price books discount do not update the total value on mobile
I am having an issue with updating the discount and the total when creating a sales order from mobile. From mobile when i create a SO, i select the products, enter the QTY and choose the price books, Then i tap on discount field and I check "from associated price book" and tap on Calculate, the discount value and total do not update, the total remain as list price x QTY. The saving of the SO record still do not show the price book discount to be effective. When I edit again the newly created
Switched to a new iPhone and now sync and google authenticator aren't working
I was able to login to Zoho Mail after initially having some difficulties with setting up google authenticator on my phone. Once I passed that hurdle however, Zoho app was not sending me push notifications as I requested in the settings. I just tried to delete and re-install and now the Zoho is not verifying the google authenticator code. I even tried texting a code to my phone, and that didn't work either. Any help would be appreciated!
Zoho CRM - Email Quote and Invoices from Mobile App
It would be ideal if users could create a Quote or Invoice record via the mobile app and then email it directly to the customer.
Cannot View Documents In Zoho Projects Mobile App
Hi there, Seems like there was an upgrade over the weekend. Since then, I cannot view documents created in projects on my iPhone. Thanks, Chad
Zoho CRM not refreshing emails
Hi Support, Zoho CRM not refreshing emails again. This is a common problem which has been ongoing for the past few weeks and having read the thread other users are having the exact same problem. Why does it keep happening? and when will you actually fix the problem properly?
Feature Request - iPhone App Add Call Import New Contact from Phone
Greetings, I would like to make a feature request for the iOS app. When adding a New Call from the iOS app, the only option for adding a new contact is to manually enter the information. However, when viewing the list of contacts, the user has the ability to import a contact from their own device. This option should also be available from the Add Call screen. Thanks! Jon
Mobile site issues with notes
I have noticed that my notes have not been saving when I use the mobile site. Today I had to get on a laptop and re-enter everything in. Also, I cannot see my previous notes on the mobile site.
Android App - Unable to create task for team member
Hi, I'm having a problem with the Android app (on a Samsung S7 phone) where i can't create a task for a team member. There is no problem on the web I/F or on the iOS app - you just select the team member from the drop down list. On the Android app you can only select the actual user in the drop down list, none of the team members even appear. I would appreciate any help anyone can offer. Thanks! Gary
Time is off by an hour
Ive got my time zone set to Central Daylight time and when I create an even on my computer it all looks fine. The same event on my iPhone is one hour earlier. How do I change this?
Sharing text to Notebook removes line breaks
I'm migrating notes from Evernote to Zoho Notebook by selecting all the text in a note in Evernote, choosing the Share... command in the menu that appears over the selection, and selecting Notebook as the destination. Unfortunately, all of the line breaks get removed from the text in the process, so in Notebook it's all run together as one paragraph. This isn't an Evernote bug: if I share the text to Mail, the mail message has the line-breaks in it. So it's the Notebook sharing extension that strips
zoho crm ios and mail issues
I am getting an error when i try to send emails from zoho crm thru the mail app. when i go into the mail composer in settings, and try to change the default composer to Zoho mail, it says you have not subscribed to zoho mail. any suggestions on how to fix this?
Product Entry on CRM Mobile App (Quotes, Sales Order)
When adding PRODUCTS to Quote, Sales Order or Invoice in the zCRM mobile app if the user enters the product code the product is not searchable and isn't displayed on in search results. We set up "product code in the "Products" set up in the module search option and yet still get no product to display when searched by a product code is search section of "add product" to a quote, sales order or invoice The only search option available that is current working is to search by a keyword that is part
Mobile Calendar Time Inaccuracy
When I post an event using the mobile app (Android version, but memory serving, my friend with the iOS version has the same problem), the time is set three hours back from the intended time. For example, if I have an appointment set for 11:00am, even though I clearly set the event to that time, the result is erroneously 8:00am. I assume it's a time zone issue, but I can't find any settings in your mobile app to fix it. Am I missing something here?
subtasks in taskz mobile app?
