Managing and Customizing Home Screen

Managing and Customizing Home Screen

Organize Home Screen

Zoho CRM for Android welcomes you with an attractive Home screen that displays Activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check-off completed activities and add new activities from the Home screen.
Toggle between the days of the week to view the tasks, events and calls for the selected day. Click the Add (+) icon against the Event, Task or Call to add a new activity, respectively.
Sort the activities into pending and completed lists by grouping the completed events, tasks and calls. Selecting an event, call or task would mark it as complete.

Add Widgets to Home Screen

Imagine how handy it would be to see all the day's activities on your home screen at a glance. Widgets provide miniature application views that can be embedded on your home screen and give you periodic updates on your activities, tasks, etc. They also act as shortcuts for the app.
To add a Widget to the Home screen
  1. Touch and hold an open space on your Home screen.
  2. Tap Widgets.
  3. Touch and hold the Zoho CRM widget.
  4. Drag and drop the widget anywhere you like on your home screen.

Add Apps as Shortcuts to the Home Screen

Adding a Task, Event, or Account via the CRM mobile app involves series of steps. You can bypass these steps using app shortcuts, which let you access certain portions of an app directly from your home screen. Press and hold the Zoho CRM app icon to view the available shortcuts. You can also customize these shortcuts.

To customize App Shortcuts
  1. Go to Settings > App Shortcuts.
  2. Modify the actions as required and tap OK.
  3. Tap on Reset to Default to go back to the default settings.

Pin Records to the Home Screen

Imagine you have a major lead and hope to convert that lead into a customer. You can pin records (Leads/Contacts) as shortcuts on your home screen to save time spent searching the record list.
This option is available in the Android version 8.0 and higher.
To pin records as shortcut to the home screen
  1. Go to the module (Leads/Contacts).
  2. Select the record you wish to pin to the home screen.
  3. Tap Menu > Create shortcut.

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