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.
Related Articles
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 ...
Installing the CRM Mobile App
Zoho CRM Mobile Edition allows you to access and work with your Online Zoho CRM data from anywhere on your iPhone, iPad, and Android phones. In other OS devices the web app can be accessed via mobile browsers like safari, chrome etc. One can perform ...
Zoho CRM Analytics App
Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...
I added a custom view but why am I not able to view the same in the mobile app?
When you make some customization changes in your CRM account, you may not view the same changes in the mobile app too. These changes include adding/editing/deleting custom fields, renaming tabs, adding/modifying custom list views, etc. In order to ...
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 ...