2024 recap: Key updates to Zoho CRM's mobile app

2024 recap: Key updates to Zoho CRM's mobile app

Hello everyone,

2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year.

Here's a quick feature recap!
 

Share record URL (Android) 

Users can now easily copy records' URL, save them to files, or share them with other apps, making collaboration and information sharing simple and seamless.
 

Add and manage tags  (Android)

Users can now add new tags or attach existing ones to records directly in the Zoho CRM mobile app. If you have module customization permissions, you can also manage tags easily within the app.
  

Widget populate function (Android)

The record populate function in custom button widgets lets you automatically fill CRM form fields on create, clone, and edit pages.

Voice-to-text notes (Android)

Users can now dictate notes in Zoho CRM's Android app, making it easy to capture information on the go. This hands-free feature makes note-taking quicker and more convenient.
 

Quick navigation button (Android)

The quick navigation button provides easy access to related records like deals, contacts, tasks, meetings, and products, saving users from scrolling through long lists. With just a tap, you can view, add or assign related items in one convenient place. Additionally, users can search for specific related list.
 

Caller ID (Android)

Caller ID helps you identify incoming and outgoing calls by displaying the caller's name, image, and the module they belong to in your CRM. It also displays a deals card, highlighting any open deals linked to the contact.

Related list based on layout (Android)

Related Lists can now be displayed according to the selected layout for a record. Previously, related lists set for standard layouts were only visible in the mobile app, even if the record was in a custom layout with different related lists. This update ensures that related lists are aligned with the chosen layout.
 

External telephony support (Android)

Users can now integrate CRM with external telephony providers, currently RingCentral and Zoho Voice. By selecting the External Telephony app, users will be redirected to the provider’s mobile app to initiate the call. Once the call ends, it will be automatically logged in your CRM. This integration setup is handled on the web platform, and more telephony providers will be supported in future updates.

WhatsApp deeplinking (Android)

Users can now be redirected to the specific chat in the WhatsApp app from the CRM record. This can be done by clicking the phone number on the business card, details page, or selecting Send WhatsApp message from the More options.
 

Wizards (Android)

Wizards in the app allow users to break long forms into multiple screens, making it easier to enter data step-by-step. This approach helps users complete the form without feeling overwhelmed and reduces errors. Users can also save their progress as a draft and submit it later, adding flexibility to the process.
 

Unified date format (iOS)

Any changes you make to your date format (like dd-mm-yyyy) in Zoho CRM's web version will automatically sync with the mobile app. This ensures that your date format stays consistent across all your devices.
 

Layout-based custom buttons (iOS)

Custom buttons were previously displayed based on positions like create, edit, clone, details view, and related list, regardless of layouts. With this enhancement, custom buttons now support layout-specific display.
 

Optional field support for blueprints (iOS)

Users can leave optional fields blank in blueprint transitions in the iOS app as long as they fill out the mandatory fields. The Save as Draft option enables users to save their progress even if they haven't filled in all mandatory fields. Additionally, if you happen to miss any mandatory fields or checklist items, an alert will notify you.
 

Sharing records with org users (iOS)

Make it easy for team members to access the information they need at any time by sharing records with your entire organization or with specific users, roles, or groups.
  • Public sharing: Share a record with the entire organization.
  • Private sharing: Share a record with specific members only.
 

Contact roles for deals (iOS)

Assign specific roles to contacts involved in your deals and identify key individuals, such as decision-makers and financial managers. This ensures that you have the right conversation with the right person during the deal process.

 

Global Search (iOS)

The global search allows you to quickly find records across all modules or within a specific module by simply entering a keyword. Unlike before, where search was limited to four fields with custom search, global search now scans all fields for matches and displays results instantly as you type. For added convenience, you can set global search as your default search option.
 

Dynamic display (iOS)

Previously, the list view could show only up to four fields. Now, with dynamic display, users can customize the list view to include up to nine fields, organizing them into headings, subheadings, and items. You can also add images or actions to make it easier to access important details right from the list view.

Built-in telephony (iOS)

Make business calls directly from the iOS app with built-in telephony for VoIP calling and automatic call logging. Access customer details during calls and customize IVR call flows through the web app for a seamless experience on your mobile device.

Platform widgets (iOS)

In addition to the existing Today widget, you can now manage approvals, track activities, access recent items, customize favorite modules, and view deal statuses directly from your widget screens.

Record Locking (iOS)

Record locking helps manage access to records in the CRM app by supporting both manual and automatic locking. Users can see the reason for a lock and can unlock manually locked records by selecting the lock icon on the details page or through the more options menu. The locked status of records is visible in both the list view and the related list view.
 

Analytics support in Zia (Android and iOS)

You can simply ask Zia for specific analytics components and it will instantly provide you with detailed data. This enhancement makes it easy to access analytical insights directly from your mobile device.
 
 

Assignment thresholds (Android and iOS)

Receive alerts when you exceed the assignment threshold set for each user. You'll see this threshold alert while creating and importing records, during blueprint transitions, and while converting leads.
Learn more: Android | iOS

 

Duplicate record check (Android and iOS)

When converting a lead into a contact, account, or deal in the iOS app, the system automatically checks for duplicate records using unique fields such as email address, company name, and lead name. If a match is found, you'll be prompted to merge the lead with the existing record.
 

