Zoho CRM: Mobile Features Update Better Customization & User Experience

Zoho CRM: Mobile Features Update Better Customization & User Experience

Hello everyone!

Your business never stands still—so why should your CRM? In our most recent update, Zoho introduced several enhancements designed to make using Zoho CRM on your mobile device faster, smarter, and more intuitive.

Let’s dive into what’s new in the Zoho CRM mobile app.

Home widget access (Android)
Field tooltips with markdown (Android)
Profile photo update (iOS)

Home widget access (Android)
Widgets you set up for your personalized homepage in the Zoho CRM web version are now available right inside your Android app!
This gives you seamless visibility of key info directly from the mobile home screen.
When building a widget, make sure it’s designed to work with mobile devices. After that, simply enable the Mobile compatibility toggle in the widget configuration screen to show it in your mobile dashboard.

Field tooltips with markdown (Android)

Field-level tooltips created on the CRM web interface are now viewable in your Android app as well. Both inline text (inside the field) and icon-based (info icon) tooltips are supported.

Static tooltip
 

Info tooltip

 
You’ll see tooltips in these locations:
  1. Create, duplicate, convert, and edit screens
  2. Record detail pages
  3. During blueprint transitions
  4. In subforms (only info icon tooltips are displayed here)
Profile photo update (iOS)
Previously, changing your profile image was only possible through the CRM web app. With this update, iOS users can now update their display picture straight from the app. You can snap a photo, choose from your gallery, or upload from your files.
To update your profile picture:
  1. Tap the More menu
  2. Go to Settings
  3. Tap on your current image
Choose from:
  1. View image – See your current photo
  2. Change image – Take a new one, choose from your gallery, or upload a file
 

We hope these new features make your mobile CRM experience even more productive and flexible. 
For Further information, visit www.pfc-group.com

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