Android Apps
Will ZOHO have an Android app any time soon?Log a Call Function on the Mobile App does not allow the "Create Follow-up Task" to function - Any workaround?
Has any found a way to Create a Follow-up Task while Logging a Call on the Mobile App? That option does not currently appear during the Log a Call Task (like it does in cloud version). Just wondering if anyone found a way to make that happen by an automated workflow process or some other customization.jquery mobile with node js
Please help me with guidance to connect jquery mobile with node jszoho crm for nokia n8
Is there a zoho crm mobile app supporting nokia n8. if so pls guide me where to download it from. regards ev1. Prabin KReply to email default field / email crash (mobile crm app)
Two bugs that urgently need to be fixed 1) When you reply to an email using either mobile app, desktop or mobile device browser, the cursor defaults to bcc field. Extremely annoying. I'm sure when users click reply they want to go straight to the body and start typing etc. 2) On Android crm app for tablet or mobile, when you send email the app crashes and then needs to restart. It seems it sends before it crashes but still to be safe were constantly crashing, reopening, checking to make sure theCall log pop-up stopped working on Samsung Note 2.
I've been trying out mobile Zoho CRM for 4 days. Until today I could place a call from contacts and when finished, a question would pop-up asking if I wanted to log this call. I could then enter call details as needed (a very convenient feature). Today this feature stop working now i.e. no pop-up questions, just return to contact screen when calls are ended. I have not installed any other software since Zoho CRM, and tried reinstalling it today, but still no joy. Also could not find any settingsUnable to make changes to calendar appointments from mobile app
Appointments/events are booked for our sales reps. But they are unable to edit the date or time or details of their appointments through the mobile appt. they may get a call asking to change the time of their appointment, but cannot change it unless at a computer.better support for ipad?
So I've just started working in Zoho's project management app, trying it out for the first time. It does a nice job for the most part in standard desktop-based browsers, but when you try and use the app on the iPad, it's really slow, some of the functionality not responsive, and some of the features are quite clumsy and awkward. Things like clicking on the different views (classic, plain, kanban, etc) don't work, coming out of editing a task (clicking the x) are difficult to do (it often takesNo email history on m.zoho.com/crm
Hello, I am using the web browser version of Zoho Mobile (through http://m.zoho.com/crm). It works pretty well, but I miss the email history. I cannot see what emails were sent to the contact person. I don't need to send or edit. I just need the view so I can see what was sent earlier. Thanks ! HerbertZoho iPhone App - fields not updating; calls made through app not showing on reporting / dashboards on web app
Hello, Two issues with the iPhone app: 1. The fields on the iphone app will not update (ex: new call or event types are not appearing, and deleted ones still appear on mobile app). 2. When I log calls through the iPhone app, the activity is not appearing on my reports or dashboards which specifically filter by that criteria. For example, the weekly call activity will exclude any calls that I log via the iPhone app - I have to then log-in through the webapp, press edit and save, and then the callsHome screen shortcuts (Android)
Hey, Is there a way to create homescreen shortcuts to each of the modules in the CRM app? For example I would like to have an icon on my homescreen that takes me directly to "Tasks" rather than having to open the CRM app and then select "Tasks". Otherwise, great app, using it constantly. CheersCRM search function in Mobile version of Zoho Mail (via m.zoho.com)
Hello, I have a few customers that like to use m.zoho.com to access their Zoho CRM and Zoho Mail accounts on their phone. In the full site version of the Zoho Mail there is an option via the Compose Mail window to search for contacts that are in the CRM. This appears to be missing in the m.zoho.com version of Zoho Mail. Or is it accessible via another way in the m.zoho.com Zoho Mail - (please advise how to) If it is not available are there plans to extend the search function to include CRM contactsZoho CRM Mobile App
In the mobile app, when creating a new task, there is no option to add a Reminder, which there is on the web-based view is there a way to do this?Zoho iOS app attachments
Zoho iOS app says "You need to be signed in to upload the file to Zoho CRM" when trying to attach a file from another app into a leads attachments. Tried with TurboScan and Google Docs and both said same error. Happened on some update I did about 2 months ago. Any plans to fix this in the future? ThanksCan not sent email from my iPhone