Is there a way for me to see subtasks under a main tasks using taskz mobile app? Thanks.
Zoho sync for Android doesn't work properly
Hello, I've installed the Zoho sync Android App and I got two issues. First, only a few contacts are synchronized. On my mobile device I can only see 18 of 150 contacts. Second, the calendar syncs only in one direction, from Android to Zoho calendar, but not vice versa. I'm using Android 5.0.1 on Huawei P8. Thanks in advance.
Zoho Mail Admin on Android Tablet
The Google Play Store shows "your device isn't compatible with this version" when trying to install from Galaxy Tab 3 (Android 4.4). The minimum Android version is 3.1. Is it a phone vs. tablet issue?
Can't Empty Spam on iOS Mobile
Hello, My customer (using a different Zoho account from the one I'm using here fwiw) can't empty spam (or trash) on her iPhone 6s. I can sign into her account on my desktop and everything works fine, so this is just a mobile Zoho Mail app issue on her end. When she selects her spam folder and the list of spam email is displayed, she then touches the "empty spam" button, which seems to work fine. The folder is emptied as it should be. However, when she returns to her folder list, the parenthetical
mobile calls are not saved automatically
Hi, I make calls from the mobile application but in the crm are not saved automatically. The following error message is displayed:
Zoho crm android app
Hello Folks, I am fairly new with zoho crm and so far it has been a stuggle. I can not open an attachment in an email that is in the zoho crm app. When I try to open it, it says that it is an unsupported file. It doesn't matter if it is a jpeg, pdf, word, etc. I can however open them if I go to my email client just fine so I know it isn't a device issue. It's stupid that I have to keep going to 2 different email client areas. I thought the point of a crm is that everything is in one place and saves
Can't download attachments
I can download email attachments in zoho crm app in the messages area. I get unsupported file type error, however if I use my email client I can open the attachments. I'm trying to open pdf, jpeg, word, etc and cant. I thought the point of a crm is to have everything at your fingertips and to speed things up. I is sad that I have to keep jumping between different apps and taking longer to do a simple task. Any help would be great. Ryan
Issue in lead conversion using Zoho CRM mobile
I am facing a problem with my sales team who are using CRM mobile app where some device does not allow the lead conversion and other devices is working fine even with the same user account The issue is when user choose to convert a lead to a potential and feed all the related mandatory fields and then submit the lead is removed from lead list and doesn't appear under potentials then after log out and log in again the lead re-appear as a lead while doing the same with same user account through anther
can't sync Zoho with Iphone
I have been trying to add zoho to my iphone so all emails come direct. but I keep getting an error that says password incorrect but I know it is right because I can log in everywhere else. please help?
Cant download email on zohomail android app until download on webmail first
I have tried everything including switching from pop to imap. Forced stopped app, restarted, re login etc. My zohomail web client is not always online and I cant download email onto zohomail andriod app until i first download on web zoho client first. Let me know if anyone has encountered this and fix.
Eventos en Zoho
Buena tarde En mi Zoho CRM Sí se visualizan mal eventos yo en mi Dispositivo Móvil cambia Todos Mis eventos con desface de las Naciones Unidas 2 horas Revisar ya configuracion zona horaria y nada de eso Alguien me podria dar hoy toda por favor En CRM zoho pongo mi Visita a las 16:00 Y es Zoho móvil me las manda a Las 18:00
Zoho Projects Android open Document
Hello, I created document using web side and i want to openit on androit. So i download ZOHO Projects on Android login to my account and download this document. But i cant open it? I try install ZOHO Docs, ZOHO Writer but i still can't open created document using web side. How to open this document on Android?
Site to App problem - 1 hour off of real time
Hello, If I enter an event in my app it uploads to the site an hour behind schedule. How do I synchronize the app and the site version? EX: I enter a 9:30 appointment into my CRM application --- it uploads to the site as 8:30. This needs to be resolved because it is causing horrible scheduling errors.
