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 view the latest customization changes, you need to reset the application. Please note that when you reset, only the data in the Zoho CRM mobile app will be deleted completely and then downloaded again from the online server. The data in the server will not be affected.
Following are the steps to reset the application:
To reset app in iPhone
Following are the steps to reset the application:
To reset app in iPhone
- In the Zoho CRM Dashboard, tap the About Zoho CRM icon.
- In the About Zoho CRM screen, tap Reset Application.
- Tap More in Zoho CRM.
- Under More, tap Settings > About Zoho CRM Reset Application.
Related Articles
Is the Canvas builder view applicable on mobile app?
The Canvas view for any record detail page is currently not supported in the mobile app yet.Can I create multiple organizations in the CRM mobile app?
No, you cannot create multiple organizations from your mobile app. However, you can login to multiple orgs and switch between orgs from your mobile app. you can accept only the first invitation that you receive. For example, if Org 1 sends you an ...How do I segregate leads using the Kanban view and how can I customize the view?
Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...Using Custom Buttons
Customization is the most powerful way to build a flexible CRM system. In Zoho CRM, you can customize modules, fields, pages, links, and a lot of other elements. In addition to these elements, Zoho CRM now allows you to create new button actions with ...Can I login to multiple organizations and accept invitations from my mobile app?
Yes, you can login and switch between orgs from your mobile app. However you can accept only the first invitation that you receive. For example, if Org 1 sends you an invite you can accept it but you won't be able to view the Org 2 invitation in your ...