Can not sent email from my iPhone I just can receive email, but I can send and receive email on zoho using desktop, please help me Thank youPlease help with mobile sync
I am completely new to the Zoho applications. I'm attempting to enable the mobile sync functionality from my LG G2 android phone (version 4.2.2). No matter what options I put in for username and password (full email, partial with separate domain entry) I get a message that authentication failed due to wrong username/password. However, the exact same credentials log me into the Zoho online services just fine. I've even changed passwords to make sure it was not a case of being locked out. ThanksZoho App Says: No Portals Received from Server
I have downloaded the Zoho Support app and would like to log in to my account to look at tickets and such. When I use the login that I use on the zoho support website, I get a "No Portals Received From Server" error. It then keeps me loged in but I cant get past the swipe to the left page. Any suggestions????Start on power on and run in background
Using zoho crm mobile app for android. It seems the app works when its loaded and if loaded and the "minimized". Can then click and hold home button to see active apps and go back. However it doesn't seem to load after the device is restarted or powered on from off. Likewise, I just did a restart and went to the application manager in settings and do not see ZoHo CRM mobile running in the processes. Is there a way from within the app or standard android os to force load on startup of the app or listenerproblem with ios app
It happens all the time. When i close task in web client, it's not become closed in ios app.... What can I do? After i close task second time in ios app, i look logs -- in logs it is closed twice...Error converting leads in the mobile version of CRM
I am experiencing a problem converting leads within the iPad and iPhone apps. When I enter the information and hit the convert or done button, it shows an error message and does not convert. When I log in from a different device, it converts without a problem. Is there something I can do to fix the device I am trying to use? I have updated the software regularly and tried resetting the app on both devices and it does not work. thanksMobile Sync Calendar Events dublicated (Android/Samsung)
Hello! Last weeks I sometimes had calendar items twice, since when syncing, zoho created a dublicate entry for every event. Since yesterday it's even worse: on every sync, the event is dublicated. So I get hundrets of copies on each event and hundrets of reminder emails. There must be some incompatiblity between android exchange sync and ZOHO since the last days. Is there any information about that? All the best JanZoho Lead Scan
Maybe I missed this but can one sync the events(lead source) I have created in the Zoho desktop version to the Mobile business card/show lead scan app for Iphone? My goal is to have the same event on both the mobile and desktop so that there is no need to recreate. Seems straight forward enough.Contacts - Mobile
I've downloaded CRM for Android. It listed all my contacts inside the application. My question is, how can I make them appear on my phone contacts? What I'm trying to achieve is making the contact's name popup when they call me. Is it possible to do this? Thanks a lot! GeryWhy doesn't my Android keyboard predictive text work
Hi, I'm very new to Zoho. So far it looks like it'll suit my needs very well but there's one part of the Android mobile app that's making me crazy: My Swiftkey keyboard has amazing autocorrect and predictive text functions, and none of it works when I'm entering my call notes so I end up with a bunch of gibberish because of my fat fingers. Can this behavior be changed? I don't have this issue with this keyboard and any of my other apps except when I'm inputting into an email address field. ThanksError starting ZSync: Module 'Zsync' does not match codfile timestamp of sibling module ''Zsync-1'
To whom it may concern When I try accessing the Zoho sync app for my blackberry that I downloaded from the following link: https://msync.zoho.com/bbsync It shows the following error message "Error starting ZSync: Module 'Zsync' does not match codfile timestamp of sibling module ''Zsync-1' Please assist as soon as possible. Thank You.Issue with Duplicating emails
Hi, Everytime I send an email from my PC, my mobile will receive a copy of it as a "new email". Is there a setting which I can put a stop to this? I have set up email configuration on my Samsung Galaxy S2 (Android 4.0.3-ICS) as below: SMTP settings Zoho Mail SMTP server address: smtp.zoho.com Zoho Mail SMTP user name: Your Zoho Mail address (example@zoho.com, for example, or your own domain's email address, of course) Zoho Mail SMTP password: Your Zoho Mail password Zoho Mail SMTP port: 465 ZohoDelete documents and folders?
