Customization
Customizing the navigation bar in Zoho CRM Android 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 Open the Zoho CRM app. Tap More ...
Wizards in CRM Android app
Gathering data in a layout with numerous fields can be challenging and may sometimes feel disorganized. This can occasionally lead to errors and affect efficiency. Wizards offer the perfect solution for this by dividing long forms into multiple, ...
Swipe actions in Zoho CRM Android app
Swipe actions are quick gestures that let you perform tasks by swiping left or right on a record in any module’s list view, or in the calendar view of the Meetings and Calendar modules. Actions like edit, clone, mail, and more can be performed ...
Searching records in Zoho CRM Android app
The Search feature in the Zoho CRM mobile app helps you quickly find the exact record you're looking for without scrolling through multiple entries. The app supports two types of search: Custom Search Global Search Custom Search Custom Search allows ...
Configuring 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 record search in the module, synchronisation with desktop ...
Custom buttons in Zoho CRM Android app
Custom buttons are user-defined buttons that lets you initiate actions that are not present by default. For example, you can add a "Calculate Commission" custom button to your deal records. When clicked, it opens a widget that instantly calculates ...