#mobileapp | Community Creatio

15:10 Mar 04, 2021

Hello,

I am working with the mobile application and specifically in the Activity section.

In this, I have configured the Actions-Visit Detail in the mobile app, but when I check the check-in/check-out in mobile application, the completion time is not getting updated in the detail in the web application for the record.

I also want to update the current location of mobile in the web application.

Please guide me on how to get this geolocation working.

I have also attached the screenshot of that detail.

Hoping for an early reply.

3 comments

Danyil Onoprienko

17:53 Mar 08, 2021

Dear Malay,

Thank you for your question!

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

We recommend synchronizing the Mobile Application more often to update the results.

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

Please be advised that if the GPS coordinates of the sales rep and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”.

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

Hope this helps!

In case you have any additional questions please do not hesitate to contact the support team!

Regards,

Danyil

Malay

16:26 Mar 11, 2021

Danyil Onoprienko,

Thank you for your response!

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the page here:

Danyil Onoprienko

05:38 Mar 18, 2021

Dear Malay,

Thank you for your patience!

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

The result would be as in the screenshot below:

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

Thank you!

Regards,

Danyil

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Lead stages in the right sorting

Sanae ADRAR

22:37 Apr 06, 2020

Hi community,

Is there any way to have lead stages sorted same way as they are in the web page ? I want them to be sorted same way as they show up in lead web page.

Thank you

3 comments

Sanae ADRAR

22:37 Apr 06, 2020

KrishnaPrasad

11:52 Apr 07, 2020

Sanae ADRAR,

You can include the stage number in the displayed columns and click on stage number column to sort it

Sanae ADRAR

20:43 Apr 07, 2020

KrishnaPrasad,

Okay found it. Thank you !!!

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#mobileapp

7.15

Sales_Creatio_enterprise_edition

Changing stages and emails in Creatio mobile app

Sanae ADRAR

02:33 Mar 30, 2020

Hi Community,

I have two questions about mobile app usage :

1. Where can we have access to emails using the mobile app

2. Same question about changing lead or opportunity stages, We don't see them in the mobile app. How can we have the same view of stages in the mobile app as in the web page.

Thank you

2 comments

Angela Reyes

06:52 Mar 30, 2020

Hello!

1) As far as I know, the mobile app is not the best option for working with emails since email app could handle this task much better. You can create a detail from the activity object to view them. If you want to send emails it will be better to use mailbox application.

2) To see or edit stages you can add "stage" field to the edit page in the mobile app. If you mean DCM panel then, unfortunately, this functionality is not supported, however, this functionality may be added in the upcoming releases

Best regards,

Angela