Blueprint Zoho CRM Mobile App

Blueprint Zoho CRM Mobile App

Blueprint in the Zoho CRM Mobile App does work but with a few limitations:

For now, the items (Attachments, Fields, Associated items, Checklists) within 'During' transitions will not be executed on the app.

Attachments : If the attachments are marked as mandatory, the corresponding transitions will not get executed.

Fields : With regard to fields, only if you have selected the respective module (for which you have setup the blueprint) as a field, it'll get executed. For example if you are configuring a Blueprint for Leads module and if you select Leads as one of the fields, it'll get executed, other modules selected as fields aren't supported yet.

Associated items : Inventory and Activities modules aren't supported.

Checklists : If you have added any checklists to the transitions, then they wouldn't get executed.

Zoho are addressing these limitations and are planning on resolving them in future updates.

Published: February 2020

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