Any way to see Quotes/Sales Orders/Invoices in a mobile browser
We use mobile phones/browsers to dispatch techs. Because we cannot see Quotes/Sales Orders/Invoices in a mobile browser, we use TASKS for the dispatch. We update the task when cleared and Complete the task. I then have to cut and paste the infromation from the TASK to an INVOICE. There are too many areas for errors. Does anyone have any idea how we can see Quotes/Sales Orders/Invoices in a mobile browser? Any other thoughts? Thanks.Mobile android apps language options
Team, Do Zoho android apps support non english speaking languages like the web application does? I am looking for Spanish.iPhone App - transactions not showing
I went into the mobile app because I needed to call one of my clients on an active transaction. At first, no transactions were showing in my list. I changed a few things and I was finally able to see some of them. Regardless, when I click on one of the names in the transaction list, there is no information in the transaction. Something is wrongZoho App 2.3.1 sync issues
Since Zoho CRM iPad version 2.3.1 was released, our field folks have been experiencing a problem with synchronization of notes with Zoho CRM. When logged into Zoho CRM from the web, I can add a note to for a contact. When I look up that contact using the iPad, the contact's notes will not come down to the pad, even after clicking the refresh button. This is causing our field force great coordination difficulty because not all users can visualize retrieval of the data.Attachements for events
Hi, I have noticed several differences between web & iPhone & iPad versions of CRM in terms of links between different entities. And it makes it quite difficult to align the info you are entering via different devices. One example - if I create an activity/event via web-browser, I can only add a note and invite people. If I create the same activity/even via iPhone application, I can also attach a file (photo...). It would be very nice, if these links and possibilities would be synchronized and wouldProblem to read notes in Zoho CRM mobile in Android (version 1.12.1)
Unfortunately after one of the recent updates you did in the Zoho CRM mobile we are not able anymore to read the complete a note for contacts, only partially. If we want to read it in full the only way is to press the button "edit" and then scroll it what is not really the best way to get this information. This is really a bad situation I expect to have you correcting asap. Please inform when we can get this fix.Problem with NEAR ME ipad app view
I have an Issue with "Locate near me" map view on Android/IOS mobile devices and gadgets. If I check location of the company| contact one by one, then map shows correctly from the www version on desctop (in the company widow - check address). But It could not show me any information from my clients around 100km. only 1-2 available or nothing shows at all. Please tell is this function ACCOUNT NEAR ME available only for PROFESSIONAL / ENTERPRICE only(as it was in test mode)???Sync Events to App
Hello, Most of the events I add online appear in the app, although I've noticed that a few do not. I deleted the app and re installed it and they still all don't show up. Any suggestions?cannot edit zoho wrtter from android
dear zoho. i can open my zoho writer from my htc hero android mobile but i CANNOT EDIT . please kindly do something to solve this .thanksContacts in not syncing
Hi I have a problem when I sync my contacts with zoho. Every single one contact made from my phone is not synced. But when I add contacts from the zoho web it syncs just fine on the phone. I have a Galaxy s 4 phone Please help me Thank youlocation services with zoho mobile app
I am trying to find out if Zoho app for iphone has any ability to use my current location and allow me to 'check-in' while in a specific lead. I imagine it would be like logging a call from the phone. For example, if my office schedules me for an appointment and I go to a site to meet a potential client, I would like to use the map to locate the client and then once I'm there, I can open the app, click a button that allows me to mark my arrival date, time and location and it automatically attachesCustom Views in Blackberry Device
Hello! I downloaded mobile application in my BlackBerry Device. I have the follow problem. When I view Events on my device, all customs views -I edited default view- appear error message and not show correctly, past events, open events, etc. I uninstall and install again and the problem persist. Anyone can help me?Cannot edit account data on Android
I can't seem to be able to edit account data on my Android devices. What am I doing wrong.Emailing leads or customers from mobile
Is there a way to email a lead or customer from the mobile app from a template. I would like to be able to come out of a customer or lead's office - and open it up and email them right away.Blackberry - CRM Mobile
I am simply trying to find out what the cost of CRM Mobile would be for my Blackberry and if I choose to purchase it, how I would do so. I also read about using free mobile access to Zoho using my phone, but if there is a free app that makes it user friendly, I can't find that either.Zoho CRM mobile App
Hi There, The "Today's Task" section on the mobile Zoho CRM doesnt synchronise on my Android mobile app. Is there anything I can do to get this working?Custom views on mobile site?
Sorry if this is a repeat but I could not find it anywhere. Can you change the view of the modules you see from the mobile site? In other words I have a custom view set up for my potentials page and when I access it via the mobile site I can only see two columns (Potential Name & date), which is fine if that is all I can get but if I could I would like to have another column instead of the "Name" column (and the date)? Make sense? Thanks!Unable to view Contacts on iPad app
I'm using the Zoho CRM app on my iPad but it only ever wants to sync a small portion of my Contacts. I have about 3300 contacts, which I can view online just fine, but when my iPad tries to sync with the main server/main account it only pulls maybe a few hundred of those contacts, at the most. My Zoho App is fully updated. I've tried uninstalling and reinstalling the app, I've tried resetting the application and re-syncing the data, and I've checked all of the settings to make sure contacts aren'tZCRM Android Native App: Users have access to custom views that are not shared with them
Hi there, From the Android CRM native app users have access to custom views from the various modules that are not shared with them in the desktop version. In other words: If i create a view in a module and select "show this custom view only to me" then users will still be able to access it via the native Mobile App. That is honestly quite disturbing.... /Bo ThygesenSync HTML emails and More Mobile Apps
Hello. I'm not sure why the mobile sync only downloads email in plain text, when other services utilizing ActiveSync are able to sync html, but if that could be resolved it would be wonderful. It's very tedious to have to switch to the mobile web to view html emails. I also think that m.zoho.com should show all of our available apps. Notebook would be a great standalone app for students. The tasks app could use some more meat on its bones and should have all the features of the web version, ratherUser Not Showing Up On Mobile App
One of our users is not appearing on the mobile app so we are unable to assign leads, view contacts etc. for this person from mobile devices, but appears as normal from PCs. Any fixes for this one?Zoho Mobile Translation
Hello, It's possible translate the mobile application to another language? And the site mobile.zoho.com? Thanks.Android/iphone App - Synchronisation with Desktop version
Hello, How can I synchronise my App account with my desktop Account ? If i create a record through the app version, how do i make sure it will be synchronised ? Thank youOn zoho mobile how do I choose which contacts are on the device?
