Creatio mobile
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

Mobile application section page

To open a mobile application section page, tap a record in the section list.  The section page contains columns, embedded details and standard details (Fig. 1) configured in the mobile application wizard.

Fig. 1 [Contacts] section of mobile application

scr_mobile_overview_look_inside.png 

How to make calls

You can make a call by tapping the btn_mob_call.png button on the right of the phone number in the communication options for a contact, account or lead (Fig. 2).

Fig. 2 Making a call

scr_mobile_overview_choose_call.png 

How to send an email

If communication options of a contact, company and lead contain email address you can send an email by tapping the btn_mob_mail.png button on the right of the email address (Fig. 3).

Fig. 3 Creating an email

scr_mobile_overview_choose_email.png 

The email client installed on the mobile device opens so that you can create and send emails.

How to open a contact's or account's website

You can go to the site by tapping the site's address in the (Fig. 4) [Web] column.

Fig. 4 Going to a website from the section's page

scr_mobile_overview_open_web.png 

How to view the map

You can open the map to view the location by tapping the btn_mob_location.png button on the right of the  address (Fig. 5).

Fig. 5 Viewing the map

scr_mobile_overview_choose_map.png 

The  address of a contact, account or lead opens in Google Maps by default.

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