CRM Analytics App
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 ...
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 ...
Can I share a dashboard on Whatsapp?
No, a dashboard can't be shared via Whatsapp. However, the components in a dashboard can be individually shared via Whatsapp or any communication channel such as emails, MMS, or messenger. The components will be shared as images.
If a chart view is changed in mobile app, will it reflect in web version too?
No, the chart view that you see in the Zoho CRM Analytics app is just for representational purposes. When the component is refreshed, it will revert to the original chart that is present in the web version.
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 ...