How to access Tasks from mobile phone Zoho Mail app?
Hi, i've seen a few posts here asking about accessing Tasks from the mobile app, and some conflicting information. One post said it was possible, but i cannot see how/where. If we can access Tasks from within the mobile app, can you please show us how? I suspect if a Task has a deadline, it may show up in the calendar when the date approaches - but if it doesn't (mine currently don't), i guess they don't show up anywhere? Thanks.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 messagesZoho CRM Reports Module on Mobil App
I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.Add a second account in zoho mail android app
Hi , i have migrated my domain to zoho and now i can not find a way to add accounts to manage emails from my android devices. No "add account" entry...Could you please point me or help me? In the app description says it can manage several accounts. Thanks and regards.Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Will Windows Phone be getting a Zoho App?
As an individual working for an Australian company investigating Zoho CRM, I was wondering if there is any current (not that I can see) or planned roadmap for a Windows Phone Client/App for Soho? The App experience is typically superior to m.mobileweb, and your primary corporate competitor (MS Dynamics CRM) already has a Windows Phone free app for use with business CRM installations. With Windows Phone 8 about to come out, along with a much improved enterprise experience (device administrationiphone and mail
If I use zohomobile for my e-mail on my iphone, does that mean that every time I refresh I'm paying to re-download all the emails that I hadn't dealt with yet?Display your zoho contact name when they call your mobile number
As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.Card Scanner App - 'Layout' Custom Fields
Hi there, I see that the Card Scanner app now has the option to show 'custom fields' but unfortunately 'Layout' is not available to select - why aren't we able to do so to chose the right Page Layout?Sync zoho with exchange activesync
How can I sync my calendar and my mail to my mobile (HTC Desire with android 2.2) using exchange activeSync? Is there an specific app? What are the data connection? I have try with TouchDown (v5.1). ID: myid@zoho.com, email: myid@zoho.com, server: msync.zoho.com, SSL: enable. Connection log: Checking certificate... Checking ActiveSync with SSL... AUTHENTIFICATION FAILURE privisioning ActiveSync:Check your credentials. ActiveSync version check returned negative, but still trying for 12.1 ThxCan't log in to mobile site
I set up my account with my gmail account ID. Then I bought my iPhone and discovered your mobile site. So I followed the instructions to get a new password, which I've done. I can log in to the regular site fine with my straight ID (with no email domain), but cannot login to the mobile site from either my MacBook or my iPhone. Am I missing something?Offline (app) auto-sync
I know similar questions have been asked, but some are very outdated and others didn't answer my question. My question is: Does the ZOHO smartphone app automatically sync offline entries (entries made without a wifi or cellular data)? I have tested this and it appears it does not do this automatically: Create data in offline app, then close app and open wifi = no auto sync Create data in offline app, then close app, open wifi, and open app again = no auto sync Create data in offline app, then closeZoho crm mobile convert quote
When we will be available to conver quote to sales order or invoice through mobile app of zoho crm? I don't want to here about roadmap. Be more specific when. It's a must to do.When are we going to be able to see project events on Mobile?
This is needed badly IMO. As well as real calendar sync with Google calendar or Zoho crm calendar. It's crazy that I have to schedule project events in CRM so people can see them on their calendar. ThanksApp Status Read-Only iphone App
I connect ok to my zoho account, but I don't iknow how change the App Status to read-write Thanks for your helpsend 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?Blackberry zoho e-mail set up
I am unable to set up my zoho e-mail on my blackberry curve. Keeps asking for email sever and and username in addition to email address and password. I have entered all information several times and still get the error message: "Cannot connect to email server..." Any thoughts? ThanksHelp - 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 appWill 'Products' & 'Sales Orders' be added to the Zoho CRM apps?
Will you be adding 'Products' and 'Sales Orders' to the iOS and Android apps anytime soon? Currently our sales reps use the iPad app when they're out in the field - and it's great for most things, but any time they need to check our Product details or quote prices or create sales orders they have to open the browser version on the tablet. Which is obviously not ideal. Anyway, great CRM apart from that. Hope to hear about those additions soon. Cheers, Peter2017 Zoho crm Mobile app Roadmap
Hello and a happy new year. I want to ask what do we have to expect in zoho crm mobile app for 2017? Do you want to share with us some informantions? It will be a pleasure to hope for new features. Thank you very much.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? ThanksCan't access POP email on Windows Mobile phone
Hi, I have a HTC HD2 (T-Mobile) running on Windows Mobile 6.5. I have set my phone's email client to the settings listed here http://help.zoho.com/portal/en/community/topic/zoho-on-my-mobile-phone but I can't log on to my email account. I have other email accounts on my phone which I can log on to using my phone's email client. Of the settings listed on the link my phone does not ask me for these settings (in bold) Incoming Mail (POP3) pop.zoho.com Use SSL: Yes DOESN'T ASK Port: 995 DOESN'TWhy are all of the extra fields I removed in CRM showing in Mobile?
I have tweaked CRM for what I need and have removed all of the extra info I do not. Why is it that Mobile continues to show all of these fields. Do they not sync to tell each other info other than the Customer/Lead info? Is there a way to get the fields in Mobile to match those that I spent hours setting up in CRM? Thank youZoho Vault Mobile app - Invalid Call
On logging into the Zoho Vault mobile app, I receive the "Invalid Call" error message. I've entered the correct Id/password. I've tried deleting and reinstalling the app. What does this error mean and how to I get past it?switch layouts on mobile zoho app
Can we change the page layout on zoho mobile app as we can do on desktop edition? If not,when this is scheduled to be done?Iphone App - phone number entry - please fix
When entering a new contact, account or lead in the iphone app, the pop up keyboard does not allow for a: "-" dash "( )" parenthesis Or space In an effort to support consistent data entry and to bring some sort of validity to ZOHO CRM PLEASE FIX THIS OVERSIGHT note: as I have been told by support there is not way to mass update phone numbers into a standard format, so users are required to enter the specific format on each and ever record.... Isn't this a contact management software solution?? AndWhich address shows "Near Me" in Android App?
