Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

Hello everyone!

Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient.
Let's take a quick look at what's new in Zoho CRM mobile app.
  • Home widget support (Android)
  • Field tooltip markdown (Android)
  • User image upload (iOS)

Home widget support (Android) 

Your Android app's user-specific home page now supports widgets! This means that any widget you create for your user home page in your CRM web platform can now be accessed on your Android app.
 
While creating a widget, it must be built with mobile compatibility. Once that’s handled, you can toggle ON the Mobile compatibility option in the widget setup screen to display the widget on the mobile home page.


Field tooltip markdown (Android) 

You can now view field tooltips added in Zoho CRM's web version directly in the Android app. Both static tooltips (text inside the field) and info tooltips (shown as an info icon) are supported.
 

Static tooltip

 

Info tooltip

 
Tooltips are available in the following areas:
  • Create, clone, convert, and edit pages
  • Detail pages
  • Blueprint transitions
  • Subforms (only info tooltips)

User image upload (iOS) 

Previously, users could only update their profile images from the Zoho CRM web app. With this update, you can now easily change your user image right from the iOS app by selecting a photo from your gallery, taking a new picture, or uploading from your files.

To manage your user image  

  1. Tap on the More icon ().
  2. Go to the Settings page.
  3. Tap on your user image.
  4. Choose one of the following options:
  • View image - See your current profile picture.
  • Change image - Update your profile picture by taking a new photo, selecting one from your gallery, or uploading from your files.
 
 
We hope these updates make your work in Zoho CRM easier and more efficient. Feel free to drop any questions or concerns in the comments below; we're here to assist you every step of the way!

Stay tuned for more exciting updates for Zoho CRM's mobile app.

Have a great day!
 
Thanks,
Aakamsha

      • Recent Topics

      • Is it possible to set a customer context variable in Zobot

        Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

      • Cannot change Blog Title

        There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

      • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

        Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

      • How to verify website ownership with google search console

        Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

      • "SPF record exceed the allowed limit of 10"

        Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

      • Animated GIF Images in Chat

        I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

      • I can't seem to login in to Mail Apps of MacOS /IOS

        Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

      • Profile Image Showing Incorrectly in Zoho Mail

        Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

      • I need access to my old email

        I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

      • Set Defaults for Email Groups

        Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

      • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

        In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

      • Domain verification probem

        Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

      • Switching to Cloudflare email routing from Zoho Mail

        Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

      • Un Subscription Button

        How can i Add the Un Subscription Button in Zoho mail

      • Documents unable view and need to downlad

        I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

      • we encountered a problem while sending your email. please try again later.

      • Adding and removing people from groups

        We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

      • MAIL SEARCH IS NOT WORKING

        THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

      • URL Parameter on Help Center SIgn in link

        Is it possible to add a url parameter to the sign in link on the Help Center?

      • migrating from HelpScout

        I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

      • Layout Rules Don't Apply To Blueprints

        Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

      • Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

        Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially

      • How to parse JSON data with SQL in Zoho Analytics?

        Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is

      • Add an Equation Field (Or update the Formula Field)

        Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan

      • How to parse column having JSON data using SQL?

        We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data

      • Enable report button based on the current user role

        Greetings  i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions

      • 500 Internal Error In Mail API

        I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.

      • Zoho live chat widget in React Js

        I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq

      • Are there any plans to add Triggers for Subform edits?

        By The Grace of G-D.  Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?

      • Zoho commerce

        i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being

      • Feature Request: Improve Category Page Sorting for "Out of Stock" Products

        Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

      • POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')

        I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.

      • How do i integrate shipstation with zoho inventory

        Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this

      • Invalid value passed for salesorder_id

        Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":

      • Create Invoice and Invoice Items from Sales Order via API

        Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

      • Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank

        Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants

      • Export a Course

        Is it possible to export a course from Zoho Learn to a SCORM file?

      • Add and Remove Agents from Departments and Groups in Zoho One

        Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

      • Consumer Financing

        Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

      • Intégration de la gestion des Passkeys dans Zoho Vault

        Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir

      • Next Page