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.
Alex Nassi Digital CX Operations Director SugarCRM
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.
Alex Nassi Digital CX Operations Director SugarCRM
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?
