Mobile App: Finding all cases related to an Account
Searching cases in the mobile app is pretty useless. It would be better if you could find all cases related to an Account. You can already see all potentials, notes, attachments, etc. that are related to an Account. It seems obvious that this should be supported.Save to Address Book
Hello, I am using the mobile app that sync's very well with my CRM account. This mobile app is... Wow, for developpers' knowledge, just great because I am often in a position that makes much easier using my mobile than my portable pc and allows me to keep working, even being in my car you know. Coming to the subject, when there is an entry phone call, my mobile (iphone 4S) connects to the native Address book, not to Zoho App. This means that if I want to know who is calling - you know those 3 secondsNo contact sync with iPhone5s
Hi Zoho Team, i have a problem with the sync of zoho contacts on my iPhone5s. I have two accounts on the phone. A business one , with notes traveler app and zoho as exchange, push is enabled. I set zoho as standard account for mails and contacts. Yet when I add a contat it ist not in zoho (web) . Could You help me please? Thanks in advance. Edward99CRM Mobile for Windows 8 Phones
Researching ZoHo CRM apps online and it appears that the "locate" feature is not available if using the CRM Web App for Mobile. Is that correct? If so, is there any sort of work around to access leads/contacts/accounts near me?Zoho Mail and Blackberry synchronization ...
Hi Folks: Having just switched from using Yahoo! Mail Plus to Zoho Mail, I've spotted some shortcomings... (1) I linked Zoho Mail with my Blackberry (Curve) using the process RIM provides on the "sprint.blackberry.com" website. As part of the process, you have to indicate whether you want INBOX and SENT folders items to be kept Synchronized, by checking a "Sync" box... which I did. Here's the problem... On my BB device, when I select "Delete message On Mailbox & Handheld", the item is deleted fromduplicate calendar entries
Hi When I started syncing my android phone with zoho through active exchange all the calendar entries came double on my phone. Everything. I tried to delete one of the double entries and it delete both. Can you help me please. I own a Galaxy S 4 phone P.S the active exchange method is not working well.no update account and not use app Apple
I can not find any "+" button on the page about zoho crm on the app. I uninstalled it, downloaded again but the problem is always here thanksUpgrade from free to try professional to add new on iPad.
Hello. I upgraded my account from FREE TO TRY Professional, but I can not still insert data from the MobileiPad . thanksNew on iPad
Hello to all. I'm the only administrator of CRM. Why do it prevent me from adding data on the iPad, saying "you are not allowed to add information?" Thanks CarlaIphone & Ipad CRM app - need to see other fields besides Last name, First Name
My sales team REALLY needs to be able to see other fields besides Last & First name when scrolling through their list. The android version has the capability to group the leads and contacts by other fields and that works perfect! For example i would like for our reps to be able to see the company name and the contact name in the leads view of the iphone and ipad crm app.Contact/Lead Data available in Android People App
Morning, The Android People/Contact app can draw contact details from a number of sources like Linked In, Facebook, Twitter, etc. Would it be possible for the Zoho CRM data to be available in the same way so that we can get caller recognition, etc. Currently the only option appears to be to extract the data from Zoho and then import it - there doesn't seem to be any combination for synching the data. Thanks.Ipad App Task Question
Hi I saw this app for the first time, I have noticed that the tasks fields do not match those of the desktop version. I.e. there is a Due Date field but no Remind At field. So i cant set a date and time for this task to show up and i assume its the same for events? To be honest i am not even sure why i need to set both Due Date AND Remind at, id rather just use the Remind At field as it's time consuming to set both of them. Can someone please explain if i need to have DUE DATE on the desktop versionNative Blackberry 10 App and MS Exchange integration
Hello, My company is currently evaluating Zoho to replace our current CRM system. As we have sales operatives that work in rural area where internet coverage can be unreliable it is critical to our decision that we can cache data on our Blackberry Z10, Q10 and Z30 devices so that they can continue to operate in poor reception areas. Please confirm whether this is a current capability? Please also confirm the capability to sync or plugin to MS Exchange? Regards Chris CliffordProblem viewing pages in IOS
Why are "pages" created in a project not available for viewing in the mobile app? i can see them in the feed of the project, it shows you the title of the page and allows you to comment on it, but it does not allow you to view the actual content of the page. ps. sorry ive accidentally put this in the wrong sub sectionZoho Card Scanner mobile app OCR weakness on Latin 2 special characters and problems reading European styled addresses
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. 1. After scanning a bunch of cards I report that Zoho Card Scanner mobile app shows OCR weakness on Latin 2 special characters as: ö,ä,ü.Ä,Ü,é,à,è... The cardCan't create tasks or add new notes to Accounts in Mobile App.
