#mobileapp | Community Creatio

Question

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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Question

#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