Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removing
Mobile Apps not automatically logging calls
Hello, Most of our users report problems regarding auto-logging not working. They use the mobile apps for Zoho CRM on iOS and Android, and both don't show the popup that says 'do you want to log this call?'. I've checked if the phone numbers are correctly inserted in the CRM and also re-installed the app on there devices. Is there something else I have to check why calls aren't recognized or is this a reported bug? Best regards, Maik
"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.
Tags not supported in Android Zoho CRM App
Zoho has enabled a comprehensive tag system within the desktop application, but those tags don't appear in the Mobile App. I just asked how to enable under this ticket on Dec 20th 2020 ## 63342927 ##] for Zoho CRM version 3.5.4 on Android. The response
Canvas on mobile CRM app
Hello Can I use the canvas made on Deals modules / accounts modules on my zoho CRM mobile app on phone ? I don't see anywhere how to do tha. Thanks Joshi
Zoho Finance Limitations 2.0 #9: Zoho Finance Module NOT accessible via Mobile CRM App.
The zoho mobile CRM app is fantastic, easy to navigate and well thought out. Our sales reps in the field depend on it daily. When you migrate to Zoho Finance you'll be disappointed if you use the mobile app as the Zoho Finance Module is not available
Zia in Android
I thought I'd try out Zia today by pressing the button in the Android app on my phone. However, all it keeps responding with is that the feature is only supported in CRM Web Chat. Am I missing something?
Contact lookup
Hello I created a custom Module in ZOHO CRM with a lookup field for Accounts and lookup field for a contact On Mobile app it's like impossible to select the contact on the selected Account. In other words: you see ALL the contacts in the CRM and not just
ZOHO CRM App device restriction
Hello, Is it possible to restrict phones using the ZOHO CRM App and only allow iPads for use ? I found the option to allow IP adresses but this doesn't solve the issue. Is it possible to add restricted IP adresses ? Thanks
Sorting related list module in Accounts CRM Mobile App
Hello, On iPad we use ZOHO CRM Application. We have a related list (coming from another Module) that is showing reports in Accounts Module on each account. These reports in that related list are imported recently which I think is the reason of our problem
Zoho CRM iPhone update, no longer about to see closed tasks, calls etc under Accounts
Previously when using the iPhone app, I could access everything from the desktop CRM within the CRM app, but now it shows no details. I've got the same Account open on desktop & can see multiple closed Calls, Tasks + open Tasks, but the App shows no
Zoho CRM app (Android) visual notifications on incoming call
Hi I have an VoIP setup with Zoho CRM's Twillio integration. I can call out using the CRM and incoming calls are logged as activities However, when someone calls in, I don't get a visual notification on my phone for which i can click to answer ? How do
Zoho Contacts Photos not Showing on iPhone (IOS 17)
I searched the Community Forums and Knowledge Base but could not find anything that really pertains to this issue. I have contacts in Zoho with pictures, but the pictures do not show on my iphone. If I update a phone number or address in Zoho, that changes
Client Scripts in Mobile App
Hello guys, I'm using client scripts to automatically open a zoho form when a blueprint transition button is clicked. I want to have the same behaviour in the Zoho CRM Android Mobile App. How can I achieve this?
Receiving calls from ZOHO CRM to personal phone?
In our company, we need to receive calls from our U.S. number linked to our ZOHO CRM on the mobile phones of our sales team based in the Dominican Republic. We already have the the built in ZOHO telephony integration, and calls are perfectly logged into
ZohoCRM Campaigns not in ZohoCRM mobile app
I was in the field yesterday and I tried to see a list of Leads in a ZohoCRM Campaign. Imagine my shock when I realized that the ZohoCRM mobile app does not have the ZohoCRM Campaigns module. Please fix this. I should not have to wait till I'm at my desk
Auto Sync or Mandate Sync in Zoho CRM Mobile app
Hi Team, This is a critical requirement for a client who has more than 180 users. Most of them are using Zoho CRM Mobile app. The issue is as follows : 1) Changes made in the CRM Web version is not reflecting in Zoho CRM Mobile app. How we can restrict
Signing in
I have been trying to sign into the app so many times on 3 different devices but for some reason I get an error page and 'contact support' message. I'm worried I'll lose my files so I haven't transferred all of them, just 4/5 that I use often. Anyone
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?
sign into Zoho kiosk error
Good Day I am trying to sign in from the Zoho kiosk on a android tablet. After i enter my login details it keeps on telling me something went wrong. I am able to login from a web browser fine from the same device.
