Zoho CRM Bookings embeded in site not working in Mobile
Hello, we have succesfully embeded Zoho CRM Bookings in a website. The popup is working OK on Desktop screens, but not on mobile. To replicate, simply embed any Zoho CRM Booking to a website, execute it on Desktop and execute it on mobile. You will realizeUse extensions in mobile
Hi, i've created an extension for Desk and it's ok, is possible to use this extension in desk mobile app? in a native way?"File Upload" Custom Field not available on mobile app
Hello, I added a "File Upload" field to a module but the field is not shown when I access the module from the mobile app (android). Is this normal and is there a workaround? Thank you.Difference of business card reader features between Zoho Lead and Card Scanner Mobile Apps
I just bought Zoho Card Scanner mobile app, for the sake of Zoho CRM integration. especially leads, as I can't use my existing card scanner app which saves to local contacts, which are synced to Outlook, but from there I don't want to create Zoho Contacts, but Leads, which is currently not supported by the the Zoho CRM Outlook integration. Then I saw that there is also Zoho Lead mobile app with a business card reader. Is this the same functionality.built into Zoho Card Scanner mobile app? No I willCard scanner sync
Hi, i have a problem using the phone app cardscanner, when i scan a card this and sync with the cloud the info in address completely in mani cases number phones or city TY for you attentionCard Scanner - Editing Contact not working properly
Hello, When a business card is scanned, often the info is distorted or placed in the wrong section. Therefore, I need to delete the info or move it. ISSUES: 1. When I try to edit the info within the field, it opens a new window, rather than staying withinZoho Mobile App Not Working
Hey there, I recently donwloaded the Zoho Mail app on my phone but its not working. The mails do not load well and its like the whole app is just not working. I tried downloading the app on another phone and its working fine. When I use the app in my phone, it really just does not work. At first, the app shows that there are no mails, After that it takes around 5 seconds (and its not an internet issue as it works just fine on my other phone) and then it shows the mails. Then after that, when I tryZoho CRM app Notifications (iOS/Android)
I want to receive notifications of my new leads, i didnt receive any notification, but i activate all notifications from the app (in iOS) How can i receive a notification when a new lead arrives?Card Scanner - Uploading Biz Card to CRM ??
Hello, I'm trying to use Zoho Card Scanner to capture contact details and the card itself. However, once I have captured the image, the app is not uploading the pictures to the contact in my CRM. The contact appears in my CRM, but not the images of theEmail is not working
Good Day, I am Victor Napoleon from VNS RCM Technologies, our Zoho email has not been working for the past two days. Kindly do the needful as soon as possible. Thank you. UserId : 662909442When branches are going to be avaliable in Zoho Books mobile app?
Branches is a new feature activated in February in Zoho Books, but in the mobile app it is not possible to select a branch when you are making a sales order. When is this going to be avaliable? I am asking because it is a feature perfect for our businessAny plans to add the Documents module to the mobile CRM app ?
Does Zoho have any plans in place to add the Documents module to the CRM mobile app? Any particular reasons they decided to leave it out? I know there is a Zoho Docs app but I don't want to tell everyone to use a second app for our small amount of documents, especially when they are sales related. Yes, I can link to them through other modules (which we are doing on special circumstances), but having a view of all the folders and files from one location is better suited for us.Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removingMulti-Select Lookup on Mobile App
Multi-Select lookup fields are not working on the mobile app. Is this a known issue? is there a fix?Task button problems
Every time I’m in timesheets and enter a task it cuts out of the app completely so I’m unable to log any times to a task. I’ve iPhone 8 it’s updated and other than this problem I don’t have any . This problem started 3 days ago. Please helpHow to view calendar invite details in the Zoho Mobile App?
