Can't create tasks or add new notes to Accounts in Mobile App.
I greatly need the ability to create new notes in the Android Zoho CRM app.
After visiting each customer of mine I need to document everything. Writing it all down or leaving it until later just doesn't work for me. I also need to be able to create tasks.
Please advise when this will be possible.
After visiting each customer of mine I need to document everything. Writing it all down or leaving it until later just doesn't work for me. I also need to be able to create tasks.
Please advise when this will be possible.
Topic Participants
krys n
zohomobilesupport
Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update