I cannot add any description to the customer interaction history through the sugar CRM app for Android Devices. Is there any way this can be done or can this action just be done by the browser?
I cannot add any description to the customer interaction history through the sugar CRM app for Android Devices. Is there any way this can be done or can this action just be done by the browser?
Could you specify what do you mean by interaction history you need to add? log Call/Meeting held or add new Note in the context of Account?
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
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I just need to put a note in that field where "description" is written.
I know how to add a interaction history about call/ Meeting ir note... but none of these options goes into the field where "description" is written.
Try to click three vertical dots in upper right corner. In case menu appeared, select Edit
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
It sounds like your Mobile Detail vs EditView layouts are different.
Go to Studio -> Opportunities -> Layouts -> Mobile Layouts, and ensure that the Description field is on the "EditView" layout. Save and Deploy, then visit the Opportunity on your mobile app, and as Dmytro said above, use the three vertical dots in upper right corner, and select "Edit".