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.
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.
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.
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.
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
Topic Participants
Aakamsha Raj
Kevin Flynn
Recent Topics
Outdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find thePossible to generate/download Quote PDF using REST API?
See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure theirBug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres anyReplace Lookup fields ID value with their actual name and adding inormation from subforms
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when givingCan a Zoho Sites page be embedded into another website (outside Zoho)
Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regardingBug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres anyTransition Criteria Appearing on Blueprint Transitions
On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven'tZoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.Transfer all Related Data to new Account Owner
Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I reallyCan i connect 2 instagram accounts to 1 brand?
Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?How to Calculate MTTR (Mean Time to Resolve)
We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see theUnable to see Zoho contacts in Zoho app on ios
Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in ZohomailDoes Zoho Sheet Supports https://n8n.io ?
Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? ThanksBigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:Share records with your customers and let them track their statuses in real time.
Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status ofLive webinar: Discover Zoho Show: A complete walkthrough
Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and featuresDeal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,Create advanced slideshows with hybrid reports using Zoho Projects Plus
Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure whenAdd an option to disable ZIA suggestions
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflowFormula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function
Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'ProgressCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesZoho CRMの流入元について
Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、In App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theError While Sign in on Zoho Work Drive
Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browserChoosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might bestUnified Directory : How to Access ?
I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extendedUnified task view
Possible to enable the unified task view in Trident, that is currently available in Mail?Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.
Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid GlassImporting data into Assets
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parentAllow instruction field in Job Sheets
Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggleStreamlining Work Order Automation with Zoho Projects, Writer & WorkDrive
Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosenThe dimensions of multilingual power
Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, ZohoMulti-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Accessing Zoho Forms
Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there withoutArchiving Contacts
How do I archive a list of contacts, or individual contacts?Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseNext Page