Setting Up the Contact Customer Mobile Applications

Before using the Contact Customer mobile applications, verify that the processing options for each application are set correctly. The processing options for both the tablet and the smartphone applications specify which versions of the base EnterpriseOne applications the mobile applications use. Additionally, the processing options for the tablet application are used to specify which category codes to display in the application.

Setting processing options for these applications is a task that should be completed by the system administrator before the mobile applications are made available to end users.

End users of the mobile applications have the ability to set up user preferences within the mobile applications. These preferences enable users to show or hide the following fields in the mobile applications:

• Function Code

• Type Code

• Contact Type

(Release 9.2 Update) End users of the mobile applications also have the ability to set up user preferences to search for customers within a user-defined proximity. These preferences enable users to show or hide customers within a specific proximity to your location or another reference point.

You can also set the privacy settings on your iOS device to enable the Create Device Contact feature, which enables you to add an EnterpriseOne contact to your device contacts.

To access the privacy settings on an iOS device:

1. Select Settings, select Privacy, and then select Contacts.

2. Enable the option for all applications that you want to have access to your device contacts.

This button is enabled by default in Android devices.