Change Notification Settings using iPhone

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• Change Notification Settings in iPad

  To change notification settings Tap the Settings icon in your iPad. Go to Notifications and tap CRM. In the CRM notification options, choose your notification settings.

• Change Name Format using iPhone

  You can change the name format for the leads and contacts in Zoho CRM from your iPhone device. To change name format Tap the Settings icon from the Dashboard. In the Settings screen, tap Display Contact/Leads. In the Display Contacts/Leads screen, ...

• Change List View using iPhone

  You can change the list view that helps you filter the required data based on specified criteria. For each module All Views and My Views are supported. There are additional pre-defineds and user-defined list views that are also available. To change ...

• Upload Photo using iPhone

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo from the iPhone's Photo Library. To upload a photo Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to ...

• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...