ZohoCRM App (android): Hidden fields showing up?
I'm using the android zohoCRM app. In this section I created for my Leads module there are 5 fields that are NOT visible when I look at the layout in a web browser. However, within the app they are there until I hit the edit button in the app, then theyZoho Desk Mobile App and Data Synchronization
Hello, Is anyone have a similar problem with Zoho Desk Mobile? I have a customer who has about 600 Accounts on file; everything is OK while they use the web version, but when it comes to the mobile app, there is a problem with the data synchronization. When Zoho Desk Mobile is installed for the first time, there are no records; they have to be pulled from the server, which is natural. The problem is that it seems like it does not pull all the records by itself. So when the new technician installsCreating tasks cross-project on mobile app (needs to be easier for fast creating tasks cross-project (too many steps currently)
Hello, When creating new tasks on the mobile app, it would be really handy to be able to create a task (when being in another project) for another project, so the Project (and it's Tasklines) would need to be selectable. The flow would be in that case : > having mobile app open in a certain project > create a new task (+) > input Subjectd of task > field with current Projectname visible and selectable (dropdown) => being able to select different Project > if select another project => see dropdown-listLogging out going calls in mobile App
When I call from the CRM app on my iPhone at the end of the call the app used to ask if I wanted to log the call. If I said yes it came up with a description field that I could enter the call details and outcomes. Now all that happens is it log the calls but no description box shows! Is this being rectified or is there a setting I have to change? Martinis Zoho CRM compatible with Apple carplay or Android Auto ?
if not, any timeframe, thanxMobile CRM application is not syncing with my CRM server. This is my SECOND POST with no response from my first post!
This is the second post i've made because i have not received a response from my post from yesterday. I find it disconcerting that all other post have received responses from Zoho Mobile Reps, but have ignored mine. Also, I have filed a complaint through the "feedback" on the mobile app, with no response. My Mobile CRM Application will not sync with the crm server ever since I started using the new Zoho CRM desktop platform. Error message: "Info: The records in this view are yet to be synced withLog 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? ThanksOpen Ticket in Zoho Desk Mobile App from Email Notification.
When our ticket agents get an email with the email, on a computer, if they click "View Ticket" button, it automatically opens up that ticket in browser. But what about the phone for our agents who also have the app downloaded? Clicking the link from an email on a phone doesn't open up the ticket in the app. It opens up the internet browser! Is there any way to for us to be able to open up the ticket in the app from an email on the phone?Notification on iOS
The notifications on iOS are in a separate tab. So if I open and reply all the ticket, it doesn't clear the notification, I need to go to the notification tab for them to dismiss. Why it doesn't work like email, where the notification on the app give you the number of unopened tickets. I want to say that other than that, I really like the app, it's a pleasure to work with it and the design and UX is very nice.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.Site survey with photos
So we visit homes and businesses and undertake surveys. These are simple little lists we use but always need a couple of photos. I got excited with the addition of image field but the app does not use them and as you can imagine we use iPads and iPhones. I tried forms and JotForm but there is no way of lifting over images in zapier. In zoho there is always more than one way of solving a problems but at the moment I am stumped. At worse I would settle for a pdf attachment but again the app does notZia on mobile app in trial version?
Hello, currently I have the trial version of the enterprise edition to test Zia Voice. But I can´t access Zia, there is no button shown in the mobile app or anything? Is Zia available in the trial version? RegardsShow year when searching old emails
When using search, it only shows you the month and date of the email (see attachment). This makes it difficult to determine which year the email is from unless you click on. It would be nice to include the year in search results.Filters in iOS
I created filters for my contacts in the desktop version. I don't see those filters on my iPad. And don't tell me that the development team somehow didn't understand that we'd need our filters on a mobile device.How to change Display Name for your Outgoing emails?
Hi All, To change Display Name Login to https://www.zoho.com/mail Select Settings >> (select) Send Mail As Highlight and click the 'Edit' icon across the particular email address under 'From Addresses List' In the 'Display Name' text box, provide the desired Display Name Click 'Update' to save the changes. You may have to provide your external SMTP password, in case you are updating the Display name for an external from address. Also, refer Send Mail As help for more information.Accounts / Layouts / Related Lists - on mobile app
Guys, In the web app of CRM, I have set up the following: - A layout for "resellers" - with specific fields. - Reseller accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products sold") - A layout for "end-users" - with specific fields - End-user accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products purchased") This works flawless in the browser. I seem to have a persistentHelp - 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 appSend as Group email on mobile app
I have created a group. Eg. Sales@123.com. I have already enabled allow to send as Group. I have no issue composing mail as sales@123.com on my desktop. However I cannot do so on my mobile phone. Drop down arrow also only shows my personal email. How to I send as Group on mobile app?Signature shows up on desktops but not mobile.
I have a signature that is an uploaded image that works great when opening on a desktop but if anyone opens it on a mobile device it is just an empty rectangle. Any thoughts?Can't use Zoho on phone -- app or web!
