Collaborating using Feeds

Collaborating using Feeds

Feeds in Zoho CRM for Android let you collaborate with your peers and keep track of your organization's activities, both your own and your colleagues. Feeds lets you post and view status updates, add comments, attach files, and filter updates by module.  
Info
Permission Required
The feeds tab will be accessible to all the users if it is not hidden from their profile.
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Working with Feeds

To add a feed

  1. Go to Feeds in your Zoho CRM Android app.
  2. Tap the icon and compose your status update.

  4. Tap the attachment icon in the top-right corner to upload files.

  6. To mention a user, enter @ and type their user name. Choose the required user from the list of names.

To filter Feed views

  1. Go to Feeds in your Zoho CRM app.  A list of feeds will appear.
  2. Tap the Filter icon to view the updates for a selected module.

    You can also filter just status updates by tapping Status .

To add comments on feeds

  1. Tap on a feed.
  2. Tap +Add Comment  
  3. Write a comment about the record update made by one of your colleagues.
  4. Tap Comment .

Feeds notifications

You will be notified in Zoho CRM when a user:
  1. If you are mentioned in a comment or a feed message
  2. If you are a part of a group and the group is mentioned in the feeds messages or comments section
  3. If a record is assigned to you
  4. If a record you own is updated
  5. If changes are made to a record you follow
  6. For approving/delegating/rejecting approvals

To view notifications in feeds

  1. Go to Feeds in your Zoho CRM app.  A list of feeds will appear.
  2. Tap the Bell icon to view your notifications.

 

 

Viewing Records via Feeds

You can get a detailed view of the conversation attached to a feed. You can also get a detailed view of the record the feed is about by tapping on it.