Actions

Table of Contents

The Actions combo menu allows additional actions to be performed on a record details screen.

Photo

Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. View photos on the Notes & Attachments tab of the record. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects:

  • When a mobile user has permission to edit records.

  • When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually.

Add Post

Add a post in the Chatter feed. Click Add Post. In the open modal window:

The user profile should have permission to edit records of the object to which the Chatter tab is added.
  • Tap 58836467 to add a link.

  • Tap 58836469 to add a photo or audio message from the device. You can also take another photo or audio message.

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