Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

Hello Zoho Community,

I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals.

Goal: I want the mobile app's location features to work for Tasks related to Deals, similar to how they work automatically when a Task is related directly to an Account.

Current Setup:

  • Each of my "Deal" records has a custom field (or fields) containing the correct address/location relevant to that specific Deal (this is often different from the address on the associated Account).
  • I have created a Workflow Rule for the "Tasks" module that triggers on Create/Edit when the Task is related to a Deal.
  • This workflow triggers a Custom Function (Deluge script).
  • The function successfully fetches the address data from the custom field(s) on the related Deal.
  • The function then successfully populates custom field(s) on the Task record itself with this address data. I have tried populating both a single multi-line custom text field on the Task, and also separate custom fields like "Street", "City", "ZIP Code", "Country" on the Task.
  • I can confirm that the address data is correctly copied and visible on the Task record (in both desktop and mobile views).

The Problem: Despite the correct address data being present in custom fields on the Task record, the mobile app's automatic location features (like suggesting check-in when nearby, or accurately placing the Task on the integrated map view) do not work for these Tasks related to Deals. However, these features work perfectly fine for Tasks directly related to Accounts.

Question: What specific fields and data format does the Zoho CRM mobile app look for on the Task record to enable its automatic location-based features, especially when the Task is related to a Deal (or potentially any module other than Account/Contact)?

  • Does the mobile app only recognize specific standard Task fields (perhaps hidden ones)? If so, what are their names?
  • Does the mobile app require Latitude and Longitude coordinates to be populated in specific fields on the Task record, in addition to (or instead of) the text address? If so, what should these fields be named?
  • Is there any known limitation preventing these mobile features from working automatically for Tasks related to modules other than Accounts or Contacts, even if address data is manually populated onto the Task?

Any insights or confirmed information on how the mobile app processes location data for Tasks would be greatly appreciated!

Thanks,

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