Monday, December 1, 2014

ZOHO CRM MOBILE - Find Contacts near your location with a tap!

Did you know that your Zoho CRM mobile application has a great little feature on the view menu called "Map View - Contacts Near Me" that will show you the contacts in your CRM within a specified radius... on a map!  This is a perfect feature when you're on the road and you find your self with some extra time.  

To access the feature, go to your contact module then tap on your view list at the top of the screen (the default is All Contacts).  Tap on Contacts Near Me under Map views.

To change the search radius, tap on the settings gear wheel and scroll down to Search settings.  Use the drag bar to change the distance to be searched.

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