Differences and Limitations: Customer Account Overview

Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.

Customer Data Displayed

While the Customer Account Overview mobile applications do not function differently than base EnterpriseOne applications, they do offer the mobile user a subset of customer information. Not all customer information available in the base software is available in the mobile applications.

Adding Contact to Device

When reviewing customer contacts in the mobile application, you can add the EnterpriseOne contact to your mobile device. When you tap the Create Device Contact button, the system looks in your device contacts for an exact match of the contact name to determine whether the contact exists on your device already. The system does not check for duplicate phone numbers or email addresses. Therefore, if the contact already exists on your device, but the name is not exactly the same as the contact name in the mobile application, it is possible to create a duplicate contact record on your device.

Additionally, if an exact match is found, and the contact already exists on the phone, the mobile application does not update the existing device contact with the phone numbers and email addresses from the mobile application contact record.

To enable the Create Device Contact button on your iOS mobile device, you must set the privacy settings for contacts to allow the application to access contact information. If the setting is not turned on, the Create Device Contact button does not appear in the application.

This button is enabled by default in Android devices.