My leads, contacts and accounts have billing and mailing addresses. Which one is used for mapping "near me" when using the app or can I change this setting?Calendar sync with Samsung Bada OS?
Hello Zoho Mobile Team! I'm planning to buy a smartphone with Samsung's Bada OS. Is there already a possibility to sync the phones calendar with your Zoho Calendar? If not - which Mobile OS do you support? Thanks for your help! GeraldWhen will Zoho Trident come to Linux?
It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?Zoho CRM Iphone app
Is there a way to view "notes" in the app. When I click on leads in my app I don't see any notes however on my laptap I do? Also once a lead is turned into a potential the notes disappear . Is the only way to view them under accounts? Thanks in advanceZOHO 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 incomingEmail in Mobile Edition (Android)
I just added the CRM mobile feature for android. I have used ZOHO Mobile web based before the android app was released and was able to view my email in that platform. Is it not possible to view email on Android app CRM mobile edition? Will it ever be an option? Thanks!Mail Android app: no push notifications
I am very happy with the Android app for Zoho Mail and want to use it as my default mail client. However, I don't receive push notifications of new e-mail. My phone is a Samsung Galaxy S3 Mini. Are there any settings changes I should make to fix it?merge tickets?
THis is a beginner question but I can not find an answer searching for merge or combine tickets. How do I combine two tickets to one?USER_NOT_ACTIVE
I get the USER_NOT_ACTIVE message when i try to login to the app on my Iphone. I am a new user and wonder if I have to change a setting to allow the use of this App...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 suchZoho Invoice for iPhone...
Any plans on launching a Zoho INVOICE app for the iPhone? I've been a Zoho Invoice user for about a year and really miss the integration of this service into an iPhone app. I have an iPad on order and this desire for a mobile invoice app is now even more pressing. I know some might suggest that I use the web interface, but having the ability to add invoices/expenses offline is crucial. Any news? ThanksCopy 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 enCRM - New user Mobile access Error: USER_NOT_ACTIVE
CRM - New user Mobile access Error: USER_NOT_ACTIVE i have integrated the CRM with Google apps and tried to access via android app mobile. it says Error while: authentication. (USER_NOT_ACTIVE). however I am to login via http://crm.zoho.comhow to access project task on Mobile App
Hi Guys, I am not able to view my tasks on my smartphone. I can see them from my computer. So here is what I did, I created a Task template since all my projects have same tasks so whenever I create a new project I import the task list. But the imported task cannot be viewed on Smartphone Zoho App. please do help me guys as I don't have time to always login from computer and see the updates on my tasks. Regards, FaisalNext Page
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Announcing New Features in Trident for macOS (v.1.2.0)
Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,Knowledge base articles is now available in the Zoho Desk mobile app!
Hello all, As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization. We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app. This feature is already available for Android users. KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update theAgents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:Ticket list sorting is now supported in the latest version of the Desk Android mobile app.
Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view. Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app eitherGlobal Calendar - Projects mobile app - iOS (v3.8)
Hello everyone! In the latest iOS version of the Zoho Projects mobile app, we have added support for a long-awaited feature - Global Calendar. This feature displays tasks, bugs, milestones, and events across all your projects, providing you with a comprehensive
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How to check task starting time in zoho mobile app?
I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a
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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/updateZoho Mail For iPad
We are happy to announce the release of Zoho Mail for iPad. More details here: https://blogs.zoho.com/general/zoho-mail-is-now-optimized-for-ipad. Do try this out and share your thoughts. You can mail to support[at]zohomobile[dot]com, post responses in this thread, hit feedback or simply 'like' the application to let us know what you think. PS: Dont forget to check out the themes. Regards, Gopalakrishnan V Zoho Mobile TeamZoho CRM for iPhone and Android - Release announcement
We are happy to announce the Mobile Edition of Zoho CRM (Beta) for iPhone and Android devices. This is available for all editions (Free, Professional and Enterprise). How to access? You can access Zoho CRM from mobile.zoho.com with your existing Zoho CRM credentials. After logging in, choose CRM from the list of applications. Feature Highlights Access to Leads, Accounts, Contacts, Potentials (Opportunities), Tasks and Events modules. You can View, Create, Edit and Delete records in all these modules.Android App for Zoho CRM - Release announcement
We are pleased to announce the release of our Android app for Zoho CRM in Google Market (Google Play). The App is free to download from the App store but you need to activate the "Mobile Add-on" in your CRM account to use the app. The app comes with a 15 day trial period after which users have to subscribe to the mobile add-on package at $3 per user per month (as is the case with our CRM native apps across other platforms like iPhone and Blackberry) to continue using the app. More details on activatingZoho CRM app for iPhone - Release announcement
We are glad to inform the release of our iPhone app for Zoho CRM in the iTunes app store. More on this announcement is covered in the following blog post. https://blogs.zoho.com/general/introducing-the-zoho-crm-app-for-iphone-and-mobile-web-access Do use our app(s) and keep us posted with your feedback (either through this forum or by emailing us at support[at]zohomobile[dot]com). Shanthivardhan
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