Viewing Contacts on Mobile Device
When trying to view contacts on my mobile device, there are about 37 or so less contacts of my 800 plus contacts visible on my mobile device than the desktop version of the application. Syncing is up to date. Any reason this would happen? How do I fix this?CRM App issue on Android
What is the actual issue with the App? It stops all of a sudden or displays "stopped working" message and NOTES updated through the App never gets saved in the server.iPad Optimized Zoho Mail App
The new Android and iPhone Zoho Mail apps are great. I hope you'll follow them up with a Zoho Mail app optimized for the iPad. Currently, I'm using the iPhone app on the iPad and it works, but it would be even better if it fit the whole iPad screen.Mobile customization ?
So far we are pleased with desktop CRM Trial and will migrate to Enterprise. The Main issue ( Sticking point) is Mobile customization. For example can you customize fields and views in mobile? For example changing viewing open leads view from NAME to FIRST CONTACT DATE? Or lead STATUS? Our company will be using primarily mobile and not desktop. Kind Regards, ChrisiPhone Zoho App
In creating a Zoho CRM contact, I would like to import my iPhone contact. I choose the appropriate flow "+" then "Import from Address Book" and it allows me access to my contacts list. If I choose certain contacts, the whole app just crashes... I have Zoho App v2.4.3 on iOS 9.2. It appears that if these contacts are updated from fields pulled from iOS mail, they are more likely to crash. Is this a data format failure? Please advise...Why can I not see one of my categories when I use the Mobile CRM app?
I see my Candidates and my Technicians, but there is no way via the CRM app to access one of my other categories, 'Dallas Employees'. Why is that? Is there something I need to do to add that to the app? Being unable to access it prevents me from being able to do half my job via the app. Any help would be appreciated. I have tried to reset it, which results in the error message that zoho crm has stopped working. After an hour or so and and a reinstall of the app, I was able to get back in,Quotes and Sales Orders
We need access to Quotes and Sales Orders while on the road and it would be great if we could create and view them from the phone or tablet. When will this feature be available?Native App for iPad Pro
I would like to strongly suggest that Zoho develop a native app for Projects for iPad Pro. This is becoming a strong enterprise device that is replacing laptops for many road warriors, including me. I really need a native app to monitor and work on my Zoho Projects instead of the teeny ported over iPhone version I get now. H E L P1Leads Entered in iPad App Not Appearing in PC version of Zoho CRM
I am entering leads one by one in my iPad with the Zoho CRM app. I have the Zoho CRM opened on my PC and I click on refresh after several minutes but the leads do not show up here. Why? How long should it take for the information I type in the iPad app of the same program show up on the PC version of the same program? Thank you! SBPDuplicate records in mobile app
I am working on the import of products, accounts, leads etc. I've done some imports and then un-done them, as i make customizations to the fields. While i may see only one record on my desktop, the iPhone app shows multiple copies of each record. The only thing that got rid of the extra records, which weren't actually on the server, was a reset of the app. Since we need to update the product records daily, how can we keep this from happening to our field sales reps? It's awkward to have to resetRe-sync mobile app
Hello Zoho team. I just reset my password on my mail but on the mobile app is not asking the new password. my question is if somebody hack my account and they have installed the app on the phone they can see and send mail even if i change the password many times. My question is how to re-sync all the connected devices in order to ask the new password to be inserted. Thanks in advance.Mobile version
In the mobile version looking up an account does not present you with the Users associated with that account. Very weak for road warriors. Just like being unable to access the quotes while you are in front of the customer. If this is true, Zoho is not a particularly good option for the use of and managing, the sales force in the field. Hopefully, someone can point out where I am wrong about that.Custom fields in mobile app?
