How do I get notifications from my mobile phone for the events due in Zoho CRM?
I am wondering if there is a notification feature comes with Zoho CRM app that will prompt notifications on the mobile phone for the events at CRM come to due.
SORT Order for Android Mobile
On my Android tablet, I have the settings option within a lead view to filter/group. But on my mobile device, It's not present. I'm on Galaxy S5
can't find Cases associated with Accounts or Contacts
I don't understand why you can't find all Cases associated with an Account in the mobile app. It is absolutely necessary for me to be able to see a case history for any given Account. This seems like a basic necessity and an obvious deficiency. I can see all notes, potentials, and events, for example. Why not cases? This is really holding me back.
Customized related list not showing up in mobile
I have associated a product to an account using a lookup field. It shows under the related lists for accounts on the desktop version but I do not see this list on the mobile version under accounts
Zoho iPad App
For those using iPads, how are you keeping up with zoho tasks? I've tried using the iPhone App but that's hard to clearly see on an iPad and the website is not as mobile friendly as I would hope. A Zoho iPad app that also for easy viewing, adding, and deleting tasks would be great.
When will custom modules be available on the mobile device?
We're looking at rolling out a couple of new modules that deal with specialized sales campaigns, but it's critically linked to our success with this that they be available to the users on the mobile platforms (iPhone and iPad). When will this feature be rolled out?
Mobile App: Finding all cases related to an Account
Searching cases in the mobile app is pretty useless. It would be better if you could find all cases related to an Account. You can already see all potentials, notes, attachments, etc. that are related to an Account. It seems obvious that this should be supported.
Save to Address Book
Hello, I am using the mobile app that sync's very well with my CRM account. This mobile app is... Wow, for developpers' knowledge, just great because I am often in a position that makes much easier using my mobile than my portable pc and allows me to keep working, even being in my car you know. Coming to the subject, when there is an entry phone call, my mobile (iphone 4S) connects to the native Address book, not to Zoho App. This means that if I want to know who is calling - you know those 3 seconds
No contact sync with iPhone5s
Hi Zoho Team, i have a problem with the sync of zoho contacts on my iPhone5s. I have two accounts on the phone. A business one , with notes traveler app and zoho as exchange, push is enabled. I set zoho as standard account for mails and contacts. Yet when I add a contat it ist not in zoho (web) . Could You help me please? Thanks in advance. Edward99
CRM Mobile for Windows 8 Phones
Researching ZoHo CRM apps online and it appears that the "locate" feature is not available if using the CRM Web App for Mobile. Is that correct? If so, is there any sort of work around to access leads/contacts/accounts near me?
Zoho Mail and Blackberry synchronization ...
Hi Folks: Having just switched from using Yahoo! Mail Plus to Zoho Mail, I've spotted some shortcomings... (1) I linked Zoho Mail with my Blackberry (Curve) using the process RIM provides on the "sprint.blackberry.com" website. As part of the process, you have to indicate whether you want INBOX and SENT folders items to be kept Synchronized, by checking a "Sync" box... which I did. Here's the problem... On my BB device, when I select "Delete message On Mailbox & Handheld", the item is deleted from
duplicate calendar entries
Hi When I started syncing my android phone with zoho through active exchange all the calendar entries came double on my phone. Everything. I tried to delete one of the double entries and it delete both. Can you help me please. I own a Galaxy S 4 phone P.S the active exchange method is not working well.
no update account and not use app Apple
I can not find any "+" button on the page about zoho crm on the app. I uninstalled it, downloaded again but the problem is always here thanks
Upgrade from free to try professional to add new on iPad.
Hello. I upgraded my account from FREE TO TRY Professional, but I can not still insert data from the MobileiPad . thanks
New on iPad
Hello to all. I'm the only administrator of CRM. Why do it prevent me from adding data on the iPad, saying "you are not allowed to add information?" Thanks Carla
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.
Contact/Lead Data available in Android People App
Morning, The Android People/Contact app can draw contact details from a number of sources like Linked In, Facebook, Twitter, etc. Would it be possible for the Zoho CRM data to be available in the same way so that we can get caller recognition, etc. Currently the only option appears to be to extract the data from Zoho and then import it - there doesn't seem to be any combination for synching the data. Thanks.
Ipad App Task Question
Hi I saw this app for the first time, I have noticed that the tasks fields do not match those of the desktop version. I.e. there is a Due Date field but no Remind At field. So i cant set a date and time for this task to show up and i assume its the same for events? To be honest i am not even sure why i need to set both Due Date AND Remind at, id rather just use the Remind At field as it's time consuming to set both of them. Can someone please explain if i need to have DUE DATE on the desktop version
Native Blackberry 10 App and MS Exchange integration
Hello, My company is currently evaluating Zoho to replace our current CRM system. As we have sales operatives that work in rural area where internet coverage can be unreliable it is critical to our decision that we can cache data on our Blackberry Z10, Q10 and Z30 devices so that they can continue to operate in poor reception areas. Please confirm whether this is a current capability? Please also confirm the capability to sync or plugin to MS Exchange? Regards Chris Clifford
Problem viewing pages in IOS
Why are "pages" created in a project not available for viewing in the mobile app? i can see them in the feed of the project, it shows you the title of the page and allows you to comment on it, but it does not allow you to view the actual content of the page. ps. sorry ive accidentally put this in the wrong sub section
Zoho Card Scanner mobile app OCR weakness on Latin 2 special characters and problems reading European styled addresses
I just bought Zoho Card Scanner mobile app, for the sake of Zoho CRM integration. especially leads, as I can't use my existing card scanner app which saves to local contacts, which are synced to Outlook, but from there I don't want to create Zoho Contacts, but Leads, which is currently not supported by the the Zoho CRM Outlook integration. 1. After scanning a bunch of cards I report that Zoho Card Scanner mobile app shows OCR weakness on Latin 2 special characters as: ö,ä,ü.Ä,Ü,é,à,è... The card
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.
