Zoho CRM - Free Version and Notes Viewing in the Zoho CRM App for iPhone
We use the Zoho CRM free version at them moment (as we're a pretty small outfit). We have notes in most of our leads and accounts records. When we're logged onto either our Mac or PC in Zoho CRM we can see all of the notes for any given lead or account.
The problem arises for us with the Zoho CRM app where when we log in using our iPhone we can find where the Notes icon resides, but when we click it the following happens:
1) The oldest notes on the record show up first
2) Only a maximum of 2 notes will show up
And when you click on "Fetch from Server" nothing more comes up.
Also - I have also discovered that when I click on "My Leads" - all Leads come up even though many have been converted to Accounts and others have been designated as 'Dead Leads." Any way to rectify this too?
Is there any way to rectify this situation because it makes it pretty close to useless to do follow-up calls from the road when we can't read the notes prior to making the call to the contact.
Thank you for your assistance!
Best regards,
Sharon & Scott
The problem arises for us with the Zoho CRM app where when we log in using our iPhone we can find where the Notes icon resides, but when we click it the following happens:
1) The oldest notes on the record show up first
2) Only a maximum of 2 notes will show up
And when you click on "Fetch from Server" nothing more comes up.
Also - I have also discovered that when I click on "My Leads" - all Leads come up even though many have been converted to Accounts and others have been designated as 'Dead Leads." Any way to rectify this too?
Is there any way to rectify this situation because it makes it pretty close to useless to do follow-up calls from the road when we can't read the notes prior to making the call to the contact.
Thank you for your assistance!
Best regards,
Sharon & Scott