Customization
Homescreen quick actions in Zoho CRM iOS app
You can quickly perform certain tasks by long-pressing the app icon on your home screen. This gives you instant access to: Search Add Task Add Meeting Log a call Schedule a Call Add Lead Add Contact Add Account Add Deal Info: A maximum of 4 tasks can ...
Customizing the navigation bar in the Zoho CRM iOS app
The bottom navigation bar lets you pin frequently used modules for quick access. You can customize this to suit your work by adding, removing, or rearranging the modules as needed. To add modules to the navigation bar Tap More icon () > Customize > ...
Themes, timezone, fonts, and calendar settings in Zoho CRM iOS app
You can customize the themes, timezone, fonts, and calendar (Week starts on) of the app to match your preference. Go to More () > Settings () to adjust the following: Themes Choose between Light, Dark, or Device Theme. If your iPhone is in dark mode, ...
Customizations in Zoho CRM
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can be created on the web and accessed from the mobile app. Read more. Custom buttons can be ...
Configure Zoho CRM Settings in iPhone
Configure Module-specific Settings The module specific settings decide the order in which records are displayed in a selected module's list view. Module specific settings also influence other aspects of a module such as module search, synchronization ...