Adding Records

CRM.mobile allows you to add records like to-do lists and and activities.

You can add records in CRM.mobile using quick action and extended actions (). If only a single extended action is available, (New) is displayed instead. For further details, see User interface.

To add a new record:

1. Switch to the area where (e.g. results list) you want to add the record or open a record to add a child record. For further details, see Searching.
2. Tap on Extended Actions in the application menu.

   The actions available for the current record or area are displayed:

   
   
   
   Note: Your administrator can define default values for specific fields. When adding a new record, the default values are automatically entered in the corresponding fields.
3. Select an option to add a new activity.
4. Enter data on the fields.

   Mandatory fields are highlighted in red.

5. Tap on or tap on to save in the application menu.

   The new record is displayed.