Android App - Caller ID
Hi, In the iOS app, there is an feature allowing to detect the caller ID. Is there such a feature in the android app ? Thanks.
What are the fields in blueprint not supported in App
Hi all,i just finish blueprint in Cm for Deal. Eveything is working fine. But the transition in mobile app has some issues. Some fields are not supported in app. Anyone has any idea of what typr of fields unsupported ? I can not find any details about it. Mobile apps are important. So i hope to make blueprint to work on them
CRM Mobile - Default fields shown when editing a Lead
Good morning, I'm trying to optimise the CRM mobile app for our field agents. They frequently need to update a large number of Leads whilst out in the field. They have a minor complaint, that when they click to Edit a Lead they need to click 'Show all
Custom Button in view page of lead is not displaying in android/ios mobile app
Hi, We have created one Custom Button in Zoho CRM Lead View page. This custom button functionality are working fine . But When we opened the CRM login in mobile that time the custom button does not view in the page. Can you please look into this issue and do the needful ASAP.
Zoho CRM app (Android) visual notifications on incoming call
Hi I have an VoIP setup with Zoho CRM's Twillio integration. I can call out using the CRM and incoming calls are logged as activities However, when someone calls in, I don't get a visual notification on my phone for which i can click to answer ? How do
Tip#6: Caller ID for iOS CRM app
Sales reps work with and manage numerous business contacts on their phone that at times it can become overwhelming to figure out who is calling. The caller ID feature on iOS enables the sales person with key CRM information before they answer the call.
Zoho CRM iPhone update, no longer about to see closed tasks, calls etc under Accounts
Previously when using the iPhone app, I could access everything from the desktop CRM within the CRM app, but now it shows no details. I've got the same Account open on desktop & can see multiple closed Calls, Tasks + open Tasks, but the App shows no
Sorting related list module in Accounts CRM Mobile App
Hello, On iPad we use ZOHO CRM Application. We have a related list (coming from another Module) that is showing reports in Accounts Module on each account. These reports in that related list are imported recently which I think is the reason of our problem
ZOHO CRM App device restriction
Hello, Is it possible to restrict phones using the ZOHO CRM App and only allow iPads for use ? I found the option to allow IP adresses but this doesn't solve the issue. Is it possible to add restricted IP adresses ? Thanks
Using TAGs in mobile apps
is it not possible to use tags in mobile apps?
Call logging
If I initiate a call from the app on my iphone, the call is logged as per the settings. However, if I initiate the call from the ipad app which triggers the iphone to make the call, it is not logged. All options in settings are correct. Is this expected
Leads Near Me - Mobile App
Hi all, Looking to use the Leads Near Me map functionality within the CRM mobile app, however we have custom address fields for our Leads. Can you advise if it is possible to map the fields the app is looking at to populate the map, as I can't find any
How can I access to "Links and Buttons" from Zoho CRM mobile apps
Hi there I'm just wondering, I set several links or buttons on the tab (e.g. Deals tab). These are displayed on the top (button) or the side (links) on the browser with PC. How can I access to these links or button by mobile apps? Best, Kunio
Lay out rules Mobile App
Hi I created some lay-out rules on a custom module to only show certain sections if a checkbox is selected. This works on ZOHO CRM computer but not on mobile device, how is that possible ? The mobile device app shows all the fields and sections all the
manuellen Anruf hinzufügen ist immer abgeschlossen anstatt geplant
In der mobilen Version planen wir jemanden Anzurufen. Also klicke ich in der iOS Version auf das Pluszeichen, um einen Anruf (geplant) hinzuzufügen. Die Voreinstellung ist aber immer "Abgeschlossener Anruf"! Vielleicht benutzen wir die mobile App falsch,
Anruf lässt sich nicht protokollieren - englische Status "Completed" anstatt deutscher Status "Abgeschlossen"
Version: 3.7.5 Sprache: Deutsch OS: iOS In der aktuellen Version lässt sich der Anruf nicht protokollieren, weil der Status "Completed" (in englisch) gesetzt wird. Da es diesen Eintrag nicht gibt, wird nicht gespeichert. jetzt muss manuell aus der Liste
How to display Tooltips from the CRM on phones/App
Hi everyone! I'm updating my layouts to make it easier for my employees, and the Tooltips are working perfectly on desktops, but not in the Mobile App. They just don't appear on the Zoho CRM Mobile App... Do I need to enable something, or Tooltips don't
Anrufe aus CRM mobil mit Softphone virtuFon von INOPLA
Unser Telefon-Cloud-Anbieter INOPLA (Zoho-Telefon-Integrator) bietet ein Softphone auch für mobile Endgeräte an. In der mobilen App von Zoho CRM wird uns nicht die Option dieses Softphone angezeigt. Was müssen wir tun, damit in Zoho CRM mobil die Option
#Tip 8 - Call logging in Zoho CRM
Making phone calls is one of the most crucial roles of a sales person. Every day, sales reps make a lot of calls, and it is impossible for them to remember everything that was discussed during the call at the end of the day. This is where call logging
Zoho CRM Mobile - where did module-specific grouping go?
