Hello,
We use a custom made application in ZOHO CREATOR for visit reports when visiting customers.
Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computer (see picture attachment). In this way it's easy to go to the CRM and go on an account to see all the visits for that account.
However, this is not possible to see on the ZOHO CRM Application on the iPad (see picture attachments). Is it possible to activate this ?
The only solution we found is logging in on ZOHO CRM on Safari webpage on iPad and see visits on the account. But we prefere to use the CRM app ofcourse on iPad.
See example pictures of our account "Proxy DLHZ Defacqz" in attachment.
I hope my explanation is a bit clear. If not please don't hesitate to contact me for more info.
Thanks a lot !