"Leads" or "Card Scanner" App?
Hi Guys, We're going to deploy a card scanning app to our business development force and would like clarification on WHICH of the two apps provided by Zoho would be best? They seem to do the same thing; except one is sold for "free" (the card scanning engine is a 4.99 add-on) whilst the other is 4.99 out of the box. Is there any difference between the two? Other than the badge scanning - we do not use that feature. Do they use the same version of the OCR engine? Are they equally actively developed?Andoid app automatic call log fail
Hello, The problem is that when i call throw the app even when i call throw the 'deal'' call buton the system logs the call to the account. So i have to go to account and choose the ''related to'' option and change the call from an account call to a ''deal'' call. This is very bad because it is dificult to do it via the mobile so many phones contacted by the salesman for a deal are looged in the account and we can not track the eficciency. I think that is a bug and should be fixed. The call shouldZoho Mobile App log-out immediately after login-in and validation code successfully validated
Hi, I have a problem with my Zoho mobile App. When i log-in with my user and password in the Zoho mobile App, it requests automatically for a new security code, the system receive it in the mobile phone and validate automatically and then immediately log-out. So, I can not log-in to my Zoho account through the Zoho mobile App. Though my laptop web access there is not issue. Appreciate any help Regards GabrielTouch ID as an option as well as password
Would be really nice to have the option of using touch ID instead of a password to access the CRM app, like what banking apps such as Monzo etc... do.Card Scaner Language
I have a problem, the card scanner does not read Greek, so i have to questions. Will you add Greek Language, I do not thing that is difficult there are many apps supporting it Why we can not just scan as pdf the card or as very light photo so we can upload it to crm with mobile data and also do not spend recources on your side. The photos are Heavy so i have to change my camera setting each time i take a photo as attachment in CRMZoho Desk iOS App | No push notification sent when a ticket is moved to another department
Hello folks, Our situation is this: 3 departments configured for our Zoho Desk instance. One department (Technical Support) is configured as the primary (is the only one available for Help Center ticket submissions). The other two departments ("Developers", and "<redacted> Account Creation") are set to private and can only receive tickets when the primary department manually moves the ticket to them. This is by design because we do not want regular users choosing which department to submit ticketsMobile CRM- task view not correct
Hi we have a task view on our desktop which we use as a daybook and it is filtered to show only tasks that have daybook written in and status is not closed. It works great. The problem is that on the phone it shows closed daybook tasks as well. Plus the big problem is the speed, sometimes it can take hours before we see the task when we are mobile which is a problem as tasks drive most companies. Any ideas p[lease.Estimate from Zoho CRM Mobile application
Dear Team, Can we make Estimate from Zoho CRM Mobile Application (Both Android & iOS)?Unable to see email activity
I am curious to know how to see any email activity that has taken place between myself and a contact from the mobile app. It is extremely convenient to have this feature in the app, but as of right now it looks like the Zillow app does not have the schedule ability? Can a Zoho representative please clarify whether this feature is available, and if not, when you will be making it available?Mobile App and Web App not showing same records
Steps to reproduce issue: User1 creates accounts, contacts and leads User1 transfers the accounts, contacts and leads to User2 due to promotion User2 then shares the accounts, contacts and leads to User3 as read-write +related records User2 creates new leads and shares them with User3 User3 can only see the items shared by User2 IF User2 created them. If User1 created them they are not visible in the Mobile App. They are visible to User3 via a browser.Zoho App not working
I can not access the Zoho desk app at all on multiple devices. Is the system down?I want to view CRM documents on mobile
Hi, I keep instructions for outsourcing clients that I always use for documents in CRM, but I can not see them in CRM's mobile app. Are there any apps that can be accessed right here? Aren't there too much demand? There are various storages such as evernote, google and so on, but we don't want to put them in so many places, and all the CRMs are open in the company, so it's easiest to understand and put them here. However, it is useful to open immediately when asked on the go, but it is also difficultAnalytics on CRM Mobile App not working
We need to visualize our sales metrics on the CRM mobile App (Both Android and iOS). According to this link (https://www.zoho.com/crm/mobile/sales-app.html?src=ft), in the dashboard >> favorites App menu, it's possible to visualize different types of reports (Created on the favoritve section in our CRM account), but we already tried on Android and iOS and it has not worked. Only the text lists show up, but none the graphic reports. How can we visualize this information/reports? ThanksConnot Login in App ZOHO On iOS Device
Now I'm connot login to access email in app ZOHO Mail on iOS when click login application redirect to blank pageSubforms in CRM Mobile?
