Locate an address using maps in iPhone

Locate an address using maps in iPhone

When the address of a record is specified in your CRM account, it can be located in maps by tapping the Maps  icon. You can enable Google Maps from the Zoho CRM settings page to locate the record using Google Maps.

Find leads, contacts, and accounts near you 

Based on your current location, you will be able to locate the records that are in and around the radius of 100 Miles/Kms. You can also enter a custom location and modify the radius to find all the records that are present there.

To locate Leads/Contacts/Accounts near you or in a custom location
  1. Go to the module of your choice.
  2. Tap the Map  icon on the top-right.
  3. The records that are nearby will be marked with either a red pin or violet pin. 
    Red Pin  indicates that there is a single record in that particular location and violet pin  indicates that there are multiple records in the same location.
    You can also enter a location in the Custom Location textbox and modify the radius by clicking the  icon. 
  4. You can also select a record and tap the map  icon to locate the address in maps.

Check-in to a location

A meeting with your client (lead/contact) can be added to CRM as an event by checking-in from that particular location. This helps create a record that a meeting has taken place at a given location in a given time.
 
To check-in to a location
  1. Go to the leads/contacts module and select a record with whom you had a meeting.
  2. Tap the Check-in  icon.
  3. Select an event to which you want to check-in or create a new event.

    • Related Articles

    • Location and Maps

      Locate People Near You If you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you and how important they are to your business. Using Google Maps in your Android ...

    • 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 ...

    • 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. ...

    • Communicating with customers through iPhone

      Make and log calls You can call the records (e.g. Leads, Contacts) and also log the outgoing call details in CRM. In order to log the call information, you will have to enable Call Logging in Zoho CRM App settings.  To enable call logging Go ...