FAQs: CRM for iphone
From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways:- Download and Install the Zoho CRM application from the App Store from your iPhone.
- Download Zoho CRM through iTunes and synchronize with your iPhone.
What are the prerequisites for installing Zoho CRM App for iPhone?
- Zoho CRM requirements:
- A valid and active Zoho CRM Account.
- Mobile Edition activated for your account.
- The permission to view Zoho CRM modules
- iPhone requirements:
- iPhone requires iOS 8.0 or later.
- You need an iTunes Store account to download applications.
- Wi-Fi Connectivity
What data can I access using the Native App for iPhone?
Does the Zoho CRM App for iPhone work in the offline mode?
The changes made to your data will be synchronized to your online account automatically when your iPhone device connects to a network.
Can I use my Gmail ID to access Zoho CRM app on the iPhone?
How do I get to access a record that is not downloaded in my device?
I added a custom view but why am I not able to view the same in the mobile app?
Following are the steps to reset the application:
To reset app in iPhone
- In the Zoho CRM Dashboard, tap the About Zoho CRM icon.
- In the About Zoho CRM screen, tap Reset Application.
- Tap More in Zoho CRM.
- Under More, tap Settings > About Zoho CRM Reset Application.
How many records will be downloaded to the device on installation?
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