CRM Client Portal mobile App?
Hello Just checking back in on this... I was wondering if a mobile CRM client Portal app is on the develop pipeline? Some of the other Zoho apps have them (Creator and Connect), but we love the CRM and our clients and vendors use their phone almost exclusively
How to send push notification to mobile if new lead created in Zoho CRM
I have a scenario whenever a leads are created via API I want to see push notification to my mobile(iOS) where I installed Zoho CRM.
Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App
We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
Webtabs for Mobile App
We let our users strictly use CRM and use webtabs to integrate other applications like Zoho Desk. We need these webtabs in the mobile app as well. Otherwise our approach of using CRM as an entry point for our system does not work anymore. Update: It would
Notes & Attachments visible on desktop but not on tablets (Zoho CRM)
Hi everyone, I’m experiencing an issue with Zoho CRM and hoping someone can point me in the right direction. Our Team Users can see the Notes and Attachments related lists in the Contacts module when accessing CRM from a desktop browser. However, when
CRM iOS App Missing Tags support
Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums
CRM iOS App Missing Tags support
Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums
Business Whatsapp is not Showing
I’ve attached a screenshot from the Zoho CRM Android app when clicked the call button. It is showing Personal WhatsApp, which is not installed on the phone. Also, the installed WhatsApp Business account is not showing.
Zoho CRM mobile app update: Reports module for Android app
Hello everyone You can now access the Reports module in your Zoho CRM Android app. With this update, you can view any report created in CRM web app in your mobile app. <br> Once you open the report, you can tap on any record to view its details.
Kiosk Studio Mobile App Support
We need Kiosk Studio for the Mobile App.
ZOHO CRM App - Open Meetings Option Not Appearing
Hello. I have a sales rep who's using the Zoho app and says that when he selects the account, the Open Meetings option with the + sign does not appear. It doesn't matter if it's a new account with no previous meetings or an existing account. Any ideas
ZOHO CRM Getting IOS to show HOME PAGE like android
i have users in the office that have a mix of IOS and Android phones - the Apple users cannot see thier home page similar to what they see on thier desktop ? is this not available on IOS ?
printing from mobile CRM
How do you print from the mobile CRM on Android? Ray
Access Kiosk features on android zoho crm mobile app
Hi, We’re wondering if there’s any option to use the Kiosk functionality in the Zoho CRM mobile app, similar to how it works on iOS. We’ve just discovered Kiosk Studio and it seems to be a very useful tool, but we really need it on Android. Is it perhaps
RingCentral/Zoho CRM integration
Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM
Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
Zoho voice and Zoho CRM mobile app
I am trying to sync my mobile app Zoho CRM to Zoho voice. When I go to make an outbound call to the clients in the app, it uses my personal phone number. In the settings of the Zoho CRM app, I see it gives me an option to where I can place calls from.
iOS CRM + Ringcentral
So making calls from zoho CRM app for years now have gone over to ringcentral and tried their iOS app. Looking in CRM app you can choose iPhone, Skype etc for making calls is there an option for the Ringcentral app.
Answering Phonebridge Calls Through the iPhone App
Hi, I've just started using Phonebridge and Twilio to place calls directly through the CRM and it's working great. My sales team also uses the iPhone app to place calls to Contacts and Leads. Is there a way to receive phone calls within the Zoho iPhone app? Thanks! Jim
when we create meeting in ZOHO CRM Meeting Venue field is in office means not able to check in from the mobile
when we create meeting in ZOHO CRM Meeting Venue field is in office means not able to check in from the mobile how To fix This I want want to Chen in from the mobile When the Meeting Venue is in office also
Inbound calls Not beeing added
I am on the process of testing the CRM functions, I am using both the web platform, and the app. And in the APP came across a problem in the calls registry: The app automaticly recognises the calls my phone makes\recieves and , in the outbound call gives
Zoho CRM iOS app latest updates: Kiosk, external telephony support, and more
Hello everyone! As part of our continued efforts to improve the mobile CRM experience, we've rolled out a few new updates to the Zoho CRM iOS app. Here's a quick overview of what's new: Kiosk support Built-in telephony support with Zoho Voice and RingCentral
Zoho CRM Mobile app is now HIPAA compliant
Hello everyone, We are glad to inform you that the Zoho CRM mobile app is now HIPAA compliant. What is HIPAA? HIPAA also known as Health Insurance Portability and Accountability Act, is a law that is required to protect sensitive health information
Privacy and security settings on Zoho CRM mobile app (iOS and Android)
Privacy! A much scrutinized topic when it comes to handling customer information. Safeguarding personal information is a foremost agenda and we at Zoho, strongly believe that user's data should not be compromised at any cost and infuse the same in our
Zoho CRM app Notifications (iOS/Android)
I want to receive notifications of my new leads, i didnt receive any notification, but i activate all notifications from the app (in iOS) How can i receive a notification when a new lead arrives?
