Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Using List-Detail Record Types >

Using List Screens

When you select an icon (except the Calendar icon) on the Home screen, Oracle CRM On Demand Connected Mobile Sales displays a List screen for the record type. The list displays one to three fields of information for each record. The list displays only records you have access to. You can scroll through this list. For information on selecting which fields appear in this list, see Selecting Available Fields.

To use a List screen

Do one of the following:

• Where configured by your administrator, you can scroll non-calendar lists by swiping up. The list retrieves a maximum of 25 records. When you scroll past the 25th record Oracle CRM On Demand Connected Mobile Sales temporarily displays a loading spinner while it retrieves the next set of records (25 maximum).
• To add a new record, tap the Add (+) button in the title bar.
• On iOS devices, you may have to tap the action button to see the Add (+) button and other available actions.
• To display the detailed information for a record, tap it.
• To go back to the Home screen, tap the Back button in the title bar.
• To sort the list, do the following:
  • Tap the menu icon (lll) and choose Sort from the menu.
  • On the Sort Options page, use the Sort Order field to choose a field on which to sort.
  • In the Sort By field choose Ascending or Descending.
  • To save your updated selection, tap the menu icon (lll) and choose Save.
  • To revert back to the default settings, tap the menu icon (lll) and choose Reset.
• To search for records, enter information (such as a name) in the Search field and click Search. On iOS devices, scroll the list up to reveal the Search field. For more information, see Searching Lists for Records.
• For tasks lists, you can tap Select and choose between displaying Open Tasks, Completed Tasks, or All Tasks.
• For contact lists, you can tap and hold on a record to bring up a menu of actions. The actions are:
  • Add to Favorites. Adds the contact to your list of favorite contacts.
  • Call. Calls the contact. Call is available if either the work phone number or cellular phone number are populated and have been made available in the Application Composer. If both fields are populated, then the work phone number is the default.
  • Email. Email opens the device's default mail client and populates the To field with the contact's email address. The Email option appears only if the contact's Never Email check box is deselected and the administrator has enabled sending email in the Application Composer. For more information, see Enabling Email for Contacts.
  • Remove from Favorites. Removes the contact from your list of favorite contacts.