Navigation customizations

Configure navigations in CRM.mobile based on your user's needs.

The following user interface elements allow users to navigate in CRM.mobile:
  • Tabs: If more than one page is defined for the start page, these pages are displayed as tabs.For further details, see $Home.
  • Tiles: On dashboard and details overview pages, tiles are used to display information (e.g. number of records or the value of a field) and can be used to access a record or list of records. They are configured as context menu actions. For further details, see Configuring a tile.
  • Buttons in headers or in tabular details views. For further details, see Buttons and Fields with Actions.
  • Quick Actions: Buttons displayed in the Quick Actions bar, allowing users to quickly access context-specific functions (call phone number, add record etc.). For further details, see Quick actions.
  • Extended Actions: Additional context-specific buttons. For further details, see Extended actions.
  • Records in a list.
  • Links to other records, external websites etc.

For these elements you can define actions that are executed if the user taps the element.

Tabs, tiles and buttons can be displayed/hidden by assigning them to CRM Processes.

Alternatively, tiles can be hidden based on the current user's access rights, i.e. by setting the Info Area option in the menu action. Example: Tile:NextAppointments can only be accessed by users with access to the Activity info area (MA).