Hi, I configured custom fields in the leads and customer module, but they do not show up in the mobile app. Is there any way to make them visable? Kind regards, TorstenContacts on web not available on mobile, even after refresh
Hi, I recently discovered that some of my contacts, which are available via web version, are not available on my mobile, even after a refresh. I have a Samsung Galaxy S3 running Android. Any thoughts as to how to correct this? Thank you.Synching customization from laptop to iphone
I made a bunch of customization changes to CRM on laptop. Why won't they show on my iphone?Mobile App Customization
Hello, I am currently on the trial version and so far I am pleased with the program and its customization. I updated a bunch of fields, added new ones and deleted others in a couple of the modules on the internet, however when I open my mobile app those customized fields, added fields and deleted fields don't seem to have changed at all and am left with the standard fields. Is this something that is happening because I am currently on the trial version? Are the mobile app fields only customizableZoho Leads App
I have deleted, reinstalled, made sure I had full internet, yet this stupid app won't get past the spinning wheel symbol, so therefor I cannot log into my Zoho CRM account. What's up with that? BTW, using a new iPhone 6SHow to configure zoho mail on thunderbird
Hi, Can u plz help me with configuring zoho mail on mobile & thunderbird. Thanks AshishViewing tasks on Zoho APP
Hi Guys, I am having trouble on viewing the tasks on APP that I have created on my projects in Zoho by using website. It may be a reason that I created a task template and imported it to a new project which was similar to one of my old project. is there a way that I cant view imported task list on Zoho APP. Regards, Faisalhow to access project task on Mobile App
Hi Guys, I am not able to view my tasks on my smartphone. I can see them from my computer. So here is what I did, I created a Task template since all my projects have same tasks so whenever I create a new project I import the task list. But the imported task cannot be viewed on Smartphone Zoho App. please do help me guys as I don't have time to always login from computer and see the updates on my tasks. Regards, FaisalDelay in Details uploaded through Mobile device
Hi Most of time we have observed that data entered through mobile device get delayed in updating .USER_NOT_ACTIVE#home i
USER_NOT_ACTIVE#home is appearing on iPhone after creating Free account for CRM. Does someone know why?Which address shows "Near Me" in Android App?
My leads, contacts and accounts have billing and mailing addresses. Which one is used for mapping "near me" when using the app or can I change this setting?iPad and iPhone app shuts down
Zoho app shuts down inadvertently on our iPhone making the app unusable. It also does it occasionally on the iPad. Thanks Russell BourneCustom Modules in iPad app
I cant see my custom modules or sections in the iPad/iPhone app. Any solutions to this or does Zoho need to update there apps view custom modules?Zoho CRM for iOS Feeds
The Feeds in our desktop CRM is a critical communication tool for our org. Can we enable Feeds on the mobile platforms? If the functionality does not exist today for the mobile CRM, when is it expected?Zoho app feature request for Search settings - Nearby settings
Hello wonderful Zoho people, I am in a situation where 2 months of building and customizing my future Zoho crm is very close to being finalized ...but I am stuck now so close to the end.Here is the situation...I am relying heavily on the Search settings - nearby settings feature from the app and specifically I need from you to have my appointments ( Cases) module added to the Nearby settings .Currently the nearby settings allow only for Profile/Leads/Accounts.It is really a make it or break it situationBug in sharing documents with clients!
When you remove the permitions from the clients to see the documents in the dashboard, the only way they have the ability to see the files is if you associate them to a task in the external tab. This works perfect. But the problem is on the mobile app they have the ability to see all the items in the project even with the permitions removed! This is a very serious bug because i can't have my clients seeing all the files!Is there any way to show my Leads on a map?
