Customizing screens for Sage CRM Mobile

You can customize mobile screens, lists, and tabs for Sage CRM Mobile. Ensure that the customized UI is optimized for the smaller screen size of many mobile devices. If you add too many fields to a screen, it may look crowded and be difficult for users to work with. Before you begin customizing, you must select the correct device type.

The only supported actions on mobile are runtabgroup and runblock.

The following example adds a Company ID field to link a communication with a company on Sage CRM Mobile.

1. In Sage CRM, click <My Profile> | Administration | Customization | Communication.
2. Click the Screens tab.
3. From Devices, select the mobile theme.
4. In the Screen Caption column, click Custom Communication Detail Box.
5. From Field, select Comm_Link : Company and click Add.
6. Click Save.
7. Log in to Sage CRM using a mobile device and browse to New | Communication to see the new field.