Notifications not working
Hi Zoho I'm using the ZOHO desk app and i'm having trouble activating push notifications. I've change the setting in my app setting and also activated push notifications in the app but when i return to the settings "push notifications" is again unselected.
Task Billing Types in Project Android app
There appear to be two problems when setting Billing Types in the Android app: The field names are "technical" and need tidying up (see Screenshot_20210616-162223_Zoho Projects.jpg). You'll notice this applies to several other fields too. The billing
Turn off folder notifications on Android
How do I turn off folder notifications on the android app? I currently have default folders for "Newsletters" and "Notifications". I only want to get notified for emails to my inbox.
Time tracker for all task difference between browser and mobile app
Hi, In the browser version of zoho project, it is possible to change the log parameters to enable time tracker for all the task, not juste the ones owned. But in the mobile app, in the exact same task there is no way to start the time tracker. It only
Can't stop time tracker on zoho project mobile
Hello, We have a major issue with the mobile app version of Zoho project. We are simply unable to stop the time tracker for some task. All my employees have the same issue. When we tap on the stop button, a message appear and nothing more happen : (It
Updating a scheduled call on mobile device
I have multiple scheduled calls for prospecting. I call up the scheduled call on the mobile device and click the phone icon to make the call. After the call, I am given the prompt to Log this call. If I select Yes, a new call record is created and my scheduled call still remains. Is there a way to have the scheduled call updated with the current call details?
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 realize
Use 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?
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 will
Card 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 attention
Card 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 within
Zoho 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 try
Zoho 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 the
Email 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 : 662909442
When 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 business
Any 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 removing
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 help
How 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 importing
Zoho 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?
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.
Create 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?
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 gives
ZohoCRM 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 they
Zoho 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 installs
Creating 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-list
Logging 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? Martin
is Zoho CRM compatible with Apple carplay or Android Auto ?
if not, any timeframe, thanx
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 with
Log 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? Thanks
Open 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.
Auto 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 not
Zia 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? Regards
Show 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.
Filters in iOS
I created filters for my contacts in the desktop version. I don't see those filters on my iPad. And don't tell me that the development team somehow didn't understand that we'd need our filters on a mobile device.
How to change Display Name for your Outgoing emails?
Hi All, To change Display Name Login to https://www.zoho.com/mail Select Settings >> (select) Send Mail As Highlight and click the 'Edit' icon across the particular email address under 'From Addresses List' In the 'Display Name' text box, provide the desired Display Name Click 'Update' to save the changes. You may have to provide your external SMTP password, in case you are updating the Display name for an external from address. Also, refer Send Mail As help for more information.
Accounts / Layouts / Related Lists - on mobile app
Guys, In the web app of CRM, I have set up the following: - A layout for "resellers" - with specific fields. - Reseller accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products sold") - A layout for "end-users" - with specific fields - End-user accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products purchased") This works flawless in the browser. I seem to have a persistent
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