CRM App Settings | Zoho CRM on Android

CRM App Settings

Change Theme   

To change the color theme

  1. Tap the icon in the Zoho CRM app.

  2. Tap Settings.

  3. Select a color theme from the Themes section of the Settings page.
    The theme will be applied across the app.


Configure Calendar Settings

  1. Tap the icon in the Zoho CRM app.

  2. Tap Settings.

  3. Tap Week Starts On in the Calendar section of the Settings page.

  4. Select the day of the week you want the week to start on in the pop-up.

Configure Call Settings 

  1. Go to Settings in your Zoho CRM app.

  2. Enable or disable the following functions in the Calls section of the Settings page:

    • Call Logging: Enable this function to receive a prompt to log a call when it ends, or set automatically call logging. Disabling this will disable both Log Prompt and Auto Call Log.

    • Log Prompt: Enable this function to receive a Log Call prompt at the end of every call.

    • Auto Call Log: Enable this function to automatically associate a call with a lead or contact when it ends.

  1. Choose the modules in which incoming calls can be searched under Search incoming calls in modules.

Enable Push Notifications

You can choose how you want to be notified of CRM actions on your device. Enable or disable Sound and Vibration options as required in the Notifications section of the Settings page.

Notification Channel Support

You probably receive countless app notifications on your phone, making it difficult to spot the important ones, and if you miss a CRM notification, you could lose out on a lead or deal. We use notification channel support to combat this and help you stay in control of what notifications you receive.


Notification Channel is supported for Android Version 8.0 and higher.

 

To customize your notifications

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings.

  3. Tap Notification Categories in the Notifications section.

  4. Customize the settings as required.

Image Upload Resolution

Setting the resolution of images will determine the compression size of all images uploaded to CRM. Choose from four image resolution options: Low, Medium, High, and Normal. By default, the resolution is set to be Normal.

 

To change the image upload resolution

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings.

  3. Tap Image Upload Resolution under Image Compression.

  4. Tap the resolution type.

 

Configure Smart View Settings
  

The Smart View is a mobile-friendly view that is available for any module in the Zoho CRM Android app. It mirrors the Quick Create view in layouts. It is available in four situations: Add Record, Update Record, Details View, and Related Lists.

It's called the Smart View I because it automatically displays only the information that is relevant to you. For example, let's say you have several fields with empty values in the Details View of a record. The default view would show the full list of fields, including the empty fields. The Smart View automatically skips the empty fields and only displays the fields with values. This way, you do not waste time scrolling up and down your screen looking for relevant information; it is right there in the Smart View.

 

To enable Smart View as the default view type

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings.

  3. Enable or disable the Smart View in each of the four locations in the Smart View section.

Add Record: Only fill in the most important fields while creating a record.

Update Record: Update only what is important to you when editing a record.

Details View: Skip all empty fields and show only the fields which have values.

Related Lists: Push all empty related list items to the bottom of the page and only show those which contain data on the top of the page.

You can also choose which tab is displayed by default when you open a record's details page. The Related tab is shown by default, but you can switch this off to show the Details tab and then swipe left to manually slide to the Related tab.

 

 

 


Reset and Erase Settings

You can use the Reset option to update the Zoho CRM app with the latest data from the desktop version, including custom modules, components, record data, and more. The app settings you have configured on the device such as themes, grouping, and sorting will not be changed. Any data you added to the app which has not been synced with the desktop version will be removed.

 

If you use the Reset and Erase Settings option, all the app settings configured on the device such as themes, grouping, and sorting will be erased and set to the defaults. The app is then updated with the latest data from the desktop version so that you have a clean slate to work with.

 

To reset the app

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings.

  3. Tap Reset App under Data.

  4. Tap either Reset or Reset And Erase Settings.

 

Privacy and Security Settings 

Confidentiality is key for keeping your data secure and Zoho CRM has personalized settings to help you protect your data by adding a layer of security.

 

App Lock

When you're handling customer data, a high level of security is required. Zoho CRM provides an App Lock feature to keep your data secure. You can add a PIN or a fingerprint to prevent unauthorized access.


You will be signed out after 6 failed PIN attempts

 

To activate App Lock

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings > Privacy and Security > Turn App Lock On.

  3. Enter a PIN.

  4. You can also choose to unlock the app using your fingerprint. Select the Fingerprint Unlock checkbox to enable this feature.

 

Sending Diagnostics and Usage Data

Help us improve the app by sending us information about how you are using the app. For example, how long you are using the app, your battery level, and the quality of your network. This can also be sent anonymously.

To turn on diagnostics and usage data

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Privacy and Security.

  3. Enable Send diagnostics and usage data.

  4. Check Send anonymously box to send the data anonymously.

 

Other Privacy and Security Settings

Decide if you want to allow Notifications, Screen capture, and Text Copy on your device by enabling or disabling them in the Privacy and Security settings.


Offline Support

Zoho CRM's Mobile Edition lets you work offline to add, modify, or delete records, which will be saved locally and then synchronized with your account when you come back online.

 

All the records added while working offline will be listed in the Unsynced Records module. When the device connects to stable internet, all the records will be synced back to your account and the message "No unsynced records" will be displayed in the Unsynced Records module.

 

To view unsynced records

  1. Tap the icon in the Zoho CRM app.

  2. Tap Unsynced Records.

  3. Tap the icon to group the icons by module or by date.

 

Send Feedback

Feedback can be sent to the Zoho Mobile development team using the feedback form on the Zoho CRM Dashboard or from the Settings page.

 

To send feedback

  1. Tap Feedback on the Zoho CRM Dashboard.

  2. Compose the feedback and add attachments, if needed.

  3. Toggle Include system logs and Include diagnostic information to add them to the feedback.

  4. Tap the send icon.


Troubleshooting and Support

If you require any troubleshooting and support, you can reach the Zoho Mobile team by submitting your questions via the feedback form. You can also email your questions to crm@zohomobile.com.

 

 

Mail Composer Settings

You can choose to send emails either from the in-app email feature or from another email app you use.

 

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Send Mails Using.

  3. Choose either in-app emails or other email apps. 

 

Display Name Order

The order in which the names of the records of a module appear in a module's List View is determined by configuring the Display Name Order settings.

 

To change the name display order

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Display Name Order.

  3. Choose Last, First or First, Last.

Today Widget

 

To add a Zoho CRM widget to your device

 

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Today Widget.

  3. Tap on the widget and place it on the home screen of your device.

 

 

Enable Zia Chat

 

To enable Zia Chat

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Zia Chat.

  3. Toggle to enable Zia Chat.

 

 

 

Map Settings

 

To change the map settings

  1. Tap the icon in your Zoho CRM app.

  2. Tap Settings and then Map Settings.

  3. Enable or disable in-app views and sharing records' address info.

 

 

 


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