Saved filters (Android and iOS)

You can now access filters saved in Zoho CRM's web version in the mobile CRM app. Use these web-created saved filters to filter your records on the go.
Learn more: Android | iOS
 

Layout rules for lead conversion (Android and iOS)

Layout rule support for deals enables users to set criteria that trigger actions during lead conversion. If the defined conditions are met, the app automatically displays additional fields or makes certain fields mandatory.
Learn more: Android
 

Rollup summary field (Android and iOS)

Rollup summary is a read-only feature that associates parent and child records to automatically calculate values, like the number of notes, tasks, or deals.
Learn more: Android
 

Business Messaging (Android & iOS)

You can now access WhatsApp business messages directly from the Zoho CRM mobile app. With this integration, all your WhatsApp chats are available in the Messages module, making it easier to stay connected with customers on the go. You can send messages, share attachments, sort chats by time, and even navigate to related records.
Learn more: Android | iOS
 
 

Validation rule enhancements (Android and iOS)

The enhanced validation rules update introduces new features to improve data management. You can now validate data either on record save or through a "Verify" button for field-specific checks. Error messages can be displayed directly below the affected field or viewed collectively at the top of the page. Additionally, the update offers flexible options to either let record saving with a warning or to suspend record saving until the error is fixed.
 
 

Dynamic lookup filter (Android and iOS)

Dynamic Lookup Filter (DLF) makes it easier to filter lookup records by using field values from the current module instead of fixed criteria. This means the system automatically shows relevant lookup records based on the data in the module.

Canvas detail view (Android and iOS)

The canvas detail page created for mobile view in the web application can be accessed on both Android and iOS devices. Users can select pre-designed templates or create a unique design from scratch. You have full control over customization, allowing you to modify fields, related lists, actions, and create custom experiences using sections, tabs, and more.
  

Widget populate function (Android & iOS)  

The record populate function in custom button widgets lets you automatically fill CRM form fields on create, clone, and edit pages.  
 

Subform permissions (Android & iOS)

Subform permissions now sync between Zoho CRM's web version and the mobile app, meaning any permissions you set for subforms- view, edit, create, or delete- will be reflected in the mobile app.
 

Subform file upload (Android & iOS)

The 'File Upload' field in Subforms lets users access files attached through the web and upload new files directly from the mobile app.  Users can also delete these files directly from the mobile interface for easier file management.
 
 

Client Script Releases 

Subform Base Events (iOS)

You can make use of Subform events such as onCellChange, onRowAdd, beforeRowDelete, and onRowDelete in Add, Edit, and Clone pages, enabling custom logic for Subform interactions.

Client Script ZDKs support for Wizards (iOS)

Users can define custom actions for Wizards (create and edit pages) using Client Script ZDKs.  

Fetch Contextual data using Client Script and use Navigation/Loader/Get Input ZDK Functions (IOS)

Users can fetch contextual data including record id, record data, layout id and module details from the page in Mobile App using $Page in Client Script.
 
Use Client Script to navigate the users to a web tab, module’s create / edit / clone page, details / list view

Users can use $Page.navigation_data  to retrieve the data passed from the page where navigateTo() was invoked.
 
Users can use showLoader() to display a loader (standard loader / spinner loader) and  hideLoader() to hide the loader
 
Users can use Use getInput() to get custom input.

Fetch role and profile using Client Script (Android & iOS)

Users can use the Client Script constant -  “$Crm.user” for fetching role and profile of the current user in mobile app.

Client Script ZDKs support for Detail page (Android & iOS)

Users can define custom actions for Detail Page of the configured using Client Script ZDKs.
 

Setcriteria in forms (Android & iOS)

You can use setCriteria() method to filter field values based on custom criteria.

 
That's a wrap for 2024! Update your app today to explore these features and get ready for even more in 2025.

Thank you for being part of our journey!
 
Regards,
Aakamsha
User Education
Zoho CRM Mobile

      • Recent Topics

      • Picklist field shows "none" as default

        Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa

      • Stage-probability mapping feature in custom module

        Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

      • Field Description is very small

        Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

      • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

        In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

      • Marketing Tip #14: Increase cart value with product bundles

        Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

      • Problem with Workdrive folders

        I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Auto tracking URL generation based on Carrier

        Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

      • Zoho Bookings form pre-filled with Zoho Forms in

        Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Zoho Books' 2025 Wrapped

        Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

      • Can multiple agents be assigned to one ticket on purpose?

        Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

      • Edit default "We are here to help you" text in chat SalesIQ widget

        Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

      • Can't change form's original name in URL

        Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

      • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

        Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to

      • Compensation | Salary Packages - Hourly Wage Needed

        The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

      • Multiple currencies - doesn’t seem to work for site visitors / customers

        I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?

      • How do people handle using Outlook and Zoho Project calendar at the same time?

        We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

      • 10GB Email Storage Limits in Zoho CRM

        We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know

      • Performance is degrading

        We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

      • How to set page defaults in zoho writer?

        hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

      • Enable History Tracking for Picklist Values Not Available

        When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

      • ZO25: The refreshed, more unified, and intelligent OS for business

        Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

      • Vault crashes on Android Devices

        Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing

      • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

        ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

      • Camera access

        My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please

      • Are static links available

        I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a

      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

      • How to print a label from zoho creator app?

        Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

      • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

        We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

      • Where can we specify custom CSS in Zoho Forms custom theme ?

        I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

      • Team Gamification

        Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

      • Sync Data from MA to CRM

        Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

      • Update CRM record action

        Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

      • Pro Lite Upgrade - Quick Access Tray

        Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

      • Next Page