CRM App Settings | Zoho CRM on Android

CRM App Settings

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:
  3. 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.
  4. Log Prompt: Enable this function to receive a Log Call prompt at the end of every call.
  5. Auto Call Log: Enable this function to automatically associate a call with a lead or contact when it ends.
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 Notification 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.
  4. Add Record: Only fill in the most important fields while creating a record.
  5. Update Record: Update only what is important to you when editing a record.