Call Logs Only Works Part of The Time
Hello, I have been using Android CRM app to make calls and I am logging my calls after I complete them, but it's a hit or miss if the actual log shows up under my contact's activities. Sincerely, Will
Why do is there a Related tab on the mobile app for Tasks?
I don't understand why a Related tab is shown under Tasks on the mobile app, since i don't see how Notes or Attachments can be added to a Task. I must be missing something so hoping someone can explain. Thanks!
Mobile app- refresh
I find that I am using the web app and the mobile app at the same time. When I make a change on the web, is there a way to force a refresh on the mobile app? I don't see a refresh button, so have been just clicking on a different module, then returning to the desired module, which seems to work, but would be better if there was simply a refresh button. Thanks
How to configure my Iphone so I can set up reminder on new task ? ( now its shaded gray)
You
Showing "related to" on mobile app
Regarding Tasks on the mobile app, the "related to" Account or Contact is not shown. This results in a very difficult to use Task list since it is not very helpful to see a list that shows a bunch of descriptions that all look similar (ie "Call", "email", "follow up", etc) So, first off, I strongly encourage Zoho to add the related to info, and second, does anyone have a suggestion on how to get around this problem currently? Thanks
How to Edit an attachment instead of always adding a new one using iPhone/iPad app.
In the iPad app, when you take an attachment related to an account and you send it to another app to edit it and then you edit it. If you send it back to Zoho, it attaches it as a new attachment. Is there a way to overwrite the current attachment rather than creating a new attachment instead? Thanks! Craig
Mobile app crashing
I can no longer open the Zoho CRM mobile app on my iPhone. Every time I try, I see the start screen for a few seconds and then it crashes. I have an iPhone 7 Plus, running iOS 10.1.1. Does anyone know of a solution to this?
Custom functions not run on the CRM mobile app
Hi, I have a custom function setup to update various fields when Potentials are updated and it doesn't seem to ever run if a user updates a record via the app. If updates are done via a browser then its not an issue and everything works fine.Its just the App that causes the issue. Does anyone know if this is a limitation of the App? If so is there a list anywhere of what customisations are supported by the App and what aren't. Any help would be appreciated. Thanks
Profile Picture not showing in iOS
I have a profile picture setup on my CRM account, and it displays in the web version. However, in the iOS version, it shows as the generic "head" icon (those users without a profile picture show up as their initials). The picture I uploaded was 450x450px. Is this something I've done incorrectly, or is it a known limitation? {Previously posted in CRM Forum}
Android App Crashing After Logging In
I cannot get thru to the CRM at all after logging on to the APP? Comes up unfortunately Zoho CRM has stopped. Fist time it crashed was when it came up loading data, now as soon as the app is opened it crashes.
USER_NOT_ACTIVE when trying to start from the mobile Zoho CRM
Good Morning. I downloaded a Play Store app called Zoho CRM and when trying to log in with my e-mail and password I get a message: "USER_NOT_ACTIVE", how to solve it to access that program?
Aproval/Rejection Process on mobile
this feauture of desktop crm version will be included soon on mobile version of zoho>? if yes.how soon?
Mobile App not syncing with automatic call feature
Recently installed the Zoho CRM app on 2 mobile devices and they do not log the calls made to contacts. Please advise.
Zoho on Mobile
While browsing through the section of Zoho on Mobile , There were so many different apps mentioned . Isnt there any single consolidated app to cover the CRM. I am looking at two functionalities : 1) CRM 2) Team task management. can someone please help me identify the respective apps i should install ? Regards. Vasant
Zoho email App change sound
Hi! How do I change the sound app Zoho email on my phone Android Samsung S5?
My CRM phone app - wrong prefix
I am in US and recently found that the CRM app is automatically adding 011 to dial outside the country rather than 1 to dial inside the US. How can I correct this ? Thanks
Zoho Mail App
Hello, I have figured out how to use groups on the zoho main website. But there does not seem to be the option on the app, please tell me i'm wrong and that i can access my groups from the app??
email sound alert stopped working
Hi, randomly my email alert sound has stopped working, Nothing has changed, i rely on that sound now lol ive uninstalled and reinstalled the app. ideas? Kate
Custom View for Potentials
I have created a custom view with Potential Name, Account Name and a custom field. When I open this view in mobile web or even in mobile app, I don't see these field in the view. I still see Potential Name, Stage, Amount and Closure date. Am I doing something wrong or this isn't supported ? Also, how can I filter on the fields in the view list on the mobile app or mobile web ?
Zoho projects iOS application
hello, i've installed the Zoho Projects app on my Iphone and it looks like the notifications are not working as expected. my previous device was an Samsung (Android) and here this was working great - push rich notifications without opening the app warning me each time i was mentioned in a comment, assigned to a task,... but within the iphone app i can only see this notifications if open the app... thanks, Stanislas
Zoho Project - Android App
I have a user who is an admin. She is not able to see all task that we created in the Task section on the Adroid App. That task section only show her 2-3 task. She need to uninstall the App, and retinstall to get the new task added. Please tell me how should I get this issue solved in a correct way?
lost the inoming call link to ZoHo CRM
Hi there: I suddenly lost the incoming call link to ZoHo CRM feature, hope to get help to fix this. Detail as below: On my android Samsung S4 phone, ZoHo used to match and bring up the leads record when one of the lead calling me; but for some reason, it's not doing that any more, I will appreciate if any one know how to fix this problem. Thanks Ts
Mail - Android - Sounds
Hi - how do I stop the app on my phone making sounds notifying me that I have received emails? Thanks,
Zoho Sheets App doesn't work anymore - iOS 10.0.2 issue?