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
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
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.
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
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
Problem forwarding mails with attachments via mobile app
I am facing problem when I forward mail through the zoho mail mobile app. The attachments in the mail are not getting forwarded. Is there some setting in the mails which is preventing that ? Please help me ..
Phone app not showing all Contacts or Accounts
Every time I want to use the phone app in an attempt to find a Contact or an Account name, the App shows multiple records but NEVER the one I am looking for. Is this because I have many thousands of records and the App cannot handle it, or, is this a limitation of my iPhone? Induna
Updated Mobile CRM not working for iPhone!!
My Zoho CRm for desktop works fine but every time I look to log into my mobile app it says"User not active" and it only started doing this after I updated the Mobile CRM app. I need this mobile version to manage my calendar. Please help
Call logs through Mobile App
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
CRM App Calls
Hi The new version of the CRM App has an issue. The logging of calls changed in the browser of the CRM and it looks like the latest version of the app these changes have come accross. The issue is you have these added fields like Caller ID and Number called (if its auto logging not sure why you would need this). Than has "Purpose of Outgoing Call with the fields Call Purpose and Call Agenda Than you have "Reason for Incoming Call" where you can type in the Description - but the call im logging
mobile app leads sorting problem
I set leads sorting to be in descending order by create date but it looks like the setting is simply ignored. I tried both on iPhone and Android.
After the 01/18/2021 update, the PO module no longer works and the app crashes.
After the 01/18/2021 update, the PO module no longer works and the app crashes. I appreciate the hard work of the Zoho team's dedication to the constant product enhancements! I look forward to the big fix as the mobile app is used by far more than
Zoho CRM Android App Does Not List Custom Button "Schedule Appointments"
The integration between Zoho Bookings & Zoho CRM placed a default button in the Zoho CRM Contact & Lead record view labeled "Schedule Appointment". The button opens the Bookings services scheduling page and allows rapid scheduling of the next service.
Lay out rules Mobile App
Hi I created some lay-out rules on a custom module to only show certain sections if a checkbox is selected. This works on ZOHO CRM computer but not on mobile device, how is that possible ? The mobile device app shows all the fields and sections all the
Internal Error Occurred. INVALID_DATA
Hello. I'm having trouble using the Zoho CRM app on the Samsung Tablet model SM-T515. When placing a Sales Order in the system, an error message appears, as sent as an attachment. I thought it was a special problem. I updated the app and Android. The
How to do sync server while using the zoho mobile crm app
Hi, i am having an issue using zoho crm mobile app. When I tried to send a pro forma invoice that i created from the zoho crm mobile app, it gave me an error and said that ´This record is yet to sync with the server’. How can I solve this?
Related list iPad
Hello, We are creating reports on Accounts on the Zoho Creator App. We linked that into a related list so on the CRM on computer it's visible to see those reports created on an account. Now when I am going on mobile device (iPad or iPhone) on the Zoho
Mobile device related list
Hello, We use Zoho Creator to make reports on Accounts. On the computer it's possible to see those reports on the account in related list. Why isn't this possible to see the related list on iPad/iPhone ? We really need this for our daily use. Thanks a
Anrufe aus CRM mobil mit Softphone virtuFon von INOPLA
Unser Telefon-Cloud-Anbieter INOPLA (Zoho-Telefon-Integrator) bietet ein Softphone auch für mobile Endgeräte an. In der mobilen App von Zoho CRM wird uns nicht die Option dieses Softphone angezeigt. Was müssen wir tun, damit in Zoho CRM mobil die Option
manuellen Anruf hinzufügen ist immer abgeschlossen anstatt geplant
In der mobilen Version planen wir jemanden Anzurufen. Also klicke ich in der iOS Version auf das Pluszeichen, um einen Anruf (geplant) hinzuzufügen. Die Voreinstellung ist aber immer "Abgeschlossener Anruf"! Vielleicht benutzen wir die mobile App falsch,
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