I figured out how to use a subform in a custom module I created but found out that the subform is not usable on the Zoho CRM Android app. This is something that is really hindering the use of Zoho in the intention on how I am building it. Will the subforms be accessible on the mobile app? Also, if not, how can I set up a field to add product or items from another custom module just like you would when adding products in a quote? Thank you for any help on this.Lookup Field not linking to Contacts on iPad or Tablet
I have created a Custom Module that has a field that does a lookup to accounts and contacts. The lookup field works when using a PC, but not when using an iPad or tablet Does anyone have any suggestions why? Thanks in AdvancePush Notification Issues in iPhone 8 (Zoho CRM App)
Hello All, I am using an iPhone 8, software version 11.4.1, I have installed the application of Zoho CRM version 3.3.21, but the Push Notifications are not working, I don’t receive any display message when a task need attention (Call, etc). In the Configuration of the Zoho CRM App, in Privacy and Security the Notification Push have a message that say: “retry”. Could you let me know how I can fix this situation and receive the notifications?. Thank you very much. Best Regards.mails not received on mobile app version
Hi Guys, I have 3 mail accounts on zoho. 1 with @zoho.com and 2 with different domain endings. with one of them i dont receive the mails via zoho android app. on desktop I receive all the mails but not on my samsung mobile phone. what is wrong?Events in Zoho CRM MOBILE APP
(We are using new Samsung Android Devices) I made an event for one of my field techs. Put in the address. He came up to me with his event open on his mobile app. there are four tiny buttons at the bottom: an envelope, a blip with a check mark, a map, and a phone. check mark "checks me in". The map doesn't seem to do anything? Shouldn't it navigate to the event's location??I can't disable Restrict Sign In on OneAuth App
I had downloaded the One Auth App and enable restrict sign in, but then I decided to delete it since I didn't find good use for it. However, any time I attempt to sign in to check my Zoho emails, an error tells me to go to the OneAuth app and disable restrict sign in. I then downloaded the OneAuth App again, but it doest let me sign in either, so I am stocked without been able to use my Zoho Mail. Any suggestions? Please help. Thank you!!!Too many notifications on my mobile app
I have the Zoho Desk mobile app on my iphone as do some of my coworkers. We all don't get the same number of notifications. Some get what seems to be the expected amount, others get hundreds and one person got over 10,000+ in a day. Our settings all look the same. Why would this be happening? How do/Can we limit the number of notifications received to specific actions?Zoho not logging calls automatically
I just finished 3 calls with iphone 7, OS 12.2 Zoho is not popping up the `do you want to log this call` message anymore. Could you please help me resolve this issue? Thank youAndroid Application doesn't match the linked fields on ticket layout
I've tried to process a ticket from the Android application today and found out that the linked fields aren't being listed as their browser counterpart. A linked subfield is being listed including all of its contents instead of being filtered out based on the field dependency.Why cant i use the projects website on ipad
When i log in to the projects website on my iPad it launches the iPad app. id like to view the website occasionally as the app itself doesn’t support many features that the website does. any way to do this?Cant send email from zoho mail app (android)
from saturday i cant send email from my phone app and reply to not works i recieve emails and i can send emails from web browser, but from app not!Zoho Mail app upgrades to TLS v1.2
Hello everyone! Greetings from Zoho Mobile apps team! Keeping your data safe and secure is of utmost importance to us. As a part of our ongoing efforts to enhance security, we will be retiring TLS (Transport layer security)1.0 and upgrading to TLS (1.2) and this is effective for our mobile apps also. If you are using Zoho Mail mobile app to check your emails, check that you are using the secure version of the app to ensure your data security. If you are an Android user: 1. Ensure that you haveCard Scanner App isn't transferring all the data to the CRM
Hi Team, When we are scanning business cards I am finding that the data looks good in the app but when I hit upload there are a bunch of fields that aren't migrating across to the CRM. For example mobile phone number, Title, address. Is there an extra set up function that I have to complete? Cheers,ZOHO CRM IOS @mentions push notificatons