I just want to do some planning and see my leads on a map in a browser. I've used the iPhone app but it will only show leads within a certain radius of my CURRENT location, and that doesn't work for planning a trip. thanks.iPhone 6S display issues
When reading my account descriptions from an iPhone6S, there are issues with the display. The text gets centered and narrowed (smooshed) in the middle of the screen, making it difficult to read and impossible to edit.Zoho CRM problem with all Contacts and setting a Contact view
Hi All, I've run into a couple of problems with iPhones versus Android when it comes to syncing Contacts and setting Contact Views. Is anyone else having these problems? First, Zoho's documentation is not clear to me: Initially when you sign in to Zoho CRM using your iPhone, 1000 records in the Contacts module and 200 records each in other modules will be downloaded.The latest modified records will be added i. e. based on the Modified Time. You can later download more records (200 per download)Android 5 without notifications from zoho app
recently, i bought a new phone with android 5. now, im getting no notifications at all from zoho app. tried deleting cache, reinstalling the app, but nothing seems to work i can still send and receive emails tru the app. just no notificatins... also, i think it also syncs only when i open the app because it says "loading" for a while before it refreshes thank you for all your helpAttach from Zoho Docs
Hello, In the Zoho Mail mobile app how can I attach a document from Zoho Docs? When I hit attach button my options don't include cloud or Zoho docs. Thanks!Notes Not Displaying on Mobile App
I am using the Zoho CRM and have found that the notes I have entered via desktop are not being displayed on the mobile app. The mobile app simply says "No Notes", which is not true. I have tried the "Fetch from Server" button as well and get the same results.Notes Not Being Displayed on Mobile App
The mobile app does not display any of the notes that I can see within my accounts on the desktop version. I have tried the "Fetch from Server" button as well, and still it tells me "No Notes".POTENTIALS
Good Afternoon Store calls have been set up however the Desk top version does not have the same information on the Mobile version how do i fix this. I can see the potentials and can select from drop down menu but this will not show up on the mobile version on android. HELP! :-)ZOHO for Blackberry
Good Morning Well all going well except one of my reps tells me that through google play he can't find ZOHO CRM. Is it available for BlackBerry he is unable to find it in the search. Please advise SusanZoho 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 TeamNot all accounts showing on iPhone app ??
Hi there, Wondering if I could get some explanation as to why not all Accounts show up on the iPhone app? Thought it may have something to do with 3G connection vs Wifi, to minimise data usage, but that aint it... Appreciate your help... thanks, MartinZoho Mobile App
Does the all the information from the mobile app automatically populate from the desktop version to the mobile app? An employee tried it today and it didn't populate from the desktop to the mobile app. However, when he imputed the information on the mobile app, it populated in the desktop version. Any advice? Thanks.Next Page
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Announcements
Global Calendar - Projects mobile app - iOS (v3.8)
Hello everyone! In the latest iOS version of the Zoho Projects mobile app, we have added support for a long-awaited feature - Global Calendar. This feature displays tasks, bugs, milestones, and events across all your projects, providing you with a comprehensiveLive activity timers and weather integration in the latest version of the Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.14), we have brought in support for the below enhancements. Live timers: Add timers to the iPhone's lock screen and in the Dynamic Island to have real time information at your fingertipsMDM Conditional Access - Sprints
Hello Sprinters! In the iOS version (v1.2.19) of the Zoho Sprints mobile app, we have brought in support for an amazing list of functionalities. Here are those: 1. MDM Conditional Access: Conditional access allows organisations to restrict employees/usersZoho Mail app update - Android
Hello Everyone! In the most recent Android version of the Zoho Mail mobile app(v2.6.6), we have included support for the below mentioned functionalities: 1. RTL functionality within the email compose screen. 2. An option to fetch search results from allAnnouncing New Features in Trident for macOS (v.1.2.0)
Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,
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Task Management on Zoho Desk Mobile App
Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make aPGP within iOS Zoho email app
Sending and receiving PGP-encrypted emails works perfectly with the Zoho browser/web client but I can't find any way to encrypt/decrypt these messages within the Zoho iOS email app. When I attempt to open an email from a contact whom I've exchanged keysIOS mobile app and documents
We have several ios users that will be using the projects apple mobile app. We believe we have run into an issue. We create a project template with specific zoho team folders. One of the folders has a zoho sheet template in it. Once we create a NEW projectOpen Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browserAttach photo
I am using the iOS mobile app and I cannot add photos to a ticket.
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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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