Close activities in mobile express RRS feed

  • Question

  • Hello, I have been checking the mobile express functionality of CRM2011.

    How can we create any customization in the mobile forms?

    I need to close the activities in mobile express. Is it possible through customization of existing form?

    Or do I need to create a new form?


    Best regards

    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。 http://blog.vsharing.com/guo_crm/
    Monday, July 4, 2011 6:41 AM


  • The first of Ankit's links touches on the same thing but one idea I've had about this is to add a tickbox to the activity record and display it on the mobile form. When the tickbox is ticked, a workflow closes out the activity.

    I haven't tested it yet but it may be worth a shot.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog
    or hear me tweet http://www.twitter.com/leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, July 4, 2011 11:59 PM

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