IPAD data Sync
Hello I have a problem with the data on IPAD not updating from the cloud data, these are not matching. e.g. - when create a new view this takes a long time and or need to restart the app on the IPAD to see this, then when I see this the results of the search on the web browser and that on the APP are not the same. How long should this take to update each other when a change is made. Hope you can help. Cheers
IPAD DATA update
I have Zoho running on multiple IPADs that the sales staff are using, it appears that this is not sinking the data with the server, changes are not coming through both ways. if you make a change on the computer through a browser then you need to reset the app on the IPAD to see the changes. Is there a setting or something we are missing ?
Cant Sync Zoho with Windows Phone 8
Hi i try to sync my windows phone 8 with zoho like it is showing on http://zsync.zohosites.com/Windows.html But i getting consistantly the error code 80004005 with the message there is a problem during the snyc..... any ideas? And yes it dosen't sync anything... cheers amir
Help in contact Contact Details
Hello! is it possible to change the name os name of fields when we are creating a database of client ? And is it possible to change the display of the contacts on the Tablets, because my contacts are all organized by the surname and some customers like Ana appears on the end off the contact because the surname is zeca? Thanks you
Log in error on app
Hi, I have recently set up CRM and am trying to log into the app on my android device. When I have used my email and password to log in it comes up with an error while authenticating. (USER_NOT_ACTIVE) I have done the two phase authentification on the website. Help please how can I log in as this was one of the reasons for picking Zoho CRM was that I could use on the move Thanks Richard
application sync
Good Afternoon New to zoho and will be at the workshop. However I am wondering if sales reps have app on their smart phone would they be able to sync data to me and update filesÉ or will that have to be done maually
iphone app: Accounts not appearing with Potentials
For our users on Android, the mobile app is appropriately showing the name of the Account when looking at the standard Potentials view, but the Account name is not visible for our users on iphone. Is there a setting we need to adjust?
Custom sections in Cases not visible
I have added a couple of sections to my Cases page, the changes are saved and they show up in the APP version of CRM. However when I try to create a new case, the new sections do not show up. How do I ensure these custom sections show on ZOHO web access as well?
sending email in Zoho CRM iPad app
When I send an email from my full browser version, it will be stored along with the contact. On the iPad app, I don't have the email section - when I send an email from the iPad app, it doesn't store it with the contact as in the full browser version. Am I missing something or is that just not a feature of the iPad app? Thanks, Sam
Mail App, font spontaneously changed!
The mail app started displaying some of the text in a non filled bold Arial- very hard to read on a phone screen. How change it back?? Greg Aanes 2109 Queen Street Bellingha WA USA
Deleting item calendar, deletes all reoccuring events
Hi, I just deleted two agenda items on the zoho calendar app, both were reoccuring events. Normally if you would delete such an item on your calendar in your browser it would ask you if you would like to delete only/future or all. In this case I did not get this pop-up, I just deleted the activity. But when I looked at my agenda a second later all of the same reoccuring events were deleted as well. Both in the future as in the past. Luckily I just entered all my working hours, but that could have
Problems with Zoho APP
Hello, All the employes of the company have installed the APP´s of Zoho from Google Play (Mail, CRM, Projects, Taskz, etc.) But nobody can use them, all of the receive the following error when they try to sign in in the app: "Please check if any of the following Zoho Services is Disabled/Removed for your Zoho Account (zoho calendar, zoho contacts, zoho crm) visit the control panel or contact with the administrator." All services are Correct for all users. What can be happening? Regards, Unai Mata
zoho card sanner app
Hi, I've just downloaded the Zoho card app. It is helpful for scanning directly to Zoho. But I can't seem to scan the back of the card? Some people put their information on the back of the card as well as the front. Is there a way to record/take a picture of this information with the front of the card? Thanks Lee
implement CRM
which will be the best technology to implement crm in mobile
Directory synching through IPPhone
I need to view my contacts in my ZOHO directory list through IP Phone.ie ,if a customer in our Zoho contact list calls us ,his name has to be displayed in our IP Phone caller ID.How can it be possible....Please comment.....
Synching with IP Phone
.I need to view my zoho contacts in my IP phone....How can I synchronise my ZOHO contacts with Asterisks server(IP Phone server).....Please comment.........
Chekin options
I wanted to create a button so that when my work is in the area of work, he can do checkin and I record GPS coordinates + date + time in zoho program.
it's posible?
iOS app - Accounts Near Me - pin colors
Is there any way to differentiate pin colors on the Accounts Near Me map in the iOS app? Have different color pins based on the value of a field...
Not able to receive my emails on mobile app
It has been 4 months since my mobile app synced up with my email messages. Very frustrating...
ZOHO CRM on iOS crashes
Just downlaoded Zoho CRM on my iphone 6 plus and the app is unable to launch- crashes immediately after start. I just get the splash screen for about half a second before it goes back to main screen. Phone is up to date running iOS 8.4. Please help thanks
custom modules mobile
Hi why does the mobile app not see the custom modules I created? Is this a feature not yet implemented in the latest iOS app?