Zoho CRM Iphone app
Is there a way to view "notes" in the app. When I click on leads in my app I don't see any notes however on my laptap I do? Also once a lead is turned into a potential the notes disappear . Is the only way to view them under accounts? Thanks in advance
iPad app not showing new users
Mt iPad app does not show newly added employees. I want to assign them a task and when I do a "reset app", it seems that I loose tasks that were logged that day by employees. This is strictly in reference to the CRM, not an employee module. How do I prevent "records not currently synced to server from being deleted on the desktop app when I reset the app on my iPad. That's the only way I know to get new fields and users to appear. Please advise.
Zoho crm mobile app records are not getting synched with web interface.
Zoho crm mobile app records are not getting synched with web interface. It got synched once but suddenly stopped getting synched now. I have tried uninstalling and then reinstalling the application but the problem persists. Please help to resolve the issue.
Android App: Multiple Notifications
Is there some reason we get a separate notification of each incoming email? The CRM app is creating many notifications and this is not a good practice. There should be one notification with an email count, similar to how Gmail does it.
Android App: Emails Not Updating
The Android app does not check for emails in a timely fashion. The Zoho mail app will not update unless it is manually updated. The Zoho CRM app will not update emails unless a refresh is triggered on the website. Overall, the email functionality of Zoho is lagging far behind what is considered a modern level of service.
Zoho Crm forms on mobile devices
Hi there. Do zoho web forms actually work on mobile devices? The default html code generated by Zoho works perfect on desktop. On mobile device though upon submitting I get the "can't load the page" error. Android 5.1.1, Mozilla Firefox Anyone with this problem?
Leads Near Me Bug
To locate leads/contacts near you Go to the Leads/Contacts module. The records will be listed based on the List View that is selected. Tap the List View icon in the module.From the List Views displayed, select Leads/Contacts Near Me . The leads/contacts near your location will be pinned on the map. When I select any List and then click on "Leads Near Me" the map generated only draws from "All Open Leads" so if this is the correct function then, this is not a bug. However, the
CRM mobile app - lead module map not working
Team, The map icon is not working for the leads module. It works in contacts and accounts. Tested both android and iOS
New App
Is anyone else having trouble editing contacts and tasks on the new app? Live Chat told me to reset and now the whole thing has stopped working. I'm told the technicians are working on it but how long is this going to take??
App noifications don't reset after viewing item
When a ticket is updated, a notification is generated on my phone app, and the bubble counter upticks one. When I go online to view that ticket, either via the app or browser, I would expect that the notification(s) associated with that ticket would then be automatically cleared (synchronized) but they are not. So even though I have viewed and responded to all my tickets, when I look at my phone there is always a bubble counter present. It's also there on browser view as well. Those 2 things are
CRM mobile tasks not syncing properly
i have many tasks that show up in my iPhone app for Zoho CRM as not completed (e.g. not started, or in progress), yet they have all be correctly marked as complete in my online CRM instance. how do i clear out all these old tasks from my CRM mobile app? yes, I know that i can open each of them in mobile and mark them as completed, but there are hundreds! besides this will over-write the correct completion date which is already in the online version for these tasks. note, the problem may be related
Accounts Near Me
Hi When selecting Accounts Near Me, my location in the UK is shown correctly but no accounts are shown on the map even though lots exist within the radius selected. Although I have created my own address fields I am using the default Zip code. Should this feature work in the UK & if yes is the Zip Code used to identify the location?? Regards
Cannot find records
I cannot find the option to allow the application to automatically search the records on the server instead of having to download all of the data to my device. I also have to go to each module and select Sync My Desktop to initialize the first data dump to my device.
CRM Mobile?? Help
CRM Mobile updated, my "custom" views from desktop are visible on mobile (Iphone6), but no accounts listed. View works fine on Desktop??? help..
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