Customer Engagement & Dynamics CRM Forum

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CRM Mobile App

  • 1.  CRM Mobile App

    TOP CONTRIBUTOR
    Posted 17 days ago
    I have two questions on the Mobile App. Thank you in advance for your help!

    • I created a Dashboard of activities from a particular conference so it was easy for the attendees to access appointments that were scheduled.  The information shown is not too helpful - it would be great to see the activity date/time.  This is a custom activity called Face to Face.  Do you know if it is possible to display other fields on the view in the app? Currently it only displays the subject, the contact it is associated with and the client name.

    • When adding an an activity through the Mobile App, I want to associate it with an opportunity.  As I search for the opportunity, I know the word Annex is part of the opportunity name but not the beginning (such as ABC Hospital Annex) so I use the wildcard.  It never finds the opportunity and i receive a SQL error. Any ideas on this one?


    Any assistance is greatly appreciated!  thanks, Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 2.  RE: CRM Mobile App

    Posted 16 days ago
    I believe you can change the information that is displayed using the card form in the entity

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    Benjamin Terebelo
    Madison CRES
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  • 3.  RE: CRM Mobile App

    TOP CONTRIBUTOR
    Posted 16 days ago
    Thank you @Benjamin Terebelo I tried that but it didn't seem to work.  Darn...

    On the second item, I spoke to someone at Microsoft and ​i updated one setting in the System Settings - "Enable Quick Find record limit" - set it to Yes and it worked.  Not sure why that resolved the issue, but it did!

    thanks! Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 4.  RE: CRM Mobile App

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Laura,
    The mobile app only shows the first 3 columns of whatever View you're using, in your case "2019 AWEA Face to Face", if you need to change the columns displayed just change the display order in the view

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    Edrei Mpanduki
    CRM Technical Analyst
    Scottsdale AZ
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  • 5.  RE: CRM Mobile App

    TOP CONTRIBUTOR
    Posted 16 days ago
    Excellent @Edrei Mpanduki that is very helpful  thank you so much!​

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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