ZOHO CRM MOBILE APP - Call Tracking Recording & Custom Moduels & Working offline
Now that Zoho has spent some serious time and money on the Phone Bridge system which is great for recording and tracking calls on a desktop PC, they completely dropped the ball by not adding this feature to the mobile app.
50% or more users use their cell phones instead of sitting at their desks. This system already exists in your framework yet you refuse to add it to the cell phone app? I would like to have all my outbound calls tracked/recorded using the twilio phone bridge and the incoming calls to also be tracked/recorded from my cell phone....is this too much to ask? YOU HAVE THE TECHNOLOGY! FINISH THE JOB!
If I create a custom module why does it not show up on the app your support department tells me that this isn't possible? Im paying for enterprise level, which really means "sorry you don't have access to that feature"
So the mobile app is not in real time you have to connect to the server and download the most recent data. Can you tell me what sales person (using the app) needs to work offline! You cant make calls offline! you cant send emails offline! Who's brilliant idea was this? I want access to live data is this too much to ask?
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Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update
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