The CRM Mobile Version History says for 3.7: "We've revamped the module specific grouping and sorting settings. Users can now sort their records in each of the custom views within the app." This is clear as mud. Where specifically in the mobile app can
Zoho Crm App - group by/sorting has gone
While trying to group by and sort primary, and secondary through the Zoho CRM application on my iPad the options have disappeared. with the latest update they have gone/disappeared. where can I find these? they help out with my sales employees so much
ZohoCRM Campaigns not in ZohoCRM mobile app
I was in the field yesterday and I tried to see a list of Leads in a ZohoCRM Campaign. Imagine my shock when I realized that the ZohoCRM mobile app does not have the ZohoCRM Campaigns module. Please fix this. I should not have to wait till I'm at my desk
CRM mobile application not providing NOTIFICATIONS for task.
We are on the zoho one subscription and are not receiving any notifications across android and IOS for assignment of tasks. I have checked all of the phones notifications setting on device, and all are accepting notifications, Tasks are not being seen
Zoho CRM Android App - LinkingModule
Hi, Is there a way to view a LinkingModule as a custom module in the Android Zoho CRM app please? I can see Custom Modules in the app but not Linking Modules. I can see a previous chat where this has been made to work in Zoho Analyticals but no mention
Problem forwarding mails with attachments via mobile app
I am facing problem when I forward mail through the zoho mail mobile app. The attachments in the mail are not getting forwarded. Is there some setting in the mails which is preventing that ? Please help me ..
Check-in and check-out feature in Zoho Mobile CRM
Some of my clients are asking to a check-in and check-out feature via the Zoho CRM mobile App, so the their sales team would have to prove a visit to a client via GPS check-in and check-out. My question is: Is it possible? How? If not wouldn't be great? Thanks!
Zoho CRM and Ring Central App Integration
Does Zoho CRM work with the Ring Central app? We integrated Zoho with Ring Central on our desktop but can't seem to make it work on the app with our iPhone. Would like to be able to make sales calls in the car from our Ring Central app and have the
custom drop down lists not showing up on mobile
I added a few choices to the Lead Status field, and while they do show up on the desktop, the mobile app doesn't show them as a choice. This is frustrating as i enter most data from the mobile. Is this a known bug and any solution available in the meantime?
roll back from version 3.5.41 to version 3.5.40.1
I updated my mobile app and now the phone that i updated it on doesnt work, the zoho app I mean. I had code written that managed my calls and scheduled calls forward for me, its an integral part of my business. I have version 3.5.40.1 installed on a different
iPad issue
Hi, I always use my iPad for Zoho at home in the UK. I am currently abroad and the ‘Save’ button on the CRM aswell as ‘Send’ for emails are not working. Anyone know why? Thank you.
Custom modules not showing
I have the Enterprise edition and I have created several custom modules in the desktop version. When I use the mobile CRM, all the modules show up (leads, Contacts, Transactions, Tasks, Calls, Events, Companies) but not the custom ones. Is this normal or should they show up ? I would like to have access to them on my mobile phone if possible. Thanks
Mobile device related list
Hello, We use Zoho Creator to make reports on Accounts. On the computer it's possible to see those reports on the account in related list. Why isn't this possible to see the related list on iPad/iPhone ? We really need this for our daily use. Thanks a
Related list iPad
Hello, We are creating reports on Accounts on the Zoho Creator App. We linked that into a related list so on the CRM on computer it's visible to see those reports created on an account. Now when I am going on mobile device (iPad or iPhone) on the Zoho
Tags in der mobilen App Anzeigen und Bearbeiten
Alle Tag´s bei Leads, Kunden, Kontakten und Chancen ... sollten in der mobilen App auch angezeigt und bearbeitet werden. Wir nutzen die Tags um die Datensätze für das Marketing (Zoho Campaignse) "einzusortieren".
Zoho CRM Mobile: Hebrew Translation and RTL Support
By The Grace of G-D. Hi, Are there any plans to add more languages to Zoho CRM Mobile app? Also, A Better support for RTL Languages?
Canvass and Native Mobile application - Android
Is there any update on this matter? A hyperlink for a CRM, copied from the native web record on Chrome DOES NOT open the native Android application on phone. Rather it opens up a Browser-based instance of the record. This is not the desired or expected
Your Phone (WIndows 10/ 11) Integration
Hi, We are using Your Phone app of Windows Operating System in Laptop and PC which is sync on our mobiles phone. Now, We are thinking if you have plans to integrate with this app. Thanks, Ron
Zoho Books modules in Zoho CRM Mobile App
Hi there. I was trying to access Zoho Books modules from Zoho CRM mobile app, and yes, we've integrated both apps for a long time now. But I noticed that they are not in the mobile app. This is inconvenient and for some of our prospects, can be a huge
Syncing issues between Zoho crm desktop and mobile app
I have customized my companies layouts for Accounts, Contacts and Invoices. Why can't I sync those layouts with our mobile app? I have made the new layouts the default for those users and it appears like you can only change the layout manually on the mobile device.
How can I add a second contact to a deal with the mobile App?
With the web version of ZCRM I can add a second contact to a deal (via contact roles). When I use the Android CRM App I did not find a way to achieve this. I cannot edit contact roles and I cannot even add a second contact at all, let alone change the
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