On Zoho mobile some contacts are on the device and some have to be searched for on the server. I do I choose which are on the device?Can I change the view on Zoho Mobile App (Android)?
Am I doing something wrong? I go into leads and it's just a list of names (not properties). I can't seem to change the view (I can but I get the same list regardless) and I have to click on each record to get the details. Unlike the full version on the site where I click on 'Leads' and everything is there on 1 screen so I know where I am with my leads. A I missing something? How can I get the mobile app to give me a list of properties (or anything other than just the owner's names), along with otherStill no blackberry Support...but why?
i've been poking my nose around other forums.... and noticed that any sort blackberry compatibility has been a users request as far back as 4 years!!! and there is still not much app dev on the BB platform.... i really want to a Project version of the app on My (BB) Z10, considering that Black berry works off android, you guys should be able to at the minimum develop an ported app for the BlackBerry Customers. After all, most of you guys are servicing the business sector, and BlackBerry is a companyWhen adding Lead from iPhone address book, Work Fax number syncs to Mobile number (wrong field)?
When adding Lead from iPhone address book, Work Fax number syncs to Mobile number (wrong field)?Android App for taks (non CRM)
Team, I see you have a iPhone app for tasks Zoho released a new iPhone app – Taskz . What is the status of a android app for tasks?Sorting Open Leads on mobile APP
On my phone app, how do I sort my Open Leads by company rather than contact name?zoho android contact/calendar/task sync - does it actually work properly?
Hello Came to Zoho hoping to find reliable email, contact and calendar services including a sync service to Android. But unfortunately things aren't quite working out. 1. Calendar is unreliable Calendar has synced for me, but right now it just doesn't work, even forcing it manually. I can't see what's changed. 2. Task sync doesn't work at all Tasks created on the device don't translate over on the Android, or vice-versa 3. Contact sync requires email addresses Contact sycn does work, but bizarrely,How can I get the task option to reverse its way of sorting.
When I go into my all tasks section on the mobile app, the way it sorts is by priority, but it starts will the lowest. I would like it to start from the highest. Is there a way that I can revert the order? Please let me know thank youAttachment in CRM's mobile native apps
Hello All, While I am browsing my Android and iPhone version of the CRM I could not find any option related to add or view the record attachment, is Add/Edit Attachment available for mobile native apps? P.S. I don't know if the sub forum "Mobile Feature Requests" is the appropriate place for such topic, so kindly move it if not. Thanks and Regards,How i can attach file in zoho mobile app.
hi i am using zoho mobile app , i am trying to attach a file from my mobile to email someone but i cant can anybody tell me the procedure to attach file in zoho mobile app, i am using Oyster mobile app..Converting Leads to Accounts in Zoho Mobile CRM
I converted an open lead to an account on my Zoho mobile app for Android yesterday, however it did not appear to convert properly. It did create an Account and Contact, but it did not close the originating lead out, and the lead was still open and not associated with the Account. I was able to solve the issue on the web by Converting again, and associating with now existing Account as the Zoho error message advised.Zoho Vault Mobile app - Invalid Call
On logging into the Zoho Vault mobile app, I receive the "Invalid Call" error message. I've entered the correct Id/password. I've tried deleting and reinstalling the app. What does this error mean and how to I get past it?Unable to use Zoho CRM Blackberry client
One of our users is able to install the Zoho CRM Blackberry client on his Blackberry Curve. However he get no data in any of the tabs. Just an error message saying that the device is unable to retrieve data. He does have a valid license.Mobile Vendor Info
Is there a reason why vendors are not included in the Mobile app? Are there any plans to add vendors to Mobile? From my point of view, vendors are nearly as important to a business as customers.Not Logging Phone Calls Anymore
About a week ago, the app on my phone stopped logging the phone calls I was making. Tried deleting and reinstalling and still didn't work. Anyone else have the same problem?not sure that all my contacts are sync into my mobile
Hi guys How can I check that all my contacts are sync on my mobile phone ? One of them is missing, I'm sure. Thanks DidierDuplicate custom fields within contacts exclusively - buggy problem in mobile edition
Have an issue with duplicate fields displaying in individual contacts within the mobile app only. This is latest version running on an iphone 5. Effectively, we created every field including addresses as custom fields, within both leads and contacts, so is no difference in the info displayed between the 2 different views. Only fields that aren't custom is names, title, mobile and phone. I know this is maybe an odd set up but it gets around some issues we've had forced by Zoho and works to date withNext Page
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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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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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