Edit Records in iPad

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• Edit Records

  You can edit Zoho CRM records from your Android phone To edit a record Go to the module (Leads, Accounts, Contacts, etc.). Tap the record that you want to edit. Tap the More Options icon and then tap Edit. Modify the details of the record and ...

• Edit Records in iPhone

  You can edit the Zoho CRM record from your iPhone To edit a record Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module. The records in Contacts, Leads, and Accounts modules are listed in ...

• Delete Records in Ipad

  Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events or Calls module from your ...

• Create Records in iPad

  You can create leads, accounts, contacts, potentials, cases, products, vendors, tasks, events and calls from your iPad. To create a record Tap a module in which you want to add a record. All the records in the module will be listed. Tap the Add ...

• Edit/Delete a Module

  To edit a module (standard module or a user generated module) Click Setup > Customization > Modules. From the list of modules under the Modules tab, click the desired module.  You will be taken to the Module Editor page where you can edit the module ...