Mobile views is not correct
Hi When I go to the mobile Zoho app on my iPhone 5 showing the opportunities it is not the same as in the on line version. Most is not even visible.
msync.zoho.com - Mobile sync Problem
My exchange mobile android sync (msync.zoho.com) have stopped working. No settings my end have changed. I have not had issues in the past, however I am now getting an invalid credentials (user name or password incorrect). I am also using imap access on android with Two Factor Application Specific Password, this is still working, so the problem must be something to do with mobile sync (msync.zoho.com). Anyone else having this problem?
Note title requirement in mobile app
On the mobile app, when i update a note, it will not save unless i give the note a title. I do not have to do that on the desktop version. Can that be changed to not require a note title in the mobile app?
Mobile Events Request
When I access MY EVENTS on my iPhone, is there a way to make the app default to showing TODAY? I always have to scroll from a year ago down and down and down until I find today's events.. Thank you.
Billing Address does not populate
I noticed that when i'm entering a new company (account) into the zoho mobile crm app, all of the information i enter is being saved except for the "Billing Address". This is curious to me since this is a native field for Zoho. Can you please fix this issue so i can add all of the data i need through the app. Thank you, Boris
Not seeing all accounts and contacts
Just started using Zoho CRM Mobile App for my iPhone. I am missing contacts and accounts which are in Zoho CRM and I am the owner of the records. Is there something else I need to do to get my all my contacts into the mobile app?
Task layout - Android app
Can we customize the task layout in the Android app? When viewing the task layout, the title of each task is the name of the task, we need to see the name of the account/contact in stead.. it that possible? Thanks!
ZCRM Mobile Bug
I have renamed the Potentials module in ZCRM to a name that is more intuitive for me (Opportunities). When I initiate a call from a contact I am given the choice to log the call upon completion. When I try to log the call I come to the "related to" lists. I choose "Opportunities" from the list and then select the next field. However, when I select the list I get a message telling me "Lookup is available only for Leads, Accounts, Contacts and Potentials modules." It appears that the mobile app is
Is there any Update as to when we can create sales on the Mobile CRM app
can you give me any indication when we will be able to generate sales from the Mobile Application we have a large number of Sales consultants in the Beauty Field We would like to be able to use the mobile application to process a order from our potential customer and then send them a Invoice by email as confirmation I have the product range uploaded onto the desk top version of Zoho CRM but would like access to this on the Mobile application so that we can Inform clients on pricing and possibly
mobile app modules-need ability to enter sales!
it sure would be helpful to be able to enter a sales quote or sales order on app. its a problem because you could receive a call with an order and not be able to enter it on mobile app...have to wait until you get back into office?!!!
Android Apps
Will ZOHO have an Android app any time soon?
Log a Call Function on the Mobile App does not allow the "Create Follow-up Task" to function - Any workaround?
Has any found a way to Create a Follow-up Task while Logging a Call on the Mobile App? That option does not currently appear during the Log a Call Task (like it does in cloud version). Just wondering if anyone found a way to make that happen by an automated workflow process or some other customization.
jquery mobile with node js
Please help me with guidance to connect jquery mobile with node js
zoho crm for nokia n8
Is there a zoho crm mobile app supporting nokia n8. if so pls guide me where to download it from. regards ev1. Prabin K
Reply to email default field / email crash (mobile crm app)
Two bugs that urgently need to be fixed 1) When you reply to an email using either mobile app, desktop or mobile device browser, the cursor defaults to bcc field. Extremely annoying. I'm sure when users click reply they want to go straight to the body and start typing etc. 2) On Android crm app for tablet or mobile, when you send email the app crashes and then needs to restart. It seems it sends before it crashes but still to be safe were constantly crashing, reopening, checking to make sure the
Call log pop-up stopped working on Samsung Note 2.
I've been trying out mobile Zoho CRM for 4 days. Until today I could place a call from contacts and when finished, a question would pop-up asking if I wanted to log this call. I could then enter call details as needed (a very convenient feature). Today this feature stop working now i.e. no pop-up questions, just return to contact screen when calls are ended. I have not installed any other software since Zoho CRM, and tried reinstalling it today, but still no joy. Also could not find any settings
Unable to make changes to calendar appointments from mobile app
Appointments/events are booked for our sales reps. But they are unable to edit the date or time or details of their appointments through the mobile appt. they may get a call asking to change the time of their appointment, but cannot change it unless at a computer.
better support for ipad?
So I've just started working in Zoho's project management app, trying it out for the first time. It does a nice job for the most part in standard desktop-based browsers, but when you try and use the app on the iPad, it's really slow, some of the functionality not responsive, and some of the features are quite clumsy and awkward. Things like clicking on the different views (classic, plain, kanban, etc) don't work, coming out of editing a task (clicking the x) are difficult to do (it often takes
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