Application Menu

In CRM.mobile the application menu configures the info area search accessible from the start page.

The default application menu SMARTBOOK is used by both CRM.pad and CRM.mobile. For CRM.mobile only the List_* menu actions calling a RecordListView action are relevant. All other menu actions are disregarded by CRM.mobile.

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To use another than the default application menu for CRM.mobile, define a new application menu $Search. If $Search exists, CRM.mobile uses it instead of SMARTBOOK.

To configure info area search options to be displayed below the global search, you need to create or select menu entries for the desired info areas in the application menu (SMARTBOOK or $Search):

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Only menu actions calling a RecordListView action are taken into account:

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The following options are available:

  • Text: The text for the search option (i.e. info area) in drop-down list, e.g. "Companies".
  • CRM Processes: Assign one or more CRM processes to the menu action, >> Assigning CRM Processes in the update.CRM web Administrator Guide.
  • Info Area: Use this option to hide a search option depending on the current user's access rights (Deny Access), e.g. the offer search is only available for users with access to info area PR.
    Note: Restricting the visibility of a search option based on specific info area rights (e.g. via MA:update,new) is currently not supported by CRM.mobile.
  • Action: Define the info area search using the RecordListView action. For further details, see RecordListView and Search&List Configuration.