How to view calendar invites in the Zoho Mail app on Android? When someone emails me a calendar item from an Outlook calendar event, I can only see the details of that event in Zoho Mail on a Web browser, but not using the Zoho Mail app on Android. The only thing that displays in the Android app are the message headers; there is not even an attachment to download and view with another program. I'm using Android M (6.0.1) and have the latest Zoho Mail app installed. Note: I have no interest in importingApp 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?All-new Zoho Projects Mobile App
Zoho Projects is now in the palm of your hand. We are glad to announce the new look Zoho Projects Mobile App . With apps tailor-made for Android and iOS, project management is now truly mobile. Working on your projects or communicating with your team is just a matter of few 'taps'. Under the hood: The visually appealing Kanban view lets you work on tasks and bugs with a simple drag and drop. Use Timesheets or the in-built Timer to log time and track work. Attach documents and images when addingZoho 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?Zoho CRM calendar CalDAV sync for Android?
Is there any plan to improve the Zoho CRM CalDAV implementation so that it can be used by devices that aren't running iOS? I'd like to run my client bookings through the CRM, but it's a huge pain that I can't then see my work bookings in my regular calendar app (Android).copy & paste
Good day, I am having issues with copy & past on all my zoho app. Is there anything that I could do (settings) to be able to copy text from a word document and past into a zoho doc? Even worse, is being able to cut text in Zoho docs but not being able to past on the same paragraph! I must say it is a bit frustrating.Multiple Accounts !!
Hi, I have 2 separate Zoho one licenses for my 2 businesses. Also, from time to time I'm connecting to a client's User for a period of time when developing. Sometimes I need to log into a client's Account for a short period of time for support. The wayCreate Document Using Mobile App?
Am I correct in that I can't create a document using the mobile app? It seems like I can only upload?Custom Button in view page of lead is not displaying in android/ios mobile app
Hi, We have created one Custom Button in Zoho CRM Lead View page. This custom button functionality are working fine . But When we opened the CRM login in mobile that time the custom button does not view in the page. Can you please look into this issue and do the needful ASAP.integration with Books and price lists
WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it givesZohoCRM App (android): Hidden fields showing up?
I'm using the android zohoCRM app. In this section I created for my Leads module there are 5 fields that are NOT visible when I look at the layout in a web browser. However, within the app they are there until I hit the edit button in the app, then theyZoho Desk Mobile App and Data Synchronization
Hello, Is anyone have a similar problem with Zoho Desk Mobile? I have a customer who has about 600 Accounts on file; everything is OK while they use the web version, but when it comes to the mobile app, there is a problem with the data synchronization. When Zoho Desk Mobile is installed for the first time, there are no records; they have to be pulled from the server, which is natural. The problem is that it seems like it does not pull all the records by itself. So when the new technician installsCreating tasks cross-project on mobile app (needs to be easier for fast creating tasks cross-project (too many steps currently)
Hello, When creating new tasks on the mobile app, it would be really handy to be able to create a task (when being in another project) for another project, so the Project (and it's Tasklines) would need to be selectable. The flow would be in that case : > having mobile app open in a certain project > create a new task (+) > input Subjectd of task > field with current Projectname visible and selectable (dropdown) => being able to select different Project > if select another project => see dropdown-listLogging out going calls in mobile App
When I call from the CRM app on my iPhone at the end of the call the app used to ask if I wanted to log the call. If I said yes it came up with a description field that I could enter the call details and outcomes. Now all that happens is it log the calls but no description box shows! Is this being rectified or is there a setting I have to change? Martinis Zoho CRM compatible with Apple carplay or Android Auto ?
if not, any timeframe, thanxHow do you associate multiple contacts to a deal in the mobile app?
When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?Mobile CRM application is not syncing with my CRM server. This is my SECOND POST with no response from my first post!
This is the second post i've made because i have not received a response from my post from yesterday. I find it disconcerting that all other post have received responses from Zoho Mobile Reps, but have ignored mine. Also, I have filed a complaint through the "feedback" on the mobile app, with no response. My Mobile CRM Application will not sync with the crm server ever since I started using the new Zoho CRM desktop platform. Error message: "Info: The records in this view are yet to be synced withLog 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? ThanksOpen Ticket in Zoho Desk Mobile App from Email Notification.
