Task

From MobileX for SageCRM

To create a task/appointmentent against the entity viewed, select the plus icon

and then select Task/Appointment.

After that input the pertinent details,

Use the calendar picker to choose the appropriate date and tap the tick on the top right to save

The entry is saved as a communication and as a task



To update the content in the list items edit the

 CommunicationOfficeIntSmall

screen in CRM.

Some fields like subject and Company/Person/Case/Oppo are hard coded to appear.