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Enable choosing forms for Create and Edit buttons on mobile CRM

Irena Averboukh on 7/11/2023 7:14:12 AM

On Mobile CRM when we choose which form will be opened once user clicks on (a) BIG “+” (b) recent item record the options are only the below 3:

  1. BIG ‘+’ (Create) & Recent record (Edit) - open quick form
  2. BIG ‘+’ (Create) & Recent record (Edit) - open main form
  3. BIG ‘+’ (Create) - open quick form and Recent record (Edit) - open main form

As we understood, there is no other option available.


we would like that BIG ‘+’ (Create) will open quick create form

and Recent record (Edit) will open Quick View form (with link to main form in the bottom)

Category: Mobile Application
STATUS DETAILS
New

Comments

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RE: Enable choosing forms for Create and Edit buttons on mobile CRM

Doron Pick on 7/16/2023 8:17:02 AM

It is expected that the mobile and desktop functions will be operated in the same manner when running implementation. Hence it's important for us to have this capability working

Category: Mobile Application

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RE: Enable choosing forms for Create and Edit buttons on mobile CRM

Uri Efraty on 7/16/2023 7:46:46 AM

It is very important for us the Mobile app will be as the Desktop up

Category: Mobile Application