Process Management and Automation
Approval processes in Zoho CRM iOS app
Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the Zoho CRM web will also appear in the ...
Kiosk in Zoho CRM iOS app
The 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 ...
Multi-select lookup fields in iOS app
A Multi-Select Lookup Field allows you to connect multiple records from one module to a record in another module. This is useful when you want to associate more than one item or value with a single record. Types of relationships One-to-One ...
Assignment Threshold in Zoho CRM iOS
Assignment Threshold helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being overwhelmed, and helps ...
Managing Processes on iPhone
My Jobs module From the MyJobs module, users can perform process-related actions, such as executing a blueprint and working with records that are under an approval process To view the My Jobs module Tap the more icon in your Zoho CRM app. Tap My ...
Executing blueprints in Zoho CRM iOS app
Blueprint needs to be created in the Zoho CRM web to access it on mobile. Blueprint helps you enforce a strict process that must be followed across your organization. It ensures that every step in a process is followed correctly and consistently, ...
Working with My Jobs module in iPhone
The My Jobs module displays all the records that you own which are a part of your organization's Blueprint process or the records that are awaiting your approval and records owned by other users. Executing Blueprint from My Jobs module The Blueprint ...