Tuesday, July 26, 2016

ZOHO CRM MOBILE - NEW Check-in Feature!

Any trust issues with employees being where and when they say they are?  Zoho's new Check-in feature gives you the tool you need to verify an employee's where-abouts!

Simply instruct your employees to "Check-in" to their appointments using the Zoho Mobile app.

First step is the appointment needs to be set up as an "Event" Record in Zoho CRM.

Then, for your employee to check-in, they simply open the Event Record and click the Check-in Icon at the bottom of the screen (shown below).  A note will be created with the time and place the check-in occurred, with a pin drop on a map!


4 comments:

Elizabeth Stratton said...

Quite informative post. Thanks for letting us know about it. Helpful one. Thanks once again.

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