Hello everyone,
As we bid farewell to 2024 and step into 2025, let's reflect on the major updates that enhanced the Zoho CRM mobile app over the past year.
Here's a quick roundup of the key features!
Share Record URL (Android)
Users can now conveniently copy record URLs and share them across different apps or save them for later, ensuring smooth collaboration and information access.
Tags Management (Android)
You can now create and assign tags directly within the Zoho CRM mobile app. If you have module customization permissions, you can also manage tags effortlessly.
Widget Autofill Function (Android)
The custom button widget now supports a record autofill function, automatically populating form fields when creating, cloning, or editing records.
Voice-to-Text Notes (Android)
Dictate notes instead of typing them! The voice-to-text feature makes note-taking faster and more convenient while on the go.
Quick Navigation Button (Android)
Easily access related records like deals, contacts, tasks, and meetings without endless scrolling. This feature also includes a search option for related lists.
Caller ID (Android)
Identify incoming and outgoing calls with ease! The Caller ID displays the caller’s name, photo, and module information, along with deal details if available.
Layout-Specific Related Lists (Android)
Related lists now align with the selected record layout, ensuring that only the relevant data appears in the mobile app.
External Telephony Integration (Android)
Zoho CRM now supports RingCentral and Zoho Voice, allowing seamless call initiation from external apps while automatically logging calls in CRM.
WhatsApp Integration (Android)
Users can jump directly into WhatsApp chats from CRM records by clicking the phone number or selecting the "Send WhatsApp message" option.
Wizards (Android)
Break down lengthy forms into multiple screens for a step-by-step data entry experience. Users can also save drafts and submit later for added flexibility.
Unified Date Format (iOS)
The date format set in the web version of Zoho CRM now syncs automatically with the mobile app for a consistent experience.
Custom Button Layout Support (iOS)
Custom buttons now follow layout-based placement instead of generic positioning across create, edit, clone, and detail views.
Blueprints with Optional Fields (iOS)
Users can now leave optional fields blank during blueprint transitions while ensuring mandatory fields are filled. The "Save as Draft" option also helps preserve progress.
Record Sharing (iOS)
Make data accessible by sharing records either publicly across your organization or privately with specific users, roles, or groups.
Contact Roles in Deals (iOS)
Assign roles to key individuals involved in deals, such as decision-makers and finance managers, for more targeted interactions.
Global Search (iOS)
Quickly locate records across all modules with enhanced search functionality that scans all fields instead of just four predefined ones.
Customizable List View (iOS)
Users can now display up to nine fields in list view, arranging them with headings, subheadings, and images for better organization.
Built-in Telephony (iOS)
Make calls directly from the app with VoIP functionality and automatic call logging, ensuring a seamless communication experience.
New Platform Widgets (iOS)
Beyond the existing Today widget, users can now manage approvals, track activities, and view deals directly from the widget screen.
Record Locking (iOS)
Manage access with manual and automatic record locking, with visibility indicators in list and related views.
Zia-Powered Analytics (Android & iOS)
Instantly retrieve analytics insights using Zia’s intelligent data fetching capabilities.
Assignment Threshold Alerts (Android & iOS)
Receive notifications when assignment limits are exceeded during record creation, import, or blueprint transitions.
Duplicate Record Detection (Android & iOS)
Prevent duplicate records during lead conversion with automatic checks based on unique fields like email and company name.
Saved Filters (Android & iOS)
Easily apply saved filters from the web version of Zoho CRM within the mobile app.
Lead Conversion Layout Rules (Android & iOS)
Define conditions to display additional fields or enforce required inputs during lead conversion.
Rollup Summary Field (Android & iOS)
Automatically calculate values from associated parent-child records, such as the number of notes, tasks, or deals.
WhatsApp Business Messaging (Android & iOS)
Access all your WhatsApp business chats within Zoho CRM’s Messages module.
Enhanced Validation Rules (Android & iOS)
Get field-specific error messages, suspend or allow saving with warnings, and validate data on record save or through a "Verify" button.
Dynamic Lookup Filter (Android & iOS)
Auto-filter lookup records based on real-time field values instead of static criteria.
Canvas Detail View (Android & iOS)
Access customized mobile-friendly layouts created in the web app, featuring sections, tabs, and tailored experiences.
Widget Autofill (Android & iOS)
Custom widgets now support auto-populating fields when creating, editing, or cloning records.
Subform Enhancements (Android & iOS)
Permissions for subforms now sync with the web app, and users can upload or remove files directly from subforms in the mobile app.
Client Script Enhancements
Subform Base Events (iOS): Trigger actions on cell change, row addition, and deletion.
Client Script ZDKs for Wizards (iOS): Implement custom logic in Wizard pages.
Fetch Contextual Data (iOS): Retrieve record details, layout IDs, and module info.
Navigation and Loaders (iOS): Redirect users within the app and display loaders.
Fetch User Role & Profile (Android & iOS): Access user role details with “$Crm.user”.
Client Script ZDKs for Detail Page (Android & iOS): Implement custom actions.
Set Criteria in Forms (Android & iOS): Filter field values dynamically.
That's a wrap for 2024! Update your app today to experience these features and stay tuned for even more improvements in 2025.
For more details visit pfc-group.com.