I don't know if I'm just really bad at looking, but I've been trying to find a delete button in the Android app but can't seem to find one. Is it not possible to delete documents and folders directly in the app?See notes, tasks, etc in Contact record on Android Mobile App
This post is specific to the Android App. When I look at a contact record, I have absolutely no way of knowing if there are any notes, linked potentials, tasks, etc for the contact without scrolling to the bottom of the page and then clicking to open each of these items. IMHO there is no need to hide the notes, calls, tasks, etc behind another menu. Scrolling on the phone is fast and I can swipe up and down much more quickly than clicking on 5 or 6 different items to see if anything is inside.Simple Contact Records - UI Improvement for Android App
This post is specific to the Zoho Android App It seems rather silly to have to scroll through 2 screens of often blank fields just to get to the data that I'm looking for which are the recent interactions with my prospects, namely notes, recent calls and appointments. All empty fields should be hidden in the UI unless editing. Lesser used fields or fields that are generally unused on mobile devices should be hidden all the time (email opt out, etc) Address fields should be consolidated into a simplefull mobile support and android app
hey I noticed there was talk about a full mobile version of zoho support a year ago will there be a full mobile site m.zoho.com that includes support? is there anything under way in development or beta? Surely there is enough demand for a website to access mobile support from android, blackberry, windows phone etc I noticed there is an app called "servicedesk plus aka manageengine.com and says owned by zoho but doesn't seem you can use that to connect to zoho.com/support thanks paulCall Result Screen - Android App
Information on the call result screen can be organized better. Call Subject and Call Description are the two most important pieces of information. They should be at the very top of the screen. Call purpose, call result and billable below that. Most of the other information should be at the very bottom of the screen since it will be rarely modified. Call result should be a customizable list of outcomes similar to purpose. It should be used for "Left Voicemail", "Set In Person Appointment", "ClosediPad and email options
I just purchased iPads for my sales team, and they are eager to get started. One thing that I notices is that the email option is not available in the ZOHO app. Is this by design or have I missed a setup step? What is the recommended way for my sales team to use the app and communication with customers? Just use their normal Gmail account when using their iPad? Any help on defining the right process would be much appreciated. Leeusing the address field to provide a map Contacts does, Events does not
I created an address field for my Event form so I could use the map feature on my iphone. This works on the contacts field, but it will not on my custom address field in the Events. Is there something I can do to activate this? Or is this just a missing feature that I am sure will be added really soon?view Notes on Mobile
My company has been filling in the Notes field for Leads. Now that we are accessing this from our iPhones I cannot seem to find out where these Notes reside? Please assist, our Lead Notes has most of the info we need.Zoho calendar not syncing on iPhone
I have zoho calendar & email on my iPhone and iPad. The calendar is not syncing on my iPhone, but it works fine on my iPad. No issues with mail on either device. I have tried deleting from both and only installing on iPhone but it still doesn't work. iPad running 7.0.2 (have not upgraded yet) iPhone running 7.0.3 I am thinking this an issue with the newest version of iOS but need it to work. I have set it up with Microsoft exchange server settings using msync.zoho.com Please adviseIphone Sync issues
I set up my iphone the way the QRG explained how to. The account verified and set up in my iphone. However nothing shows up in the inbox or the calendar. Any ideas?"do not have permission to view this module"
Hi, I reset my application on my iphone and the only thing that I can do is receive emails. If I click on a module it tells me that I do not have permission to view this module. What do I need to do to view the modules? Also, how do I change the settings so that it will stop pushing my emails to me? Thanks! CherylZoho Projects Android app not syncing projects?
I am using Projects and the Android app that goes with it. The mobile version of the website all works fine, and all projects are listed under Feed. However, in the app, only one project is listed. All the tasks and other things from other projects sync without issues, but not the projects themselves. I can't find a way to force the app to sync the projects. Have I missed something really obvious? Thanks! (if it is relevant, I started out using the free trial and then upgraded. I installed the appDear Zoho Team
I have an Issue with "Locate near me" map view on Android/IOS mobile devices and gadgets. If I check location of the company| contact one by one, then map shows correctly from the www version on desctop (in the company widow - check address). But It could not show me any information from my clients around 100km. only 1-2 available or nothing shows at all. Tested on IPAD 3 IOS 6.1 Google android 2.3 Google android 4.1 please refer to attachConverted lead to transaction doesn't show information in the mobile app!
I use my iphone while I'm out meeting customers and leads and I recently converted a lead to a transaction and scheduled an appointment with the client. Once I convert the lead, I take all my transaction notes in the actual transaction and I send all emails and log all calls IN the transaction. However, since converting the lead, my iphone app doesn't show any information in the transaction screen. Below is a picture of the transactions tab. In it you can see a test transaction I made for 2222 mainNext Page
Announcements
Global 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 comprehensiveLive activity timers and weather integration in the latest version of the Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.14), we have brought in support for the below enhancements. Live timers: Add timers to the iPhone's lock screen and in the Dynamic Island to have real time information at your fingertipsMDM Conditional Access - Sprints
Hello Sprinters! In the iOS version (v1.2.19) of the Zoho Sprints mobile app, we have brought in support for an amazing list of functionalities. Here are those: 1. MDM Conditional Access: Conditional access allows organisations to restrict employees/usersZoho Mail app update - Android
Hello Everyone! In the most recent Android version of the Zoho Mail mobile app(v2.6.6), we have included support for the below mentioned functionalities: 1. RTL functionality within the email compose screen. 2. An option to fetch search results from allAnnouncing 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,
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Task Management on Zoho Desk Mobile App
Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make aPGP within iOS Zoho email app
Sending and receiving PGP-encrypted emails works perfectly with the Zoho browser/web client but I can't find any way to encrypt/decrypt these messages within the Zoho iOS email app. When I attempt to open an email from a contact whom I've exchanged keysIOS mobile app and documents
We have several ios users that will be using the projects apple mobile app. We believe we have run into an issue. We create a project template with specific zoho team folders. One of the folders has a zoho sheet template in it. Once we create a NEW projectOpen Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browserAttach photo
I am using the iOS mobile app and I cannot add photos to a ticket.
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Sticky Posts
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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