I am trying to get push notifications sent to the ios app. The feature is listed here : https://www.zoho.com/crm/help/mobile/zohocrm-for-iphone.html I want to be able to add notes in a record and use the @mention feature then trigger a push notification to the IOS zoho app.Zoho Calendar - Description not showing in Mobile app
Hi,, When I make an appointment and add attendees, I add a valuable information in the description that i want to be visible to all of them. When i create the appointment, the description shows in the invitation email. After attendees accept by pressing YES, its there in their calendar. Yet, the description its not shown anymore in the calendar of the app. I need these information to be appear in the app "calendar" not only in the email. HOW? it seems that there is no way to show, and if not i hopeCan login Site24x7 on android app
I am sure my username and password are correct as I can login on the site24x7 website. But on the android app. It keep prompting me to enter a valid email? huh? (of course my email address is valid). Test on another phone still no luck. Please help.Reordering tasks
Hi ! I'm starting a project and for now adding tasks in no specific order under the general task-list. Now, I like to reorder them. They don't have a completion date or urgency set. However I'm wondering how to move them. I tried the kanban view with no much success. I'm using an iPad Pro as main device. Neither via Safari browser, not with the iOS app, moving tasks seem obviously available. So, how can I achieve this ? ThanksZoho Connect Tasks
When viewing your task board in connect on the web you can drag and move tasks with ease. On mobile this is non existent! It is a pain staking manual click to change it. It would be awesome if mobile had the same abilities.How to get the mobile application to show more than 2 graphs in the dashboard
when you run the mobile app in the dashboard section it only 2 graphs and the dashboard has 5 in total, can you see ore than2 graphs?, thanksMerge tickets on mobile app
It would be good if tickets could be merged using the mobile app. I would also find it useful to be able to view 'All Departments' using the mobile app.Google Pixel Slate Full Review- Shame or Fame?
The Google Pixel Slate is finally here, most of us have expected this flagship tablet form Google to compete against Apple’s iPad Pro ever since it was announced by Google last year. Browse on Tech to Review and get detail about Google Pixel Slate. https://www.techtoreview.com/reviews/mobile/google-pixel-slate-full-review-shame-or-fame.htmlDesk Mobile application sometimes changes the last used view
I'm having this issue on the android application. The last used ticket view changes from time to time. It was behaving this way since we've started to use Desk back in July and I'm still having this problem.Zoho CRM icon
Just a thought - why not use the neat iOS icon for Zoho CRM instead of the current outdated one. Most other Apps are using a more modern look It was pretty easy to change the ghastly Mail icon to the newer one from the web app and makes a small but nice differenceiOS App Zoho Card Scan
Good day, how can I add additional values to the app? I scan regulary business cards, but I would like to add them to the custom field values I created in my Zoho CRM. But it looks like that in the app it is fix to choose one from the given values. For example how do we get the lead, I do not need "cold call" but I would like to add the certain event. Or I would like to write the topic we talked about. Seems that the mobile app are not as integrated as it should be. Any chance to change it? CharlyCan Zoho Bookings be used as a booking app for a Zoho Creator app?
I'm not sure if this community is the proper place to ask about your Zoho Bookings mobile application. Please move this question to the proper community if this is not the correct place. We are in the analysis phase of our FSM (Field Service Management) application on Zoho Creator and I was curious if Zoho Bookings could be used as a customer faced interface for service plans created for their service cases which are planned on this FSM application. Can the customers be routed to Zoho Bookings forSign In Loop - Can not login
Android 8.0.0 Knox version 3.1 API levbel 25 Samsung Galaxy J5 Prime L.S. I am stuck in a continuous 'Sign In'-loop on my Android Phone for several mobile apps: Notes & Projects. This is how it goes: I fill in the login information, hit enter and it asks me to 'Choose an account', or 'Add an account'. I tried both options several times. However, whether I select the correct account, or I click 'add account' I am always being brought back to the same 'Sign In' page. So, I sign in again and the sameNext 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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