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How to make offline in mobile appKanban View in Android App (Zoho Project)
Is it possible to enable the kanban view in android version of zoho project. Any prompt assistance will be of lot of help.Push notifications seem to have stopped on Android app
I'm not receiving notifications of new mail and I have to manually update the mail app to see new mail. This seems to have started today and is happening on both my Huawei phone and Samsung tablet. No changes on either since yesterday, signed out andAccounts near me filter
I think it would be a good idea if on the mobile version there was a filter you could set on the accounts near me display to filter the pins by says since last check in date, type of accounts, industry etc... would also like like to see different colouredSent using Zoho Mail
Hello, Is there a setting to remove Sent using Zoho Mail that shows up on new emails? or is that basically advertising for Zoho that you can't remove?Can't login to mobile app
I set up an email on my own domain. I can receive and send emails in the web interface and everything seems to be working as it should. However, I can't log into the Zoho Mail mobile app on both my phone and tablet. When I enter my login information,Sending and Tracking Text Mesages to Contacts/Leads
Now, in 2017, I am quite surprised that Zoho CRM has almost NO support for SMS/Text messages. The only feature I found is that one can send Text message to Contacts or Leads via the Mobile app. And, that is it. There is no support to track text messagesCan the default sort option for Tasks be set to by priority?
In the App, you can set the sort option to "by priority". However, when you log back in, the sort option defaults back to "modififed date". Can this be kept as "by priority"?Zoho Email App - Font size doesn't seem to respect html
When I send a test (html) message to myself and read it in the Zoho email Android App, text appears with a tiny font, even though the email composer (Mailerlite) was set to font size 20. Around 11 words per line. If I view the same email in the gmailIssue with Bigin App Loading
Bigin after login into the Android app just shows the loading page. And nothing comes on screenhow to change agent status through zoho desk mobile app?
how to change agent status through zoho desk mobile app?Books app and charging customers
This year we have been happily taking payment from customers in their home via the Books app and charge customer. It has been useful for a few customers plus as a backup in our showroom. I was a bit surprised yesterday to find the option on the app hadZoho CRM Campaigns in iOS
Why does the Zoho CRM iOS apps not have crm Campaigns module?Only "open" and "other status" columns in mobile status mode
Has anyone found a way to add more status columns like you can in the computer client? We work our tickets by status and having everything lumped into "other status" makes the mobile client hard for us to navigate. Hoping I'm just missing something!Is it possible to log incoming calls from unknown number on my mobile?
I've got a tiny company and for me is curial to register incoming calls to my mobile from UNKNOWN callers and convert them to leads. Is it possible using your program?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/updateNotifications 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 billingTurn 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 onlyCan'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 : (ItUpdating 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 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?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.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 importingcopy & 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 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 installsNext 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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