When you initiate a call from the SugarCRM mobile app by tapping a phone number field or the Call icon across the top of a record's detail view, you have the option to log the call in Sugar when are you done. After the call ends and you return to the SugarCRM app, a pop-up appears asking if you wish to log the call. If you choose "Yes", the Create Related Call screen appears with several fields pre-populated, including the relationship to the record you called (e.g., a contact), the start and end date and time, direction, and status. This allows you to keep a history of calls with the specific person or organization easily, with minimal manual entry.
Our mobile SDK is a fully functional mobile app capable of connecting to a Sugar server instance and providing the same set of features as the stock SugarCRM mobile app.
For SDK questions, we also have a Mobile Developers group in SugarClub.
When you initiate a call from the SugarCRM mobile app by tapping a phone number field or the Call icon across the top of a record's detail view, you have the option to log the call in Sugar when are you done. After the call ends and you return to the SugarCRM app, a pop-up appears asking if you wish to log the call. If you choose "Yes", the Create Related Call screen appears with several fields pre-populated, including the relationship to the record you called (e.g., a contact), the start and end date and time, direction, and status. This allows you to keep a history of calls with the specific person or organization easily, with minimal manual entry.
Our mobile SDK is a fully functional mobile app capable of connecting to a Sugar server instance and providing the same set of features as the stock SugarCRM mobile app.
For SDK questions, we also have a Mobile Developers group in SugarClub.
Thank you! This is the functionality we are looking for. Does this functionality also work from the mobile app when calling a contact? (Using the same steps you outline above, just from the related section of the account?) I've tried testing from the contact and do not get a prompt?
