Application menu

The application menu is displayed at the top of the current page. Here you will find the most common options for your current page.

Depending on the current area, the application menu can contain the following options:

CRM.mobile main menu Description
media/image4.png Start Page Tap this button to open the start page. For further details, see Start page.
media/image3.png Log out Tap this button to log out of CRM.mobile.
media/image5.png Search Opens the search field where you can enter search query. For further details, see Searching.
media/image6.png Edit Switches the current record to edit mode.
media/image7.png Save Saves the current record.
media/image8.png Cancel/Close Ends edit mode without saving any changes or closes the search.
media/image9.png Extended actions Provides access to further actions available for the current record, e.g. add an activity for a company. For further details, see Adding and Editing Records.

If you open the extended actions in the overview or details view of a record, the actions apply to the current record. Extended actions accessed from a list (e.g. a results list) do not apply to a specific record.
media/image10.png New Adds a new record.