I greatly need the ability to create new notes in the Android Zoho CRM app. After visiting each customer of mine I need to document everything. Writing it all down or leaving it until later just doesn't work for me. I also need to be able to create tasks. Please advise when this will be possible.Mobile views is not correct
Hi When I go to the mobile Zoho app on my iPhone 5 showing the opportunities it is not the same as in the on line version. Most is not even visible.msync.zoho.com - Mobile sync Problem
My exchange mobile android sync (msync.zoho.com) have stopped working. No settings my end have changed. I have not had issues in the past, however I am now getting an invalid credentials (user name or password incorrect). I am also using imap access on android with Two Factor Application Specific Password, this is still working, so the problem must be something to do with mobile sync (msync.zoho.com). Anyone else having this problem?Note title requirement in mobile app
On the mobile app, when i update a note, it will not save unless i give the note a title. I do not have to do that on the desktop version. Can that be changed to not require a note title in the mobile app?Mobile Events Request
When I access MY EVENTS on my iPhone, is there a way to make the app default to showing TODAY? I always have to scroll from a year ago down and down and down until I find today's events.. Thank you.Billing Address does not populate
I noticed that when i'm entering a new company (account) into the zoho mobile crm app, all of the information i enter is being saved except for the "Billing Address". This is curious to me since this is a native field for Zoho. Can you please fix this issue so i can add all of the data i need through the app. Thank you, BorisNot seeing all accounts and contacts
Just started using Zoho CRM Mobile App for my iPhone. I am missing contacts and accounts which are in Zoho CRM and I am the owner of the records. Is there something else I need to do to get my all my contacts into the mobile app?Task layout - Android app
Can we customize the task layout in the Android app? When viewing the task layout, the title of each task is the name of the task, we need to see the name of the account/contact in stead.. it that possible? Thanks!ZCRM Mobile Bug
I have renamed the Potentials module in ZCRM to a name that is more intuitive for me (Opportunities). When I initiate a call from a contact I am given the choice to log the call upon completion. When I try to log the call I come to the "related to" lists. I choose "Opportunities" from the list and then select the next field. However, when I select the list I get a message telling me "Lookup is available only for Leads, Accounts, Contacts and Potentials modules." It appears that the mobile app isIs there any Update as to when we can create sales on the Mobile CRM app
can you give me any indication when we will be able to generate sales from the Mobile Application we have a large number of Sales consultants in the Beauty Field We would like to be able to use the mobile application to process a order from our potential customer and then send them a Invoice by email as confirmation I have the product range uploaded onto the desk top version of Zoho CRM but would like access to this on the Mobile application so that we can Inform clients on pricing and possiblymobile app modules-need ability to enter sales!
it sure would be helpful to be able to enter a sales quote or sales order on app. its a problem because you could receive a call with an order and not be able to enter it on mobile app...have to wait until you get back into office?!!!Android Apps
Will ZOHO have an Android app any time soon?Log a Call Function on the Mobile App does not allow the "Create Follow-up Task" to function - Any workaround?