I'm using the "Zoho Sheet" app on my iphone 6 (iOS 10.0.2) in parallel to the browser on the PC. Up to Tuesday or Monday it was working fine, I was able add data to the sheets when I was on the road. But since Tuesday (2016/10/11) the application hangs when I try to display a sheet, on the upper screen the rotating circle is visible with text "Verarbeitung ..." (German for "processing"). I tried to kill and restart the app, doesn't help. I tried to reinstall, doesn't help. On my iPad 3 (iOS 9.3.5)
Mobile App Messages
My mobile app has a bubble showing I have 94 messages. However, when I open the app, I cannot find the messages. Where are they?
Iphone mobile zoho app - task timer stops when iphone screen is locked
Hi: I want to use the timer option in zoho-project app on iphone to track time spent on a given task. However, the timer stops ticking when I lock the screen. Can this be fixed? Thanks Sk
Zoho projects iOS application
hello, i've installed the Zoho Projects app on my Iphone and it looks like the notifications are not working as expected. my previous device was an Samsung (Android) and here this was working great - push rich notifications without opening the app warning me each time i was mentioned in a comment, assigned to a task,... but within the iphone app i can only see this notifications if open the app... thanks, Stanislas
How to send an sms from a contact item ?
Is there a way / a shortcut to send an sms directly from the contact details of Zoho mobile? Thanks,
Incoming call : does not display the name of the contact
Is it possible to display the name of the contact of an incoming call ? (if the contact is already in the database ?
HOW DO WE RESEND AN INVITE TO A USER?
I have searched EVERYWHERE looking for how to RESEND an invite to a user. I find it hard to believe that this question has not been asked! HELP!
Zoho on Android - Error in loading
I just signed up for Zoho and imported a spreadsheet. It works fine on the computer. I downloaded the app on Android, logged in and I can see the doc. When I try to open it I get the following: "Error in loading" That's it. No other details. I copied the doc and the copy does the same thing. Still opens on the computer, but not on my phone. Anyone able to assist? Thanks.
Push notifications no longer working
Hi Zoho Team, I have been running the Zoho mail app on iOS8 with an iphone 6, and after disabling push notifications once I have not been able to successfully re-enable them. I have tried: - signing out, then back in on the app itself - removing, then re-installing the app - ending all sessions in the settings section on the desktop UI - deleting all the API tokens in the settings section on the desktop UI Upon re-installing I should be prompted by iOS to allow push notifications (which I am not).
Zoho CRM for iOS app: Where did my message button go?
I have recently begun using this app on my iPad Pro more and one day it had a message button along the bottom where I could see emails, and the next day it's gone. Have I done something wrong and can I get it back? I no longer have access to emails within the app. Thank you for your help.
Zoho website will not show contacts that are in my iphone
I have Zoho CRM on my iPhone with lots of contacts and they are not being synced to the online profile. Is there a plugin, a button or a magic dance that I have to do in order to get them to sync?
[Free Version] How to create an email reminder for tasks?
I know that the CRM shows an alert inside the app in due date for a Task, but I need to send an email, because one of the users do not feel comfortable with the app on the cell phone. Is there any way to do this or something similar? Thanks in advance. Sé que el CRM muestra una alerta dentro del sistema cuando llega el momento de ejecutar una tarea, pero necesito enviar un correo electrónico de recordatorio ya que uno de los usuarios no se siente a gusto con la aplicación en el móvil. ¿Hay alguna
CRM Mobile, can't send emails
My mobile CRM app seems to be installed correctly. All of my emails and data loads, however, I can't send any email. It appears to send, but nothing actually send. Bug?
Android App Crashes
Our sales reps using the Zoho CRM app on Android phones are experiencing that the app crashes whenever they go to create a new event and tap on the "from" date field. Is anyone else having this issue? We've found that if you save an event then go back in and edit the "from" date field you can do so without experiencing a crash but that's not an ideal long term fix. Zoho support told me they could not replicate the issue and would continue to look into it... Just wanted to see if this was a problem
2 mobile accounts not effective
I have 2 businesses and when I am mobile I have to push 39 buttons to switch from one email account to the other. I am considering changing one account to outlook so I can switch back and forth more effectively. Anybody have a better way to switch between zoho accounts?
iOS: Only one photo shares when selecting multiple photos
When I try to share a Moment or multiple photos from the Photos app to Zoho Mail, it only attaches one photo. For example, I selected 4 photos and when they were passed to Zoho Mail, only one attachment displayed with a name of FullSizeRender.jpg. Seems like a bug. Can you replicate?
Territories on mobile
Hello is this feature available on mobile crm app? and if not...why?and when it will be available :-)
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