FAQs on CRM Analytics App

FAQs on CRM Analytics App

1.Will the dashboard display data dynamically in the CRM Analytics app?

No, the data does not change dynamically.  Every time you open a dashboard, the data is fetched from the web version of CRM and is displayed in the dashboard in your mobile application.  Any change made to the web version will not be immediately reflected in your mobile app. You must refresh the dashboard or the component to see the latest information.

2. Can I share a dashboard on Whatsapp?

No, a dashboard can't be shared via Whatsapp. However, the components in a dashboard can be individually shared via Whatsapp or any communication channel such as emails, MMS, or messenger. The components will be shared as images.

3. How do I refresh a dashboard in the mobile app?

In the Zoho CRM Analytics app, you can refresh an entire dashboard or its components individually. Simply open the dashboard or the component and swipe down from the top. The dashboard will be refreshed. The data is automatically refreshed every six hours.

4. If a chart view is changed in mobile app, will it reflect in web version too?

No, the chart view that you see in the Zoho CRM Analytics app is just for representational purposes. When the component is refreshed, it will revert to the original chart that is present in the web version.

We hope that this list of frequently asked questions about CRM Analytics app is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below :)

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