Diary | Mobile | Help | RouteIQ for Zoho CRM

Diary - Mobile

The Diary module is a journal where all your and your teams' meetings and routes are stored.

 

You can view upcoming meetings and routes you and your team have planned. Similarly, you can go back a month or two and view past schedules.

 

Viewing the Diary  

  1. Tap on the Current Module drop down. This will show you a list of the integrated Zoho CRM and RouteIQ modules.


  1. Tap on Diary to view a list of created routes and arranged meetings.

 

Changing RouteIQ views in the Diary module  

  1. Tap on the RouteIQ view field to view a list of RouteIQ views.

  1. Tap on the required RouteIQ view to make it the current view.

  • All: This lists all meetings and routes you can access.

  • Meetings: This lists all the meeting records you can access.

  • My Meetings: This lists only the meetings scheduled under your name.

  • My Routes: This lists only the routes you own.

  • Routes: This lists all the routes you can access.

Viewing schedules for a different date  

  1. Tap on the left or right arrow to view activities and meetings from the previous or next day.

  1. Tap on the day to enter a specific date.



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