Swipe actions in Zoho CRM Android app

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 without opening the record.
Notes
Note:   
  1. Only default swipe actions are supported in this phase.       
  2. Swipe actions differ from module to module based on the module’s functionality.
    For instance, the Meetings module will have a Cancel Meeting action, while the Calls module will have Reschedule, Cancel, and Complete call actions. 

Performing swipe actions 

When you swipe a record from left to right or vice versa you will see the available actions that can be performed.
 

 Left-right swipe 

 

  Right-left swipe   


Info
 Info: A full swipe will execute the last action available for that swipe.
For example, if Edit is the last action available for left/right swipe, swiping fully across the record will directly open the record for editing. 
  

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now








                                                                                                                          • Related Articles

                                                                                                                          • Kiosk in Zoho CRM Android app

                                                                                                                            Kiosk must be configured in the Zoho CRM web to access it on the mobile app. Kiosk is a no-code customization tool in Zoho CRM that helps you set up a structured UI to follow your processes and collect data easily. Every organization has its own ...
                                                                                                                          • Zoho CRM Analytics App

                                                                                                                            Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...
                                                                                                                          • CRM App Settings

                                                                                                                            Configure Calendar Settings Tap the icon in the Zoho CRM app. Tap Settings. Tap Week Starts On in the Calendar section of the Settings page. Select the day of the week you want the week to start on in the pop-up. Configure Call Settings Go to ...
                                                                                                                          • Working with Zoho surveys in CRM Android app

                                                                                                                            Your business often needs feedback from your customers to understand their experience, improve your services and to build stronger relationship. By integrating Zoho Surveys with CRM, you can send surveys directly to your customers as emails and also ...
                                                                                                                          • Working with Meetings in Zoho CRM Android app

                                                                                                                            Meetings are an integral part of any business, whether it is with your team, customers, or prospects. The meetings module in Zoho CRM helps you keep these interactions well organized and associated with the right record, so you never lose context. ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources