Analytics 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.Push 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 sameHelpdesk customer cannot login to the android app
Hi we have an end-user that can log in to the web interface via a browser to log and view her own tickets. however, on the android app it says "please enter a valid email address". Regards EstherConditional Layout Problem: Unable to hide subforms on CRM mobile app
I'm implementing some conditional layouts. Everything works fine on desktop however on the iOS app the conditional layout does not work for a subform. Summary When field status = x, show user the Subform. - works on desktop - does not work on iOS app. This is being used in a custom moduleLatest version of Zoho CRM iOS app is now live and available in the App Store
Wish you all a fantabulous year ahead! As admins/ managers etc. isn't it important to know what values have been changed for your records? The newer version of iOS CRM gets you just that, alongside the deep linking support. Zoho CRM app for iOS (v3.3.21) is now live and available in the App Store wherein, We've brought in support for pick-list tracking i.e. you can now view and track the history of changes made to pick-list values on the records, without missing out on vital information. DeepZoho Bug Tracker is now live in the App Store
There isn't a Christmas without gifts.. and we give that to you in the form of a new app!! Zoho Bug Tracker is now live in the App Store An app which lets you keep a track of your product's issues on the go. With the bugtracker app, you can Create bugs, milestones etc., assign it to a user to work upon and follow it up, all on the move. Align the bugs with the help of different views and group/sort them with various criteria as per your requirement. You can filter the issues as well, based onEmail send via Iphone does does carry attachment
When I use my Iphone to send and email, composed using a template the attachments in the template are not transmitted to the recipient.Zoho Card scanner App
1. I’ve created a campaign in Zoho (desktop version) named: Data Centre World Frankfurt 2018. 2. I’ve scanned my first business card in the app. 3. Saving the lead it, the app asks me where I want to save it. I chose Zoho CRM Lead (the app asks me to log in with my CRM account). 4. Once saved I go to edit and choose the campaign. I don’t create that in the app but I search the event from CRM Server. 5. The app starts loading for searching but it keeps loading with no results. I have to closeZoho CRM App - Display layout order of standard vs customised fields in
When setting up Zoho, we created some extra custom fields for the contact mailing address: Mailing Street (standard) Mailing Street 2 (custom) Mailing Street 3 (custom) Mailing City (standard) Mailing Province (standard) Mailing Postcode (standard) I can layout as shown above in the Modules/Contacts section and it displays correctly on the desktop version, however, this does not replicate in the CRM App. It seems to put the standard fields first and then list custom fields as follows: Mailing Street"Select all" in Zoho writer app, iOS.
I'm using the Zoho Writer app on my iPhone, and it's great. The only thing I seem to be missing is the option to "select all" text in a document. This document is 17 pages long already, and I want to change the font of the entire thing, but can only lyrics select one word then drag the maker to the bottom of the screen, then scroll, then grab the marker and drag it again. Surely there's a "select all" option?Not able to login to Iphone app
It says "invalid password" but the password is exactly same I changed the password and tried again, no luck.Unable to log in to my phone app for Desk
Every time i click on my email ID to log in, it just keeps looking back to the same log in page. I am on android. I uninstalled and reinstalled the app but it is still happening.Compose Zoho email opens when trying to view iPhone Files
This is probably due to some setting I have on, but I can't work out which... I use an iPhone and a Macbook Pro so I have the files app on my iPhone to enable me to view files which are on my laptop (i.e. excel spreadsheets) however, ever since installing the Zoho mail app, each time I click on one of these files to view, it take me straight to the Zoho mail app and begins composing a message (the file is not attached). I have deleted the Zoho mail app to see if this is the issue and the files openedUrgent!!! Zoho mail Mobile app not working
Hi, From today onwards the Mobile app for Zoho mail is not working in Andriod and iOS. Its showing an error Darn! A server error occurred:400 Please help us to resolve the issue, its not seems to be an issue with our account as I have check with few others and they also facing the same issue. Thanks and Regards, SreejithEvents created in the mobile app disappear after sync
If I create an event in the mobile app on my android device it will disappear after the first sync.Next Page
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Announcements
Announcing 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:Ticket list sorting is now supported in the latest version of the Desk Android mobile app.
Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view. Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either
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Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingZOHO Android Client
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.Basic Apple Watch App
Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.Shared 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? SomebodyLook and Feel Uniformity
Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue icon
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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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