Zoho Calling
I would to be able to track my cell phone calls in the CRM. So if a contact calls my cell phone number, note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. If not, this would be a great feature. The biggest problem I run into in sales are the calls that where made on my cell phone and never got logged in the CRM.
Image upload custom field iOS
Another day / Another frustration with Zoho I created a custom image field in CRM. Imagine my surprise when that field is not available in the iOS app. I spend time designing a system and then have to spend even more time redesigning the system to work
I want to view CRM documents on mobile
Hi, I keep instructions for outsourcing clients that I always use for documents in CRM, but I can not see them in CRM's mobile app. Are there any apps that can be accessed right here? Aren't there too much demand? There are various storages such as evernote, google and so on, but we don't want to put them in so many places, and all the CRMs are open in the company, so it's easiest to understand and put them here. However, it is useful to open immediately when asked on the go, but it is also difficult
Zoho CRM Mobile - Can the view be customized?
I would like the ability to customize the layout of my Zoho CRM mobile app for Android. I have spend a lot of time getting my Zoho CRM desktop Canvas layout set up and optimized, and I would like the ability to do the same on the mobile app. Possible?
Zoho CRM the app deletes all data when it is updated
Hello all, I have the following idea / request. Currently when the Zoho CRM updates on my iOS it puts all settings to default. Anything I have set up as week start, Caller ID, module specific settings - moves back to default. You can imagine that this
"File Upload" Custom Field not available on mobile app
Hello, I added a "File Upload" field to a module but the field is not shown when I access the module from the mobile app (android). Is this normal and is there a workaround? Thank you.
Zoho CRM Crashed when opening a lead
I have a group of new people that have downloaded the Zoho CRM app onto their phones. They can access the app and navigate, but when they go to open a lead under the leads module the app instantly crashes. They are able to access these leads from their
I am not able to access linking module on mobile app
I have created a linking module from two custom module and it is not visible in the app
Add ability to set product or record image on Mobile app
Surprised to learn that I'm unable to set the product (or any record) image field when using the mobile app. You can attach a photo but can't set the record image. Would be a nice basic feature to have. And while you're at it... - maybe the ability to see a record image instead of the URL which is all it currently displays (on mobile app) - ability to filter by records with/without image (on desktop view) Scenario: We are trying to photgraph & upload product images and it makes sense to do it using
Account Image in Zoho App is Garbled
Accessing the account information on the zoho mobile app yields a completely garbled image. Why is this and what is the fix?
Multi select lookup and Apple CRM app
Why the multi select lookup field doesn't run in the Apple CRM app ? Thanks.
Related list view in Mobile app
I'm having a custom module having different related list. In the system I can see all the related list but in the mobile app I'm not able to see Accounts and Contact related list. How do I fix it?
How do you associate multiple contacts to a deal in the mobile app?
When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?
No Multi Lookup in mobile app
It's really hard to customize ZOHO CRM to a business workflow when you cannot use Multi Lookup fields in modules as they don't show up in the mobile app. We don't use the mobile app as a convenience, it is what we use everyday in the field. We use the
Multi-Select Lookup on Mobile App
Multi-Select lookup fields are not working on the mobile app. Is this a known issue? is there a fix?
Next Page
