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Syncing Contacts

Last post 04-22-2014 8:54 AM by Method_Greg. 1 replies.
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  • 04-18-2014 11:21 AM

    Syncing Contacts

    Is there a way to sync your contacts in method to your mobile device?

  • 04-22-2014 8:54 AM In reply to

    Re: Syncing Contacts

    Hello,
       Your mobile screens access the same data as your desktop. You can create a screen based on the Contacts table to manage them on a mobile device.
       First, take a look at what you have now.  Go to Customize -> Tabs -> Edit Tab Links... for the Mobile tab.   It will show you a list of at least the default screens.  Copy one and open it up in the screen designer.  You can see it is a normal screen designed in one page column.  You can create your own screen based on the Contacts table.  You can use the CRM_CustomerList as a template because it is actually based on contacts, not company.  Also, make sure you select 'Optimize for mobile device' found in the Advanced... button screen options.   This will put the screen into the drop down on the mobile screen.
    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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