Mobile App Contact Role list
Would like to see "contact roles - what they do" on the mobile app when looking at the contact list withing an account. When there are lots of names there is no way to pick out the one you need without opening all of them. Also would like to see a contact list with "Contact Roles" that are part of the potential within that account. Thanks, Rick Keneric Healthcare
ZOHO Mobile App & Google maps
How can the mobile App access Google maps from the contact, accounts pages for addresses on the mobile app. I have turned on all Google map switches I can find
Mobile ZOHO App and Google Maps access
Is there a way to have the addresses in the Mobile ZOHO app (in accounts or contacts) on i phone access google maps. I have turned on all the Google map switches for ZOHO in the Mobile app and on the i phone that I can find. Thx!
Android device contacts when sending emails from Zoho app
HI, When creating an email in Zoho Mail Android app, the app never suggests any of the email addresses of the contacts stored on my device - as opposed to the ones already in Zoho. How can I get the app to use the device contact list? Secondly, when I do go to the device list in the app (press the + next to the "to" field), the device list is very very slow to load - in the order of tens of seconds, and the list is totally linear - i.e. contacts that I have in a CalDAV addressbook and LinkedIn are
Usable links in Projects iPhone app
It appears that links in the Zoho Projects iPhone app do not work. I am not able to copy the text either. Can this be fixed?
Zoho mobile app lookup list issues
Is anyone else experiencing an issue with lookup lists being truncated within the Zoho mobile app (I'm on iOS)? I can only see half of my available selections. I'm curious to know if this is an isolated issue. Thanks for any feedback.
Translation and custom fields on App Mobile
Hello, two question about native app mobile for ZohoCRM (both Android and iOS version) 1 - Is it possible to have a completed/better translation for Italian language? Lot of fields are still in english 2 - If I created some custom fields, is it possible to see these on app mobile? 3 - Can we change the layout of a module for app mobile? Thanks a lot Matteo Da Rù
Zoho App in iPhone 4 - Viewing Notes
Running the Free version of Zoho I have the Zoho app on my iPhone 4 which is great, except that I can't seem to: a) view the most recent notes b) view all notes on the account Can you please tell me how I can possibly rectify this situation? Many thanks.
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
Incomplete download of records to mobile devices
Within the mobile app (iPhone or iPad), we select download to view more records, however it cuts short before including all possible records (i.e. we have 1664 Account records when viewed through the browser - but the Mobile app stops downloading at 1383 Accounts)
Mobile App
One of our field workers has noticed that when he adds a note to a "Contact", the note is not visible from the corresponding "Account" record. We expect that this functionality should work as it does through a browser session - where the note added to "Contact" is visible from both "Contact" and "Account". This issue is experienced on both the iPad and the iPhone. The app is the latest version - no further updates are available. Any assistance with this issue would be appreciated.
Hide Fields in Zoho CRM App for Android
Hi, is it possible to hide any of the fields in the CRM app for Android ? I can hide them on the web app by customising the layout but this doesn't seemto flow through to the Android CRM app layout. Thanks Chris.
Tasks deadline and event alert in mobile CRM
I would like that feature to plan a calls for example. Some kind of alert to mobile about task or event
Iphone & Ipad CRM app - need to see other fields besides Last name, First Name
My sales team REALLY needs to be able to see other fields besides Last & First name when scrolling through their list. The android version has the capability to group the leads and contacts by other fields and that works perfect! For example i would like for our reps to be able to see the company name and the contact name in the leads view of the iphone and ipad crm app.
Sync Event issue when switching to new phone
I recently got a new I phone 6. I previously had an Iphone5. When I signed into the app on the new phone, some of my events that I had did not sync with the new phone. I went back on the old phone and they were still there, and they are on my desktop version (from the Zoho site). Why would they not sync to the phone, and how do I get them to sync.
Custom calls report on Iphone APP
How can I customize the Iphone ZOHO app calls section so it only shows today's calls. It shows all the calls that I have created . Do I have to change something on my desktop app or can I do it straight from the phone app ?
Tasks App?
Zoho released a new iPhone app – Taskz on the AppStore a month ago. I'd like to know when the Tasks Application launch for Windows Phone? Email has become a vital part of everyday life.
IOS app sign-in problem
I have signed up for free account. I am able to login from the browser, but when i try from the ios app, it says "USER_NOT_ACTIVE". can someone please help ? Thanks
Mobile app (for Android)
When does synchronization occur between the online version and the mobile app? I added a document earlier this morning online and it still is not appearing tonight on the mobile app. I also completed a task online but it is still showing as overdue in the tasks on the mobile app. However, it does show that I updated the project in my activity on the mobile app. Is there someplace I need to go to manually synchronize?
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