Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field

Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field

Hello everyone

We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new:
  • Extended record image support for modules (Android)
  • Predefined text support for WhatsApp messages (Android)
  • Multi-select lookup field (iOS)

1.  Extended record image support for modules (Android)
 

Previously, record images were supported only in the Leads and Contacts modules. Now, this support has been extended to the following modules:
  • Accounts
  • Deals
  • Cases
  • Solutions
  • Products
  • Vendors
  • Custom modules
 
To use this feature, ensure that record images are enabled in the module layout in Zoho CRM's web version.

Currently, the Price Books, Activities, and Inventory modules do not support record images.

Notes
Note: The maximum upload size for record images is 10 MB.
 
 

 2. Predefined text support for WhatsApp messages (Android) 

You can now use predefined texts while messaging customers, saving time and ensuring consistency. These ready-made templates help businesses send structured messages quickly for common questions or standard responses.
Notes
Note: Predefined messages must be created in Zoho CRM's web version to be used in the mobile app.
 

To send predefined messages  

  1. Open the Zoho CRM Mobile app.
  2. Tap the More icon ( ).
  3. Select the Messages module.
  4. Open the desired chat.
  5. Tap the icon next to the text bar.
  6. Choose a predefined message.
  7. Tap the  button to send.
 

3. Multi-select lookup fields  (iOS)

Multi-select lookup fields let you link multiple records from one module to a single record in another.
Let’s say you’re managing student enrollments. With a multi-select lookup field, you can link a student to multiple courses. Each course can also have multiple students enrolled, making it easier to track course participation.
 

Here are some actions you can perform with multi-select lookup fields in the mobile app:
  • Assign existing records
  • Create and assign new records
  • Unassign records

A travel agency scenario

Imagine you're a travel agent responsible for client bookings. Amelia Burrows is a client who's shown interest in three of your tour packages: 
  • Beach vacation to the Maldives
  • City tour in Italy
  • Adventure trip in New Zealand (New package)
 
Using the multi-select lookup field, you can easily associate the packages with Amelia's contact.


While assigning, you notice that the Adventure Trip isn't yet added to your tour packages module. You quickly create a record for it and assign it to Amelia.

Later, due to time constraints, Amelia decides to cover only two destinations. She asks you to remove the Adventure Trip to New Zealand from her itinerary. You can quickly go to the unassign page and remove it from her contact.
All these actions are manageable from your mobile device, making it simple to handle Amelia’s travel plans efficiently.


Notes
Note: Multi-select lookup fields must be created in Zoho CRM's web version to be used in the mobile app.

Linking modules 

A linking module helps manage relationships between two modules connected through a multi-select lookup field. Each record in the linking module has a unique number that enables you to track associations between primary modules (in this case, Contacts and Tour Packages).

 
We hope that these updates enhance your user experience in Zoho CRM. Feel free to drop any questions or concerns in the comments below; we're here to assist you every step of the way!

Stay tuned for more exciting updates from Zoho CRM mobile.

Have a great day!
 
Thanks
Aakamsha

    • Recent Topics

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Zoho Forms Spam Submissions

      Hello community! It seems that after updating the Recaptcha settings on our newsletter form (Zoho Forms), we keep getting low quality spam emails subscriptions. I first used 0.5 treshold on invisible google captcha, then raised it to 0.7 but to no avail.

    • Migration from Hosted Exchange Server

      I am looking for documentation on how to migrate from a hosted version of Microsoft Exchange to Zoho Mail.  The existing material is very good for non-hosted Exchange or local Outlook account but I have been unable to locate information to move from a hosted Exchange environment. This is complicated by not being able to have access to the Exchange Server (other than login credentials) and the lack of a local PST file (local Outlook uses OST files). I am to the point that all I need to do is migrate

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Unable to view existing or create new WhatsApp IM templates on Zoho Desk

      Hi there, Is there a issue with WhatsApp templates in Zoho Desk currently [17 Aug 2026]? I am unable to view existing or create new WhatsApp IM templates. It's saying "Oops, something went wrong. Please try again later."

    • WhatsApp Business Calling API

      Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho CRM Kiosk Upload Files

      Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

    • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

      Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

    • About products & categories URL

      hello guys, I'm trying to migrate date from Magento 2 to Zoho Commerce and I have some doubt about URL. In my M2 for product I have "Url Key" field with value like this: "product-url" and page appear like this: "www.sitename.com/product-url.html" In ZC

    • Which Zoho CRM tasks would you want an AI assistant to handle?

      I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

    • Export Campaign to another document?

      How can I export my Campaign to Word and PDF? I want to create a PDF archive on my website with old campaigns /Peter

    • Filter isn't

      The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

    • LinkedIn RSC is now live in Zoho Recruit

      LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

    • What's New in Zoho Inventory | April & May 2026

      Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

    • Old Gmail inbox migration to Zoho mail

       Hi, I have been checking Zoho products for a while. This week finally decided to migrate my company mail accounts from Gmail to Zoho. I was looking for sometime and could not found a way to perform this; only found the way to take a backup of my old account into Zoho connecting throught pop3 server; but I'm not looking for that, I want that in my new Zoho Mail inbox appear all my mail messages and conversations as I see it in Gmail. Searching in Google and in Zoho Mail docs the workaround begun

    • Zoho CRM Copilot Connector

      Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

    • 100 Rows in a Subform is too limited

      We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a

    • Drop Down Menu - Adding up values

      I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields

    • [Webinar] Conversational AI: The new paradigm for agentic analytics

      From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from

    • Make Rich Text fields available in Canva Print Views

      Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.

    • How to RSVP an invite using the Zoho API

      Perhaps I am missing something, but I don't see any way to use the Zoho API to RSVP an Invite. This what I've tried: PATCH https://calendar.zoho.com/api/v1/calendars/{cal}/events/{event} ?attendeedata={"attendees":[{"email":"me@example.com","status":"ACCEPTED"}],

    • FSM service call view

      "Why can't we sort by assigned service resource in the service call view?"

    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

    • Marketing Tip #46: Run flash sales the right way

      A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at full

    • Send Notify on new Ticket to a Team based on customers email address AND only on these addresses

      Hi ZohoDesk, I would like to have Team A receive a Notification on every ticket created. I would like Team B to receive a Notification email only if the incoming ticket contains elements of a certain group of customer's email addresses only.  They should

    • Inventory API - Retrieve all uploaded product / item images

      I know that I can get the primary image for each product / item or composite item, by using the /image endpoint.  https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • How to Delete, Disable, or Remove Streams from the Mail App?

      Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

    • Remove the mandatory Name Card buttons (or at least make them optional)

      Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

    • Zoho Wont Login

      Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as

    • Frustrated with Zoho Assist QuickSUpport

      Trialling Zoho Assist and I have a variety of clients. A lot are computer illiterate. Some have poor vision. The current support sessions are using apps which have desktop icons for the appropriate apps. I either connect on demand then the client approves

    • HR Helpdesk Cases

      We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Zoho Projects - Will there ever be a send email feature in Zoho Project?

      Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only

    • Introducing Microsoft Word Integration in Zoho Contracts

      We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft

    • Share Video Response Card ion Zobot

      I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

    • Customer image field

      I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display

    • Next Page