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
Client Script Payload Size Bug
var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":lead convert between modules
Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in theFlow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,Cross References Do Not Update Correctly
I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only includingManage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsHow to Track and Manage Schedule Changes in Zoho Projects
Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledgesIs there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?Collaborate Feature doesn't work
Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a postEdit Permission during and after approval?
When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?Zoho web and mobile application not workingn
Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainBulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missingLatest updates in Zoho Meeting | Breakout rooms and End to end encryption
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encryptedSystematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueAccidentally deleted a meeting recording -- can it be recovered?
Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?How to access email templates using Desk API?
Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;Update Portal User Name using Deluge?
Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process isUnable to retrieve Contact_Name field contents using Web API in javascript function
Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the relatedUpdating Woocommerce Variation Products Prices Via Zoho CRM
I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.Emails Disappearing From Inbox
I am experiencing the unnerving problem of having some of the messages in my inbox just disappear. It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet. I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and foundPower of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andCustomizing Form Questions per Recipient Group in Zoho Campaigns/Forms
Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. ForEvery time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningForms - Notification When Response Submitted
How do I set it up to generate an email notification when a response (class request) is submitted?How to disable user entry on Answer Bot in Zobot
Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,More admin control over user profiles
It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signaturesPlease Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realizeClear Tag & Linking Between Quotes and Sales Orders
Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originatingAdd Direct Ticket Link to Zoho Help Center Portal in Email Replies
Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support[Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini
We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamicallyConnecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userNew in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancementsIm Stuck in an EDIT ONLY WITH WIZARD issue
So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,Account upgrade
Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van StaverdenHow to set ALL default dates of my organization to DD-MM-YYYY format?
All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.How can I sync from Zoho Projects into an existing Zoho Sprints project?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make thatCan we generate APK and IOS app?
Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanksZoho Subform Workflows onAdd of Row
Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?Super Admin removal
I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super adminNext Page