How to add a description on the opportunity through the Sugar CRM app?

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?

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Dmytro Chupylka over 4 years ago

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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Ana SOARES over 4 years ago in reply to Dmytro Chupylka

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.
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Adam Frank over 4 years ago in reply to Ana SOARES

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".
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Adam Frank over 4 years ago in reply to Ana SOARES

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".
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