Adding Icons

You can define an area containing icons that execute a function when a user taps on them. For example, if your reps have to cover predefined steps while visiting a client, you can add them to a page.

To configure such icons:

  1. Define a context menu action.
  2. Define and/or assign the desired actions for the icons to this context menu. The icons assigned to each menu action are displayed in the application.
  3. Switch to the desired field group and open the control, where you want to add the icon area.
  4. Add a tab and enter the context menu action's name into the Type field.