Recently I had some computer issues, so I needed to use Zoho on my phone (iPhone). Every time I tried to launch the app, within one second, it crashes. So, I decided to go to Zoho via Safari on my phone. That was not successful either -- it will open a page, but you can only see a tiny corner of the page and *you can't move the page around*! So I was not able to use Zoho on my phone with either method. In talking to one of my colleagues, I found out she has the same problem -- the Zoho app crashes/quitsCustom Dashboard on mobile app
Trying to figure out why my custom dashboard is not showing up on the mobile app. I can see the dashboard on the desktop with no problems. However, when I try to access it on the mobile app, it says "No Components". Any help would be appreciated.zoho mail is not working
i am using airtel datacard (4g).. zoho websites are not working . but reliance 4g - zohomail is working. please help me..Texting through Zoho CRM
Is Zoho working on making it easier to send and receive texts via their mobile device if the are using Zoho CRM? It's quite clunky currently to have to be on the desktop version versus coming to an actual phone where they can be responded to immediately which is really the purpose of texting. Times are changing where texting is becoming the communication of choice with potential clients. Emails and phone calling is going by the wayside. Would love to see Zoho develop something that will workCalendar widget Android
Hi, It would be really great if you guys can implement a widget for Android. I don't really like booting up the app and navigating to the calendar section. I would like to be able to see in a glance whats going on for today in my schedule. Thanks in advance! Sincerely, MarkLogging incoming calls on iPhone.
Hi Community Has anyone been able to solve the problem of iphone not being able to pickup incoming calls (or SMS) in the Zoho CRM app? I know it can be done if you have a PBX system, but I just have myself and an iphone. Surely there must be a way to do this. I don't believe it's because "Apple has locked it down" as Zoho states, otherwise the PBX systems wouldn't work either. Who is the guru who can solve this?Incoming calls on iphone
Hi Community Has anyone been able to solve the problem of iphone not being able to pickup incoming calls in the Zoho CRM app? I know it can be done if you have a PBX system, but I just have myself and an iphone. Surely there must be a way to do this. I don't believe it's because "Apple has locked it down" as Zoho states, otherwise the PBX systems wouldn't work either. Who is the guru who can solve this?UI issue with Zoho Project (Mobile Application) - API name shown instead of field name
Namaskaram Zoho Projects team, While creating a task in Zoho Project (Mobile application), some field names are meaning less and can't be understand. Please have a look into the below image. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersCustomizing the modules listing screen, is now supported in the CRM Android App (v3.4.3)
Hello All, Here's an update to the users who were looking to restrict some of the modules from getting listed in the mobile app. In Zoho CRM Android app, we now have the option to hide the modules from within the modules listing screen, based on your requirement. However, the changes that you make here will be applicable only to the CRM mobile app. If you would like to avail this feature, please update the app to the latest version from the Play Store. After updating the app, you will find an optionApprove Leads Zoho CRM IOS App
I am unable to approve leads in the IOS CRM app. Am i missing something or is this not possible? They have a lock icon that says Waiting for Approval, but i don't see anywhere i can do that.Cannot Add Second Zoho Email to Mobile App
I see from the mobile app there is a button to add additional accounts to the app. But, each time I click Add Account, it attempts to add my current main account. Is there a different way to add a second Zoho email to the app?Mobile App - Problems with Send for Zoho Sign
Hello, When I attempt to use the send for zoho sign feature on the mobile app, if I chose to select a lead or contact to email to, I am unable to select the text box. Is there a solution for this?Does 'outbox delay' config in Mail Lite client affect mail mobile sending?
Hello - If I setup the outbox delay in zoho mail client lite for 10 minutes, will this setting also be used in my mail mobile app? Just wondering if I set it in one spot if the setting will follow me to all other avenues of sending email. (client or server setting?)No send button on Android app
I provide websites and web services for small businesses. I just set up a client with Zoho mail, to test out your services. When composing a new e-mail, the Zoho Mail Android app on his phone (Samsung Galaxy S7) does not show all the buttons on the toolbar. The responsive design hides all the icons. After playing around with it, I discovered that the buttons to appear if he turns the phone in landscape. He finds it to be a pretty annoying inconvenience. Just wanted to point this out so maybe youSend as Email, Rich Text Editor features are now supported in Zoho Desk Android app!
Hello All! We are delighted to announce about the new feature 'Send as email' in the Zoho Desk Android app (v2.3.11). Agents can send outbound emails to new or existing contacts at the time of ticket creation. You can also convert the emails into tickets and track their progress. Furthermore, such contacts do not receive the new ticket notification. This feature will be available in the mobile app if it is enabled on the desktop site (desk.zoho.com). You can enable this feature on the desktopMobile App: Viewing all time sheets
I love the new view in the mobile iOS app that lets us see ALL TIME SHEETS. Would it be possible to add the viewing of live timers of all users as well? as an admin, I constantly check in on where my employees are, and what they are working on. I do this by checking the live timers status on the web app. having this in the mobile app would be great.Can't position Name field on contacts
I have the issue that I cannot position the first name & last names system fields on my contacts form. They are also showing "Created Time", "Modified Time" and "Last Activity Time" fields alongside them which is interfering with my contact layout. Please see screenshots below of what my actual form design should look like and what happens on my app (App running on Ipad Air 2019) Is this due to be fixed? I have the same issue on a custom module. Can you make the Tim/Modified/Activity fields visibleI want to update the photo from the mobile app to the product tab product.
I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app. Attached screenshot.Logged out of ZOHO CRM Mobile App
Hi ZOHO Support Team, 3 of my teammates are getting logged out of the ZOHO CRM Mobile App with warning such as "Sorry! your ZOHO CRM account has been disabled" but when I look at ZOHO One admin page, they are still an active user. Please advise. Here are some screenshots from the Admin Page and log out warning.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?Add event to my iPhone calendar
Hi, We're receiving emails containing an .ics file with detail's event, I can see the event in the apps but nothing more. What I would like to to is being able to add it to the calendar of my iPhone. What am I missing ?Next 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,
Most Discussed Topics
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.
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
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
Top Contributors
Avinash Prakash
Shruthi Megha K
Senthil Nathan R
Eric
Mauricio