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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

Shannon Davis on 10/1/2025 7:30:50 PM

We also would like to use the Quick Create form for creating new records with the Big + sign but then use the Quick View forms for viewing records. The reason we want the Quick Create form for creating new records is that we want to be able to use the Business Card Scanner for contacts.

Category: Mobile Application

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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