When our ticket agents get an email with the email, on a computer, if they click "View Ticket" button, it automatically opens up that ticket in browser. But what about the phone for our agents who also have the app downloaded? Clicking the link from an email on a phone doesn't open up the ticket in the app. It opens up the internet browser! Is there any way to for us to be able to open up the ticket in the app from an email on the phone?Notification on iOS
The notifications on iOS are in a separate tab. So if I open and reply all the ticket, it doesn't clear the notification, I need to go to the notification tab for them to dismiss. Why it doesn't work like email, where the notification on the app give you the number of unopened tickets. I want to say that other than that, I really like the app, it's a pleasure to work with it and the design and UX is very nice.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 myAuto Increment Based on Other Pick list status in Cases Module
Dear Team, In the Cases Module, we like to set auto increment field when status of case is closed. we have configured the custom function for the mobile application. However as mobile supports offline mode, sometimes these function is not working and others also not updating in the cases. Please suggest us the solution to apply in the mobile app considering the offline functionality. Is there any process where we can disable offline functionality in the app.Site survey with photos
So we visit homes and businesses and undertake surveys. These are simple little lists we use but always need a couple of photos. I got excited with the addition of image field but the app does not use them and as you can imagine we use iPads and iPhones. I tried forms and JotForm but there is no way of lifting over images in zapier. In zoho there is always more than one way of solving a problems but at the moment I am stumped. At worse I would settle for a pdf attachment but again the app does notZia on mobile app in trial version?
Hello, currently I have the trial version of the enterprise edition to test Zia Voice. But I can´t access Zia, there is no button shown in the mobile app or anything? Is Zia available in the trial version? RegardsShow year when searching old emails
When using search, it only shows you the month and date of the email (see attachment). This makes it difficult to determine which year the email is from unless you click on. It would be nice to include the year in search results.Next Page
Announcements
New 'Tag' enhancements introduced in both Zoho Projects and Bug Tracker Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4.5) and Bug Tracker Android mobile app (v1.3.4), we have brought in the below enhancements. Tags module is now available on the home page of both Zoho Projects and Bug tracker app.Project Dashboard is now made available in Zoho Projects mobile app
Hello folks, Here's to the users who were looking to get a comprehensive overview of your projects with our neat and elegant dashboard widgets. I am glad to inform you that we have brought in support for 'Dashboards' in the latest version (v3.3) of the Zoho Projects Android app. To view the Dashboard in the Zoho Projects mobile app, follow the steps mentioned below: 1. Go to Zoho Projects mobile app. 2. Click the hamburger icon (3 lines at the top left corner). 3. Select 'Projects'. 4. GoAll-new Zoho Projects Mobile App
Zoho Projects is now in the palm of your hand. We are glad to announce the new look Zoho Projects Mobile App . With apps tailor-made for Android and iOS, project management is now truly mobile. Working on your projects or communicating with your team is just a matter of few 'taps'. Under the hood: The visually appealing Kanban view lets you work on tasks and bugs with a simple drag and drop. Use Timesheets or the in-built Timer to log time and track work. Attach documents and images when addingCustomizing the modules listing screen, is now supported in the CRM Android App (v3.4.3)
Hello All, Here's an update to the users who were looking to restrict some of the modules from getting listed in the mobile app. In Zoho CRM Android app, we now have the option to hide the modules from within the modules listing screen, based on your requirement. However, the changes that you make here will be applicable only to the CRM mobile app. If you would like to avail this feature, please update the app to the latest version from the Play Store. After updating the app, you will find an optionSend as Email, Rich Text Editor features are now supported in Zoho Desk Android app!
Hello All! We are delighted to announce about the new feature 'Send as email' in the Zoho Desk Android app (v2.3.11). Agents can send outbound emails to new or existing contacts at the time of ticket creation. You can also convert the emails into tickets and track their progress. Furthermore, such contacts do not receive the new ticket notification. This feature will be available in the mobile app if it is enabled on the desktop site (desk.zoho.com). You can enable this feature on the desktop
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Right 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. Please
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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