Has any found a way to Create a Follow-up Task while Logging a Call on the Mobile App? That option does not currently appear during the Log a Call Task (like it does in cloud version). Just wondering if anyone found a way to make that happen by an automated workflow process or some other customization.jquery mobile with node js
Please help me with guidance to connect jquery mobile with node jszoho crm for nokia n8
Is there a zoho crm mobile app supporting nokia n8. if so pls guide me where to download it from. regards ev1. Prabin KReply to email default field / email crash (mobile crm app)
Two bugs that urgently need to be fixed 1) When you reply to an email using either mobile app, desktop or mobile device browser, the cursor defaults to bcc field. Extremely annoying. I'm sure when users click reply they want to go straight to the body and start typing etc. 2) On Android crm app for tablet or mobile, when you send email the app crashes and then needs to restart. It seems it sends before it crashes but still to be safe were constantly crashing, reopening, checking to make sure theCall log pop-up stopped working on Samsung Note 2.
I've been trying out mobile Zoho CRM for 4 days. Until today I could place a call from contacts and when finished, a question would pop-up asking if I wanted to log this call. I could then enter call details as needed (a very convenient feature). Today this feature stop working now i.e. no pop-up questions, just return to contact screen when calls are ended. I have not installed any other software since Zoho CRM, and tried reinstalling it today, but still no joy. Also could not find any settingsUnable to make changes to calendar appointments from mobile app
Appointments/events are booked for our sales reps. But they are unable to edit the date or time or details of their appointments through the mobile appt. they may get a call asking to change the time of their appointment, but cannot change it unless at a computer.better support for ipad?
So I've just started working in Zoho's project management app, trying it out for the first time. It does a nice job for the most part in standard desktop-based browsers, but when you try and use the app on the iPad, it's really slow, some of the functionality not responsive, and some of the features are quite clumsy and awkward. Things like clicking on the different views (classic, plain, kanban, etc) don't work, coming out of editing a task (clicking the x) are difficult to do (it often takesNo email history on m.zoho.com/crm
Hello, I am using the web browser version of Zoho Mobile (through http://m.zoho.com/crm). It works pretty well, but I miss the email history. I cannot see what emails were sent to the contact person. I don't need to send or edit. I just need the view so I can see what was sent earlier. Thanks ! HerbertZoho iPhone App - fields not updating; calls made through app not showing on reporting / dashboards on web app
Hello, Two issues with the iPhone app: 1. The fields on the iphone app will not update (ex: new call or event types are not appearing, and deleted ones still appear on mobile app). 2. When I log calls through the iPhone app, the activity is not appearing on my reports or dashboards which specifically filter by that criteria. For example, the weekly call activity will exclude any calls that I log via the iPhone app - I have to then log-in through the webapp, press edit and save, and then the callsHome screen shortcuts (Android)
Hey, Is there a way to create homescreen shortcuts to each of the modules in the CRM app? For example I would like to have an icon on my homescreen that takes me directly to "Tasks" rather than having to open the CRM app and then select "Tasks". Otherwise, great app, using it constantly. CheersCRM search function in Mobile version of Zoho Mail (via m.zoho.com)
Hello, I have a few customers that like to use m.zoho.com to access their Zoho CRM and Zoho Mail accounts on their phone. In the full site version of the Zoho Mail there is an option via the Compose Mail window to search for contacts that are in the CRM. This appears to be missing in the m.zoho.com version of Zoho Mail. Or is it accessible via another way in the m.zoho.com Zoho Mail - (please advise how to) If it is not available are there plans to extend the search function to include CRM contactsZoho CRM Mobile App
In the mobile app, when creating a new task, there is no option to add a Reminder, which there is on the web-based view is there a way to do this?Zoho iOS app attachments
Zoho iOS app says "You need to be signed in to upload the file to Zoho CRM" when trying to attach a file from another app into a leads attachments. Tried with TurboScan and Google Docs and both said same error. Happened on some update I did about 2 months ago. Any plans to fix this in the future? ThanksNext Page
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Announcements
Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingAnnouncing 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,Knowledge base articles is now available in the Zoho Desk mobile app!
Hello all, As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization. We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app. This feature is already available for Android users. KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update theZoho Sprints mobile app(Android and iOS) v2.0
Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you'reAgents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:
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Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingShared Mailbox in iOS app
Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
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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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