail is syncing but not contacts or calendars. Is this a known issue? Regards, -dave
Server error on mobile app
After changing display name on the website, I did as suggested by another thread to clear application data for mobile app in order to have the updated name on email sent from app. After doing that however, I can no longer send mail on the mobile app, it always respond with server error. With webmail and m.zoho it is no problem. HELP!
Email Signature Support for Zoho CRM App
As the the title says, currently Zoho CRM on the mobile doesn't include a signature when writing an email. The Send Email function on the website-version of CRM does have this functionality, with the signature being pulled from what's defined in Personal Settings. It would be appreciated if this functionality was extended to the mobile app version of Zoho CRM as well.
Gamescope
I created a game for our team and today I'm noticing that activities, like adding notes, are not being counted in the game or towards badges when made from the mobile app. Works fine from desktop. I feel like that is critical as most sales activity updates, like notes, are from the road and I must have missed a step in setting this up. Thanks for the feedback.
send mail with the group email address
Hi, I want to create a group with the structure contact@domain.com. This way the mail can go to more than one accounts. But how can I send a mail with contact@domain.com as sender, instead of myname@domain.com? Is that possible? If yes, how? Regards, Jos
How can I send an email template to someone from Zoho Mobile?
In the Zoho Mobile application I can see the templates buti have no way of emailing!
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