From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways:- Download and Install the Zoho CRM application from the App Store from your iPhone.
- Download Zoho CRM through iTunes and synchronize with your iPhone.
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What data can I access using the Native App for iPhone?
The Zoho CRM Native App for iPhone supports the Leads, Accounts, Contacts, Deals, Cases, Activities (Tasks, Events, Calls) modules. You can access the data within these modules. Also, some of the related records will also be listed for the records. ...
What are the prerequisites for installing Zoho CRM App for iPhone?
You need to have the following before you install the Zoho CRM Native app for iPhone: Zoho CRM requirements: A valid and active Zoho CRM Account. Mobile Edition activated for your account. The permission to view Zoho CRM modules iPhone requirements: ...
Using Native App for iPad
Supported Zoho CRM Modules From your iPad, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your iPad. This ensures that you can access the important data even in the offline mode when no ...
Zoho CRM App Settings for iPhone
Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to open the application. To enable passcode lock Go to Settings > Privacy and Security > Passcode ...
Can I select an org if I install an extension from CRM Marketplace?
Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...