Mobile Supported Record Types
The app supports the following record types:
|
Record Type |
Supported Actions (Basic Actions = Create, Delete, Edit, Reset, Save) |
|---|---|
|
Bills |
Basic Actions, Autofill, Cancel Bill, Recalculate |
|
Cases |
Basic Actions, Grab |
|
Contacts |
Basic Actions |
|
Customers |
Basic Actions, Accept Payment |
|
Custom Records |
Basic Actions |
|
Employees |
Basic Actions |
|
Estimates |
Basic Actions, Autofill, Cash Sale, Invoice, Sales Order |
|
Events |
Basic Actions, Accept, Decline, Decline this Date, Quick Accept, Tentative |
|
Expense Reports |
Basic Actions, Approve, Complete Later, Reject, Submit. |
|
Invoices |
Basic Actions, Accept Payment, Autofill, Renew |
|
Issues |
Basic Actions |
|
Items |
Basic Actions |
|
Leads |
Basic Actions |
|
Opportunities |
Basic Actions |
|
Partners |
Basic Actions |
|
Phone Calls |
Basic Actions |
|
Prospects |
Basic Actions |
|
Purchase Orders |
Basic Actions, Approve, Autofill, Bill, Reject, Close (the purchase order), Receive |
|
Sales Orders |
Basic Actions, Approve, Autofill, Bill Remaining, Cancel Order, Close Order, Next Bill |
|
Tasks |
Basic Actions |
|
Vendors |
Basic Actions |
The app provides limited support on the following record types:
|
Record Type |
Supported Actions (Basic Actions = Delete, Edit, Reset, Save) |
Limitations |
|---|---|---|
|
Cash Sale |
Basic Actions |
Accessible only from fully supported record types listed earlier. |
|
Media Items |
Cancel, Delete, Edit, Save |
Accessible only from fully supported record types listed earlier. |
|
Messages |
Cancel, Create, Forward, Merge & Send, Preview, Reply, Reply to All, Reset |
Accessible only from fully supported record types listed earlier. Saved Search is unsupported. Only PNG and JPG files are supported. |
|
Payment |
Basic Actions |
Can only be accessed through one of the fully supported record types listed earlier. |
|
Time Entries |
Cancel, Delete, Edit, Save |
Can only be accessed through one of the fully supported record types listed earlier. |
|
User Notes |
Basic Actions |
Can only be accessed through one of the fully supported record types listed earlier. |