Edit Records in iPad

Edit Records in iPad

You can edit the Zoho CRM record from your iPad.

To edit a record

  1. Tap the Leads, Accounts, Contacts, Potentials, Cases, Products, Vendors, Tasks, Events or Calls module.
    All the records in the selected module will be listed.
  2. Tap the record that you want to edit.
  3. In the Record Details page, tap Edit. 
  4. Modify the details of the record and tap Save.