Help - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app
Log incoming calls on Android CRM?
I keep reading that I'm able to log incoming calls on the CRM app for Android, but when I answer a call and hang up, I never get the option to log. Is there a special admin I need to do for that? Or permissions? Thanks
Multiple Zoho Accounts on Android/iOS Apps
I'm migrating two of my companies to Zoho platform while ditching Google Apps. I can't seem to find a way to access both accounts on the Android or iOS mail app. Is there any other way than POP3?
Zoho CRM Mobile App - Share Deal Record Link
Hi, Our sales team is in the field (with no access to a Laptop). The need to be able to share Zoho CRM record information to the office via email or slack. There is no way for them to share the Zoho Deal Url or Zoho Account URL via the app. Does anyone have a workaround for this?
Any way to increase the display and default font SIZE?
I'm just setting up my mail accounts and the size of the display font is tiny. It doesn't appear to be customizable, or am I missing something? I see where I can change the font style, the interface color scheme etc., but no way to enlarge the font?
Log Call Data in CRM?
Is is possible to automatically log calls from mobile devices that have the CRM mobile app back to CRM account AUTOMATICALLY? I want to be able to report and view incoming/outgoing calls to contacts/leads/potentials by Agent for auditing purposes such
Zoho projects app on samsung tablet not opening
I am attempting to use Zoho Projects App on Samsung Tab S8 Ultra. I have a Zoho One Subscription. I have Zoho Books installed on this tablet. It functions. Zoho Mail or other Zoho related apps are experiencing the same login issues. Are there any options
Copy and Pasting Calendar Entries
I have multiple diary entries to add to my calendar. All the same content but on different days / times. When is this facility going to be added to Zoho Calendar? It's infuriating having to type or even copy text from other entries to create more en
Zoho CRM calendar CalDAV sync for Android?
Is there any plan to improve the Zoho CRM CalDAV implementation so that it can be used by devices that aren't running iOS? I'd like to run my client bookings through the CRM, but it's a huge pain that I can't then see my work bookings in my regular calendar app (Android).
Accounts near me filter
I think it would be a good idea if on the mobile version there was a filter you could set on the accounts near me display to filter the pins by says since last check in date, type of accounts, industry etc... would also like like to see different coloured
Sending and Tracking Text Mesages to Contacts/Leads
Now, in 2017, I am quite surprised that Zoho CRM has almost NO support for SMS/Text messages. The only feature I found is that one can send Text message to Contacts or Leads via the Mobile app. And, that is it. There is no support to track text messages
Is it possible to log incoming calls from unknown number on my mobile?
I've got a tiny company and for me is curial to register incoming calls to my mobile from UNKNOWN callers and convert them to leads. Is it possible using your program?
Auto Increment Based on Other Pick list status in Cases Module
Dear Team, In the Cases Module, we like to set auto increment field when status of case is closed. we have configured the custom function for the mobile application. However as mobile supports offline mode, sometimes these function is not working and others also not updating in the cases. Please suggest us the solution to apply in the mobile app considering the offline functionality. Is there any process where we can disable offline functionality in the app.
send email to a distribution list?
how do I setup a distribution list in zoho mail so I can send to multiple people at one time?
"Leads" or "Card Scanner" App?
Hi Guys, We're going to deploy a card scanning app to our business development force and would like clarification on WHICH of the two apps provided by Zoho would be best? They seem to do the same thing; except one is sold for "free" (the card scanning engine is a 4.99 add-on) whilst the other is 4.99 out of the box. Is there any difference between the two? Other than the badge scanning - we do not use that feature. Do they use the same version of the OCR engine? Are they equally actively developed?
Android app. Screen rotation
I have only just switched from Apple to Samsung and whilst I was really pleased to see the app, I cant believe that it only works in landscape mode. I have a Tab S with a Logitech keyboard attached. Whilst this is a brilliant setup it only allows landscape orientation. Other apps "auto rotate" this app doesn't seem to which in my case makes it unusable. Am I missing something. Surely this cant be the way it is supposed to be? Please help.
read and reply to forum via mobile
How do i read and reply to a forum on my mobile?